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SBA Business Plan for FedEx Routes or Linehaul


SBA Business Plan for FedEx Routes or FedEx Linehaul

The U.S. Small Business Administration (SBA) has compiled a list of guidelines for how business plans should be prepared, including what needs to be outlined and included in order get funding from banks and other institutions. MyGround Support® is an experienced FedEx Route SBA Business Plan author that can author your plan to these guidelines.

Characteristics of the SBA Conforming Business Plan

MyGround® Support assembles a Business Plan that may include the following sections.

  • Cover Page: The cover page generally has your company logo, your contact information including name, address, telephone number, and e-mail address.
  • Table of Contents: We build our business plans with a linked table of contents that is done in a manner so that if any changes are made to the text, the page numbers can quickly be updated. 
  • Executive Summary: A summation of the business plan is first thing the lender will read. The executive summary entails the market need, the services the company will provide to FedEx Ground, and how it will accomplish this. It includes a  short description of the company theme and services, the size of the relevant market, how the company is uniquely suited to succeed, and the amount of investment being sought. Usually one or two pages in length, it is a brief yet important opportunity to captivate the reader.
  • Objectives: This section generally includes bullet points of your company's goals. These goals may include growth, financial profitability, timelines, and launch dates.
  •  Mission Statement: A clear and concise statement defining your company's mission with regards to FedEx contracting. 
  • Keys to Success: A listing of the steps required to achieve the company's stated mission. 
  • Company Summary: This section includes information regarding where the company will be located and how the management will be structured. 
  • Company Ownership: A summation of the principal owners and their share. 
  • Initial Source and Use of Funds: The initial source and use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company's business objectives. The initial expenses and funding occur before the company opens and receives revenue from FedEx Ground
  • Contracting Services: This section describes the company's services provided to FedEx Ground.  It presents service descriptions, pictures, and other key information. If relevant, it will outline why the management is specially suited to bring the company to the market, grow it, help turn it around if applicable, and other key information.
  • Market Summary: Detailed information on the company's immediate surroundings including:  population, households, families, age, income, and other useful statistics. Tables and graphs are used to display the information above.    
  • Market Analysis: This section includes information on FedEx Ground Market Analysis

  • Demographics Summary: This information includes a variety of data collected by the U.S. Census Bureau, mostly households serviced for P&D
  • SWOT Analysis: The SWOT analysis is included to provide an honest assessment of a company's strengths, weaknesses, opportunities, and threats. It explains internal and external factors, and positive and negative forces affecting your company. This helps the lender see the current state of industry and your company.  It also is an excellent tool for self- assessment. 
  • Management Summary: The history of the company (or formation details) and its owners is explored.  This includes how they will use their experience to implement successful business strategies.
  • Financial Summary: Provides an overview of your financial situation and the  company's financial projections. 
  • Revenue Forecast: The revenue forecast section details the revenue that the company will receive and the direct costs.
  • Wages/Staffing Forecast: The wages forecast breaks down the payroll expense line on the income statement, and provides total headcount, average wages per category and total wages per category. 
  • Income Statement: The income statement is also known as a Profit & Loss statement or P&L. This table breaks down annual revenue, cost of revenue, operating expenses,  depreciation, interest, taxes, and bottom-line earnings annually for the first five  years. 
  • Statement of Cash Flow: The statement of cash flow illustrates the  company's cash received and  cash spent annually for a five-year period. The table is broken down into three  main categories: operating, investing, and financing. The operating activities report the company's business operations. Investing activities detail the company's property equipment transactions.  Financing activities account for the company's paid-in capital and debt.      
  • Balance Sheet: The balance sheet includes the company's assets, liabilities, and shareholders' or owners equity for a given time-period. 
  • Break-Even Analysis:  The break-even analysis details two different break-even points. The operating break-even accounts for the company's revenue and expenses on the income statement. The investment cash flow break-even takes the operating break-even one step further by including the inflow and outflows of the  cash flow. The investment cash flow break-even looks at all transfers of  money, except investments. This section is completed by our financial  consultants. 
  • Appendix - Year 1 Financials:  Year 1 monthly forecast illustrates the company's first 12 months, after the initial pre-operations stage on a monthly basis.