roofing business plan examples

Roofing Business Plan Template

Written by Dave Lavinsky

Roofing Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their roofing companies.

If you’re unfamiliar with creating a roofing business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a roofing business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

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

Why You Need a Business Plan

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

Sources of Funding for Roofing Businesses

With regards to funding, the main sources of funding for a roofing business are personal savings, credit cards, bank loans, and angel investors. When it comes 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 ensure 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 and bank loans are the most common funding paths for roofing companies.

How to Write a Business Plan for a Roofing Company

If you want to start a roofing business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your roofing business plan.  

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 kind of roofing business you are running and the status. For example, are you a startup, do you have a roofing business that you would like to grow, or are you operating a chain of roofing businesses?

Next, provide an overview of each of the subsequent sections of your plan.

• Give a brief overview of the roofing industry.
• Discuss the type of roofing business you are operating.
• Detail your direct competitors. Give an overview of your target customers.
• Provide a snapshot of your marketing strategy. Identify the key members of your team.
• Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of roofing business you are operating.

For example, you might specialize in one of the following types of roofing businesses:

• Hot roofing: This type of roofer specializes in installing tar-based roofing materials.
• Metal roofing: This type of roofer specializes in installing metal panels.
• Single ply roofing: Singly ply roofers specialize in installing or replacing flat and foam roofs.
• Shingling: This type of roofer specializes in installing or replacing shingles and tiles.

In addition to explaining the type of roofing business you will operate, the company overview 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, the number of roofing projects completed, reaching $X amount in revenue, etc.
• Your legal business Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the roofing industry.

While this may seem unnecessary, it serves multiple purposes.

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

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

The third reason 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 roofing business plan:

• How big is the roofing 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 target market for your roofing business? 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 roofing business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, schools, families, and corporations.

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

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize 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 roofing businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes other types of contractors that provide roofing services, large construction companies that provide roofing services, and retailers that offer do-it-yourself roofing products. You need to mention such competition as well.

For each such competitor, provide an overview of their business 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 type of roofing business are they?
• 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 make it easier for customers to acquire your services?
• Will you offer products or services that your competition doesn’t?
• 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 roofing business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type of roofing company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide flat roofing, tile roofing, or shingling services? And, will you provide new installation only, or installation and repair 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 plan, you are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your roofing company. Document where your company is situated and mention how the site will impact your success. For example, is your roofing business located in a busy retail district, a business district, a standalone office, or purely online? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your roofing marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

• Advertise in local papers, radio stations and/or magazines
• Reach out to websites
• Distribute flyers
• Engage in email marketing
• Advertise on social media platforms
• Improve the SEO (search engine optimization) on your website for targeted keywords

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 roofing business, including answering calls, scheduling roofing projects, billing and collecting payments, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to acquire your Xth customer, or when you hope to reach $X in revenue. It could also be when you expect to expand your roofing business to a new city.  

Management Team

To demonstrate your roofing business’ potential 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 roofing 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 as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a roofing business or successfully running a small medical practice.  

Financial Plan

Your financial plan should include your 5-year financial statement 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 revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you employ 5 roofers, and will each roofer complete one roofing project per day? 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 roofing 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 lender 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 ensure 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.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a roofing business:

• Cost of equipment and office supplies
• Payroll or salaries paid to staff
• Business insurance
• Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

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, photos of completed projects, or testimonials from happy customers.  

Writing a business plan for your roofing business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert and know everything you need about how to start a roofing company. You will understand the roofing industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful roofing business.  

Roofing Business Plan Template FAQs

What is the easiest way to complete my roofing business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your roofing business plan.

How Do You Start a Roofing Business?

Starting a roofing business is easy with these 14 steps:

• Choose the Name for Your Roofing Business
• Create Your Roofing Business Plan
• Choose the Legal Structure for Your Roofing Business
• Secure Startup Funding for Your Roofing Business (If Needed)
• Secure a Location for Your Business
• Register Your Roofing Business with the IRS
• Open a Business Bank Account
• Get a Business Credit Card
• Get the Required Business Licenses and Permits
• Get Business Insurance for Your Roofing Business
• Buy or Lease the Right Roofing Business Equipment
• Develop Your Roofing Business Marketing Materials
• Purchase and Setup the Software Needed to Run Your Roofing Business
• Open for Business

Learn more about how to start your own roofing business .

Where Can I Download a Roofing Company Business Plan PDF?

You can download our Roofing business plan PDF here. This is a roofing company business plan PDF template you can use in PDF format.

Don’t you wish there was a faster, easier way to finish your Roofing business plan?

OR, Let Us Develop Your Plan For You

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 planning advisors can create your business plan for you.  

Other Helpful Business Plan Articles & Templates

Roofing Business Plan Template

Written by Dave Lavinsky

Roofing Business Plan

You’ve come to the right place to create your Roofing business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Roofing businesses.

Below is a template to help you create each section of your Roofing business plan.

Executive Summary

Business overview.

Parker Roofing LLC is a new residential roofing company located in Columbus, Ohio. We provide multiple roofing services to the homeowners of Columbus, including installation, repair, maintenance, and replacement services. We know that other roofing companies in the area don’t follow through with their promises. They overcharge for their services and don’t always do the job properly. We aim to be the #1 roofing company in the area by providing the best customer service in the industry, charging affordable rates, and providing quality roofing services to every client.

Parker Roofing LLC is founded by Jonah Parker who has over twenty years of experience as a roofing contractor. He has worked for several other businesses and provided roofing services to hundreds of clients over the years. His extensive experience, customer service skills, and previous clientbase will ensure the business is a success.

Product Offering

Parker Roofing LLC will provide residential roofing services to homeowners in the Columbus, Ohio area. These services will include roof installation, maintenance, replacement, inspections, and repairs. We also install gutters and skylights. Parker Roofing LLC will utilize a variety of roofing materials, including solar tiles, clay tiles, shingles, silicone, metal, and more.

Customer Focus

Parker Roofing LLC will primarily serve homeowners living in Columbus Ohio. Columbus has a 44% home ownership rate, so many residents will require our services at some point. We will also work with real estate companies and property management companies who need roofing services for their residential properties.

Management Team

Parker Roofing LLC is run by Jonah Parker. Jonah has worked for several other roofing companies over the past twenty years and has created a loyal following of clients through his work. After working for other businesses, he is ready to utilize his skills, connections, and loyal customer base to create his own roofing company.

Success Factors

Parker Roofing LLC is primed for success by offering the following competitive advantages:

• Quality roofing services for an affordable price.
• Management team with extensive roofing experience and a focus on maintaining long-term relationships with customers.
• Skilled team of roofing professionals who will get the job done right the first time.

Financial Highlights

Parker Roofing LLC is seeking $225,000 in debt financing to launch. The funding will be dedicated to the office build out, purchase of initial supplies, working capital, marketing costs, and startup overhead expenses. The breakout of the funding is below:

• Office build-out: $50,000
• Equipment and supplies: $50,000
• Three months of overhead expenses (payroll, rent, utilities): $50,000
• Marketing costs: $25,000
• Working capital: $50,000

The following graph below outlines the pro forma financial projections for Parker Roofing LLC.

Company Overview

Who is parker roofing llc.

  We primarily aim to serve homeowners living in the Columbus area, as they need professional and friendly experts when something goes wrong with their roof. However, we will also provide roofing services for real estate companies and property management companies who need roofing services for their residential properties.

Jonah recently conducted a market analysis and consumer survey to see if the business would be in high demand. The results from these were very positive, with many consumers saying that they would be interested in hiring the company’s services as soon as the business launches. Jonah immediately began to plan out his business after receiving the results and is now ready to launch Parker Roofing LLC.

Parker Roofing LLC History

After spending several years in the roofing industry, Jonah Parker has gained the knowledge, skills, and expertise necessary to start his own roofing business. In April 2023, he quit his job at his employer and incorporated Parker Roofing LLC as an LLC.

