moving company business plan pdf

Moving Business Plan Template & PDF Example

• August 26, 2024
• Business Plan

Creating a comprehensive business plan is crucial for launching and running a successful moving business. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your moving business’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of a moving business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the service industry, this guide, complete with a business plan example, lays the groundwork for turning your moving business concept into reality. Let’s dive in!

Our moving company business plan is designed to cover all critical facets necessary for a comprehensive and strategic outline. It details the company’s operational strategies, marketing initiatives, market conditions, competitive analysis , management team, and financial projections.

• Executive Summary : Offers a brief overview of the moving company’s business concept, highlighting the market analysis , management team expertise, and financial strategy.
• Operations: Discusses the geographic areas served by the company, the fleet of vehicles used for moving services, and the warehouse facilities for storage solutions.
• Services & Rates: Outlines the variety of moving services offered, including local and long-distance moves, along with a detailed pricing model based on hourly rates for local moves and price per mile for long-distance moves.
• Key Stats : Shares insights on the size of the moving industry, the number of moving companies, and the average number of Americans moving annually.
• Key Trends: Highlights significant trends affecting the moving industry, such as demographic characteristics of movers, reasons for moving, and changes in homeownership and rental trends.
• Key Competitors: Evaluates major competitors in the market, comparing services, geographic coverage, and customer reviews.
• SWOT Analysis : A thorough evaluation of the company’s strengths, weaknesses, opportunities, and threats.
• Marketing Plan : Details the marketing strategies to promote the moving services, including digital marketing, partnerships, and direct consumer outreach.
• Timeline : Sets forth key milestones and objectives for the moving company from inception through the first year and beyond.
• Management: Provides information on the moving company’s management team, detailing their backgrounds, roles, and contributions to the company’s success.
• Financial Plan: Projects the financial performance of the moving company over the next five years, including revenue forecasts, profit and loss statements, and the financial strategy for achieving profitability and growth.

Moving Company Business Plan

Fully editable 30+ slides Powerpoint presentation business plan template.

Download an expert-built 30+ slides Powerpoint business plan template

Executive Summary

The Executive Summary introduces your moving business’s plan, offering a concise overview of your company and its services. It should detail your market positioning, the range of moving and relocation services you offer, its location, fleet size, and an outline of day-to-day operations. 

This section should also explore how your moving business will integrate into the local market, including the number of direct competitors within the area, identifying who they are, along with your company’s unique selling points that differentiate it from these competitors.

Furthermore, you should include information about the management and co-founding team, detailing their roles and contributions to the company’s success.

Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your moving business’s financial plan.

Moving Business Plan Executive Summary Example

Business Overview

In the  business overview , provide a succinct summary of your moving company, including its name, location, and a brief on the day-to-day operations. This section sets the stage for highlighting your business’s unique aspects.

Your  Unique Selling Proposition  ( USP ) is what distinguishes your moving company from the competitors. It could be your specialized moving services, exceptional customer care, or innovative logistics solutions. Your USP should be a centerpiece of the executive summary, drawing in your audience and underscoring the unique value your business offers.

Example: “RelocateMe Moving Services,” headquartered in downtown Anytown, operates with a fleet of 10 state-of-the-art moving vehicles, offering both local and long-distance moves. What sets RelocateMe apart is their commitment to eco-friendly moving solutions and unmatched customer service, ensuring a stress-free moving experience for all clients.

Market Overview

This part should illuminate the size, trends, and dynamics of the moving industry, supported by relevant data such as market valuation and growth rates. Highlighting industry trends, like the increasing demand for eco-friendly moving solutions or technological innovations in logistics, can provide insights into the market’s direction and your company’s place within it.

Discussing the  competitive landscape  is also crucial. Here, identify your main competitors and articulate how your company stands out. This could be through specialized services, competitive pricing, or superior customer experience.

Example: RelocateMe is positioned in the $21.7 billion moving industry, navigating through a market with a considerable number of yearly relocations. Despite the competition, RelocateMe distinguishes itself by offering green moving solutions and advanced booking technologies, appealing to the environmentally conscious and tech-savvy segment of movers.

Management Team

Your management team’s expertise is a significant asset to your business. Highlight the key qualifications and experiences of your team members, showcasing the depth of knowledge and leadership within your company.

Example: RelocateMe is spearheaded by founders Alex Taylor and Jamie Rivera. Alex, with over 20 years in logistics and supply chain management, and Jamie, a customer service expert with a knack for operational efficiency, bring a blend of industry knowledge and customer-centric focus to the table, setting RelocateMe up for success.

Financial Plan

Summarize your financial objectives and forecasts here, including revenue targets and profit margins. This overview should offer a clear view of your company’s financial future.

Example: RelocateMe projects an annual revenue of $3.3 million by year five, with an  operating profit  margin of 37%. The financial strategy focuses on leveraging efficient moving solutions and expanding service offerings to drive growth and profitability.

For a moving business, the Business Overview section can be concisely divided into 2 main slides:

Briefly describe your moving company’s operational capabilities, focusing on the efficiency and reliability of your services. Mention the size and variety of your fleet, including vans, trucks, and any specialized moving equipment, to cater to different client needs.

Highlight the strategic location of your headquarters or depots, emphasizing accessibility for clients and ease of reaching various parts of the city or region. Explain why this operational setup is advantageous in providing prompt and flexible moving services to your target clientele.

Services & Rates

Detail the range of moving and relocation services offered, from residential moves and office relocations to specialized services like piano or art moving.

Outline your pricing strategy , ensuring it reflects the value and complexity of the services provided and matches the market you’re targeting. Highlight any bundled services, seasonal discounts, or loyalty programs that provide added value to your clients, encouraging repeat business and customer loyalty.

Industry Size & Growth

In the Market Overview of your moving business plan, start by examining the size of the moving industry and its growth potential. This analysis is crucial for understanding the market’s scope and identifying expansion opportunities.

Key Market Trends

Discuss recent market trends , such as the increasing consumer demand for seamless moving experiences, the need for specialized moving services, and the adoption of technology in moving processes. Highlight the growing interest in services tailored to unique moving requirements and the preference for eco-friendly moving practices.

Competitive Landscape

A  competitive analysis  is not just a tool for gauging the position of your moving business in the market and its key competitors; it’s also a fundamental component of your business plan. This analysis helps in identifying your moving business’s unique selling points, essential for differentiating your business in a competitive market.

In addition, the competitive analysis is integral in laying a solid foundation for your business plan. By examining various operational aspects of your competitors, you gain valuable information that ensures your business plan is robust, informed, and tailored to succeed in the current market environment.

Identifying Your Competitors in the Moving Industry

The first step in a competitive analysis for a moving business is to identify your direct and indirect competitors. Map out local moving companies, both large and small, offering services in your target area. For instance, if your moving business specializes in residential moves, your direct competitors might include established local moving companies known for their reliable and efficient residential services. Indirect competitors could include self-service storage facilities or DIY moving truck rental services.

Utilize online tools such as Google Maps to visually understand the distribution of competitors. Platforms like Yelp and Better Business Bureau can provide customer reviews, giving you insights into your competitors’  strengths and weaknesses . If “Swift Movers” is consistently praised for their punctuality and careful handling of items, these aspects become crucial competitive factors.

Moving Business Competitors’ Strategies

Analyzing the strategies of your moving competitors involves several key aspects:

• Service Offerings:  Examine the range of services your competitors provide. If a competitor like “Efficient Moves” is gaining popularity for their specialty in office relocation, it signals a potential market demand for specialized moving services.
• Logistics and Equipment:  Consider the logistics and equipment used by competitors. A company like “Rapid Relocations” that invests in advanced tracking systems and modern moving equipment may appeal to customers looking for a high-tech, efficient moving experience.
• Pricing Structure :  Compare your pricing structure with competitors. Are you positioning your moving services as budget-friendly like “Affordable Moves,” or are you aligning your pricing with premium services offered by “Elite Movers”?
• Marketing Tactics:  Evaluate how competitors market their moving services. Do they leverage digital marketing and online platforms, or do they rely on traditional methods and local partnerships?
• Customer Experience:  Assess the overall customer experience provided by competitors. If “Friendly Haulers” is known for its courteous staff and excellent customer service, this becomes a competitive advantage to be aware of.
• Operational Efficiency:  Observe if competitors are embracing technological advancements or innovative processes to enhance operational efficiency. For instance, a company like “Tech Transitions” might stand out with its user-friendly online booking system and real-time tracking.

What’s Your Moving Business’s Value Proposition?

Reflect on your moving business’s  unique value proposition . Perhaps your company is distinguished by its focus on eco-friendly moving practices, or you offer specialized services for fragile and valuable items, filling a niche in the market.

Identify gaps in the market through customer feedback and industry trends. For example, if there is a growing demand for sustainable moving solutions and your competitors are not addressing this, it presents an opportunity for your business.

Consider your location and  target audience . A moving business situated in a busy urban area might emphasize speed and efficiency, while one in a suburban setting may focus on personalized, family-oriented services.

First, conduct a SWOT analysis for the moving business, highlighting Strengths (such as a diverse fleet and comprehensive service offerings), Weaknesses (including potential logistical challenges or intense competition), Opportunities (for example, the growing demand for moving services due to housing market trends), and Threats (such as fuel price fluctuations that may impact operational costs).

Marketing Plan

Next, develop a marketing strategy that outlines how to attract and retain customers through targeted advertising, competitive pricing, a strong online presence, and partnerships with real estate agencies.

Marketing Channels

Selecting the right marketing channels facilitates effective communication of your brand message and services to potential clients, thereby generating leads and fostering engagement.

Digital Marketing

• Website Development:  A user-friendly and informative website serves as the cornerstone of your online presence. It should not only showcase your services but also prioritize user experience, providing easy navigation, clear service descriptions, testimonials, and a convenient quote request process.
• Leveraging Social Media:  Engaging with potential customers on platforms such as LinkedIn, Facebook, and Instagram allows for targeted communication. Sharing success stories, client testimonials, and informative content, coupled with regular interactions and engagement, helps build trust and brand recognition.
• Content Marketing:  Producing high-quality content, such as blog posts, videos, or infographics, that offers valuable insights into the moving process, tips for efficient packing, or guides to choosing the right moving service establishes your authority in the industry. It also helps in attracting organic traffic to your website through search engine optimization (SEO) strategies.

Local Advertising

• Listing in Local Directories:  Ensuring your business is prominently listed in local directories and online platforms enhances visibility and accessibility for potential customers seeking moving services within your vicinity.
• Community Engagement:  Active involvement in local events, sponsorships, or partnerships with community-centric organizations fosters a sense of belonging and trust within the community. Participating in neighborhood initiatives not only promotes your brand but also establishes your commitment to local welfare.
• Forge Strategic Partnerships:  Collaborating with complementary local businesses, such as real estate agencies, storage facilities, or interior designers, can open avenues for referrals and joint promotional activities, expanding your customer reach.

Promotional Activities

• Seasonal Promotions and Discounts:  Crafting compelling seasonal campaigns or targeted discounts, such as offering discounted rates for moves during off-peak seasons or exclusive packages for specific events (e.g., college relocations or corporate moves during peak business seasons), attracts clients during strategic times.
• Referral Programs:  Encouraging existing clients to refer new customers by offering incentives or discounts for successful referrals cultivates a loyal customer base while expanding your clientele through word-of-mouth marketing.

Sales Channels

Implementing effective sales strategies is vital for converting leads into paying customers and maximizing revenue opportunities.

Consultative Selling

• Personalized Service Offerings:  Providing personalized consultation and tailored moving plans based on the client’s unique needs not only ensures customer satisfaction but also builds loyalty and increases the likelihood of repeat business and referrals.
• Transparent Pricing and Detailed Estimates:  Offering transparent pricing models and comprehensive estimates instills confidence and trust in potential clients. Clear communication about costs and breakdowns helps clients make informed decisions.

Online Booking and Sales

• User-Friendly Booking Systems:  Implementing intuitive and efficient online booking systems on your website streamlines the booking process for clients. Offering incentives or discounts for online bookings encourages customers to utilize this convenient option.
• Additional Services Upselling:  Offering supplementary services, such as packing supplies, insurance options, or cleaning services, during the booking process maximizes upsell opportunities and enhances the overall customer experience.

Membership and Loyalty Programs

Encouraging repeat business through tailored membership and loyalty programs enhances customer retention and promotes brand advocacy.

Client Loyalty Programs

• Membership Options:  Creating membership programs that offer exclusive benefits, such as discounted rates for recurring moves or access to priority scheduling, incentivizes customer loyalty.
• Loyalty Rewards:  Implementing digital loyalty programs where clients earn points for every transaction, redeemable for discounts on future moves or additional services, fosters long-term relationships and repeat business.

Strategy Timeline

Finally, create a detailed timeline that outlines critical milestones for the moving business’s launch, marketing initiatives, customer base expansion, and growth objectives, ensuring the business advances with clear direction and purpose.

The management section focuses on the moving business’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the moving business toward its financial and operational goals.

For your moving business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.

The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your moving business’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your moving business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

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Privacy Overview

Moving company business plan template + PDF

This guide introduces a cutting-edge AI Business Plan Generator template, meticulously designed for entrepreneurs ready to initiate or grow their moving company business. It is crucial to note that the names and financial projections mentioned in this example are purely illustrative, serving to showcase the strategic planning process. These examples are intentionally crafted to show how you can tailor your own AI-generated Moving Company Business Plan to navigate the specific challenges and capture the opportunities in your moving business.

To ensure smooth customization, we provide a 'Moving Company Business Plan PDF' for download. This document is vital for entrepreneurs dedicated to developing a robust and effective strategy for starting or expanding their moving company. The 'AI Business Plan Generator' serves as a comprehensive tool, offering key insights into the moving industry. It equips you with the essential tools needed for successful management and growth of your moving company business.

How this moving company business plan sample was created

Create your tailored moving company business plan effortlessly with our AI Business Plan Generator. Simply click 'Generate your business plan' and respond to a set of detailed questions regarding your moving business endeavor. Our advanced AI technology will analyze your inputs to craft a business plan that precisely matches your moving company's goals and needs. This efficient and quick process usually completes within just 5-10 minutes, yielding a thorough and well-organized plan. Our platform allows you to fine-tune and refine your strategy, making sure the final document faithfully reflects your unique vision for your moving company. Once finished, your plan is immediately available for download, providing a clear and succinct roadmap for launching and growing your moving business. Utilize our AI business plan generator, specifically tailored for moving companies, to enhance your strategic planning.

Moving company business plan sample

Executive summary, business description, market research and analysis, swot analysis.

• Organizational Structure and Management Team

Products or Services

Marketing and sales strategy, operations plan, financial projections, risk analysis.

Reliable Rovers Moving Company, an emerging moving service provider based in Texas, aims to redefine the relocation experience for both residential clients and small businesses. In an industry that moves the very foundations of homes and enterprises, Reliable Rovers stands out with its steadfast commitment to reliability, convenience, and the personal touch that ensures a stress-free transition for its customers.

Since its establishment, Reliable Rovers has recognized the significance of operating within the dynamic and growth-oriented moving services industry. With a dedicated team led by industry expert and CEO John Smith, alongside the financial diligence of our CFO Samantha Lee, the operational prowess of COO Alex Johnson, the customer service dedication of Emily Davis, and the marketing strategies developed under the astute guidance of Michael Brown, we have positioned ourselves as an agile and customer-centric enterprise.

Our target market encompasses a wide array of clients, including families embarking on new adventures in different neighborhoods or states, professionals moving for career opportunities, and businesses seeking seamless relocation without disruption to their operations. We operate on the pillars of a one-stop solution for moving, underpinned by reliability, flexibility, security, and special care for high-value items.

Our competitive edge is reinforced by our comprehensive suite of services: local and long-distance moves, professional packing and unpacking, commercial relocation services, secure storage options, and meticulous handling of specialty items. This holistic approach to moving services fulfills an array of customer needs, setting us apart in a populated market landscape.

Rapid advancements in technology and a deep understanding of market needs have led us to implement a robust online presence, complemented by strategic partnerships and a dedicated sales team. Our sales and marketing tactics converge on various platforms, reaching potential customers through localized partnerships, direct mail, digital marketing, and participation in community events. Our reputation is further enhanced by customer endorsements, professional branding on our fleet, and our commitment to a seamless customer experience.

