OTR Trucking Business Plan Template – Start a Long-Haul Freight Company with Confidence

This ready-made OTR Trucking Company Business Plan is your blueprint for launching a successful long-haul freight business. Designed for owner-operators, fleet startups, or freight logistics companies, this plan helps secure funding, meet SBA requirements, and organize your operations from day one.

Whether you're leasing your first rig or scaling up with multiple drivers, this fully editable plan (Word & PDF) lays out everything you need: equipment lists, lane strategies, rate models, and growth projections.

What’s Included in Your Business Plan:

1. Executive Summary – Mission, startup goals, funding request, and industry outlook

2. Products & Services – OTR dry van, reefer, flatbed, hazmat transport, and freight brokerage expansion

3. Market Analysis – Freight industry trends, lane demand, spot vs contract rates, and competitor profiles

4. Facility & Operations – Dispatch process, DOT compliance, truck maintenance, IFTA filing, ELD systems

5. Sales Strategy – Load board use, broker relationships, direct shipper outreach, fuel card and factoring programs

6. Management Structure – Owner-operator or fleet model, dispatcher, safety manager, and driver onboarding

7. 3-Year Financial Forecast – Revenue per mile, fuel costs, fixed overhead, truck payments, and breakeven point

Who This Plan Is Perfect For:

– CDL holders launching their own trucking business
– Owner-operators looking to scale
– Fleet startups applying for SBA loans or grants
– Freight businesses expanding into OTR lanes
– Trucking company founders presenting to investors