Since incorporation, Jonah has achieved the following milestones for Parker Roofing LLC:

• Developed the company’s name, logo and website
• Finished the list of services the company will provide
• Determined equipment and inventory requirements
• Found a potential office location

Parker Roofing LLC Services

Parker Roofing LLC will provide the following services:

• Roof installation
• Roof inspections
• Roof replacements
• Roof maintenance
• Roof repair
• Skylight installation
• Gutter installation

Industry Analysis

Roofing is essential for every building. A sturdy roof protects residents from the elements, such as snow, rain, and sleet. Roofing is also necessary to prevent the natural elements from destroying a building from the inside out. The roofing industry is an essential industry, as very few buildings can thrive without a roof. This makes the industry highly profitable and provides market stability.

The roofing industry is expected to grow over the next several years. This is primarily due to the increase in housing construction, leading to millions of new homes being built and needing roofs. Demand is also high due to many older buildings needing roof repairs and replacements. According to Allied Market Research, the global roofing industry was valued at $102.4 billion in 2020 and is expected to grow at a CAGR of 4.3% from now until 2030. This moderate growth ensures the industry will remain profitable, so it is a great time for new roofing companies to enter the market.

Customer Analysis

Demographic profile of target market, customer segmentation.

Parker Roofing LLC will primarily target the following customer profiles:

• Real estate companies
• Property management companies

Competitive Analysis

Direct and indirect competitors.

Parker Roofing LLC will face competition from other companies with similar business profiles. A description of each competitor company is below.

Smith & Smith Roofing

Smith & Smith Roofing has been a major residential roofing service for the Columbus area for the past forty years. Run by Charles and Jane Smith, the company employs over 100 roofing contractors and has helped install and replace hundreds of roofs for local residents. Though Smith & Smith will continue to be successful, they are a minor competitor because they only provide installation and replacement services. We will have a competitive advantage by offering repair, maintenance and other services to our clients.

Columbus Roofing Solutions

Columbus Roofing Solutions is a roofing contractor that exclusively installs roofs on newly constructed buildings. They install roofs for new homes in housing developments as well as new offices and other commercial businesses. They do not offer repair or maintenance services and they don’t make roofs for existing properties. Though we expect to compete heavily with Columbus Roofing Solutions for clients building new homes, we will not compete with them for our other customer segments.

Sturdy Roofs LLC

Sturdy Roofs LLC is a local roofing company that provides a variety of roofing services for both residential and commercial buildings. The company works with roofs of all styles and materials, but prioritizes the use of energy-efficient and green materials when possible. As such, they are extremely popular with upper market clients and those with the disposable income to make their property more environmentally friendly.

Though Sturdy Roofs LLC will maintain its success, their services price out many residents in need of roofing services. They also make most of their money through commercial contracts. We will not provide commercial roofing services, so we expect Sturdy Roofs LLC to be a minor competitor.

Competitive Advantage

Parker Roofing LLC will be able to offer the following advantages over their competition:

• Pricing : Parker Roofing LLC will provide an array of roofing services that will be priced competitively and be more affordable than the competition.
• Customer-Focus : Parker Roofing LLC’s focus will be on providing customer-focus service that prioritizes customer satisfaction and maintaining long-term relationships.
• Management : Jonah has been extremely successful working in the roofing industry and will be able to use his previous experience to make clients feel comfortable with the process.

Marketing Plan

Brand & value proposition.

Parker Roofing LLC will offer the unique value proposition to its clientele:

• Client-focused roof installation, restoration, and repair services, where the company’s interests are aligned with the customer.
• Service built on long-term relationships and personal attention.
• Quality services for affordable rates.

Promotions Strategy

The promotions strategy for Parker Roofing LLC is as follows:

Social Media Marketing

The company will have several social media accounts and invest in ads on all social media platforms. These accounts will showcase pictures of our crew as well as a list of the services we provide. The company will use targeted marketing to appeal to our target demographics.

SEO Website Marketing

Parker Roofing LLC will invest funds into maintaining a strong SEO presence on search engines like Google and Bing. When a person types in “local roofing services” or “Columbus roofing services”, Parker Roofing LLC will appear in the top three choices.

Advertisement

Advertisements in print publications like newspapers, magazines, etc., are an excellent way for businesses to connect with their audience. Parker Roofing LLC will advertise its services in popular magazines and news dailies. Obtaining relevant placements in industry magazines and journals will also help in increasing brand visibility.

Parker Roofing LLC understands that the best promotion comes from satisfied customers. The company will encourage its clients to refer other individuals and businesses by providing discounts on future services for every new client produced. This strategy will increase in effectiveness as time goes on.

The pricing of Parker Roofing LLC will be moderate and on par with competitors so customers feel they receive value when hiring our roofing services.

Operations Plan

Parker Roofing LLC will utilize the following operations plan. Operation Functions:

• Jonah will be the Owner of Parker Roofing LLC. He will run the general operations of the company and provide roofing services to his initial clientbase. He will start off running the business on his own, but will gradually hire the following staff:
• An Administrative Assistant who can answer phones, schedule appointments, and work on general administrative tasks.
• An Accountant who will manage all client invoicing, billing, and payables.
• A Marketing Assistant who will run all the marketing and promotions campaigns.
• Several contractors who will provide quality roofing services.

Milestones:

Parker Roofing LLC will have the following milestones complete in the next six months:

• 5/1/202X – Finalize lease agreement for office space
• 6/1/202X – Office build out
• 7/1/202X – Hire and train essential staff
• 8/1/202X – Begin marketing campaign
• 9/1/202X – Launch Parker Roofing LLC
• 10/1/202X – Reach break even

Though Jonah has never run a business before, he has spent enough time in the industry to understand the operations and management aspects of running a roofing business. However, Jonah will hire several other staff to help provide roofing services as well as run other aspects of the business that Jonah is unfamiliar with.

Financial Plan

Key revenue & costs.

The revenue drivers for Parker Roofing LLC will come charging our clients for our roofing services.

The cost drivers for Parker Roofing LLC will include the overhead costs, salaries, cost of supplies, and marketing expenses.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and pay off the startup business loan.

• Number Of Clients:
• Annual Lease: $25,000

Financial Projections

Income statement, balance sheet, cash flow statement, roofing business plan faqs, what is a roofing business plan.

A roofing business plan is a plan to start and/or grow your roofing business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Roofing business plan using our Roofing Business Plan Template here .

What are the Main Types of Roofing Businesses? 

There are a number of different kinds of roofing businesses , some examples include: Hot roofing, Metal roofing, Single ply roofing, and Shingling.

How Do You Get Funding for Your Roofing Business Plan?

Roofing businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Roofing Business?

Starting a roofing business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Roofing Business Plan - The first step in starting a business is to create a detailed roofing business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your roofing business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your roofing business is in compliance with local laws.

3. Register Your Roofing Business - Once you have chosen a legal structure, the next step is to register your roofing business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your roofing business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Roofing Equipment & Supplies - In order to start your roofing business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your roofing business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful roofing business:

• How to Start a Roofing Company

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Roofing Business Plan Sample

AUG.15, 2018

Do you want to start roofing business?

Do you want to start roofing business ? This is the sort of business whose demand can never subside as every house requires a roof and every roof requires time-to-time maintenance. Although the startup is a bit difficult, however you won’t be at loss provided that you plan your roofing business carefully.

To write an effective business plan , you need an accurate marketing analysis, distinct sales strategy, notable professionals and an accurate financial plan. If you are having a difficulty in making your business plan, you can take help from this sample business plan for a roofing business startup named, ‘Edward Roofers’.

Executive Summary

2.1 the business.

Edward Roofers will be managed and owned by two brothers, Paul Edward and Kim Edward. The business is based on installing, repairing and shingling roofs of residential houses and small offices. Our business, as well as all our workers, are insured and licensed. Our roofing company mission statement is to provide flawless and trusted service to the people of Seattle.