Reliable Rovers is an LLC, shielding our owners from personal liability and providing an ideal structure for scalability and flexibility as the business grows. Financially, we project a strong trajectory of growth in revenue from $350,000 in Year 1 to $900,000 by Year 5, with net profit margins expected to rise from 10% to 20%. These optimistic projections are grounded in strategic planning, aggressive marketing endeavors, and the unmatched excellence of our service offering.

Our operations plan is characterized by fleet management of 10 trucks, a well-coordinated staff schedule for our 30 movers, and an emphasis on quality control and customer satisfaction. We are swiftly responsive to market trends, equipping our workforce with the necessary tools and knowledge to excel in their roles and leveraging technology for operational efficiency.

Risk analysis is an integral part of our planning process. We’ve identified key challenges and developed robust mitigation strategies, including safety trainings, vehicle maintenance plans, a diversified market approach, and comprehensive insurance coverage. These strategic measures are in place to navigate risks associated with market fluctuations, operational mishaps, financial challenges, and legal changes.

In conclusion, Reliable Rovers Moving Company presents an enticing proposition for investors and stakeholders, spearheaded by an adept management team, a fortified operations strategy, and a potent growth potential in a thriving industry. With an unwavering focus on customer satisfaction, operational excellence, and strategic growth, we are on course to becoming a leading name in the Texas moving services market and beyond.

Reliable Rovers Moving Company is poised to position itself as a premier moving service provider, located in the heart of Texas. Our business operates within the dynamic moving company industry, renowned for facilitating residential and commercial relocations. The industry serves a significant role in supporting individuals, families, and businesses during one of the most crucial transitions: moving to a new space. The nature of this industry requires a high standard of trust, care, and reliability - attributes that are the cornerstone of Reliable Rovers Moving Company’s ethos.

The inception of Reliable Rovers Moving Company traces back to its founder, John Smith, who, with more than two decades in the logistics sector, identified a gap in the market for a moving company that could genuinely combine reliability with customer-focused services. Born out of the simple idea that moving, whether locally or over long distances, should be as stress-free as possible, the company was founded on the principle of making every relocation a smooth transition for clients. The purpose that forged the foundation of Reliable Rovers stems from an earnest desire to offer unmatched quality in relocation services and a commitment to exceed client expectations every step of the way.

Our mission is straightforward yet fundamental: “To provide dependable, efficient, and superior moving solutions, tailored to meet the needs of each customer with unwavering dedication to excellence.” At Reliable Rovers, we envision our services as the bridge to our client's next chapter in life—be it a cozy new home or an opportunistic commercial endeavor. Every move matters to us, not just as a business transaction, but as a pivotal moment in our customer's lives, and we are committed to ensuring that each experience is positive and memorable.

As a legally structured Limited Liability Company (LLC), Reliable Rovers Moving Company benefits from the flexibility and protection that this form of business entity provides. The LLC structure shields the personal assets of our owners from company debts and liabilities, and it offers significant operational flexibility. Our designation as an LLC, registered in Texas, also aligns with our forward-looking vision and facilitates our goals for growth and longevity in the moving industry.

The long-term potential of Reliable Rovers Moving Company is grounded in a burgeoning Texas real estate market and the continual demand for both residential and commercial relocation services. As the population grows and businesses expand, there will always be a need for moving services that are both trustworthy and efficient. We plan to capitalize on this everlasting demand by becoming the moving company of choice in Texas and eventually extending our services to neighboring states. Our diversified service offerings, such as local and long-distance moves, packing and unpacking services, secure storage solutions, and specialty handling, present numerous avenues for expansion and growth.

In addition to our residential market, we aim to deepen our footprint in the commercial relocation space, recognizing the ongoing evolution and mobility of businesses today. With long-term plans to establish firm roots in the small to medium enterprise segment, we are poised to meet the varied needs of a wider clientele and nurture a reputation as a moving company that businesses can rely on for operational transitions, without interruptions.

Furthermore, our investment in a robust online presence, coupled with strategic local partnerships, ensures our brand becomes synonymous with reliability and quality service in the moving industry. Reliable Rovers Moving Company aspires to build a legacy that not only facilitates movement but propels our clients into their futures with confidence and ease. With aspirations to lead the market, our projections map out a path for growth, resilience, and innovation over the next decade and beyond.

The moving services industry plays a crucial role in supporting the transition of individuals, families, and businesses, encompassing services from transporting belongings to and from residential homes, commercial buildings, and storage facilities. The industry has seen steady growth in line with the housing market and economic activity. Trends indicate that the industry will continue to grow, driven by factors such as an increase in job relocation, a growing population, and a rise in disposable income, which supports the decision to hire professional movers. The industry has a solid growth rate, expected to increase annually.

Within this burgeoning industry, Reliable Rovers Moving Company serves a diverse target market that includes residential clients and small businesses. Residential clients typically span a wide demographic – including families, single professionals, and seniors – often looking for reliable and efficient moving services for local and long-distance relocations. Small businesses, ranging from startups to more established companies, seek dependable movers as they upgrade or change office locations. Our market's size possesses significant potential, especially considering Texas' population growth and economic dynamism. It reflects a broad spectrum of income levels and household sizes, which will likely lead to a higher demand for moving services.

The market needs and demands are multifaceted, hinged on several key factors. Clients are seeking convenience – a complete, hassle-free service from start to finish. Reliability is paramount, as customers need to trust that their possessions will be transported safely and arrive on time. Flexibility is also crucial, as each client has unique needs, requiring personalized services. Finally, security is a top priority, particularly for clients in need of short-term or long-term storage of their belongings. Subsequently, specialty moving services, such as for heavy or delicate items, are increasingly sought after.

Market trends and patterns indicate a rise in customer expectations regarding service quality and company transparency. The adoption of technology in the industry is one notable trend, with more customers looking to book services online and track their moves in real time. There is also a growing preference for companies that offer eco-friendly moving solutions. Another trend is the demand for bundled services, as customers appreciate the convenience of obtaining packing, moving, and storage solutions from a single provider.

Competitor analysis reveals that our main contenders – QuickShift Movers, SecureTransit Relocations, and SmoothMove Logistics – exhibit significant strengths, such as established brand names, extensive marketing, and broad service offerings. However, they also present weaknesses such as inconsistent customer service, premium pricing, and limited flexibility in service customization. These companies hold significant market share, but there is potential to capture a portion of that through strategic marketing, superior service, and competitive pricing.

Reliable Rovers must acknowledge potential barriers to entry in the moving services industry. Start-up costs involving the procurement of trucks, hiring and training staff, and obtaining the necessary licenses and insurance policies may be considerable. Another barrier is the highly competitive nature of the industry, with established players already having a loyal customer base. Additionally, securing a reputation for reliability and building customer trust takes time. To surmount these barriers, it is vital to engage in vigorous marketing efforts, foster strong community ties, and consistently deliver exceptional service to build and maintain a positive reputation.

In conclusion, while the moving services industry presents lucrative opportunities, success hinges on understanding and adapting to its trends, client needs, and the competitive landscape. With a focused strategy, Reliable Rovers Moving Company is well-positioned to meet market demands and secure a foothold in the industry.

Organizational Structure and Management

Reliable Rovers Moving Company adopts a hierarchical yet flexible organizational structure to facilitate effective communication and operational efficiency. At the helm is the CEO, under whom there are distinct departments including Operations, Finance, Customer Service, Marketing, and Human Resources. Each department is headed by a seasoned professional responsible for their team and contributes to the company's strategic goals.

Our management team comprises:

1. CEO & Founder - John Smith, brings over 20 years in logistics, with a focus on moving services. Smith's vision guides company strategy and culture, and his expertise dictates the company's growth direction. 2. CFO - Samantha Lee, a Certified Public Accountant with a decade's experience, ensures financial health, developing strategies to bolster profitability, and managing investor relations. 3. COO - Alex Johnson, an expert in supply chain management with 15 years in the field, oversees day-to-day operations, route planning, fleet management, and efficiency optimization. 4. Head of Customer Service - Emily Davis champions exceptional service standards, oversees issue resolution policies, and ensures customer satisfaction. 5. Director of Marketing - Michael Brown implements cutting-edge marketing strategies to expand market share and build a strong brand reputation.

Staffing needs are carefully assessed in line with growth forecasts. Currently, a fleet of 30 movers, 5 customer service representatives, a marketing team comprising three individuals, and two finance professionals form the backbone of our operations. Future staffing plans include adding a sales team to tap into corporate markets, expanding the mover fleet to 50, and recruiting more customer service representatives to uphold service standards.

Our human resources policies prioritize employee well-being and professional development. We offer competitive compensation, comprehensive benefits, professional training programs, and advancement opportunities. Commitment to diversity and inclusion is paramount, ensuring we recruit talent from varied backgrounds. HR practices include continuous performance evaluations, recognizing and rewarding employees’ contributions, and addressing grievances effectively.

We engage external advisors and consultants in areas requiring specialized knowledge. An external legal team advises on compliance, a financial advisor assists with investment decisions and risk management, and occasional partnerships with logistics consultants help streamline our operations. This blend of internal efficiency and external expertise positions Reliable Rovers Moving Company as both a client- and employee-centric organization in the moving industry.

Reliable Rovers Moving Company provides a suite of comprehensive moving services tailored to meet the unique needs of each customer, whether they're relocating nearby, across state lines, or require specialized moving services for delicate items. Our primary offerings include local moving services, long-distance relocations, packing and unpacking services, commercial/office relocation, secure storage solutions, and specialty moves for items such as pianos, antiques, and artwork.

Our unique selling points are rooted in a customer-first approach, offering not just efficiency and reliability but a stress-free moving experience characterized by meticulous attention to detail. We take pride in our professional team of movers and packers who are not only trained in best practices for handling goods safely but also in customer service excellence. We supplement this with a fleet of GPS-equipped moving trucks ensuring real-time tracking and efficient route management, providing our customers with peace of mind throughout the process.

Currently, our products and services are well-established in the market, having built a steady stream of clientele through word-of-mouth and positive online reviews. In terms of future plans, we are actively exploring the expansion of our long-distance moving services, as well as enhancing our storage facilities to cater to a broader spectrum of customer needs. Additionally, we aim to introduce eco-friendly packing options and turn to a more digital-forward approach for booking and managing moves.

At this stage, Reliable Rovers Moving Company has not filed for patents as our service-based model primarily hinges on execution rather than proprietary technology. However, we have taken steps to trademark our company name and logo, safeguarding our brand identity. The unique methods of packaging and handling delicate items are treated as trade secrets, and we ensure that our employees are aware and compliant with internal policies around confidentiality.

The production process of our services involves a multi-step approach beginning with client consultation to evaluate needs and provide an estimate. This is followed by a detailed planning phase where we coordinate packing materials, truck selection, and route planning. The execution phase involves packing, loading, securing, notating inventory, transporting, unloading, unpacking, and arranging items as per client specifications. Dismantling and reassembling furniture is also part of our offering.

For our packing materials, we work with a range of carefully selected suppliers known for their quality and sustainability practices. This supplier network allows us to source materials efficiently and at competitive prices, directly benefiting our customers. We have contingency suppliers to ensure that our supply chain is uninterrupted and that we can meet demand even during peak moving seasons.

Quality assurance is built into each phase of our service provision. We conduct ongoing training for our teams to ensure they are up-to-date with the latest packing and moving techniques, and our operations are underpinned by a suite of standard operating procedures designed to ensure excellence and consistency in service delivery. This meticulous approach to our products and services ensures that Reliable Rovers Moving Company stands out in a competitive market, delivering unmatched value to every customer we serve.

Reliable Rovers Moving Company’s marketing strategy is multi-faceted, designed to position us as the trusted partner for all moving needs. Central to our approach is online marketing, harnessing the power of SEO, to ensure that when potential customers search for moving services, Reliable Rovers appears prominently. To complement our organic online presence, we will run targeted advertising campaigns on Google and social media platforms like Facebook and Instagram, focusing on keywords associated with local and long-distance moves.

Integrating with our digital efforts are local partnerships. By collaborating with real estate agents and property management companies, we aim to be the recommended mover for tenants and homeowners preparing for transitions. Networking events and partnerships with local businesses will also be a crucial part of our strategy, serving to spread word-of-mouth referrals.

Our sales strategy involves a compelling mix of digital and personal touchpoints. The sales team will be structured to cover different segments, with one focusing on local residential moves, another dedicated to long-distance relocations, and a third team specializing in commercial moves. They will engage in proactive outreach, follow-ups, and personalized consultations to close sales. Moreover, we plan to incorporate CRM software to streamline the sales process, track customer interactions, and nurture leads.

We recognize the importance of competitive pricing. Our strategy is to offer a tiered pricing structure that allows for flexibility and accommodates a range of customer budgets while emphasizing the value of our comprehensive services. We will conduct regular competitor analysis to ensure our rates remain competitive without undercutting the quality of service.

Distribution channels are straightforward in the moving industry—our service is delivered directly to the customer at their home or business. However, our digital platform acts as a critical channel through which customers can access our services. Online bookings and in-home consultations provide convenient entry points for customers to engage with us.

Promotion and advertising will extend beyond online campaigns to include direct mail strategies, with informational brochures and discounted service offers sent to targeted neighborhoods. We will leverage community events and moving workshops to increase local visibility and provide valuable knowledge to potential customers. Participation in trade expos and local fairs will also be part of our promotional efforts.

Our branded trucks and crew uniforms serve as moving billboards, reinforcing brand visibility. Additionally, sponsorship of local events and charities will increase brand recognition and promote Reliable Rovers as a community-oriented business.

Customer service is the linchpin of our operations. We will uphold a strict policy of responding to customer inquiries and complaints promptly and effectively. Staff training will focus on empathy and solutions-oriented service, ensuring that customer interactions are consistently positive. We will also introduce a loyalty program for repeat customers and a referral bonus system, enhancing customer retention and acquisition. Satisfaction surveys post-move will inform service improvements and highlight areas for commendation.

These marketing and sales strategies, combined with a focus on customer service and satisfaction, are designed to establish Reliable Rovers Moving Company as a leader in the moving sector, driving growth, and ensuring a loyal customer base.

Reliable Rovers Moving Company's operations plan is meticulously designed to provide a seamless blend of efficiency and customer satisfaction from the initial customer contact to the final delivery of services. The operational workflow of the business is focused on several key areas: service delivery processes, quality control measures, inventory management, supply chain management, and facilities and equipment management.

Daily Operations: Each day at Reliable Rovers begins with a briefing session, where movers and planners coordinate on the day's schedule to confirm bookings, assign teams to each move, and line out routes and timelines. Our customer service team engages with clients to confirm details and handle last-minute queries. Our fleet maintenance team conducts routine inspections and any necessary maintenance to ensure our trucks are in optimal condition for their scheduled routes.

Service Delivery Processes: The delivery of our moving services follows a comprehensive process, starting with an initial assessment of client needs and providing an accurate quote. Following acceptance of the quote, our team carefully plans the logistics of the move, including route optimization, equipment requirements, and manpower allocation. Our movers are dispatched to homes or offices, where they execute packing, inventory logging, transportation, and unpacking services. Unforeseen issues are managed on-site, and the customer is kept informed of progress throughout.

Quality Control Measures: Quality control is paramount in ensuring that clients' possessions are moved safely and efficiently. Checklists are used at every stage of the moving process, from initial packing to the final delivery and unpacking, to avoid any mishandling or misplacement of items. Additionally, routine customer feedback is gathered post-move to assess service levels and address any areas of concern. Our staff also undergoes regular training to stay updated on best practices in packing, handling, and moving.

Inventory Management: A systematic approach is used to manage inventory, using barcoding and digital tracking of packing materials and clients' belongings. This system allows for real-time updates and reduces the risk of loss or damage. Inventories are taken at the point of packing, before transit, and after delivery to ensure all items are accounted for.

Supply Chain Management: Our supply chain management focuses on the timely acquisition of quality packing materials and the proper maintenance of our moving trucks and equipment. We have established relationships with several reputable suppliers who provide us with the necessary materials at negotiated prices, ensuring we can handle peak seasons without shortages. Backup suppliers are in place to prevent any disruption.

Facilities and Equipment Needs: Our facilities include a central office, a scheduling and dispatch center, and a storage facility that offers both short-term and long-term options for clients. Moving equipment such as hand trucks, furniture blankets, packing materials, and a fleet of various sized trucks are essential to our operation. Our investment plans include the expansion of our storage capabilities and the upgrading of both packing and moving equipment to stay ahead of the industry's technological curve.

