HOTSHOT TRUCKING BUSINESS PLAN TEMPLATE
From HotshotDispatchers (hotshotdispatchers.com/guides/hotshot-business-plan)
Fill in each section. Replace every [bracket]. Numbers you use must be your own:
real quotes for insurance and payments, real fuel prices for your region.
This template is general information, not financial, legal or tax advice.

------------------------------------------------------------
1. EXECUTIVE SUMMARY (write this last, half a page)
------------------------------------------------------------
Company name and structure: [e.g. Rivera Hotshot LLC, single-member LLC]
Owner: [name], [years of driving or trucking experience]
What we do: For-hire hotshot hauling of [freight types] in [region/lanes]
Setup: [non-CDL or CDL], [truck year/make/model], [trailer type and deck length]
Funding requested: $[amount] for [truck / trailer / insurance down payment / working capital]
Why it will work: [two or three sentences: lanes you know, customers you have, costs you control]

------------------------------------------------------------
2. COMPANY DESCRIPTION
------------------------------------------------------------
Legal structure and state: [ ]
EIN: [ ]          USDOT: [ ]          MC: [ ] (or application status)
Home base: [city, state]
Operating radius: [local / regional / national]
Licensing: [non-CDL: combination ratings at or under 26,000 lb] or [Class A CDL]

------------------------------------------------------------
3. MARKET ANALYSIS
------------------------------------------------------------
Freight you will haul: [equipment / building materials / oilfield / vehicles / expedited]
Where it comes from: [load boards, brokers, direct shippers you have spoken to]
Lanes: [list 3-5 lanes you expect to run]
Seasonality: [busy and slow months in your region]
Competition: [how many hotshots run your area; what you do differently]

------------------------------------------------------------
4. ORGANIZATION AND MANAGEMENT
------------------------------------------------------------
Who drives: [ ]
Who finds loads and negotiates: [owner / dispatcher]
Bookkeeping and taxes: [owner / bookkeeper / accountant]
Safety and compliance: [who keeps logs, maintenance files, inspections, medical card current]

------------------------------------------------------------
5. SERVICE
------------------------------------------------------------
Equipment: Truck GVWR [ ] lb, GCWR [ ] lb; trailer GVWR [ ] lb, empty weight [ ] lb
Freight capacity: [trailer GVWR - trailer empty weight] lb
Securement gear: [chains, binders, straps, tarps]
Insurance: liability $[ ], cargo $[ ], physical damage [yes/no]

------------------------------------------------------------
6. MARKETING AND SALES
------------------------------------------------------------
How you will get loads in the first 90 days: [ ]
Brokers you will set up with: [ ]
Direct shippers you will call: [ ]
Your minimum rate per total mile: $[ ] (from the worksheet)

------------------------------------------------------------
7. FUNDING REQUEST
------------------------------------------------------------
Amount: $[ ]
Use of funds:
  Truck:                       $[ ]
  Trailer:                     $[ ]
  Insurance down payment:      $[ ]
  Authority, BOC-3, UCR:       $[ ]
  ELD and phone:               $[ ]
  Securement gear:             $[ ]
  Working capital (months: [ ]): $[ ]
Repayment plan: [ ]

------------------------------------------------------------
8. FINANCIAL PROJECTIONS
------------------------------------------------------------
Year 1 monthly (use the cost-per-mile worksheet):
  Miles per month (loaded + empty):   [ ]
  Rate per total mile:                $[ ]
  Gross per month:                    $[ ]
  Fixed costs per month:              $[ ]
  Variable costs per month:           $[ ]
  Net before tax per month:           $[ ]
Years 2-5: [assumptions for rate, miles and cost changes]
Break-even: [miles per month at your rate needed to cover all costs]
Cash cushion: [how many months of fixed costs you hold in reserve]