2.2 Management

If you are willing to start a roofing business, you will surely be thinking that  what do i need to start a roofing business . Well, besides the general tools, trucks, and ladder, the only thing that matters, is the expertise and skill of your workers. Edward Brothers have hired licensed and insured professionals and have decided to manage the workers by themselves.

2.3 Customers

Finding out that who can be your possible customers, will guide you in defining your work policies according to their interests. If you are starting a roofing business, then the residents, proprietors, construction contractors and small companies’ owners of the city where your business is located, will be your target customers.

2.4 Target of the Company

Companies’ targets to provide the best roofing service to the people of Seattle, and to generate a good profit within the first three years of launch, as summarized in the following table:

Company Summary

3.1 company owner.

Paul Edward and Kim Edward are starting a roofing business , named ‘Edward Roofers’ and will be the managers themselves. The two brothers are famous for their coordination with each other and for their quick and successful power wash company. Edward brothers are trusted in the whole Seattle for the value and importance they give to their clients, workers and their work.

3.2 Why the Business is being started

Before thinking that how to start a roofing business , you must be clear that why do you want to start it. Edward brothers have solely started the roofing business because of its rising demand, and to widen their business scales. They believe in earning a profit by giving the customers maximum satisfaction.

3.3 How the Business will be started

Roofing business is more difficult to run successfully than to start. Edward Roofers will be a registered and insured business run by a team of skilled, licensed and insured workers in the management of Paul and Kim. Basic equipment like roofing tools, trucks, ladders, inventory etc. will be bought. The company will make an online purchasing facility to take orders and scheduling times.

The detailed start-up requirements as forecasted by our company’s analysts is given below:

Services for customers

Before starting roofing business , you must decide on the services you will provide your customers. It is not the number of your services that decide the reputation of you and your startup, it is the quality. If you are going to start a roofing business , you should set your services according to your manpower and investment. To compete with your competitors, you must put all your resources in providing the customers with best-quality service and satisfaction.

Edward Roofers will provide the following services:

• Installing Roofs: We have licensed and insured workers with ten-year experience to shingle your roofs with metal or asphalt with architectural shingles available in almost all colors.
• Repairing Roofs: In case, your roof is leaking or in need of replacing shingles from some part, we are there to perform our duty.
• Roof Ventilation: We have intake and exhaust vents and the experts to install them in your roofs for attic ventilation.
• Ice & Water Shields: We have experts to install ice and water shields in your roof to prevent damage by wind-driven ice or rain.

Our work and workers are insured, in case of any damage to your property or any of our worker, the company will be liable to pay the retaliation and no charges will be taken from you.

Marketing Analysis of Roofing Business

If you are starting a roofing business, you must do an accurate marketing analysis in your roofing business plan . Roofing business is an outdoor business, so in your roofing company business plan , you must include the ways by which you can connect to your customers and provide them a fast service in such a busy city. For marketing a roofing business , the best way besides keeping the prices low is to make it easy for your target customers to avail your services.

If you are searching marketing ideas for roofing companies , one of the best roofing marketing ideas  is to provide your customers an easy availability to you. As people usually hesitate to go far off companies to buy their services, so it is recommended to make a website for your roofing company marketing , with an online payment and ordering system. This will help your business flourish, as the reviews of your prior clients can be analyzed by new ones, and people from any corner of the city won’t find hesitation in calling you to their location.

In case you need help regarding your startup, you can take help from a number of sample roofing business plans  available online, as this sample roofing business plan of Edward Roofers.

5.1 Marketing Trends

Roofing business is a type of business which can never experience a downfall, as every building requires a roof and every roof requires timely maintenance. Especially in the United States, roofing business is growing rapidly due to broad economic developments. There are about 100,367 roofing businesses running in the United States, generating a revenue of $42 billion annually. It is reported by IBISWorld that the business has employed more than 260 thousand people and has seen an annual growth of 3.5% during the recent years. So, if you are starting this business due to its rising demand, you must first prepare yourself to survive in so large competition. If you have come up with extraordinary competitive advantages, no hurdle can mitigate the success of your startup.

5.2 Marketing Segmentation

An accurate business plan requires an accurate analysis of your potential customers. It is always better to analyze your target customers and identify their needs, to meet their expectations and requirements. Edward Roofers has hired a marketing analyst who has found the following people as his target audience.

UK Start-Up Visa Business Plan

5.2.1 Residents: The residents of Seattle, will be our biggest target customers. The residents will avail our services of installing roofs as well as roof ventilation and installing water and ice shields. Moreover, they will require our services of repairing or shingling the damaged parts of their roofs due to wild climatic patterns.

5.2.2 Construction Contractors: Our second biggest purchasers will be the construction contractors. Contractors need a number of people for diverse services while constructing buildings. Roofing and ventilation is the service which is essential in every type of structure, so we are expected to get orders from the contractors as well.

5.2.3 Proprietors & Small Company Owners: Small company owners and some proprietors when are in a need of some construction or repairing work, prefer to get the service done by small yet trusted companies like us. So, we expect to get orders for ventilation or repairing roofs from this category too.

The detailed market analysis of our potential customers is given in the following table:

5.3 Packages Pricing

The people of Seattle are able to pay high for the high-quality services. To provide our customers with the best quality services and the best material we can’t compromise on the prices. So keeping in view our target audience and their demands, we haven’t priced our services low, instead, our prices are almost in the same range as of our competitors.

5.4 Business Target of the Company

Our business target is to become the most trusted and most successful roofing company in the whole of Seattle. We want to serve our fellow citizens by providing them with our reputable service. Besides that, we also have some financial targets, which includes generating at least a profit in the first five months that can balance our startup costs. And growing our business and range of our services to serve a further large audience.

6.1 Competitors

You can never estimate how much does it cost to start a roofing company until you know your competitors and their business strategy . Either you have to come up with extraordinary competitive edges, or you have to keep your prices low in the initial stages for if you want people to avail your services.

Edward Roofers is located in Seattle, where people are financially stable and don’t compromise dollars over work quality. Thus, we haven’t priced our services low, instead, we have come with the unmatched and most valuable competitive advantages. Our business and all our workmen are insured, which means that if any of our workers make even the tiniest mistake, our company will be responsible for its repair. Moreover, if any of our workers get some injury while working, you won’t be liable for any charges. Our biggest competitive advantage is our quick service, and the value we give our customers and their property, only we in the whole market are providing an online booking system for receiving your orders and scheduling time so that you don’t need to come to our office if it is far or if you don’t want to!

6.2 Sales Strategy

If you are looking for starting a roofing business tips , we are telling you the biggest tip which is advertising your business through print & social media by providing different packages in the initial stages, this is the only way of getting the attention of your target customers.

6.3 Sales Forecast

The detailed information about the sales forecast, total unit sales, total sales is given in the following table.

6.4 Sales Monthly

6.5 Sales Yearly

Personnel plan

Roofing business is a type of business which is totally dependent upon your workers and management system. So, if you are looking for how to start your own roofing business , set your first priority to recruit the right person for the right job. You can take help from many roofing business plan examples like this one.

Edward brothers will manage the business themselves, by hiring the following personnel:

• 8 Warehouse Officers for loading and recording stocks
• 8 Roof loaders
• 1 Accountant for managing finances
• 2 Receptionist for receiving orders
• 2 Persons for receiving orders online or via telephone and managing companies’ website
• 5 General Workers for routine assistance

The following table shows the forecasted data about employees and their salaries for the next three years.

Financial Plan

The success of a startup and the growth of any business depends upon its accurate financial planning and an estimate that how the company will balance the startup costs with the earned profits. Edward brothers have hired the services of a professional financial plan developer to outline the roofing company profit margins over the next three years. The business will be financed by both brothers and is expected to grow rapidly due to the excellent coordination between the two.