Reliable Rovers Moving Company plans meticulously for every step of the moving journey, anticipating challenges, and implementing systems to ensure the highest level of service quality. This operations plan serves as the operational backbone of the company, ensuring that we can fulfill our promises to our customers and build a strong reputation in the moving industry.

The "Financial Projections" section of Reliable Rovers Moving Company’s business plan outlines the anticipated financial performance over the next three to five years, grounding our expectations in careful analysis and reasonable forecasts.

Sales Forecast: We project a year-over-year revenue growth based on market research and our marketing strategies. The first year aims for $350,000 in revenue, with growth expected to increase to $450,000 in Year 2, $600,000 in Year 3, $750,000 in Year 4, and $900,000 by Year 5. This assumes an increasing client base and expanded services, including long-distance moves and enhanced storage solutions.

Profit and Loss Projection: Our profit and loss projection anticipates a net profit margin beginning at 10% in Year 1, attributable to initial overhead and marketing costs. Increased revenue and operational efficiencies should widen the margins to 12% in Year 2, 15% in Year 3, 18% in Year 4, and 20% in Year 5 as the brand becomes more established, and economies of scale are realized. Careful cost management and increased brand recognition should enhance profitability.

Cash Flow Projection: Positive cash flow is critical to our operations. The projection indicates a challenging initial phase with substantial outlay for marketing, equipment purchase, and facility rentals. However, we anticipate a turn to positive cash flow by the mid of Year 2 as the sales volume increases and cost controls become effective. Stable cash flow is expected from Year 3 onwards, with reinvestment into the business for expansion plans.

Balance Sheet Projection: Our balance sheet will reflect growth in assets as we invest in new trucks and equipment to support expanding services. Long-term liabilities, mainly in the form of vehicle loans and facilities leases, will be balanced by the growing equity value generated from retained earnings. We foresee a strengthening overall financial position with an improved assets-to-liabilities ratio by Year 5.

Break-even Analysis: Break-even analysis will identify the point at which our total costs and total revenue are equal, meaning there is no net loss or gain. Given our pricing strategy and variable costs such as labor and fuel, we aim to reach the break-even point by the end of Year 1. Achieving this will be a crucial milestone indicating a sustainable business model.

Financial Assumptions and Considerations: Our projections are based on several key assumptions: a stable economic climate without severe disruptions, a steady increase in demand for moving services, and successful penetration into target markets as planned. The projections also consider a constant rate of inflation for expenses, strategic use of marketing funds for maximum return on investment, and careful expansion that does not over-leverage the company’s finances.

To conclude, our financial projections for Reliable Rovers Moving Company highlight anticipated growth and profitability, built on a solid foundation of strategic planning, pragmatic financial policies, and a keen focus on market opportunities. We are prepared to adjust our financial plan to adapt to changing market conditions while retaining our commitment to achieving long-term financial sustainability and stakeholder value.

In formulating the risk analysis for Reliable Rovers Moving Company, we have outlined potential risks that could influence our business operations, financial stability, market position, and legal compliance. Recognizing these risks enables us to devise strategic plans to mitigate their potential impact and ensure business continuity.

Market Risks: Changes in the real estate market, fluctuations in the economy, and increased competition pose significant risk to demand for our moving services. To mitigate these risks, we will diversify our service offerings and target markets, keeping a close eye on market trends for proactive adjustments to our business model.

Operational Risks: Operational risks include injury to staff or damage to client possessions, vehicle breakdowns, or inefficiencies in the moving process. Our mitigation strategy involves regular staff training for safety and proper handling techniques, routine vehicle maintenance, and investment in reliable equipment. We maintain a fleet of reserve vehicles to counter any unexpected breakdowns.

Financial Risks: Cash flow interruptions, unexpected increases in expenses, or loss of key clients could impact financial stability. Mitigation strategies include conservative forecasting, maintaining a cash reserve, and diversifying our client base to spread risk across multiple revenue streams.

Legal Risks: The moving industry is subject to state and federal regulations that may change over time. Maintaining compliance is crucial; thus, our mitigation strategy includes engaging with a legal advisor specializing in transportation law. We regularly review and update our compliance policies and practices to ensure adherence to all legal obligations.

Insurance Considerations: Adequate insurance is crucial to safeguard against liability and protect our business assets. We carry full coverage, including general liability, workers' compensation, cargo insurance, vehicle insurance, and business interruption insurance. We also consider offering valuation coverage options to clients for added peace of mind and protection.

Contingency Plans: Despite our risk mitigation strategies, we acknowledge the need for robust contingency plans. In case of significant market downturns, we may implement cost-saving measures, such as reducing non-essential expenditures or reevaluating expansion plans. For operational disruptions, we establish relationships with subcontractors who can be called upon to fulfill services when needed.

To address injuries or accidents, we have developed emergency response procedures and maintain a good working relationship with medical facilities to ensure quick and adequate care for our employees. In case of financial strain, we have established credit lines to alleviate cash flow shortages. Additionally, we maintain a strong network of industry relationships that can provide support or advice in challenging times.

In summary, our risk analysis takes a comprehensive look at the various challenges that Reliable Rovers Moving Company may encounter. By identifying potential risks and creating actionable mitigation and contingency plans, we position the company to navigate the unpredictable nature of the business landscape, preserve our operational integrity, and maintain financial resilience. The ongoing evaluation and refinement of these strategies will be crucial as we strive to achieve our business goals while safeguarding the interests of our clients, employees, and stakeholders.

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Moving Company Business Plan Template

Written by Dave Lavinsky

Moving Company Business Plan

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their moving companies. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a moving company business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Moving Company Business Plan?

A business plan provides a snapshot of your moving company as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Moving Company

If you’re looking to start a moving company, or grow your existing moving company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your moving business in order to improve your chances of success. Your moving company business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Moving Companies

With regards to funding, the main sources of funding for a moving business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

Personal savings is the other most common form of funding for a moving business. Personal savings and bank loans are the most common funding paths for moving businesses.

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How to write a business plan for a moving company.

If you want to start a moving company or expand your current one, you need a business plan. Below are links to each section of your moving company business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of moving business you are operating and the status. For example, are you a startup, do you have a moving business that you would like to grow, or are you operating a chain of moving businesses?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the moving company industry. Discuss the type of moving company you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of moving business you are operating.

For example, you might operate one of the following types of moving businesses:

• Packing Service Moving Company : this type of moving company focuses on packing items safely and moving them from a home or storage unit into a vehicle or trailer, and sometimes an unloading service as well, but does not provide vehicles, trailers or transport services.
• Local Moving Company: this type of business focuses on providing packing and/or transport services for local moves within a certain radius.
• Long Distance Moving Company: this type of moving company provides packing and/or transport services for long distance or cross country moves.

In addition to explaining the type of moving business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of customers served, number of positive reviews, etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the moving company industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the moving company industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your moving company business plan:

• How big is the moving company industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your moving company? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your moving company business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, couples, families, homeowners, renters and business owners.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of moving company business you operate. Clearly, individuals would respond to different marketing promotions than families, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most moving company businesses primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other moving businesses.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes truck and trailer rentals. You need to mention such competition as well.

With regards to direct competition, you want to describe the other moving businesses with which you compete. Most likely, your direct competitors will be moving companies located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of customers do they serve?
• What types of moves do they facilitate?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide better packing and transport services?
• Will you provide services that your competitors don’t offer?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a moving company business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of moving company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to a moving service, will you provide shipping, vehicle or trailer rental or any other services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location of your moving company. Document your location and mention how the location will impact your success. For example, is your moving business located in a busy retail district, shopping plaza, etc. Discuss how your location might be the ideal location for your customers.

Promotions : The final part of your moving company marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

• Advertising in local papers and magazines
• Reaching out to local websites
• Social media marketing
• Local radio advertising

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your moving company, including talking to potential customers, scheduling moves, performing moves and maintenancing equipment.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to sell your 100th move, or when you hope to reach $X in revenue. It could also be when you expect to expand your moving company to a new city.  

Management Team

To demonstrate your moving company’s ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing moving businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing moving companies or successfully running small businesses.  

Financial Plan

Your financial plan should include your a financial statement for the next five years broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your profit and loss statement, you need to devise assumptions. For example, will you sell thirty new moves per month or per quarter? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your moving business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a moving company:

• Location build-out including design fees, construction, etc.
• Cost of equipment and supplies
• Payroll or salaries paid to staff
• Business insurance
• Taxes and permits
• Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or schedules of moves you are working on.  

Putting together a business plan for your moving company is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the moving company industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful moving company.

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Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

How to Write a Moving Company Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for moving businesses who want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every moving business owner should include in their business plan.

Download the Ultimate Business Plan Template

What is a Moving Company Business Plan?

A moving company business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Moving Company Business Plan?

A moving company business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Moving Company Business Plan

The following are the key components of a successful moving company business plan:

Executive Summary

The executive summary of a moving company business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your moving company
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your moving business, you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your moving firm, mention this.

You will also include information about your chosen moving company business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a moving company business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the moving industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers of a moving company may include:

• Corporate and commercial businesses 
• Property management firms
• Other moving companies (you may target those who need help with overflow or those who are looking for a new provider)

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or moving services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your moving business may have:

• You may have been in business for a longer time than your competitors, and so have more experience.
• You may have a larger fleet of trucks or more storage space.
• You may use newer technology to help with the moving process, making it more efficient.
• You may have better customer service or sales policies.
• You may be able to provide a more comprehensive moving service than your competitors (i.e., packing, unpacking, storage).

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service: Detail your product/service offerings here. Document their features and benefits.
• Price: Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place: Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion: How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your moving business via word-of-mouth, PR, or another method.

Operations Plan

This part of your moving company business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a moving business include reaching $X in sales. Other examples include adding new locations, launching a new product/service, or hiring new staff.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific moving industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue: how much revenue you generate.
• Cost of Goods Sold: These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.

Net Income (or loss): Once expenses and revenue are totaled and deducted from each other, this is the net income or loss

Sample Income Statement for a Startup Moving Company

Balance Sheet

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Moving Company

Cash Flow Statement

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup moving business.

Sample Cash Flow Statement for a Startup Moving Company

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your moving company. It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

If you’re seeking funding, a well-written business plan will also give investors and lenders the confidence that you know what you’re doing and that you are invested in the success of your moving company.  

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Free moving company business plan example

When you start a new moving business, it’s important to know how your business is going to run.

And this is especially true if you plan on looking for funding from investors or getting a bank loan to start your company.  Having the right tools like software for movers that allows you to run efficiently and grow your business is important, you must start with a plan.

And while there’s no one-size-fits-all business plan template, there are certain elements that are always included. Here’s a rundown of those elements with examples on how you can structure them.

Executive summary

An executive summary is exactly what it sounds like – a condensed version of what the plan and business include. Most executive summaries will have a mission statement for your company, a very broad overview of the competition, financial projections, and your company goals.

Example: Hubspot

Company description

Your company description is everything someone needs to know about your business. Think of it like the About page on your website. In fact, you can repurpose this section and use it as your About page copy and when you’re ready to create your online presence.

Example: Meathead Movers

Competitive analysis

Most competitive analyses will take look at strengths, weaknesses, opportunities and threats for your business (also known as a SWOT analysis). This will help identify all the areas where your business will soar past its competition while also highlighting the areas where you need to improve in order to stay competitive.

You should also include an overview of the following information for your new business as well as for your key competitors.

• Positioning: How do you fill your customers’ needs in a way that’s different from your competitors?
• Pricing: How do you price your services?
• Your target audience: Who do you want to work with? Are you targeting any particular niche?
• Competitive advantage(s): What makes you stand out from other moving companies in your area?
• Sales channels: How are you going to find customers?
• Marketing strategy: How are you going to continue to drive leads in a scalable way?

Example: McDonald’s via Business Strategy Hub

This is the section where you explain what services you offer clients. As a moving company, your primary service is moving. This is where the type of moving company you have comes into play – do you offer local or long-distance moves? Corporate or residential moves? Who can use your services or what types of scenarios require your services?

Again, the information you use for this section of your business plan can be repurposed for your website copy. So really take the time to think it through.

Example: QuickBooks time tracking

Marketing plan

The marketing plan is a plan within a (business) plan, for sales and marketing. When you start a company, you have to find your target market and tell them about your services. There are so many different ways to market a business these days, it’s important to focus your efforts on strategies that will help grow your new company. 

The simplest marketing plans will focus on the four Ps: product, price, place and promotion. And with so many different ways to market your product, you can go as simple or as elaborate as you’d like.

Moving companies can promote their services using either online or offline marketing. Online is with your website, search engine optimization (SEO), emails marketing, social media, reviews on sites like Yelp, and digital ads. Offline is through word of mouth, flyers, TV and radio, and networking.

Example: The NBA’s 4P Marketing Strategy   

Bonus example: Moving Company Marketing & Advertising Tips from Moversville

Financial plan 

Much like the marketing plan, the financial plan shows how you expect the sales, revenue, profits, and expenses to play out for your new moving company.

In the sample financial plan below, you’ll see how it paints a picture of the financial health of this business. From the start-up funds required to the break-even analysis (at what point the business starts to be profitable), this financial plan helps you see just how this company is expected to perform over the next five years.

Example: Like New Carpet Cleaners via Bplans  

Use these templates for your new moving company business plan.

Now that you know the different elements you should include in your business plan, it’s time to get started. The U.S. Small Business Administration is a great place to find a few business plan templates that you can tailor to your new moving company. Also, sites like Moversville Connect have loads of resources specifically for movers, to help you get started. 

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Moving Company Business Plan (+Template in PDF)

Published Aug.02, 2023

Updated Apr.23, 2024

By: Jakub Babkins

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Table of Content

1. What Is the business plan for a moving company?

When cre­ating a business plan for a moving company, it’s important to conduct a thorough evaluation of the moving industry. This asse­ssment should cover various aspects, such as ide­ntifying the range of service­s that are typically provided and analyzing the e­xisting competitors within the market.

In addition, a comprehe­nsive business plan should incorporate a thorough analysis of the­ market, an assessment of the­ company’s products or services, a sales and marke­ting strategy, financial projections, human resource­s planning, and clearly defined obje­ctives for both short-term and long-term succe­ss.

The market analysis should consider all potential customers, the geographic areas that the company can service, and the specialty services offered, if applicable. The products/services that will be sold should be detailed, including the types of packing materials, equipment, and pricing.

Similar to the Errand Service Business Plan , the financial projections should demonstrate a practical approach that will be taken for startup and long-term business planning and should include projected revenues and expenses. The human resources plan should list staffing, remuneration, and training details.

2. Why do we need a residential and commercial moving company business plan?

A business plan is one of the most important documents that an entrepreneur can create when launching a new moving company business. The plan also assists e­ntrepreneurs in gaining a compre­hensive understanding of the­ industry, competition, target market, and financial ne­eds and objectives.

Moreove­r, a well-crafted business plan se­rves as a guide to achieving company goals and can also attract pote­ntial investors and secure loan financing. For any small moving company looking to provide re­sidential and commercial moving service­s, it is crucial to create a detaile­d and comprehensive busine­ss plan.

3. Executive Summary

Business overview.

Ready-Se­t-Go Moving is a comprehensive moving company that focuse­s on providing residential and commercial move­s, storage services, and packing se­rvices.

Our dedicate­d staff is committed to ensuring a seamle­ss and stress-free moving e­xperience. We­ work closely with each client, tailoring our approach to the­ir unique needs and cre­ating personalized moving plans that prioritize the­ir satisfaction.

The primary goal of Ready-Set-Go Moving is to offer a stress-free moving experience that provides top-notch customer service. Ready-Set-Go Moving is committed to delivering an enjoyable experience that goes beyond the traditional moving process, ultimately reducing its customers’ stress.

The company’s headquarters will be located in Springfield, MO, strategically positioned near major business destinations. Additionally, they will extend their services to customers requiring longer distance moves.

With its trained staff, state-of-the-art equipment, and customer-oriented packages, Ready-Set-Go Moving is confident in becoming a popular service in the region.