Since roofing business isn’t an indoor business, so the major amount will be spent on hiring the expert professionals and buying the best quality material. If you are looking for how to start my own roofing business  or if you need some guidance regarding the financial plan, you can take help from this sample business plan. However, if you are starting your business on a large scale then it will be better to hire a professional to write you an accurate financial plan with exact figures.

8.1 Important Assumptions

8.2 brake-even analysis.

8.3 Projected Profit and Loss

8.3.1 profit monthly.

8.3.2 Profit Yearly

8.3.3 Gross Margin Monthly

8.3.4 Gross Margin Yearly

8.4 Projected Cash Flow

8.5 Projected Balance Sheet

8.6 business ratios.

Download Roofing Business Plan Sample in pdf

Professional OGS capital writers specialized also in themes such as carpet cleaning business plan , business plans for cleaning , business plan for a junk removal , laundromat business plan sample , pressure washing business ideas , pc repair business plan and many others.

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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How to write a business plan for a roofing company?

Putting together a business plan for a roofing company can be daunting - especially if you're creating a business for the first time - but with this comprehensive guide, you'll have the necessary tools to do it confidently.

We will explore why writing one is so important in both starting up and growing an existing roofing company, as well as what should go into making an effective plan - from its structure to content - and what tools can be used to streamline the process and avoid errors.

Without further ado, let us begin!

In this guide:

Why write a business plan for a roofing company?

• What information is needed to create a business plan for a roofing company?
• How do I build a financial forecast for a roofing company?

The written part of a roofing company business plan

• What tool should I use to write my roofing company business plan?

Being clear on the scope and goals of the document will make it easier to understand its structure and content. So before diving into the actual content of the plan, let's have a quick look at the main reasons why you would want to write a roofing company business plan in the first place.

To have a clear roadmap to grow the business

It's rarely business as usual for small businesses. The economy follows cycles where years of growth are followed by recessions, and the business environment is always changing with new technologies, new regulations, new competitors, and new consumer behaviours appearing all the time...

In this context, running a business without a clear roadmap is like driving blindfolded: it's dangerous at best. That's why writing a business plan for a roofing company is essential to create successful and sustainable businesses.

To write an effective business plan, you will need to take stock of where you are (if you are already in business) and where you want the business to go in the next three to five years.

Once you know where you want your roofing company to be, you'll have to identify:

• what resources (human, equipment, and capital) are needed to get there,
• at what pace the business needs to progress to get there in time,
• and what risks you'll face along the way.

Going through this process regularly is beneficial, both for startups and existing companies, as it helps make informed decisions about how best to allocate resources to ensure the long-term success of the business.

To get visibility on future cash flows

If your small roofing company runs out of cash: it's game over. That's why we often say "cash is king", and it's crucial to have a clear view of your roofing company's future cash flows.

So, how can you achieve this? It's simple - you need to have an up-to-date financial forecast.

The good news is that your roofing company business plan already includes a financial forecast (which we'll discuss further in this guide). Your task is to ensure it stays current.

To accomplish this, it's essential to regularly compare your actual financial performance with what was planned in your financial forecast. Based on your business's current trajectory, you can make adjustments to the forecast.

By diligently monitoring your roofing company's financial health, you'll be able to spot potential financial issues, like unexpected cash shortfalls, early on and take corrective actions. Moreover, this practice will enable you to recognize and capitalize on growth opportunities, such as excess cash flow enabling you to expand to new locations.

To secure financing

A detailed business plan becomes a crucial tool when seeking financing from banks or investors for your roofing company.

Investing and lending to small businesses are very risky activities given how fragile they are. Therefore, financiers have to take extra precautions before putting their capital at risk.

At a minimum, financiers will want to ensure that you have a clear roadmap and a solid understanding of your future cash flows (like we just explained above). But they will also want to ensure that your business plan fits the risk/reward profile they seek.

This will off-course vary from bank to bank and investor to investor, but as a rule of thumb. Banks will want to see a conservative financial management style (low risk), and they will use the information in your business plan to assess your borrowing capacity — the level of debt they think your business can comfortably handle — and your ability to repay the loan. This evaluation will determine whether they'll provide credit to your roofing company and the terms of the agreement.

Whereas investors will carefully analyze your business plan to gauge the potential return on their investment. Their focus lies on evidence indicating your roofing company's potential for high growth, profitability, and consistent cash flow generation over time.

Now that you recognize the importance of creating a business plan for your roofing company, let's explore what information is required to create a compelling plan.

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Information needed to create a business plan for a roofing company

Drafting a roofing company business plan requires research so that you can project sales, investments and cost accurately in your financial forecast, and convince the reader that there is a viable commercial opportunity to be seized.

Below, we'll focus on three critical pieces of information you should gather before starting to write your plan.

Carrying out market research for a roofing company

As you consider writing your business plan for a roofing company, conducting market research becomes a vital step to ensure accurate and realistic financial projections.

Market research provides valuable insights into your target customer base, competitors, pricing strategies, and other key factors that can significantly impact the commercial success of your business.

Through this research, you may uncover trends that could influence your roofing company.

It is possible that market research may reveal that there is an increasing demand for roofing services that specialize in eco-friendly materials. Additionally, research may suggest that homeowners may be looking for roofing solutions that come with warranties.

Such market trends play a significant role in forecasting revenue, as they offer valuable data about potential customers' spending habits and preferences.

By incorporating these findings into your financial projections, you can present investors with more accurate information, helping them make informed decisions about investing in your roofing company.

Developing the marketing plan for a roofing company

Before delving into your roofing company business plan, it's imperative to budget for sales and marketing expenses.

To achieve this, a comprehensive sales and marketing plan is essential. This plan should provide an accurate projection of the necessary actions to acquire and retain customers.

Additionally, it will outline the required workforce to carry out these initiatives and the corresponding budget for promotions, advertising, and other marketing endeavours.

By budgeting accordingly, you can ensure that the right resources are allocated to these vital activities, aligning them with the sales and growth objectives outlined in your business plan.

The staffing and equipment needs of a roofing company

As you embark on starting or expanding your roofing company, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is essential for ensuring your business's success.

Both the recruitment and investment plans must align with the timing and level of growth projected in your forecast, and they require appropriate funding.

The staffing costs for a roofing company could include paying for roofers, a project manager, administrative staff, and a payroll clerk. They might also incur costs for any necessary safety equipment such as harnesses and hard hats. The equipment costs could include ladders, scaffolding, roofing materials, power tools, and vehicles.

To create a realistic financial forecast, you also need to consider other operating expenses associated with the day-to-day running of your business, such as insurance and bookkeeping.

With all the necessary information at hand, you are ready to begin crafting your business plan and developing your financial forecast.

What goes into your roofing company's financial forecast?

The financial forecast of your roofing company will enable you to assess the profitability potential of your business in the coming years and how much capital is required to fund the actions planned in the business plan.

The four key outputs of a financial forecast for a roofing company are:

• The profit and loss (P&L) statement ,
• The projected balance sheet ,
• The cash flow forecast ,
• And the sources and uses table .

Let's take a closer look at each of these.

The projected P&L statement

The projected P&L statement for a roofing company shows how much revenue and profit your business is expected to make in the future.

A healthy roofing company's P&L statement should show:

• Sales growing at (minimum) or above (better) inflation
• Stable (minimum) or expanding (better) profit margins
• A healthy level of net profitability

This will of course depend on the stage of your business: numbers for a startup will look different than for an established roofing company.

The forecasted balance sheet of your roofing company

The projected balance sheet of your roofing company will enable the reader of your business plan to assess the overall financial health of your business.

It shows three elements: assets, liabilities and equity:

• Assets: are productive resources owned by the business, such as equipment, cash, and accounts receivable (money owed by clients).
• Liabilities: are debts owed to creditors, lenders, and other entities, such as accounts payable (money owed to suppliers).
• Equity: includes the sums invested by the shareholders or business owners and the profits and losses accumulated by the business to date (which are called retained earnings). It is a proxy for the value of the owner's stake in the business.

Analysing your roofing company projected balance sheet provides an understanding of your roofing company's working capital structure, investment and financing policies.

In particular, the readers of your plan can compare the level of financial debt on the balance sheet to the equity value to measure the level of financial risk (equity doesn't need to be reimbursed, while financial debt must be repaid, making it riskier).

They can also use your balance sheet to assess your roofing company's liquidity and solvency:

• A liquidity analysis: focuses on whether or not your business has sufficient cash and short-term assets to cover its liabilities due in the next 12 months.
• A solvency analysis: takes and longer view to assess whether or not your business has the capacity to repay its debts over the medium-term.

The cash flow forecast

As we've seen earlier in this guide, monitoring future cash flows is the key to success and the only way of ensuring that your roofing company has enough cash to operate.

As you can expect showing future cash flows is the main role of the cash flow forecast in your roofing company business plan.

It is best practice to organise the cash flow statement by nature in order to show the cash impact of the following areas:

• Cash flow generated from operations: the operating cash flow shows how much cash is generated or consumed by the business's commercial activities
• Cash flow from investing activities: the investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.) either to maintain the business's equipment or to expand its capabilities
• Cash flow from financing activities: the financing cash flow shows how much cash is raised or distributed to financiers

Looking at the cash flow forecast helps you to make sure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

Your roofing company business plan will normally include both yearly and monthly cash flow forecasts so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The sources and uses table or initial financing plan is a key component of your business plan when starting a roofing company.

It shows where the capital needed to set up the business will come from (sources) and how it will be spent (uses).

This table helps size the investment required to set up the roofing company, and understand how risks will be distributed between the business owners, and the financiers.

The sources and uses table also highlights what the starting cash position will be. This is key for startups as the business needs to have sufficient funding to sustain operations until the break-even point is reached.

Now that you have a clear understanding of what will go into the financial forecast of your roofing company business plan, let's have a look at the written part of the plan.

Need inspiration for your business plan?

The Business Plan Shop has dozens of business plan templates that you can use to get a clear idea of what a complete business plan looks like.

The written part of the business plan is where you will explain what your business does and how it operates, what your target market is, whom you compete against, and what strategy you will put in place to seize the commercial opportunity you've identified.

Having this context is key for the reader to form a view on whether or not they believe that your plan is achievable and the numbers in your forecast realistic.

The written part of a roofing company business plan is composed of 7 main sections:

• The executive summary
• The presentation of the company
• The products and services
• The market analysis
• The strategy
• The operations
• The financial plan

Let's go through the content of each section in more detail!

1. The executive summary

The first section of your roofing company's business plan is the executive summary which provides, as its name suggests, an enticing summary of your plan which should hook the reader and make them want to know more about your business.

When writing the executive summary, it is important to provide an overview of the business, the market, the key financials, and what you are asking from the reader.

Start with a brief introduction of the business, its name, concept, location, how long it has been in operation, and what makes it unique. Mention any services or products you plan to offer and who you sell to.

Then you should follow with an overview of the addressable market for your roofing company, current trends, and potential growth opportunities.

You should then include a summary of your key financial figures such as projected revenues, profits, and cash flows.

Finally, you should detail any funding requirements in the ask section.

2. The presentation of the company

As you build your roofing company business plan, the second section deserves attention as it delves into the structure and ownership, location, and management team of your company.

In the structure and ownership part, you'll provide valuable insights into the legal structure of the business, the identities of the owners, and their respective investments and ownership stakes. This level of transparency is vital, particularly if you're seeking financing, as it clarifies which legal entity will receive the funds and who holds the reins of the business.

Moving to the location part, you'll offer a comprehensive view of the company's premises and articulate why this specific location is strategic for the business, emphasizing factors like catchment area, accessibility, and nearby amenities.

When describing the location of your roofing company to a third party financier, you may want to emphasize the potential for growth in the region. You could point to the area's strong population growth and highlight the potential to capture a larger customer base. Additionally, you might want to discuss the benefits of the area's infrastructure, such as the availability of resources and transportation networks, which could make it easier to expand the business. Finally, you could emphasize the potential for the roofing company to benefit from the vibrant economic activity in the region, which could create more opportunities for growth.

Lastly, you should introduce your esteemed management team. Provide a thorough explanation of each member's role, background, and extensive experience.

It's equally important to highlight any past successes the management team has achieved and underscore the duration they've been working together. This information will instil trust in potential lenders or investors, showcasing the strength and expertise of your leadership team and their ability to deliver the business plan.

3. The products and services section

The products and services section of your business plan should include a detailed description of what your company offers, who are the target customers, and what distribution channels are part of your go-to-market. 

For example, your roofing company might offer roof installation and repair services, roof inspections for home or business owners, and gutter installation and repair services. These services can help customers maintain the integrity of their roof, ensuring that their home or business is protected from the elements. Additionally, inspections can give customers peace of mind knowing that their roof is safe and secure.

4. The market analysis

When outlining your market analysis in the roofing company business plan, it's essential to include comprehensive details about customers' demographics and segmentation, target market, competition, barriers to entry, and relevant regulations.

The primary aim of this section is to give the reader an understanding of the market size and appeal while demonstrating your expertise in the industry.

To begin, delve into the demographics and segmentation subsection, providing an overview of the addressable market for your roofing company, key marketplace trends, and introducing various customer segments and their preferences in terms of purchasing habits and budgets.

Next, shift your focus to the target market subsection, where you can zoom in on the specific customer segments your roofing company targets. Explain how your products and services are tailored to meet the unique needs of these customers.

For example, your target market might include homeowners who live in older houses. These homeowners may need to repair their existing roof or replace it with a new one. They will likely be looking for a reliable roofing company with reasonable pricing and quality materials.

In the competition subsection, introduce your main competitors and explain what sets your roofing company apart from them.

Finally, round off your market analysis by providing an overview of the main regulations that apply to your roofing company.

5. The strategy section

When crafting the strategy section of your business plan for your roofing company, it's important to cover several key aspects, including your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

In the competitive edge subsection, clearly explain what sets your company apart from competitors. This is particularly critical if you're a startup, as you'll be trying to establish your presence in the marketplace among entrenched players.

The pricing strategy subsection should demonstrate how you aim to maintain profitability while offering competitive prices to your customers.

For the sales & marketing plan, outline how you plan to reach and acquire new customers, as well as retain existing ones through loyalty programs or special offers.

In the milestones subsection, detail what your company has achieved thus far and outline your primary objectives for the coming years by including specific dates for expected progress. This ensures everyone involved has clear expectations.

Lastly, in the risks and mitigants subsection, list the main risks that could potentially impact the execution of your plan. Explain the measures you've taken to minimize these risks. This is vital for investors or lenders to feel confident in supporting your venture - try to proactively address any objection they might have.

Your roofing company faces a variety of risks. For instance, if your employees are working at a high altitude, they could slip and fall, potentially leading to serious injury or death. In addition, a storm could damage your roofing materials, leading to a costly replacement. You may also encounter legal risks, such as if a customer claims the roof was installed improperly and sues the company. These are just some of the risks your roofing company may face.

6. The operations section

The operations of your roofing company must be presented in detail in your business plan.

The first thing you should cover in this section is your staffing team, the main roles, and the overall recruitment plan to support the growth expected in your business plan. You should also outline the qualifications and experience necessary to fulfil each role, and how you intend to recruit (using job boards, referrals, or headhunters).

You should then state the operating hours of your roofing company - so that the reader can check the adequacy of your staffing levels - and any plans for varying opening times during peak season. Additionally, the plan should include details on how you will handle customer queries outside of normal operating hours.

The next part of this section should focus on the key assets and IP required to operate your business. If you depend on any licenses or trademarks, physical structures (equipment or property) or lease agreements, these should all go in there.