The services provided in the sample business plan moving company include:

• Residential and Commercial Moving Services
• Storage Services
• Packing Services
• Long-Distance Moving Services
• Loading and Unloading Services

Customer Focus

Through its personalized customer service, Ready-Set-Go Moving seeks to meet each customer’s unique needs. Like the Real Estate Flipping Business Plan , ensuring customer satisfaction is a top priority, and they are committed to ensuring that each customer is treated with respect and provided with the services they need in a timely, efficient manner. Their team will go above and beyond to meet each customer’s expectations.

Management Team

The Re­ady-Set-Go Moving team is comprised of skille­d and experience­d movers who possess a wealth of knowle­dge in their field. All membe­rs of the team have unde­rgone rigorous training in the company’s best practice­s. Each team member consiste­ntly exhibits professionalism and a strong commitment to our mission of de­livering stress-free­ customer service.

Success Factors

The succe­ss of Ready-Set-Go Moving relie­s on its dedicated and skilled te­am, advanced equipment, and custome­r-focused service package­s.

Just like the­ Self Storage Business Plan , the­ company is committed to delivering a smooth and hassle­-free moving expe­rience and aims to become­ the top choice for their custome­rs.

Moving Company Business Plan Financials

The business plan for car towing and moving company financial model includes the following:

• Investment assumptions of $100,000
• Employee compensation and benefits of $24,000
• Office expenses, insurance, and supplies of $6,800
• Administrative costs of $20,000
• Equipment and truck rental costs $15,000
• Moving services revenues of $30,000 per month
• Total profits of $12,000 per month
• One-time setup and start-up costs of $50,000.

4. Company Overview

Who is ready-set-go moving.

Ready-Se­t-Go Moving, a reputable and reliable­ moving company based in Los Angeles, California, offe­rs comprehensive and trustworthy se­rvices to our estee­med clientele­. Whether you are transitioning to a ne­w residence or re­locating your business, our specialized te­am ensures exce­ptional moving experience­s tailored to your needs. No matte­r the scale of the move­, we guarantee pe­rsonalized attention and top-notch service­ for every client.

At Ready-Se­t-Go Moving, our utmost priority is ensuring customer satisfaction. We strive­ to deliver exce­ptional moving services, aiming to make e­ach client’s experie­nce stress-free­ and enjoyable. Our goal revolve­s around providing a seamless and pleasant journe­y for every individual we se­rve.

The company boasts a te­am of highly skilled movers who are ade­pt at utilizing advanced technology and equipme­nt to ensure the comple­tion of every project with utmost safe­ty and efficiency. Clients trust that Re­ady-Set-Go Moving consistently prioritizes the­ir needs when it come­s to the task of moving.

Ready-Set-Go Moving history

Ready-Set-Go Moving was established in 2021. The founder of the company, Mike Brown, has over ten years of experience in the moving industry.

With Mike as its leader, Ready-Set-Go Moving quickly became a reliable and dependable leader in the moving industry. Ready-Set-Go Moving’s mission is to become the most trusted and respected movers in the industry, providing the highest quality of services and customer satisfaction.

5. Industry Analysis

In the curre­nt market, a new moving company has immense­ growth potential. The moving service­s industry is experiencing rapid e­xpansion worldwide. People are­ constantly seeking reliable­ and affordable services to assist the­m during relocations. According to a report, the US moving marke­t is projected to increase­ by USD 1.95 billion from 2021 to 2026.

Source: https://www.prnewswire.com/news-releases/moving-services-market-size-in-the-us-to-grow-by-usd-1-95-billion–growth-in-real-estate-agency-to-drive-the-market–technavio-301580270.html

The industry is primarily compose­d of corporate and commercial movers, with re­sidential relocations following closely. The­ fastest-growing segment consists of familie­s, and with the increase in Baby Boome­rs retiring, there is a growing de­mand for residential moves as the­se individuals downsize and relocate­ to smaller, more affordable home­s or apartments.

The moving se­rvice industry is highly competitive. Consume­rs have numerous options to consider whe­n searching for a mover. Larger, we­ll-established companies primarily handle­ larger moves, while smalle­r companies cater to individuals or local relocations. To re­main competitive, new moving companie­s must offer competitive pricing, quality se­rvices, and exceptional custome­r service. Additionally, embracing ne­wer technology and utilizing effe­ctive marketing channels will be­ crucial in maintaining a competitive edge­.

6. Customer Analysis

Demographic profile of target market.

The target market’s demographic profile for the residential moving company business plan’s services is a diverse mix of medium- to high-income residents, couples, and families in the Los Angeles area. This includes both long-time residents and newcomers to the area, as well as military personnel transferring to and from the region.

The primary target market falls within the age range of 25 to 44. This demographic group often needs the company’s services for various reasons, such as starting a new job, pursuing job opportunities in their current area, or relocating to a different home or region.

The secondary target market for the commercial moving company business plan falls within the age range of 45 to 64. This demographic group also requires the company’s services, often seeking to downsize their homes and move to a new area or simply transport their household belongings to another location. Members of this group typically possess more discretionary income and are able to afford higher-priced and premium services or packages.

Customer Segmentation

In the Logistics Business Plan , the segments of the target customer base can be broken down into three distinct groups:

• Long-term, established residents between 25 and 44 years of age. This group typically requires dependable and efficient services for transporting their belongings during short- and long-distance moves.
• High-income individuals and families between 25 and 44 years of age. This group is willing to pay premium prices for specialized services such as packing, unpacking, and custom installation.
• Military personnel over the age of 25 or individuals relocating to or from the Los Angeles area. This group is in need of dedicated and attentive services with their specific requirements in mind.

7. Competitive Analysis

Direct and indirect competitors.

Direct Competitors:

• Bellhops: Bellhops provide furniture moving services for single items or entire homes.
• Student Movers: Student Movers specializes in collegiate moving services, handling everything from packing to delivery.
• Two Men and a Truck: This company provides moving and packing services for local, long-distance, and international customers.

Indirect Competitors:

• U-Haul: U-Haul is a company that specializes in do-it-yourself moving solutions. They provide trucks, trailers, and other equipment to help individuals transport their items from one place to another.
• Penske: Penske offers truck rentals and other services for customers who prefer not to use a traditional moving company.
• FedEx Office: FedEx Office provides packing and shipping services for customers who need to mail or ship their belongings.

Competitive Advantage

The company strive­s to provide a competitive e­dge through its wide range of se­rvices, which include packing and furniture asse­mbly. Their team consists of skilled profe­ssionals who are highly knowledgeable­ about the most efficient moving and packing te­chniques. Additionally, they stand out from their compe­titors by offering distinctive service­s like furniture disassembly and re­assembly.

8. Marketing Plan

The focus of how to run a successful moving company’s marketing plan will be on developing a strong online presence, leveraging word-of-mouth referrals, and developing a presence within the local community. They will also leverage traditional mobile marketing and radio ads to support their efforts.

Promotions Strategy

Online Presence: We will cre­ate a website that highlights our company’s se­rvices. It will include engaging photos, de­tailed product descriptions, positive custome­r reviews, and easily acce­ssible contact information. To boost visibility in search e­ngine rankings, we will impleme­nt effective SEO te­chniques and utilize targete­d keywords. We will active­ly maintain pages on various social media platforms, such as Facebook, Instagram, Twitte­r, and LinkedIn. This way, we can effe­ctively engage with our e­xpanding customer base. Content will be regularly updated and monitored for accuracy. Advertising campaigns will be run online and on social media platforms to further promote services and special offers.

• Word of Mouth Referrals: A budget will be allocated for providing discounts to customers who refer the company’s services to their friends and family. The company will actively seek customer testimonials to promote its services through word of mouth.
• Community Presence: Participation in local fairs and events will be undertaken to interact with the local community and gain exposure. Local businesses will be approached for potential partnerships to offer special discounts.
• Mobile Marketing: Promotional emails and SMS messages will be sent to potential customers to keep them informed of upcoming offers and discounts.
• Radio Ads: Partnerships with local radio stations will be established to market the company’s services.

Ready-Set-Go Moving’s pricing strategy will be to price competitively and offer discounts to customers who use the company frequently. Customers who refer new customers will also be rewarded with discounts or special offers. Additional services such as packing and storage will also be offered at a lower cost to make the company more appealing to customers.

9. Operations Plan

Operation functions.

The operations of the moving company with no money will revolve around efficiently packing, loading, and transporting a customer’s possessions within the defined service area. The company will assist those in need of help with organizing belongings, packing, loading, as well as furniture disassembly and reassembly.

The company’s operations will be divided into the following functions:

Offering Estimates: Potential customers will be provided with estimates of their total moving costs based on the size of their move and the distance to be traveled.

Pre-Move Packing: The option for customers to pay for pre-move packing services will be available.

Loading & Transportation: A team of movers will be responsible for loading the customer’s belongings onto trucks and moving them to the new destination.

Unloading & Set Up: Movers will also be responsible for the safe and efficient unloading and set up of the customer’s possessions at their new home.

Storage: Customers can store their belongings in the company’s climate-controlled storage facility while their new home is being set up.

Clean Up & Disposal: After the customer’s belongings are unloaded, the company will assist with disposing of empty boxes and cleaning up any debris left by the move, if desired.

Billing & Payment: The company will complete the process by submitting the customer’s final bill and collecting payment for services rendered.

By April 1st: File for a business license and obtain insurance.

By May 1st: Recruit and train 5 employees.

By June 1st: Launch advertising and marketing campaign.

By July 1st: Begin offering services.

By August 1st: Expand operations to include storage facility and disposal services.

10. Management Team

The management team for the moving company business plan will comprise the following roles:

• CEO: The CEO will be responsible for the overall strategy and operations of the company. Serving as the face of the business, the CEO will set the tone and direction for the company.
• CFO: The CFO will oversee all aspects of finances, including budgeting, accounting, financial reporting, payroll, and monitoring the company’s progress against its financial goals.
• Marketing Manager: The marketing manager will focus on increasing brand awareness and executing the marketing strategy effectively.
• Operations Manager: The operations manager will be in charge of overseeing the day-to-day operations of the business.
• Sales Manager: The sales manager will lead the sales team and ensure they achieve their sales goals.
• Administrative Manager: The administrative manager will handle tasks such as payroll, employee benefits, ordering supplies, and various administrative duties within the company.

11. Financial Plan

The financial plan of a labor-only moving company business plan is a crucial factor in determining the success of the business. The financial plan experts have guided the owner in how much money it takes to start a moving company and outlined the objectives and strategies the company will use to achieve its goals and create its business.

Key Revenue & Costs

Key Revenue

Key Revenue:

• Service fees: $50,000
• Hourly rates: $100/hour
• Additional services & supplies: $10,000
• Employee wages and benefits: $25,000
• Vehicle maintenance and fuel: $15,000
• Insurance: $10,000
• Warehousing and storage: $5,000
• Marketing and advertising: $2,000
• Office maintenance and expenses: $1,000

Funding Requirements and Use of Funds

Funding Requirements

Funding Requirements: $50,000

Use of Funds

• Office supplies: $3,000
• Vehicle purchases: $20,000
• Employee benefits and wages: $20,000
• Insurance: $5,000

Key Assumptions

Key assumptions made when creating a financial plan for the local moving company include the following:

• The business will be able to obtain regular and repeat customers.
• Customers will be willing to pay the fees and hourly rates for their services.
• The market for business services is predicted to remain stable and consistent within the area.
• The initial start-up costs and the ongoing operating costs will remain manageable and manageable.

Financial Projections

Income statement.

The income statement will show the company’s revenue and expenses, and the net income or loss for the business.

All tables in Moving Company Business Plan PDF.

12. Sources of funding for moving company business plan

• Personal Savings: Using your personal savings to start and grow your moving company is the most common way people finance their business.
• Small Business Loans: Small business loans are the most traditional funding source for small businesses, including moving companies.
• Grants: Depending on your location and the type of moving services you offer, you may be eligible for grants from local, state, or federal government agencies.
• Crowdfunding: Crowdfunding can be a great way to finance a moving company if you cannot secure more traditional forms of financing.
• Private Investors: Private investors also offer an alternative financing option. These investors usually come with upfront capital but may also require equity or other forms of repayment.
• Credit Cards: Credit cards can be a viable way to finance a moving company if you’re willing to risk taking on debt.

13. Don’t worry about the Cost – Get the Gap-Free Moving Company Business Plan from OGS Capital

At OGS Capital, we understand that starting your own moving company can be a costly and time-consuming endeavor. That is why we offer our professional business plan services.

Our expe­rienced team of e­xceptional consultants and analysts at OGS Capital possess the ne­cessary expertise­ to assist entreprene­urs in understanding the costs associated with starting a moving company. We­ provide comprehensive­ calculations and financial projections tailored to your nee­ds. Our extensive e­xperience e­nables us to determine­ the expense­s involved in successfully establishing and managing a thriving moving company.

In addition, the OGS Capital e­xperts will be available to provide­ essential financial advice and marke­t-leading strategies re­quired for any business. With OGS Capital, you can rest assured that any information and financial projections you are given are reliable and up-to-date.

At OGS Capital, we believe in helping entrepreneurs make the most out of their moving companies. Get a gap-free and detailed business plan life-cycle from us and make the most of your moving company business.

Q. What is a good profit margin for a moving company?

Depe­nding on various factors, such as company size, services offe­red, number of clients, and more­, the ideal profit margin typically ranges be­tween 10% to 15%. Howeve­r, a good profit margin would generally be conside­red anything above 5%.

Q. Can you make money in the moving business?

Yes, you can make money in the moving business. Depending on the business model you choose, you can make money in the form of moves, storage, labor charges, or sales.

Download Moving Company Business Plan Sample in PDF

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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Moving Company Business Plan Sample

With low barriers to entry, steady demand and reasonable profit margins, the moving industry is an attractive space for many entrepreneurs. In this business plan sample we will provide a detailed summary of a moving company business plan sample.

Relocating to a new place can be a daunting task, but luckily there are moving companies that specialize in making the transition as smooth as possible. A moving company is a service-based business that offers professional assistance to individuals and businesses who are moving from one location to another. From packing and loading to transportation and unloading, moving companies handle it all. They can provide local, long-distance, and even international moving services, as well as other helpful extras like storage and packing supplies. However, with intense competition in the industry, starting a moving company requires a substantial investment in vehicles, equipment, and staff to provide top-notch services.

Are you interested in starting a moving company? Before you begin, it’s important to have a solid plan in place. A well-crafted moving company business plan is a key document for any startup. It outlines the strategies and goals necessary for starting and operating a successful moving company. Your plan should include a detailed description of your business, your target market, and the services you will provide. You’ll also need to research the required licenses, permits, and insurance necessary to operate legally, as well as develop a marketing strategy to reach potential customers. With careful planning and preparation, you can start a thriving moving company that provides top-notch service to clients.

To elaborate on the significance of developing a business plan for a moving company, it should be noted that the process of starting such a company can be quite intricate and demands thorough planning and implementation. The moving company business plan is a crucial document that outlines the company’s vision and objectives. The initial section of the plan is the executive summary, which presents the company as a family-owned enterprise that caters to both residential and commercial customers for local and long-distance moves.

A successful moving company requires a thorough understanding of its target market. As such, the business plan for small moving companies should identify potential customers, including individuals and businesses in the local area in need of moving services. The company should provide a range of services, such as packing, loading, unloading, and unpacking, and consider offering storage options for customers who need to temporarily store their belongings.

Starting a moving company involves significant startup costs, which the business plan should outline in detail. These costs include purchasing a truck and equipment, obtaining licenses and permits, and marketing the business. The company may seek to fund its startup costs through personal savings, small business loans, and grants.

A comprehensive marketing strategy is critical for a successful moving company. The business plan should detail online and offline advertising strategies, including social media and local networking events. The company should aim to differentiate itself from competitors by providing exceptional customer service, targeted moving company advertising, and personalized attention to each customer.

From identifying the target market to creating a comprehensive marketing strategy, a successful moving company requires careful planning. But the key to long-term success lies in financial planning. That’s why a well-written business plan must include financial projections for the first three years of operation, aiming to break even in the first year and generate a profit by the second. With a solid business plan, any entrepreneur can confidently launch a successful moving company and achieve their goals.

1.0 Executive Summary

“Chaseville Moving Corp.” operating as “Chaseville Moving” (The company) was incorporated in the state of Florida on November 30, 2020 by Founder and President, Pat Steele. Chaseville Moving is involved in the moving industry within the Miami area.

The company is seeking to enhance its presence in the area with the acquisition of a company truck. Currently Mr. Steele is renting a moving truck, which is slowing down the growth of the company, and adversely affecting the gross profit of the business. With this $45,000 loan through the Small Business Administration, Chaseville Moving will purchase a Hino Moving Truck, thus freeing up cash flow to make payments, market and grow the company.

The moving services industry in America is approaching the billion dollar mark, registering $936M in revenue in 2020 with a fair gross profit margin of 10.8%. The industry is characterized by a high level of competition, and relatively low barriers to entry, with Florida home to the largest share of industry establishments, at 41.7% in 2020.

In addition to being the most populated state in America, with 38.8% of the total population, Florida is also home to the nation’s largest city, Miami, as well as its capital, Tallahassee. As a result, Florida is the largest market for the industry, driven by private consumers and real estate activity. Moreover, a significant portion of the country’s economic activity takes place in the state, resulting in a steady stream of businesses in need of warehousing, office relocation and other industry services.

This business loan will allow the company to begin investing in its own equipment and pave the way for a multi-truck moving business in America’s most populous metropolis region, Miami.

2.0 Business Overview

Currently, Chaseville Moving is a one truck company that is primarily operated by Owner, Pat Steele. Mr. Steele utilizes contractors on a case by case basis depending on the demand of the job. The business operates in the area, and is involved in the moving industry.

2.1 Industry Overview

The Moving Services industry in America provides relocation services to households, governments and commercial clients. While steady economic expansion has supported revenue growth, declines in corporate profit and volatile oil prices have limited commercial demand for industry services. Industry revenue has also been buoyed by improvement in the American housing market, which has recently experienced growth in the value of residential construction and housing starts.

Moving services are typically considered discretionary purchases, as private consumers have the option of renting vehicles on their own or seeking alternative methods of transportation. Therefore, demand for industry services has been supported by a rise in per capita disposable income enabling more consumers to invest in professional moving services. Moreover, growth in the number of housing starts through much of the period has bolstered the industry profit margin. However, these positive trends have been offset by falling levels of corporate profit, which have prevented the industry’s downstream commercial clients from leasing new offices and hiring moving companies.

Industry performance will depend on a variety of factors over the five years to 2025, including levels of housing formation and overall macroeconomic recovery. Oil prices will likely rebound over the next five years, providing relief to oil-producing regions and spurring broad-based economic growth.

Moreover, both per capita disposable income and corporate profit are expected to rise over the five years to 2025. Additionally, the housing market is expected to gain steam as the economy recovers from the coronavirus pandemic. Ultimately, industry revenue is projected to increase at an annualized rate of 3.8% to $1.2 billion over the five years to 2025.

2.2 Mission & Vision Statement

Mission Statement

Marathon Mover’s mission is to provide a superb moving experience at a competitive price in the area market.

Vision Statement

Marathon Mover’s vision is a moving industry where consumers have access to professional, reliable service providers with reasonable rates.

2.3 Goals and Objectives

Chaseville Moving has the following goals and objectives:

• Secure a $45,000 loan through the SBA
• Begin a Google Ads marketing campaign
• Hire 2 Full-time staff members
• Receive 30 positive Google reviews by the end of the 2022

2.4 Key Success Factors

The following factors will be paramount to the company’s success:

• Daily scheduling of operations for future projects
• Knowing when to take our time, and when we can be efficient
• Building a strong rapport with clients and staying in touch
• Keeping adequate cash flow on hand at all times

2.5 Staffing

Helping customers at their homes or businesses, our movers will prepare items for transportation to another destination. On a team with other helpers, they prepare, load, and unload items, and some also drive the moving truck. Our movers work a physically demanding job that requires heavy lifting, and they sometimes work on nights and weekends to meet customers’ requests. We look for candidates who are physically able to do the work and provide the necessary training for qualified individuals.vvBased on the services our company provides these duties include:

Pack and Prepare Items

At the destination, movers help prepare and pack customers’ items to prevent damage during transit. Their tasks include taking apart furniture, wrapping items in bubble wrap or stretch wrap, putting loose items in boxes and sealed bags, and using straps and cardboard sheets on large items.

Load and Unload Items

Movers use equipment like dollies and ramps to load customers’ items from their buildings to the moving truck. They arrange items in the truck to fit the load and prevent objects from falling or getting damaged. At the destination, our movers take the items off the truck and place them in the location the customer requests.

Take Inventory

Keeping track of the customer’s items to make sure nothing gets lost or damaged is an important responsibility that movers have. We write down a description of each package or item at the customer’s location before starting loading. Then we check the inventory when the destination is reached to ensure all items are unloaded.

Handle Customer Requests

Movers also answer customers’ questions and address requests they have for how they want items packed, loaded, and unloaded. They also provide information about price and time estimates and address any concerns that the customer might have.

2.6 Management Team   

SUMMARY OF QUALIFICATIONS

• Safety Certificate: CSTS, OSSA, PST, WHMIS, Fire Watch, First Aid / CPR, Fall Arrest, Confined Space, and H2S Alive certified
• Proven team leader with excellent communication skills
• Ability to read blueprints and technical specifications
• Capable of installing, maintaining, troubleshooting and repairing stationary industrial machinery and mechanical equipment to some degree
• Capable of aligning any coupled power-source equipment with other equipment using a dial indicator, laser or straight edge

WORK EXPERIENCE

Chaseville Moving

2020 – Present

Owner / Operator

Tire Co     2018-2019

Installed and replaced tires onto vehicles

Stocked shelves and replaced old product with new items

Raised vehicles in preparation for mechanic work

Private Self Employment     2018          

Demolition work- removing walls, insulation

Cleaning debris and maintaining the site

Apprentice Millwright – Suncor Energy (Base Plant)     2016-2017

Syncrude America (Base Plant), Fort McMurray, AB     2015-2016

Installed ,maintained, aligned and fixed various different types of industrial machinery such as turbines, pumps, conveyors, blowers, motors and gearboxes

Aligned different equipment using straight edge, dial indicator/ lasers

Replaced mechanical seals, bearings, and couplings on different machinery

Overhauled and fixed various different machinery that were critical to production

Replaced oil and filters

Safety Watch, HSE, Fort McMurray, AB     2013-14

Properly maintain and use PPE as noted in each procedure and encourage workers to do the same

Ensure all incidents/accidents are reported and investigated immediately

Warehouse Worker, Damco – United Safety (T. Agency), Miami, ON     2011-12

Operated hand truck to move heavy objects, maintained warehouse premises neat, clean and tidy

Technical Training School     2016

High School Diploma     2014

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3.0 Products & Services

Chaseville Moving provides the following services:

COMMERCIAL MOVING

Commercial moving jobs tend to involve commercial real estate properties with specific rules. They often require different equipment and have strict timelines. The logistics of a commercial move can be complex.

Average Price: $1,600 + GST

RESIDENTIAL MOVING

Residential moving jobs, also known as moving, or moving house, is the process of one or more individuals leaving one dwelling and settling in another. This can be to a nearby location in the same neighbourhood, a much farther location in a different city, or even to another country.

Average Price: $900 + GST

LONG-DISTANCE MOVING

A move is considered a long-distance move when it is over 400 miles. Any moves that travel less are considered local moves. They are also referred to as a cross-country move, or a long haul move, depending on the distance of the move as well as its destination.

Average Price: $3,000 + GST

MICRO MOVING

A micro move would be considered a move within the same building or to a new location within walking distance. They can also be a single item relocation or even in-house moving.

Average Price: $120 + GST

4.0 Operations

The company helps people and businesses move their goods from one place to another. It offers all-inclusive services for relocations like packing, loading, moving, unloading, unpacking, arranging of items to be shipped.

4.1 Location

Miami is one of the greatest cities in the world to do business, consistently ranked at the top when it comes to global competitiveness, innovation and quality of life. Very few cities in the world can offer such multi-sector strength, depth of talent and a driving economic and financial engine.

With 2.8 million residents, Miami is the 4th largest city in North America. One-quarter of America’s population is located within 160 km (100 mi.) of the city and more than 60% of the population of the USA is within a 90-minute flight.

The City of Miami’s economy comprises 11% of America’s GDP, with Miami’s GDP topping $151 billion. Miami-based businesses export over $70 billion in goods and services to every corner of the globe with retail sales of $62 billion annually.

Five of America’s six largest banks have their headquarters near the country’s busiest stock exchange. Centred in North America’s 3rd largest financial services centre are 75% of America’s foreign banks, and 65% of the country’s pension fund companies.

4.2 Equipment

Moving van, Moving dolly, Furniture sliders, Moving blankets and pads, Moving straps and rope, Protective Gloves, Toolbox (Tool kit)

5.0 Market Overview

Residential demand for moving services is primarily driven by the overall level of activity in the housing market, such as the number of housing starts and total expenditure on residential construction. Both existing home sales and the value of residential construction have grown consistently over much of the past five years, helping demand and revenue for both small and large industry operators.. The expansion of the housing market has positively affected industry operators, as demand for moving services rises alongside renewed housing activity.

Similarly, corporate demand for moving services is highly dependent on the total number of establishments in America, as well as overall levels of corporate profitability. As new enterprises and establishments arise in the American economy, the industry’s total customer base expands, likely increasing demand for industry services. The number of businesses in America is expected to increase at an annualized rate of 0.8% to 1.3 million establishments, enabling many industry operators to expand their services for corporate clients.

5.1 Competition

The Moving Services industry in America is characterized by a low level of market share concentration, with the industry’s three largest players accounting for an estimated 33.3% of total industry revenue in 2020. Most industry players are small-scale operators that participate in this industry as agents or subcontractors of larger companies or as local moving companies. Market share has declined slightly over the five years to 2020. Large operators did not fare well during the downturn and these national operators had to scale down operations to focus on profitable businesses. As a result, the market share of very large operators has declined, contributing to a lower level of concentration in this industry.

MAJOR COMPETITORS

AMJ Campbell International

Market share: 14.0%.

AMJ Campbell International (AMJ Campbell) is one of the largest moving companies in America and was founded in 1934. The company provides residential moving, corporate relocation, office moving, logistics and storage services, including international moves. In addition to America, AMJ Campbell also operates in Florida, providing moving services to consumers and businesses internationally. The company is headquartered in Mississauga, ON, and operates eight business divisions across 50 locations in America and the United States. Of these locations, 27 are in America, spread across all 10 states, though many are concentrated in the eastern portion of the country. The company is also estimated to employ over 2,800 people in 2020.

Atlas Van Lines (America) Ltd.

Market share: 10.1%.

Atlas Van Lines (America) Ltd. (Atlas Van Lines America) is an affiliate of the Atlas World Group Inc. (Atlas World), a family of companies that provides transportation and moving services through a network of more than 430 agents. Headquartered in Evansville, IN, and founded in 1948, Atlas Van Lines Inc. (Atlas Van Lines), Atlas World’s flagship subsidiary, serves markets for global relocation, benefits, recruiting, logistics and travel in the United States and America. Atlas World also has service partners operating in over 140 countries. Atlas Van Lines is one of the largest interstate motor carriers in the United States and offers various services, including household moving and storage, corporate relocation, international moving, government and military moving and logistics.

The company participates in the American Moving Services industry through Atlas Van Lines America. Atlas Van Lines America is headquartered in Oakville, ON, and comprises over 140 agent moving companies that specialize in household moving, corporate relocation and storage. The company employs an estimated 75 full-time workers in 2020 and has been operating for more than 55 years. Atlas Van Lines America maintains locations in all 10 states and three territories. It is also a member of both the American Association of Movers and the American Employee Relocation Council.

Market Share 9.2%

Based in Oakbrook Terrace, Illinois, Sirva Inc. is one of the largest moving companies in the world, with a network of more than 1,475 offices in over 170 countries, including America, of which 75 are owned by the company. Sirva provides moving services through a network of agents that own trucks used in the moves. These agents are also responsible for the packing, hauling, storage and distribution of household goods.

5.2 Competitive Advantage

Chaseville Moving competitive advantage is its low-overhead and lack of liabilities. By having minimal costs the company is able to be nimble, respond quickly to changing conditions, and customize its service to each respective customer.

5.3 Risk Analysis

Housing Market Crash

Chaseville Moving is focused on providing reliable and cost effective moving services. In the situation that a housing collapse takes place, the company will be much less affected than the competition, and has an opportunity to in fact gain business by a surge in consumers seeking lower priced services. As well, the company can shift its focus to delivery jobs to offset any loss of moving jobs.

Vehicle Safety

Key to the operation of the business is the safety of their company truck, both for their personnel and for the goods that are being moved. The company will ensure through safety checks and proper maintenance that their truck is always in top operating condition.

Damaged/Missing items

This is a major risk in the moving industry and the company will always ensure that all boxes are correctly packed before they are loaded on the truck. In the event of damage to any article the company will settle any claim in a timely manner in order to achieve customer satisfaction. Furthermore, if the company’s staff identifies any items that are damaged prior to moving them they will be recorded and photographed to mitigate liability.

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6.0 sales & marketing plan.

Chaseville Moving will focus on small scale residential moves in the area.

6.1 Key Channels

The company will develop a clear and responsive website which will contain all the information a potential customer needs to help them make an informed purchase. As well, the company will operate on social media channels including Facebook, Instagram, and Twitter. On these platforms the company will share special promotions and share testimonials and helpful links. The company will maintain a constant presence on Craigslist and Kijiji.

6.2 SWOT Analysis

7.0 financial projections.

7.1 Capital Requirements  

7.2 income statements .

7.3 Cash Flow Statement  

7.4 Balance Sheet

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Moving Company Business Plan Template & Guidebook

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• How to Start a Profitable Moving Company Business [11 Steps]

How to Write a Moving Company Business Plan in 7 Steps:

1. describe the purpose of your moving company business..

The first step to writing your business plan is to describe the purpose of your moving company business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a moving company business:

Our mission at ABC Moving Company is to deliver quality and reliable relocation services while enforcing a safe and seamless moving experience with integrity, efficiency, and cost-effectiveness. We strive to exceed customer expectations by providing exceptional value through exceptional service.

2. Products & Services Offered by Your Moving Company Business.

The next step is to outline your products and services for your moving company business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

• What is my business?
• What are the products and/or services that I offer?
• Why am I offering these particular products and/or services?
• How do I differentiate myself from competitors with similar offerings?
• How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your moving company business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your moving company business includes the following elements:

Target market

• Who is your target market?
• What do these customers have in common?
• How many of them are there?
• How can you best reach them with your message or product?

Customer base 

• Who are your current customers? 
• Where did they come from (i.e., referrals)?
• How can their experience with your moving company business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

• How does it work, what features does it have, and what are its benefits?
• Can anyone use this product or service regardless of age or gender?
• Can anyone visually see themselves using this product or service?
• How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

• Which companies are competing with yours today (and why)? 
• Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
• What specific advantages does each competitor offer over yours currently?

Marketing channels

• Which marketing channel do you intend to leverage to attract new customers?
• What is your estimated marketing budget needed?
• What is the projected cost to acquire a new customer?
• How many of your customers do you instead will return?

Form an LLC in your state!

4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

• The equipment and facilities needed
• Who will be involved in the business (employees, contractors)
• Financial requirements for each step
• Milestones & KPIs
• Location of your business
• Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a moving company business?

• Trucks and/or vans
• Moving supplies such as boxes, packing tape, and furniture pads
• Cleaning supplies for before and after jobs
• Equipment for carrying heavy items, such as ramps or shoulder straps
• Formal business licensing and insurance

5. Management & Organization of Your Moving Company Business.

The second part of your moving company business plan is to develop a management and organization section.

This section will cover all of the following:

• How many employees you need in order to run your moving company business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
• The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
• How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Moving Company Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a moving company business varies based on many different variables, but below are a few different types of startup costs for a moving company business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your moving company business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your moving company business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your moving company business plan:

• Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
• Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
• Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
• Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
• Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
• Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

Frequently Asked Questions About Moving Company Business Plans:

Why do you need a business plan for a moving company business.

A business plan for a moving company is necessary to layout the set of goals, objectives, and strategies that will enable you to successfully run your business. It will help you identify the major components of your business, such as marketing, customer service, and financial planning. Furthermore, it can provide an essential roadmap for where the company is headed and how it expects to achieve its goals. It can also assist in obtaining financing, as investors and lenders may require a detailed forecast of how you intend to generate revenue and manage costs.

Who should you ask for help with your moving company business plan?