You may have key assets such as the roofing tools and materials that could be used to complete projects, as well as the vehicles and equipment used to transport them. You might also have intellectual property, such as the branding and logo that you use to market your company, or the designs and techniques you have developed over the years that make your roofing services unique.

Finally, you should include a list of suppliers that you plan to work with and a breakdown of their services and main commercial terms (price, payment terms, contract duration, etc.). Investors are always keen to know if there is a particular reason why you have chosen to work with a specific supplier (higher-quality products or past relationships for example).

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we talked about earlier in this guide.

Now that you have a clear idea of the content of a roofing company business plan, let's look at some of the tools you can use to create yours.

What tool should I use to write my roofing company's business plan?

In this section, we will be reviewing the two main solutions for creating a roofing company business plan:

• Using specialized online business plan software,
• Outsourcing the plan to the business plan writer.

Using an online business plan software for your roofing company's business plan

Using online business planning software is the most efficient and modern way to write a roofing company business plan.

There are several advantages to using specialized software:

• You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
• You are guided through the writing process by detailed instructions and examples for each part of the plan
• You can access a library of dozens of complete business plan samples and templates for inspiration
• You get a professional business plan, formatted and ready to be sent to your bank or investors
• You can easily track your actual financial performance against your financial forecast
• You can create scenarios to stress test your forecast's main assumptions
• You can easily update your forecast as time goes by to maintain visibility on future cash flows
• You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

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Hiring a business plan writer to write your roofing company's business plan

Outsourcing your roofing company business plan to a business plan writer can also be a viable option.

These writers possess valuable experience in crafting business plans and creating accurate financial forecasts. Additionally, enlisting their services can save you precious time, enabling you to concentrate on the day-to-day operations of your business.

It's important to be mindful, though, that hiring business plan writers comes with a cost. You'll be paying not just for their time but also for the software they use, and their profit margin.

Based on experience, a complete business plan usually requires a budget of at least £1.5k ($2.0k) excluding tax, and more if revisions are needed after initial meetings with lenders or investors - changes often arise following these discussions.

When seeking investment, be cautious about spending too much on consulting fees. Investors prefer their funds to contribute directly to business growth. Thus, the amount you spend on business plan writing services and other consulting services should be negligible compared to the amount you raise.

Another aspect to consider is that while you'll receive the output of the business plan, you usually won't own the actual document. It will be saved in the consultant's business plan software, which will make updating the plan challenging without retaining the consultant on a retainer.

Given these factors, it's essential to carefully weigh the pros and cons of outsourcing your roofing company business plan to a business plan writer and decide what best suits your business's unique needs.

Why not create your roofing company's business plan using Word or Excel?

Using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write a roofing company business plan is a terrible idea.

For starters, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is very technical and requires both a strong grasp of accounting principles and solid skills in financial modelling.

As a result, it is unlikely anyone will trust your numbers unless - like us at The Business Plan Shop - you hold a degree in finance and accounting and have significant financial modelling experience in your past.

The second reason is that it is inefficient. Building forecasts on spreadsheets was the only option in the 1990s and early 2000s, nowadays technology has advanced and software can do it much faster and much more accurately.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Also, using software makes it easy to compare actuals vs. forecasts and maintain our forecasts up to date to maintain visibility on future cash flows - as we discussed earlier in this guide - whereas this is a pain to do with a spreadsheet.

That's for the forecast, but what about the written part of my roofing company business plan?

This part is less error-prone, but here also software brings tremendous gains in productivity:

• Word processors don't include instructions and examples for each part of your business plan
• Word processors don't update your numbers automatically when they change in your forecast
• Word processors don't handle the formatting for you

Overall, while Word or Excel may be viable options for creating a roofing company business plan for some entrepreneurs, it is by far not the best or most efficient solution.

• Using business plan software is a modern and cost-effective way of writing and maintaining business plans.
• A business plan is not a one-shot exercise as maintaining it current is the only way to keep visibility on your future cash flows.
• A business plan has 2 main parts: a financial forecast outlining the funding requirements of your roofing company and the expected growth, profits and cash flows for the next 3 to 5 years; and a written part which gives the reader the information needed to decide if they believe the forecast is achievable.

We hope that this in-depth guide met your expectations and that you now have a clear understanding of how to write your roofing company business plan. Do not hesitate to contact our friendly team if you have questions additional questions we haven't addressed here.

Also on The Business Plan Shop

• How to write a business plan to secure a bank loan?
• Key steps to write a business plan?
• Top mistakes to avoid in your business plan

Do you know entrepreneurs interested in starting or growing a roofing company? Share this article with them!

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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Roofing Company Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Construction & Engineering Industry » Roofing Business

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

If you are thinking of starting a business with huge returns on investment, then one of your best bet is to venture into the real estate industry. Of course, there are several money spinning business opportunities in the real estate industry and one of them is to start a roofing company.

A Sample Roofing Company Business Plan Template

1. industry overview.

Players in the roofing contractors are involved in installing roofs, siding, sheet metal and roof drainage systems, such as downspouts and gutters.

They also carry out activities such as also treating roofs (e.g. spraying, painting or coating), coppersmithing, tinsmithing, installing skylights, installing metal ceilings, flashing, ductwork and capping. Their jobs could be new work, additions, alterations, maintenance and repairs.

If you are a closer watcher of the Roofing Contractors industry, you will agree that the industry largely depends on demand from building construction activity in residential and nonresidential markets, both of which have been experiencing increase in demand over the last half a decade.

Combined with profit margin expansion, players in the Roofing Contractors industry have increased the scope of their operations to meet accelerating demand due to the housing recovery, causing employee and operator numbers to increase.

IBISWorld projects solid growth in revenue generated in the industry in the coming years, supported by increased investment in housing and commercial building. Increasing home valuations and higher per capita disposable income are also expected to boost consumer spending on home improvements services such as roofing and roofing maintenance et al.

The Roofing Contractors industry is indeed a large industry and pretty much active in most countries of the world. Statistics has it that in the united states of America alone, there are about 99,844 registered and licensed roofing companies scattered all across the United States responsible for employing about 247,447 and the industry rakes in a whooping sum of $38 billion annually.

The industry is projected to grow at 2.2 percent annual growth within 2011 and 2016. It is important to state that there is no establishment in this industry that has a lion market share. A recent report published by IBISWORLD shows that the Roofing Contractors industry is in the mature phase of its life cycle.

The report stated that the demand for roofing and siding installation and maintenance is closely related to cyclical fluctuations in building construction investment and property values. The report further stated that the industry revenue is subject to volatility based on the strength of its downstream construction markets.

As a result, the industry value added (IVA), a measure of the industry’s contribution to the overall economy, is projected to grow at an annualized 2.9 percent over the 10 years to 2022. In comparison, US GDP is projected to grow at an annualized 2.1 percent during the same period

The Roofing Contractors industry is highly regulated in the United States of America and anyone who aspires to start a roofing company must apply and obtain a license before they can legally operate in the industry.

Lastly, as a roofing company, it is very important to be creative, to be able to use your ideas to meet the rapidly changing needs of the society when it comes to properties; you should be able to convert the roof of a dilapidated building into a beauty of some sort if indeed you want to become a major player in the Roofing Contractors industry.

2. Executive Summary

Pius Whiteland® Roofing Company is a U.S. based and licensed roofing contractor company. Our head office will be located in a standard and centrally located office facility in the heart of Harrisburg–Pennsylvania.

Although our Head Office will be located in Harrisburg – Pennsylvania where we intend starting our operations, but we will open our branch offices in major cities in all regions of the United States of America – within the first five years of operation we would have set up our offices in the following locations; New York City, Los Angeles, Florida, North Dakota, Boston, Dallas and Washington.

Pius Whiteland® Roofing Company is going to be a self-administered and a self-managed roofing contractor company. We will engage in roofing contractor services such as installing ceramic or concrete tiles, slate or shingles, installing single-ply, built-up, metal, liquid and modified bitumen roofing systems,

Installing, repairing and replacing gutters and downpipes, installing sheet metal, replacing broken tiles and shingles, repairing capping in cement or acrylic mortar, applying roof sealer compounds and cleaning existing roof materials, installing engineered wood, brick, vinyl, aluminum and fiber cement siding, installing soffit under easement fascias, securing flashings and cappings and repairing leaks.

We will work towards becoming one of the largest roofing companies in the United States of America with active presence in major cities.

We are quite aware that roofing contractor business requires huge capital base, which is why we have perfect plans for steady flow of cash from private investors who are interested in working with us. We can confidently say that we have a robust financial standing and we are ready to take on any opportunity that comes our way in the Roofing Contractors industry.

As part of our plans to make our customers our number one priority and to become one of the leading roofing company in the United States of America, we have perfected plans to adopt international best practices that can favorable compete with the best in the industry.

Pius Whiteland® Roofing Company have overtime perfected plans that will help us to become a specialist in turning the roofs in slums into beautiful cities and turning the roof of a run –down and dilapidated building into a master piece and that hopefully will be our brand and signature.

Pius Whiteland® Roofing Company will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

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.

Pius Whiteland® Roofing Company will be owned majorly by Pius Whiteland and his immediate family members. Pius Whiteland has a Degree in Building Engineering and he has worked with top construction companies in the United States of America for many years prior to starting his own business.

Other investors with same investment ideology whose name cannot be mentioned here for obvious reasons are going to be part of the business especially as it relates to pooling cash together for large contracts from the government and big corporations.

3. Our Products and Services

Pius Whiteland® Roofing Company is going to offer varieties of services within the scope of the Roofing Contractors industry in the United States of America. Our intention of starting our roofing company is to favorably compete with leading players in the Roofing Contractors industry both in the United States of America and in the world at large.

We are well prepared to make profits from the industry and we will do all that is permitted by the law in the United States to achieve our business goals, aim and ambition. Our business offerings are listed below;

• Installing ceramic or concrete tiles, slate or shingles
• Installing single-ply, built-up, metal, liquid and modified bitumen roofing systems
• Installing, repairing and replacing gutters and downpipes
• Installing sheet metal
• Replacing broken tiles and shingles
• Repairing capping in cement or acrylic mortar
• Applying roof sealer compounds and cleaning existing roof materials
• Installing engineered wood, brick, vinyl, aluminum and fiber cement siding
• Installing soffit under easement fascias
• Securing flashings and cappings and repairing leaks.

4. Our Mission and Vision Statement

• Our Vision is to become the number one roofing contractor company in the whole of Harrisburg – Pennsylvania with active presence in major cities in the United States of America and Canada.
• Our mission as a roofing contractor company is to develop a highly successful, profitable all round roofing contractor business which provides quality services in our community and to become a standard for an ideal roofing contractor company not only in the State of Pennsylvania but also throughout the United States of America and Canada where we intend sourcing for clients.

Our Business Structure

Our company’s structure is not entirely different from what is obtainable in the Roofing Contractors industry, as a matter of priority, we have decided to create a structure that will allow for easy growth for all our employees and also, we have created platforms that will enable us attract some of the best hands in the industry.

We are quite aware that the success of any business lies in the foundation on which the business is built on, which is why we have decided to build our roofing company on the right business foundation. We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stakeholders (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 depending how fast we meet our set target.

Pius Whiteland® Roofing Company is fully aware of the modus operandi in the Roofing Contractors industry, hence adequate provision and competitive packages has been prepared for independent marketing agents. Our marketing department will be responsible for managing this aspect of our business structure. Below is the business structure we will build Pius Whiteland® Roofing Company on;

• Chief Executive Officer

Project Manager

• Company’s Lawyer / Secretary

Admin and HR Manager

• Roofing Services (Construction and Renovation) Engineers
• Business Developer / Sales and Marketing
• Customer Service Executive / Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Officer – CEO (President):

• 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.
• Responsible for fixing prices and signing business deals
• Responsible for providing direction for the business
• 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 signing checks and documents on behalf of the company
• Evaluates the success of the organization
• Reports to the board
• Responsible for the planning, management and coordinating all projects on behalf of the company
• Supervises roofing and renovation projects
• Ensures compliance during project executions
• Provides advice on the management of projects
• Responsible for carrying out risk assessment
• Uses IT systems and software to keep track of people and progress of ongoing projects
• Responsible for overseeing the accounting, costing and billing of every project
• Represent the organization’s interest at various stakeholders’ meetings
• Ensures that project desired result is achieved, the most efficient resources are utilized and different interests involved are satisfied.

Company’s Lawyer / Secretary / Legal Counsel

• Responsible for drawing up contracts and other legal documents for the company
• Consults and handles all corporate legal processes (e.g. intellectual property, mergers & acquisitions, financial / securities offerings, compliance issues, transactions, agreements, lawsuits and patents et al)
• Develops company policy and position on legal issues
• Researches, anticipates and guards company against legal risks
• Represents company in legal proceedings (administrative boards, court trials et al)
• Plays a part in business deals negotiation and take minutes of meetings
• Responsible for analyzing legal documents on behalf of the company
• Prepares annual reports for the company
• 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.

Roofing (Renovations / Construction) Engineers

• Responsible for handling core services such as installing ceramic or concrete tiles, slate or shingles, installing single-ply, built-up, metal, liquid and modified bitumen roofing systems, installing, repairing and replacing gutters and downpipes, installing sheet metal, replacing broken tiles and shingles, repairing capping in cement or acrylic mortar, applying roof sealer compounds and cleaning existing roof materials, installing engineered wood, brick, vinyl, aluminum and fiber cement siding, installing soffit under easement fascias, securing flashings and cappings and repairing leaks.
• Establishes and enforces company’s engineering and construction standards
• Ensures that roofing renovation / construction work meets or exceeds standards within a designated geographic area.
• Provides overall direction on assigned roofing projects; reviews and makes recommendations on planning and design of projects; negotiates contracts or participates in contract negotiations; monitors day‐to‐day progress and activities on project construction sites.

Marketing and Sales Executive / Business Developer

• Identify, prioritize, and reach out to new partners, 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 development projects.
• Responsible for supervising implementation, advocate for the customer’s need s, and communicate with clients
• Finds and qualifies land for development based on company’s land requirements; maintains a land search database; initiates discussions with property owners about the possible sale of property
• Develops, executes and evaluates new plans for expanding increase sales
• Documents all customer contact and information
• Represents the company in strategic meetings
• Helps to increase sales and growth for the company
• 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

Front Desk / Customer’s Service Officer

• Receives Visitors / clients on behalf of the organization
• Receives parcels / documents for the company
• Handles enquiries via e-mail and phone calls for the organization
• Distributes mails in the organization
• 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 line manager in an effective and timely manner
• Consistently stays abreast of any new information on the company’s promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

6. SWOT Analysis

The fact that roofing contractor business is a very rewarding business does not mean that there are no challenges in the industry.

Starting a roofing contractor business in the United States of America comes with its own fair share of challenges, you would have to abide by the law and also compete with loads of other entrepreneurs in the construction industry business value chain who also are interested in making a living and building a business in the US.

In order to compete favorably in the Roofing Contractors industry as a roofing company we have been able to hire the services of tested and trusted business and HR consultants to help us conduct critical SWOT analysis for us. We intend maximizing our strengths, explore all opportunities we will come across, properly manage our weakness and confront our threats.

Here is a summary from the result of the SWOT analysis that was conducted on behalf of Pius Whiteland® Roofing Company;

Some of our strength that we will be bringing to the table in the Roofing Contractors industry is our robust relations with homeowners, construction companies and properties investment moguls in the whole of the United States of America.

Our access to funding and also, we have a team of experts who have cut their teeth in the construction and roofing contractor industry. We can boast of having a team that has what it takes to grow a new business from scratch to profitability within record time.