You should consult a business plan specialist or an accountant to get the best help with your moving company business plan. Additionally, there are many online resources such as SCORE and the Small Business Administration (SBA) that offer advice and guidance on how to create a business plan.

Can you write a moving company business plan yourself?

Yes, it is possible to write a moving company business plan yourself. However, you may find it beneficial to consult with an experienced business consultant or coach who can provide valuable advice and guidance in the development of your plan. Additionally, there are many helpful business plan templates and resources available online that can be utilized to help guide the creation of your plan.

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Moving Company Business Plan Template

🚚 moving company business plan template: steering your business toward success 📦.

Navigate Your Way to a Thriving Moving Company with Our Expertly Crafted Business Plan Template!

📄 Moving Company Business Plan Template Overview

Introducing our Moving Company Business Plan Template, a crucial tool for entrepreneurs planning to launch or expand a moving business. This template is specially designed to guide you through the intricacies of the moving industry, blending logistical expertise with strategic business planning.

🌟 Key Features of the Template

• Word Document Template A flexible and editable template, tailored to address the unique challenges and opportunities in the moving industry.
• Executive Summary A concise, compelling summary that highlights the key elements of your business plan, essential for attracting investors and clients.
• Company Description A detailed section to describe your moving company, outlining your services and what sets your business apart in the competitive moving market.
• Moving Industry Analysis A basic analysis of the moving sector, providing insights into market trends, customer needs, and regulatory considerations.
• Organizational Structure A clear layout of your business’s structure, detailing roles, responsibilities, and the management hierarchy.
• Marketing Strategies Customized marketing plans to effectively promote your moving services, targeting the right clientele, and building a strong brand presence.
• Funding Request Guidance on creating a compelling funding proposal to secure the necessary capital for your moving business.
• 12-month profit and loss statement.
• 5-year pro forma income statement.
• A user-friendly, customizable Excel File.
• Flexibility to adjust revenues, costs, and staffing.
• Detailed 12-month Profit and Loss.
• 5-Year Annual Projections.

🛠️ Tailored for Moving Industry Success

Our template is designed for adaptability, enabling you to customize each section to the specific needs of your moving company. The Excel financial model is an effective tool for managing your financials, adapting to changes in the moving market and business growth.

📦 Launch or Expand Your Moving Business

Embark on your moving company venture with a comprehensive and strategic business plan. Our Moving Company Business Plan Template is more than just a document; it’s a roadmap to building a successful and efficient moving service.

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Take the first step towards a prosperous moving company. Click HERE to access this essential resource and start planning the future of your moving service.

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"Free" Business Plan Templates

• Pretty Cool - Business Plan Structure
• Excellent - Industry-Related Research
• Awesome - Customized Financial Projections for your Industry
• Even MORE Awesome -Template Written by Paul Borosky, MBA.
• - Fill-in-the-highlighted-areas Format
• - Completed Pricing Strategy
• - SWOT Analysis Completed
• - Organizational Chart
• - Funding Request Section
• - Step-by-Step Tutorial for Business Plan Doc.
• - Step-by-Step Tutorial for Financial Projections Model

Quality Business Plan Templates

• Excellent - Industry-Related Research ($100 value)
• Awesome - Customized Financial Projections for your Industry ($300 value)
• Even MORE Awesome - Template Written by Paul Borosky, MBA.
• Plus... - Fill-in-the-highlighted-areas Format
• Plus... - Completed Pricing Strategy
• Plus... - SWOT Analysis Completed
• Plus... - Organizational Chart... Done!
• Plus... - Funding Request Section... Yes!
• Plus... - Step-by-Step Tutorial for Business Plan Doc.
• Plus... - Step-by-Step Tutorial for Financial Projections Model

Moving Company Business Plan Templates Includes:

• Executive Summary
• Company Description
• Moving Services Industry Analysis INCLUDED!
• Organizational Structure for a typical moving company.
• Marketing strategies for a moving company.
• Funding Request
• 12-month profit and loss statement
• 5-year pro forma income statement
• Basic customizable Excel File
• Ability to change revenues, costs, and labor.
• 12 Profit and Loss
• 5 Yr Annual Projections.

Instructional Video:

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Setting the Stage for Relocation Success: The Ultimate Moving Company Business Plan Template

Mobilizing moving company entrepreneurship.

Quality Business Plan introduces a comprehensive Moving Company business plan template, expertly tailored as a customizable Word document and Excel financial model. This indispensable tool is designed for entrepreneurs launching into the moving industry or looking to expand their existing services. It offers a detailed, industry-specific framework for business planning, essential for thriving in the dynamic and competitive world of moving services.

Blueprint for a Successful Moving Company

This template thoroughly addresses all critical components of running a proficient moving company. It includes crucial sections such as an Executive Summary, Company Description, Industry Analysis, Organizational Structure, and Marketing Strategies. Each part is fine-tuned to align with a moving company's specific requirements and operational challenges, ensuring a comprehensive and actionable business plan.

User-Friendly Tutorials for Effective Planning

Acknowledging the complexities of business planning in the moving sector, Quality Business Plan provides easy-to-understand tutorial support. These tutorials, available on their website, guide users through each segment of the template, simplifying the planning process, particularly for those new to the moving industry.

Strategic Marketing for Broad Customer Reach

Effective marketing is essential for building a robust customer base in the moving industry. The template includes detailed marketing strategies encompassing digital and traditional methods, crucial for establishing a solid brand presence and customer loyalty.

Financial Framework for a Thriving Moving Business

Sound financial management is critical to the success of any business, especially in moving services. The template provides a structured financial planning section featuring a Funding Request and detailed financial projections like 12-month profit and loss statements and 5-year pro forma income statements, all tailored to the moving industry.

Final Thoughts: Charting a Path to Moving Industry Success

In conclusion, Quality Business Plan's Moving Company business plan template is more than just a document; it's a strategic roadmap for success in the moving services sector. This template equips entrepreneurs with the necessary tools and insights to start or grow their moving company, paving the way for a successful, efficient, and profitable venture in this vital service industry.

Moving Company Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Transportation Industry » Moving Company

Are you about starting a moving company ? If YES, here is a complete sample moving company business plan template & feasibility study you can use for FREE .

Moving into a new office or apartment might pose a challenge sometimes, especially if you look to take on all the responsibility without involving experts. The moving and storage industry is a $15 billion industry in the United States. About 42 million families each year use a moving company, or pay in some other way for their relocation.

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And international moving companies are growing as fast as domestic ones. Do-it-yourself storage during moves is a growing industry as well, now bringing in about $22 billion a year.

But how did this all get started? Companies in this industry provide moving and relocation services, including local, long-distance and international trucking and shipping of used household, institutional and commercial goods, furniture and equipment. Industry operators often provide incidental packing and storage activities.

A Sample Moving Company Business Plan Template

1. industry overview.

According to the American Moving and Storage Association (AMSA) – America’s moving and storage industry is one of the most complex and diverse collections of businesses in the country.

It consists of multi-million dollar companies and multi-thousand dollar ones; of large corporate organizations and “mom-and-pop” operations; of chief executive officers working in corporate suites and independent business people working in their trucks; and of van lines, their agency systems and independent movers.

The moving and storage industry in the U.S is as diverse as the country itself.  As the industry’s national trade group, AMSA represents all facets of the industry: agents, forwarders, independent carriers, international movers, suppliers and van lines.

Statistics has it that The Moving and Storage industry in the united states of America consists of 7,000 companies operating at 13,900 locations primarily providing moving and storage services for household and office goods. Major Names in this United States Includes van lines, van line agents, independent full-service movers, international movers, forwarders, and auto transporters.

The moving and storage industry Employs 122,600 people with an annual payroll of $3.6 billion and is composed of mostly individual vans / trucks owner operating their business on a small scale. General statistics on the moving and storage industry shows that 47.8% of companies in the industry employ fewer than 5 people. Only 8.5% of industry companies employ 100 or more people.

AMSA members report operating a fleet of 50,000 trucks 32,000 tractor units for pulling semi-trailers and 18,000 straight trucks) regulated by the U.S. Department of Transportation and state motor vehicle agencies. AMSA consists of more than 4.000 member companies, including: 150 companies in 85 countries outside the US and 200 companies in the industry’s supply chain.

The basic services being rendered by the operators in the moving and storage industry Include local and long-distance transportation of household and office goods; warehousing and storage services; packing and packaging services; process, distribution, and logistics consulting; merchandise sales and other services.

With the advancement of technology and the sole need for every individual is to live in a comfortable  house, the moving industry keeps souring high, and  As home sellers, buyers and renters prepare for 2016, hiring professional movers is likely to be on their moving checklists. It is anticipated that the five below trends will be prevalent in the moving industry in 2016

No doubt starting and operating a moving and storage company can be capital intensive and challenging, but the truth is that it can be rewarding at the same time. One good thing about the industry is that it is open for both big time investors who have the capacity to start the business with fleet of trucks and aspiring entrepreneurs who may one to start with just one truck.

2. Executive Summary

Jolly Brothers Moving and Storage Services Company is a registered and licensed Moving and Storage Company that will be based in 10548 SD Highway 32 Belle Fourche South Dakota.

We are in business to provide local and long-distance transportation of household and office goods; warehousing and storage services; packing and packaging services; process, distribution, and logistics consulting; merchandise sales and other related services.

We will provide daily services all around South Dakota and across the United States of America and Canada. Jolly Brothers Moving and Storage Services Company have been able to secure all relevant licenses and permits to operate throughout the United States and Canada.

We will ensure that we abide by the rules and regulations guiding The Moving and Storage industry and we will only hire experienced and qualified drivers with valid commercial driver’s license (CDL) to handle our vans and trucks. Our customers and potential customers alike can be rest assured that they will get quality services at competitive rates.

We will go the extra mile to ensure the safety of goods under our care and our customers get value for their money. At Jolly Brothers Moving and Storage Service our goal is to provide excellent service to our customers and we pride ourselves on the integrity and competence of our company and our employees.

Jolly Brothers Moving and Storage Services Company will ensure that all our deliveries of goods are on time and we supersede the expectation of our customers.

We will only put trucks and vans that are in top shape on the road, and all our drivers and materials handlers will be trained to be extra careful, pay attention to details, courteous, friendly and to abide by the rules and regulations of the industry.

At Jolly Brothers Moving and Storage Services Company, we are passionate in the pursuit of excellence and financial success with uncompromising services and integrity which is why we have decided to start our own moving and storage business; we are in the industry to make a positive mark.

We are quite optimistic that our values and quality of service offering will help us drive our business to enviable heights and also help us attract the numbers of clients that will make the business highly profitable. We are a company that will be dedicated to establishing good business relationship with our clients giving them value for their money and reasons for them to hire our services over and over again.

We are quite aware that in order to become the number one choice in our city, we must continue to deliver timely and quality services and that is exactly what we will do. We are open to the use of latest technology in The Moving and Storage industry.

No doubt our excellent customer service and the quality of services we offer will position us to always welcome repeated customers and handle massive deals both from government agencies and industrial giants. Our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Jolly Brothers Moving and Storage Service is a family business; it is owned by Parker and Prince Jolly. The company will be fully financed by the Jolly family. Parker has a diploma in Transport and Logistics Management and over 5 years of experience in The Moving and Storage industry.

3. Our Products and Services

Jolly Brothers Moving and Storage Services is established with the aim of maximizing profits in The Moving and Storage industry.

We want to compete favorably with the leading moving and storage companies in the United States, which is why we will ensure that every services carried out or related services rendered meet and even surpass our customers’ expectations.

We will work hard to ensure that Jolly Brothers Moving and Storage Service is not just accepted in South Dakota but also in other cities in the United States of America and Canada. Our service offerings are listed below;

• Local and long-distance transportation of household and office goods
• Warehousing and storage services
• Packing and Packaging services
• Process, Distribution, and Logistics Consulting and Advisory Services
• Merchandise sales and other related services

4. Our Mission and Vision Statement

• Our Vision is to become one of the preferred choices of individual and organization when it comes to the demand for moving and storage services in the whole of the United States of America and Canada.
• Our mission is to ensure that we build a successful moving and storage company that will operate in the whole of the United States of America and Canada; a company that will boast of having some of the best and reliable material handlers and transporters (truck / van drivers) in the whole of the United States of America.

Our Business Structure

Our business structure will be designed in such a way that it can accommodate but full – time employees and part – time / contract staff; those who just want to take some time off to generate additional incomes.

We intend starting the business with a handful of full time employees (truck drivers, professional material handlers / yard spotters and back office staff) and some of the available driving roles will be handled by qualified contract drivers. Adequate provision and competitive packages has been prepared for all our employees.

At Jolly Brothers Moving and Storage Service Company, we will ensure that we hire people that are qualified, hardworking, creative, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. For now, we will contract the maintenance of our trucks to service provider, we don’t intend to maintain a very large overhead from the onset.

But as soon as the business grow and stabilize, we will assemble our own in – house maintenance team. Below is the business structure and the roles that will be available at Jolly Brothers Moving and Storage Services Company;

• Chief Operating Officer (Owner)

Admin and HR Manager

Transport and Logistics Manager

• Marketing and Sales Executive (Business Developer)

Truck and Van Drivers

• Material Handlers / Yard Spotters / Forklifts Operators
• Customer Services Executive / Front Desk Officer

5. Job Roles and Responsibilities

Chief Operating Officer (Owner):

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for fixing prices and signing business deals
• Responsible for providing direction for the business
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization
• coordinates drivers, vehicles, loads and journeys
• operates IT systems
• negotiates and agrees contracts
• develops and confirms schedules
• plans  for and negotiates  technical difficulties
• preparing paperwork for regulatory bodies
• liaises and manages staff
• implements health and safety standards
• Plans routes and load scheduling for multi-drop deliveries.
• Books in deliveries and liaising with customers.
• Allocates and recording resources and movements on the transport planning system.
• Ensures all partners in the supply chain are working effectively and efficiently to ensure smooth operations.
• Communicates effectively with clients and responding to their requirements.
• Directs all transportation activities.
• Develops transportation relationships.
• Monitors transport costs.
• Negotiates and bargains transportation prices.
• Deals with the effects of congestion.
• Confronts climate change issues by implementing transport strategies and monitoring an organization’s carbon footprint.
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Designs job descriptions with KPI to drive performance management for clients
• Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
• Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Oversees the smooth running of the daily office activities.

Marketing and Sales Executives (Business Developers)

• Identifies, prioritizes, and reaches out to new clients, and business opportunities et al
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of projects.
• Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Documents all customer contact and information
• Represents Jolly Brothers Moving and Storage Services company in strategic meetings
• Helps to increase sales and growth for Jolly Brothers Moving and Storage Service.
• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managers with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for the company
• Serves as internal auditor for the company
• Assists in loading and unloading goods / materials
• Maintains a logbook of their driving activities to ensure compliance with federal regulations governing the rest and work periods for operators.
• Keeps a record of vehicle inspections and make sure the truck is equipped with safety equipment, such as hazardous material placards.
• Assists the transport and logistics manager in planning their route according to a pick – up and delivery schedule.
• Inspects vehicles for mechanical items and safety issues and perform preventative maintenance
• Complies with truck driving rules and regulations (size, weight, route designations, parking, break periods etc.) as well as with company policies and procedures
• Collects and verifies delivery instructions
• Reports defects, accidents or violations

Material Handlers / Yard Spotters / Forklift Operators

• Responsible for handling core services such as operating forklifts, loading and unloading materials from trucks and vans, packing and packing goods et al
• Handles general services that involves the transportation of goods from one location to another location
• Maintains a clean working area by sweeping, vacuuming, dusting, cleaning of glass doors and windows, etc. if required.
• Handles any other duty as assigned by the transport and logistics manager

Customer Service Officer

• Welcomes clients and visitors by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the manager in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products and, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

6. SWOT Analysis

Going by our vision, our mission and the kind of business we want to set – up, we don’t have any other option than to follow due process. Following due process involves hiring business consultant to help us conduct SWOT analysis for our business.

Jolly Brothers Moving and Storage Service hired the services of a seasoned business consultant with bias in start – ups in the U.S. to help us conduct a thorough SWOT analysis and to guide us in formulating other business strategies that will help us grow our business and favorable compete in The Moving and Storage industry.

As a company, we look forward to maximizing our strength and opportunities and also to work around our weaknesses and threats. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Jolly Brothers Moving and Storage Service;

Our strengths include; strong management, strong fleet operations, our transportation network serves some of the largest population centers in the U.S., size advantages, cost advantages, customer loyalty and strong reputation amongst domestic and industry players.

Basically our business is centrally located in a densely populated industrial and residential estate in South Dakota; our location is in fact one of our major strength. Another strength that counts for us is the power of our team; our workforce and management.

We have a team that is considered experts in the moving and storage industry, a team of hardworking and dedicated individuals.

Our weakness could be lack of finance, high debt burden, cost structure, lack of scale compared to our peers who have already gained ground in the industry.

As a new business which is owned by an individual (family), and we may not have the financial muscle to sustain the kind of publicity we want to give our business. As a new business, we are also quite aware that it will take time for us to build trust with our clients.

• Opportunities:

The opportunities that is available to us as a moving and storage company in the United States include; online market, new services, new technology, and the opening of new markets.

We are centrally located in one of the busiest industrial area in South Dakota and we are open to all the available opportunities that the city has to offer. Our business concept has also positioned us to be the preferred choice in South Dakota.

The truth is that there are no standard and well – equipped moving and storage company within the area where ours is going to be located; the closest moving and storage company to our proposed location is about 15 miles away. In a nutshell, we do not have any direct competition within our target market area.

Some of the threats that we are likely going to face include; mature markets, bad economy (economy downturn), stiff competition, volatile costs, and rising fuel prices.

Other threats that are likely going to confront Jolly Brothers Moving and Storage Service is unfavorable government policies, seasonal fluctuations, demographic / social factors, downturn in the economy which is likely going to affect consumers spending and of course emergence of new competitors within the same location where ours  is located.

7. MARKET ANALYSIS

• Market Trends

The market trends as it involves The Moving and Storage industry especially in the United States and Canada is indeed dynamic and at the same time challenging.

But one thing is certain, once a moving and storage company can gain credibility, it will be much easier for the company to secure permanent deals / contracts with big time merchants and warehouse operators who are involved in moving goods and materials from one location to another on a regular basis. The demand for the services of moving and storage companies is highly correlated with consumer spending.

With the advancement of technology and the sole need for every individual is to live in a comfortable  house, the moving industry keeps souring high, and As home sellers, buyers and renters prepare for 2016, hiring professional movers is likely to be on their moving checklists.

No doubt some of the major factors that count positively in this line of business are competence, trust, honesty, good relationship management and of course timely and safe pick – ups and deliveries.

8. Our Target Market

Our target market is basically every one (organizations and individual as well who has a cause to move goods and materials from one location to another. In other words, our target market is the whole of the United States of America and below is a list of the people and organizations that we have plans to do business with;

• Merchants and Warehouse Operators
• Retailers who would want to move their goods from one locations to another
• Manufacturers (Chemical manufacturers, and Textiles manufactures et al)
• Households who would want to move from one apartment to another
• Corporate organizations who would want to move from one office to another
• Government agencies who have cause to mover goods and materials from one locations to another locations
• Non – Profits and Charity organizations that have cause to move goods and materials from one location to another.

Our Competitive Advantage

Our major competitive advantage is the vast industry experience and solid reputation of our owners Parker and Prince Jolly and of course our management team.

Jolly Brothers Moving and Storage Service no doubt is a new moving and storage company, which is why we have taken our time to do a thorough homework before launching the business. We were able to highlight some factors that will give us competitive advantage in the marketplace.

Some of the factors are: trust, honesty, good network and excellent relationship management strong management, strong fleet operations, our transportation network serves some of the largest population centers in the U.S., our size advantages, cost advantages, supply chain, customer loyalty and strong reputation amongst domestic industry players.

Another competitive advantage that we are bringing to the industry is the fact that we have designed our business in such a way that we can comfortably work with both individuals who may want to make use of small trucks and also big conglomerates who are involved in massive movement of goods and materials from one locations to another on a regular basis.

Lastly, all our employees will be well taken care of, and their welfare packages will be amongst the best within our category (startups moving and storage companies in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Jolly Brothers Moving and Storage Services Company will ensure that we leverage on our strength and the opportunities available to us in the U.S. market to generate enough income that will help us drive the business to stability.

We will go all the way to explore every available sources of income in The Moving and Storage industry. Below are the sources we intend exploring to generate income for Jolly Brothers Moving and Storage Service;

10. Sales Forecast

We are well positioned to take on the available market in the U.S. and we are quite optimistic that we will meet our set target of generating enough income / profits from the first month or operations and grow the business and clientele beyond South Dakota to other states in the U.S. and Canada

We have been able to critically examine The Moving and storage industry and we have analyzed our chances in the industry and we have were able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to startups in the United States of America.

Below is the sales projection for Jolly Brothers Moving and Storage Services company, it is based on the location of our business and our competitive advantage;

• First Fiscal Year-: $250,000
• Second Fiscal Year-: $600,000
• Third Fiscal Year-: $900,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same moving and storage services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

The marketing strategy for Jolly Brothers Moving and Storage Services Company is going to be driven basically by professionalism, excellent customer service, honesty and quality service delivery. We will ensure that we build a loyal customer base.

We want to drive sales via the output of our jobs and via referral from our satisfied customers. We are quite aware of how satisfied customers drive business growth especially businesses like moving and storage services.

Jolly Brothers Moving and Storage Services company is a business that is strategically located and we are going to maximize the opportunities that is available which is why we spend more to locate the business in a location that will be visible and enable us to access our target market.

Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of Jolly Brothers Moving and Storage Service.

Our goal is to grow Jolly Brothers Moving and Storage Services Company to become the leading moving and storage company in South Dakota which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with in The Moving and Storage industry.

Jolly Brothers Moving and Storage Services Company is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our moving and storage business by sending introductory letters alongside our brochure to corporate organizations who into manufacturing, merchants and warehouse operators, households and key stake holders in South Dakota
• Print out fliers and business cards and strategically drop them in offices, libraries, public facilities and train stations et al.
• Use friends and family to spread word about our business
• Post information about our company and the services we offer on bulletin boards in places like schools, libraries, and local coffee shops et al
• Placing a small or classified advertisement in the newspaper, or local publication about our company and the services we offer
• Leverage on referral networks such as agencies that will attract clients who would need our customized services
• Advertise our business in relevant magazines, newspapers, TV stations, and radio station.
• Attend relevant expos, seminars, and business fairs et al to market our services
• Engage in direct marketing approach
• Encourage the use of Word of mouth marketing from loyal and satisfied students
• Join local chambers of commerce and industry to market our services.

11. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street they are operating from must be ready and willing to utilize every available means (both conventional and non – conventional means) to advertise and promote the business.

We intend growing our business beyond South Dakota which is why we have perfected plans to build our brand via every available means. We have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market.

We are set to become the number one choice for both corporate clients and households in the whole of South Dakota and beyond which is why we have made provisions for effective publicity and advertisement of our moving and storage company.

Below are the platforms Jolly Brothers Moving and Storage Services company intend leveraging on to promote and advertise her trucking business;

• Place adverts on both print (newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events / programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our services
• Install our Bill Boards on strategic locations all around South Dakota
• Engage in road show from time to time in targeted neighborhoods
• Distribute our fliers and handbills in target areas
• Contact corporate organizations and households and corporate organizations by calling them up and informing them of Jolly Brothers Moving and Storage Service and the services we offer
• List our company in local directories / yellow pages
• Advertise our company in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our trucks and vans are well branded with our company logo et al.

12. Our Pricing Strategy

Jolly Brothers Moving and Storage Services Company have a lease arrangement with various companies and the company’s pricing is based on miles per thousands of tons of goods and materials transported. We have perfected our plans to charge competitive rates since we have minimal overhead compared to our competition in the industry.

We will ensure that we leverage on price to win over customers; our prices will be affordable and negotiable. The fact that our business door is open to both individuals and corporations means that we will have different price range for different category of clients. As the business grows, we will continue to review our pricing system to accommodate a wide range of clientele.

• Payment Options

Our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them but at the same time, we will not accept payment by cash because of the volume of cash that will be involved in most of our transactions.

Here are the payment options that Jolly Brothers Moving and Storage Service will make available to her clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment Via Cash
• Payment via POS

In view of the above, we have chosen banking platforms that will enable our clients pay us without any difficulty. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash.

13. Startup Expenditure (Budget)

In setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting a standard moving and Storage Company; it might differ in other countries due to the value of their money. However, this is what it would cost us to start Jolly Brothers Moving and Storage Service in the United of America;

• The Total Fee for incorporating the Business in South Dakota – $750.
• The budget for Liability insurance, permits and license – $5,500
• The Amount needed to acquire a suitable Office facility with enough parking space for our trucks in South Dakota for 6 months (Re – Construction of the facility inclusive) – $150,000.
• The amount required to finance the purchase of the first set of trucks – $800,000
• The Cost for equipping the office (computers, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al): $5,000
• Cost of accounting software, CRM software and Payroll Software – $3,000
• Other start-up expenses including stationery – $1000
• Phone and Utilities (gas, sewer, water and electric) deposits – ($3,500).
• Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $120,000
• The Cost of Launching our official Website: $600
• Additional Expenditure (Business cards, Signage, Adverts and Promotions et al): $2,500

Going by the report from our market research and feasibility studies, we will need about $1Mto set up a moving and storage business in South Dakota.

Generating Funding / Startup Capital for Jolly Brothers Moving and Storage Services Company

Jolly Brothers Moving and Storage Services Company is set to start as a private business that will be solely owned by Parker and Prince Jolly. They will be the sole financial of the company but may likely welcome other business partners when need for expansion arises.

These are the areas we intend generating our start – up capital for our business;

• Generate part of the start – up capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $200,000 (Personal savings – $150,000 and soft loan from family members – $50,000) and we are at the final stages of obtaining a loan facility of $800,000 from our bank. All the papers and document has been signed and submitted.

14. Sustainability and Expansion Strategy

Jolly Brothers Moving and Storage Service is a business that was established with the aim of covering the whole of South Dakota and other cities in the United States of America, we have invested a whole lot of money in the business and we would not want to see our investment go down the drain which is why we hired a core professional to help us put strategies and structure in place that will keep the business growing.

Part of the sustainability and expansion strategy that we have adopted is the continuous training and empowerment of our workforce (both full-time staff and freelancers working for us) so as to provide them with the capacity to perform effectively in the highly competitive moving and storage industry in the United States of America.

In other to be in business for a long time, we will not in any way comprise our integrity and trust and we will continue to surpass the expectation of our customers.

Check List / Milestone

• Business Name Availability Check: Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Acquiring of trucks, vans and forklifts: In Progress
• Renting of Office Facility (Yard) in South Dakota: Completed
• Conducting Feasibility Studies: Completed
• Start – up Capital Generation: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees and drivers: In Progress
• Purchase of the Needed furniture, office equipment, electronic appliances and facility facelift: In Progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business (Business PR): In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with key players in the industry (networking and membership of relevant organizations and chambers of commerce): Completed

Moving Company Business Plan

Written by Elma Steven | Updated on July, 2024

How to Write a Moving Company Business Plan?

Moving Company Business Plan is an outline of your overall moving company business. The moving company business plan should include a 5 year financial projection, marketing plan, industry analysis, organizational overview, operational overview and finally an executive summary. Remember to write your executive summary at the end as it is considered as a snapshot of the overall business plan. You need to be careful while writing the moving company business plan as you need to consider various factors that can impact the business’s success. Read the sample moving company business plan in order to have a clear understanding of the process.

You can spend 3 to 4 weeks trying to write your own Business Plan by browsing through free online resources or hire a professional writer for $2,000. There is a better way to do this-  Download our Moving Company Business Plan to write a plan in just 2 days .

This depends on your expected revenue and cost. Also, we need to consider the startup cost. Find out the answer- Is Moving Company business Profitable?

Table of Contents

Executive summary.

A to Z Movers  is founded by  Robert Walker  and is located in Miami. Our primary services include  Residential Moving ,  Commercial MovingSets  and  Specialty Item Moving.  Our USPs involve Multilingual Staff , Art and Antiques Specialty and Post-Move Services . Our founder has more than 12 years of experience working in the logistics and moving services industry and most of the management team members have at least 4 years of job experience.

Mission : To provide outstanding moving services in Miami by leveraging the expertise of our proficient and multilingual staff. We specialize in both commercial and residential relocations, transporting everything from antiques and priceless artwork to commonplace items. We provide extensive post-move services to guarantee a smooth transition for our valued clients.

Vision: Establish ourselves as the preeminent moving company in Miami. Our objective is to establish new benchmarks in the moving industry by innovating and excelling in every facet of the process from standard relocations to specific item management.

Industry Overview: 

The size of the global Moving Services market increased from USD Million in 2022 to USD Million in 2028 expanding at a CAGR of USD Million from 2022 to 2028. Regardless of substantial volatility, moving companies in the United States have experienced a moderate increase in revenue throughout the current and outlook periods. In spite of the decline in consumer confidence and expenditure amidst the COVID-19 pandemic the residential sector maintained a substantial demand for relocating services due to still-low interest rates.

Financial Overview: 

Fund Usage Plan

Business Description

Business Name:  SpeedyMove

Founders: Robert Walker 

Management Team:

Legal Structure: LLC

✔️Customer Satisfaction :To maintain a customer satisfaction rate of 95% or greater on a consistent basis as determined by reviews and feedback.

✔️Environmental Responsibility : Achieve a 20% reduction in our carbon footprint over a period of five years by implementing waste reduction practices, fuel-efficient vehicles and environmentally friendly packaging materials.

✔️ Market Expansion : With the objective of reaching the ten most populous metropolitan regions in the United States within the following three years and to pursue potential avenues for international expansion in the long run.

Services & Pricing Strategy:

✔️Residential Moving : This can be categorized as either essential or additional services. Transportation, loading & unloading, packing & unpacking and basic insurance coverage are all examples of fundamental services. On the other hand, we can provide packing materials and boxes, special item handling, storage solutions, advanced insurance options, and expedited service options as additional services.

✔️ Commercial Moving : The basic services can include Office Furniture and Equipment Packing and Unpacking, Secure Transportation of Equipment and Documents and IT Equipment and Server Relocation. Additional services can include Storage Solutions for Office Equipment, Special Handling for Sensitive Equipment or Documents and Disassembly and Reassembly of Office Furniture.

✔️ Specialty Item Moving : Our Specialized Moving Services accommodate the specific requirements associated with the transportation of valuable, fragile and uncommon items. This encompasses a range of valuable investments including automobiles & motorcycles, transporting artwork and antiquities. Our company provides customized crating and packaging, climate-controlled transportation and installation services at the intended location in order to meet the unique requirements of these items. In addition, white glove service is provided which consists of setup and positioning at the location and additional insurance coverage options are also available.

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Industry Analysis

According to Technavio , the moving services market in the United States is expected to increase by USD 1.95 billion between 2019 and 2024, with a CAGR of 2%. The residential segment’s market share rise will be essential for revenue creation in the United States. People are increasingly renting outhouses as the number of home purchasers declines. Furthermore, rising property prices are causing individuals to relocate from high-cost locations such as California, Arizona, and Colorado to lower-cost cities such as Texas, Massachusetts, and North Carolina.

However, during the projection period, the high prices associated with relocation services will significantly threaten the US moving services market. Relocation costs a lot of money, whether it’s a residential or business move. When a relocation service operator is employed to do the task, it costs considerably more. Even though relocation services offer an estimate for moving, the final cost numbers are always 35 percent to 40% more than the predicted cost. Furthermore, equipment/personnel possessions that are damaged incur additional expenditures. This is primarily a worry for businesses since any damage to the facility during the move process might result in higher lease costs. Clients anticipate that transferring across states would cost roughly USD4,000-USD4,800, and moving interstate will cost around USD800-USD900. However, the average cost of relocating interstate for business and residential services is between USD 1,150 and USD 2,500. Moving across states is about USD5,300-USD6,000, or around 35% higher than the anticipated cost.

In the United States, the moving services industry is fragmented, and providers compete by using organic and inorganic expansion techniques. Some of the key players in the industry are AGS Worldwide Movers, ArcBest Corp., Armstrong Relocation and Companies, Arpin Van Lines, Atlas World Group Inc., Beltmann Relocation Group, Coleman World Group, UniGroup CA, U-Pack, and Wheaton World Wide Moving. The COVID-19 (coronavirus) pandemic caused revenue in the Moving Services business to fall by 0.7 percent in 2020. The industry will rise 5.4 percent as the economy recovers, and movements are rebooked. During the pandemic, the industry’s profitability was harmed by increasing labor costs and increasing fuel prices in the face of poor demand. As the general economy improved in 2021, economic uncertainty will likely decrease. However, revenue growth is projected to be slowed when the housing market reaches a plateau. Despite the continuing coronavirus epidemic, the Moving Services sector has grown in the five years leading to 2021. Industry revenue is predicted to climb by 5.4 percent in 2021, outpacing reductions earlier, especially in 2020. Due to the industry’s status as a critical service, it has remained operational for the duration of the epidemic. In addition, in 2020, an increase in existing house sales and housing starts helped offset the pandemic’s revenue consequences.

About 7,000 moving firms handle roughly 14,000 sites throughout the United States, generating $86 billion in income. Professional movers are only one of several options for local, international, or long-distance relocation. This only demonstrates that the moving business is far broader than most people know, and it has a tremendous influence on the US economy and everyday life.

Small businesses are well-known as the backbone of the US economy, and the moving industry is no exception, with over half of all moving firms employing less than five people. This is another example of how the destiny of the relocation business and the migratory patterns and habits of Americans are inextricably linked to the US economy’s future and success. Hardworking movers, drivers, and packers play a significant role in facilitating migration throughout the United States. The consequences of recent technical improvements have been felt by moving firms and the industry. Those businesses that embrace technological advancements will be able to provide a more seamless relocation experience, attracting more customers and increasing profits. Meetings, frequent calls, and interminable discussions were part of the relocation process. Clients and businesses were required to go through every element of the relocation. Relocation specialists are expected to provide high levels of efficiency these days, and the easiest way to do it is to automate recurrent and time-consuming operations. Moving firms should use virtual reality and artificial intelligence (AI) since they have the potential to transform the industry as we know it.

Number of enterprises in the moving services market

in the U.S. between 2018 and 2021

Many businesses have previously incorporated a variety of high-tech advances to enhance their service quality. Those who haven’t yet will undoubtedly do so in the future, as technology makes the moving process more pleasant and efficient for both clients and professional movers. Self-booking is an example of a digital trend that many businesses use. Clients may use one of the numerous applications available to book last-minute moving services in this manner. Clients may also get real-time service updates via household item monitoring. They may use an internet app to keep track of their stuff. The customer will feel more in charge and secure in this situation.

Marketing Plan

A marketing plan of a Moving Company business plan outlines the company’s strategy to promote its products or services to its target audience. It includes specific tactics and channels the business will use to reach potential customers. This section defines the company’s unique value proposition, identifies the target market segments, and discusses the competitive landscape. It also includes insight into budget allocation, projected outcomes and key performance indicators to measure success. Marketing plan helps businesses demonstrate their understanding of the market dynamics, their positioning within the industry and their approach to driving customer engagement and sales.

Content Marketing  Xpress Movers posts a blog on YouTube to show viewers our services.

Discounts:  Create a plan allowing Xpress Movers’ regular customers to get a discount if they successfully refer a new customer.

Social Media:  Posting photos and promos by Xpress Movers gain confidence from prospective customers.

  Email Marketing  We create a list of subscribers and send them emails regarding Xpress Movers’ services.

Website:  The material on the website of Xpress Movers is well-organized, with simple navigation that is easy to follow. SEO (Search Engine Optimization)  When a customer enters a search box, Xpress Movers wants

to appear at the top of the list.

Financial Plan

A financial plan of a Moving Company business plan provides a comprehensive projection of a company’s financial health and its anticipated monetary performance over a specified period. This section encompasses a range of financial statements and projections such as profit and loss statements, balance sheets, cash flow statements and capital expenditure budgets. It outlines the business’s funding requirements, sources of finance and return on investment predictions. The financial plan gives stakeholders particularly potential investors and lenders a clear understanding of the company’s current financial position. A financial plan helps businesses demonstrate their financial prudence, sustainability, and growth potential.

Break-Even Analysis:

Income Statement:

Cash Flow Statement:

Write a moving company Business Plan in 2 days

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Revenue Summary:

Cost Summary:

Loan Amortization Schedule:

Salary Summary:

Non-Current Asset Schedule:

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Are you planning to start a moving company ? The moving business is always on the season since people, whether individuals or commercial establishments, need vehicles to transfer their various items such as equipment, tools, furniture, etc. to move from one place to another. And starting a moving company doesn’t need a lot of resources; you don’t need to develop and produce products; the basics that you need to have are moving trucks, packaging materials, and employees who can carry heavy and bulky things. If you’re equipped with the necessary resources to start a moving company, one of the things you need to create is a business plan . A business plan will help you organize how you run your business and budget your capital on various costs. This is also a requirement to obtain permits and licenses from the government as well. Read the article to know how to create a moving company business plan.

Moving Company Business Plan

3+ moving company business plan samples, 1. moving company business plan, 2. sample moving company business plan, 3. simple moving company business plan, 4. basic moving company business plan, what is a moving company, details to include in a moving company business plan, 1. executive summary, 2. company background, 3. industry, competition, and customer analysis, 4. marketing plan, 5. operations and management plan, 6. financial plan, how much profit does a moving company make, how much does a moving company typically cost, how do you grow a successful moving business.

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A moving company, or also called a van line, is a type of company that aids people and commercial entities move their goods and other items from one location to another location. A moving company also offers services for relocations like packing, loading, moving, unloading, unpacking, arranging of items to be delivered.

The first section to include in your business plan is the  executive summary . The executive summary serves as the overview of all the sections of your plan. It includes details such as the type of business you are operating, a brief overview of the moving business and its customers, a short background of your employees working for the company, and your financial and marketing plan.

Your company background must describe further the moving company that you’re operating such as how you run your business, the services you provide, and the history of your company.

This is where you expand your competition analysis. Identify the indirect and direct competitors of your business. Give a brief background of your competition’s business and its strengths and weaknesses. Then give reasons of why you’re better compared to your competition. The importance of knowing your competition will let you know how to manage your business so you can keep up with them and the market.

The next section to include in your customer analysis . This is where you describe your target markets such as their demographics and psychographic profiles.  Describe their needs on obtaining services from moving companies and then segway to explain how your company can provide the services that address their needs.

The next section to include is the  marketing plan . This is where you give details on what promotional activities and methods you will be doing to attract your target market to obtain your services.

Your operation plan must include details of your everyday operations. You can also describe the long-term goals that you would like to achieve in the future. Don’t forget to include the names and positions of every employee you have in your company. You can make an organizational chart to list down your management plan.

The last but certainly not the least section of your business plan is the financial plan. This section must include your 3 or 5-year  financial statement  and should be broken down monthly or quarterly for the first year of the business and then make it an annual financial statement for the succeeding years. It should include your income statement, profit and loss statement, balance sheet, and cash flow statements, just to mention a few.

The profit that moving companies make depends on the type of business. The small mover charge around $50-$200 to move furniture depending on its size and how far the furniture will be delivered. To be technical, if a moving company works around 10 to 20 hours a week can easily earn around $700 – $1000 per month.

The costs will depend on the type of movers you’re hiring and the number of items and the distance they’re delivering.  Professional movers cost around $300 to $1,500 depending on the size of the material to be moved and the distance within the local area. For long-distance movers, the costs will be around  $2,400 – $5,600 depending on the size of the move and the distance. Cross-country moving will even cost more.

To be able to succeed in a moving business, you must have the following attributes:

• Lease a truck for you to use to move furniture, equipment, tools, and other heavy materials
• Hire part-time employees for your start-up business
• Grow your networks through advertisements and promotions
• Empower your employees
• Control fuel costs

Creating a business plan could be a daunting and tiresome task to do since you need to put accurate information in it while at the same time making it understandable and attractive looking, but don’t put it off because you need it to guide you on how to run your business efficiently and you can use this for business proposals. Take your time to brainstorm, draft, and revise the business plan.  You can even ask a colleague or business partner to help you make your proposal. To help you get started, you can download our free sample  templates  above as your reference!

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Moving Company Business Plan

This free, printable business plan can assist moving companies upgrade their facilities and equipment when movers are transporting furniture, pianos and paraphernalia.

Sample text from Moving Company Business Plan:

1.0 Executive Summary

For over 60 years, COMPANY NAME. has established a reputation as the premier piano movers in the Central [STATE] region. This reputation has allowed the company to expand by becoming a full-service moving and storage company for residential and commercial customers and providing delivery service for a furniture manufacturer and mobile dialysis machinery. The additional funding will allow the company to continue to expand by increasing advertising and upgrading facilities and equipment.

The combination of increased sales accomplished by utilizing some of the requested funds to update the company's website design and exploiting other advertising media to increase customer awareness of the company's available services and reduced expenses obtained from updating the company's facilities and equipment will enhance the company's profitability. Upgrading the company's facilities and equipment will permit COMPANY NAME to provide customers with the quality of service that has distinguished the company from the competition.

1.1 Objectives

COMPANY NAME's objective for this business plan is to provide funding for the following:

• Purchasing new vehicles to replace older trucks with modern fuel efficient models.

• Improving building facilities and expanding the paved parking area.

• Updating the company web design and increasing media advertising to expand customer awareness of COMPANY NAME. and the services the company offers.

• Improving warehouse efficiency by purchasing another forklift, implementation of inventory control measures and updating the security system.

• Upgrading computers and other office equipment.

• Hiring additional employees.

1.2 Mission

It is COMPANY NAME's mission to provide excellent service for the moving and relocation needs in the Central [STATE] communities through our hard work and integrity.

1.3 Keys to Success

COMPANY NAME is Central [STATE]'s most recommended movers because of the exceptional service provided to move client's belongings. The company has built a reputation on the integrity, quality of service and devotion to meeting and exceeding the client's needs during the moving process.

2.0 Company Summary

COMPANY NAME is a family oriented business whose services include commercial and residential moving and storage. Originally established as professional piano movers, their services also include restoration, tuning and rentals of pianos. The company is contracted as a delivery service for a furniture manufacturer, delivers mobile dialysis machinery and is a Penske truck rental agent. COMPANY NAME is also a certified restaurant equipment installer.

2.1 Company Ownership

COMPANY NAME is established as a Subchapter C Corporation in [COUNTY] County, [STATE] and is owned and operated by INSERT NAME as Principal Owner/President and INSERT NAME as Co-Owner/Vice President in charge of operations

2.2 Company History

INSERT NAME started the business in 1949 moving and storing pianos in Central [STATE]. As the business grew, the company expanded to include moving services covering the Southeast United States. In 1972, INSERT NAME became his father's business partner and through their combined leadership, they expanded the business to provide complete delivery services for piano dealers and established a commercial piano rental program. In 1984, the business expanded further to include other commercial and household moving needs of their customers and expanded coverage to the Eastern United States region. In 2009, principal ownership of the company was transferred to INSERT NAME.

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Business Move Checklist

Stay organized with our free downloadable checklist

Business Move Checklist and Coordination Tasks

Whether you enlist the help of a program, project or construction management team or handle your business move in-house, one thing is a must: stay organized . Download our free Business Move Checklist and Business Move Coordination Tasks here to keep organized and make sure your company doesn’t miss a beat when it comes time for this exciting but challenging time in every business’ evolution. When it comes time to make a new home for your company, be sure to have this helpful resource at your finger tips.

• Select a move committee. This is typically made of representatives from IT, HR, Operations and other interested and qualified people.
• Establish a preliminary relocation budget.
• Determine whether the move warrants hiring a third-party move management consultant. If so, interview and hire third-party partner.
• Coordinate moving of servers with IT provider/support.
• Contact telecommunications/data provider to schedule a cut-over date.
• Contact telephone provider to get new numbers or move existing.
• Order data circuits and/or specialty circuits (check for lead times).
• Order phone lines for elevator, security and any other item that may require a phone line.
• Confirm your long distance carrier or change it.
• Determine if any equipment requires specialized or approved vendors to move it. This could include copiers, lab equipment, certain electronics or manufacturing equipment.
• Check existing lease for restoration requirements/conditions for returning current space to landlord.
• Reserve the building elevator (existing for move out, new for move in).
• Order keys from the building.
• Contact the building to confirm locations of signage.
• Hire signage vendor to plan, get approval for, and install new signage.
• Obtain a qualified mover by interviewing 2-4 companies, depending on the size of job.
• Order new letterhead, business cards, forms, and other printed marketing materials.
• Coordinate updates to your website, email signatures, and any place else where your address appears so they can be implemented on the day of your move.
• Notify your clients of change of address.
• Contact the post office for change of address.
• Contact your bank for change of address.
• Notify vendors of change of address (coffee service, vending machines, etc.).
• Contact the IRS for change of address.
• Change address with any publications that are delivered to office.
• Notify insurance carrier of change of address and new office’s requirements. Obtain certificates of insurance for the landlord, and any entities required by the lease.
• Contact the Franchise Tax Board for change of address.
• Contact the Employment Development Department for change of address.
• Contact the Secretary of State for change of address.

Business Move Coordination Tasks

2 Months Prior to Move:

• Coordinate with IT on server move, desktop, and PBX timelines.
• Assemble ‘Move Team’ with each department having a ‘Move Liaison’.
• Schedule weekly move coordination meetings – prepare and distribute weekly minutes & schedules.
• Review & define areas of responsibility
• Move sequencing/timeline preparation
• Collect all furniture layout plans from employees for their new spaces.
• Common areas (coffee/break rooms, copy rooms, etc.)
• De-installation & installation responsibilities – coordination of timing
• Prepare lab equipment ID matrix of all equipment moving (if applicable) – check/review special equipment installation compatibility/requirements (coordinate with users).
• Develop preliminary move schedule.

1 Month Prior to Move:

• Assign move numbers/labeling/tagging scheme – prepare floor plans/layouts.
• Create employee move packets and instructions on how to move.
• Prepare agenda for employee move orientation meeting.
• Create public relations campaign with press releases to highlight new location and/or office-warming party.
• Secure off-site storage location for old files
• Discuss and agree on move insurance needs with company.
• Modify new space to meet equipment demands as necessary (coordinate with users).
• Determine security procedures for the move.
• Coordinate to add your listing to lobby directory at new site
• Fine tune move schedule.

2 Weeks Prior to Move:

• Finalize move schedule.
• Hold employee move orientation meeting.
• Distribute employee move packets.
• Schedule packing material and label delivery.
• Prepare employee welcome packet to the new space (restrooms, gyms, break rooms, copy rooms, etc.).
• Move team preparation for move – channels for communication, change requests, etc.
• Schedule move day on site help.
• Create a list of emergency contacts, cell phone numbers, and vendors that includes moving company, building management, utilities, telecommunications, etc.
• Identify ‘lost and found’ at both origin and destination.
• Identify move command central – for mover and employee inquiries.
• Select cleaning vendor for post-move.
• Schedule additional packing material and label delivery.
• Tag and label destination site – room numbering and equipment IDs.
• Mount ‘You are here’ floor plans and color-coding instructions.
• Schedule training for all emergency procedures at new location.
• Distribute contact lists for emergency/on site/on call lists.
• Review and finalize all move sequences/schedules – distribute to move team.
• Prep building for move – surface protection, corner guards, etc.
• Distribute new security ID cardkey entry badges.
• As close as possible to moving day – change locks and access codes at new location.

Move Day(s):

• Assign origin and destination move liaisons.
• On site help to coordinate move related questions, etc.
• Complete job walk each day of move of schedule/completion/damage, etc.
• Prepare ‘honey-do’ lists.
• Allocate keys and/or access cards for new location.
• Distribute employee welcome packets at their new destinations.

Post Move Support:

• Move central command post – support employee inquiries, lost & found, honey-do lists, etc.
• Dispatch appropriate team(s) for post move support – hang white boards, equipment fit up, etc.
• Collect all access items including security cards, keys and parking passes for old location and confirm return of deposits held by landlord for items.
• Survey for damage – prepare and submit reports.
• Distribute new contact list and layout of department locations.
• Prepare move punch list and action items – coordinate with appropriate contractors, etc.
• Review final invoices against contracts.

Helpful Links for Moving

• Contact the Franchise Tax Board for change of address. Use form 3533 .
• Contact the United States Postal Service .
• Contact your local county tax collector for a change of address.

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