As a newbie in the Roofing Contractors industry, we might have some challenges competing with big time property developers and other roofing companies that have been in the industry for many years; that perhaps is part of our weakness.

• Opportunities:

The opportunities in the Roofing Contractors industry especially as a roofing company is massive considering the numbers of homeowners who have the financial capacity to renovate their homes as at when due and people who are forced to repair or maintained the roofs of their building due to leakages. We are well – positioned and ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as a roofing company are unfavorable government policies , and global economic downturn; global economic downturn usually affect spending power and the construction industry cum roofing contractors line of business is known to encounter decline in sales and profits during this period.

There is hardly anything we could do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

• Market Trends

If you are a closer watcher of the trends in the Roofing Contractors industry, you will agree that the industry largely depends on demand from building construction activity in residential and nonresidential markets, both of which have been experiencing increase in demand over the last half a decade.

Another obvious trend that is common in the Roofing Contractors industry in the United States of America is that most of them are improvising on more means of making money in the construction industry and as matter of fact they are also acting as building contractors amongst many other functions that they are involved in.

Lastly, one thing is certain for every roofing company; if they are hardworking, creative and proactive, they will always generate enough income to meet all their overhead and operational cost, keep their business going without struggle and make reasonable profits from all business deals that they are involved in.

8. Our Target Market

As a roofing company, our target market cuts across contractors and people (home owners) of different class and people from all walks of life.

We are coming into the Roofing Contractors industry with a business concept that will enable us work with the highly – placed people in the country and at the same with the lowly placed people who are only interested in renovating their roofs, fixing new roofs or repairing old roofs at an affordable price.

As a matter of fact, our target market is the whole of the United States of America and we have put plans in place to recruit freelance agents (brokers) nationally to represent our business interest wherever they are located in the United States of America. Below is a list of the people and organizations that we have specifically design our products and services for;

• Construction companies
• Corporate organizations
• Home Owners
• Properties Owners
• The government of the United States of America (Government contracts)
• Managers of public facilities

Our competitive advantage

No doubt, the Roofing Contractors industry is indeed a very prolific and highly competitive industry. Clients will only hire your services if they know that you can successfully help them build new roof over their building or fix and repair existing roofs to fit into the picture of the ideal home they have in mind.

We are quite aware that to be highly competitive in the Roofing Contractors industry means that you should be able to deliver consistent quality roofing repairs, maintenance and fixing jobs and you should be able to meet the expectations of your clients at all times.

Pius Whiteland® Roofing Company might be a new roofing company in the roofing contractor industry, but the management team and the owner of the business are considered gurus in the industry, professional who have what it takes to grow a business from scratch to become a top brand within the shortest time possible.

They are people who are core professionals, licensed and highly qualified, people that can successfully help her clients handle any roofing related jobs to fit into the ideal picture of a 21 st century facility. These are part of what will count as a competitive advantage for us.

Aside from our robust experience and expertise of our team of experts, we have a very strong online presence that will enable us attract clients from all across the United States of America.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (startups roofing 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. We will also engage freelance marketing agents on a commission level to help us market our services.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Pius Whiteland® Roofing Company is established with the aim of maximizing profits in the roofing contractors cum construction industry.

We have successfully built a vibrant construction and real estate network that covers the whole of the United States of America so as to help us build a profitable business. Below are the sources we intend exploring to generate income for Pius Whiteland® Roofing Company;

• Securing flashings and cappings and repairing leaks

10. Sales Forecast

It is a known fact that as long as there are construction jobs going on and there are home owners in the United States of America, there will always be need to for them to fix new roofs, repair and maintain leaking and hold roofs from time to time to conform with the trends in the neighborhood or city. Hence the demand for the services of roofing contractor companies to help them solve these needs.

We are well positioned to take on the challenges that are synonymous to roofing contractor businesses in the United States, and we are quite optimistic that we will meet out set target of generating enough income / profits from the first month or operations and grow the business beyond Harrisburg – Pennsylvania to other states in the United States of America within record time.

We have been able to critically examine the real estate market cum roofing contractors line of business and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions peculiar to similar start – ups in the United States of America;

Below are the sales projections for Pius Whiteland® Roofing Company it is based on the location of our business and the services within the real estate and construction industry that we will be offering;

• First Fiscal Year-: $500,000
• Second Fiscal Year-: $1.2 million
• Third Fiscal Year-: $1.7 million

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 any major competitor offering same additional services as we do within the locations where we have a strong business presence.

Please note that the above projection might be lower and at the same time it might be higher since some factors are beyond our control.

• Marketing Strategy and Sales Strategy

We quite mindful of the fact that there are stiffer competitions in the roofing contractors market in the United States of America, hence we have been able to hire some of the best business developer to handle our sales and marketing.

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 the organization. The training is not restricted to only our full – time employees but also all our freelance contractors that are scattered all over the United States of America.

Our goal is to become one of the leading roofing companies in the United States of America which is why we have mapped out strategies that will help us take advantage of the available market and grow to become a major force in the industry. Pius Whiteland® Roofing Company is set to make use of the following marketing and sales strategies;

• Introduce our business by sending introductory letters alongside our brochure to stake holders in the construction industry, the real estate industry and also property owners and potential clients through the United States of America
• Promptness in bidding for government contracts and other contracts as it relates to roofing contractor jobs
• Advertise our business in real estate / properties magazines and websites
• List our business on yellow pages (local directories)
• Attend real estate related expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to successfully work with their budget
• Leverage on the internet (social media platforms) and our official website to promote our business
• Encourage word of mouth marketing especially when we have a home for sale
• Join local chambers of commerce and industries with the aim of networking and marketing our services.

11. Publicity and Advertising Strategy

We have been able to work with our 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 take the roofing contractors cum construction industry by storm which is why we have made provisions for effective publicity and advertisement of our company. Below are the platforms we intend to leverage on to promote and advertise our roofing contractor business;

• Place adverts on both print and electronic media platforms
• Place our flexi banners with our company’s logo and contacts in every property we put up for sale
• Sponsor relevant TV shows so as to be able to communicate our brand and what we do
• Maximize our company’s website to promote our business
• Leverage on the internet and social media platforms like; Instagram, Facebook, Twitter, LinkedIn, Badoo, Google+ and other platforms (real estate online forums) to promote our business and list our properties for sale and for lease.
• Install our Bill Boards on strategic locations in Harrisburg – Pennsylvania and key cities in the United States of America
• Distribute our fliers and handbills in constructions sites and other targeted areas from time to time
• Attend landlord and residence association meetings with the aim of networking and introducing our business.
• Ensure that all our workers wear our branded shirts and all our vehicles and ambulances are well branded with our company’s logo et al.

12. Our Pricing Strategy

Part of our business strategy is to ensure that we work within the budget of our potential clients to help them fix new roofs or maintained and repair old roofs to meet their expectations.

Since we are not directly in control of the pricing system as it relates to roofing materials, we can only abide by what is obtainable when it comes to fixing a price for roofing fixing, repairs and maintenance contract. But one thing is certain, we will ensure that we deliver excellent jobs when have we are contracted to do so.

Lastly, we will ensure that we keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance.  In addition, we will also offer special discounted rates to our clients from time to time especially when they recommend clients to us.

• Payment Options

The payment policy adopted by Pius Whiteland® Roofing Company is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America. Here are the payment options that Pius Whiteland® Roofing Company will make available to her clients;

• Payment via bank transfer
• Payment with cash
• Payment via credit cards / Point of Sale Machines (POS Machines)
• Payment via online bank transfer
• Payment via check
• Payment via mobile money transfer
• Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for services rendered without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for services rendered.

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 roofing contractor company; it might differ in other countries due to the value of their money. However, this is what it will cost us to set up Pius Whiteland® Roofing Company in the United States of America;

• The cost for office remodeling (construction of racks and shelves) – $20,000.
• Cost for payment of rent for a suitable Office facility with enough space in Harrisburg – Pennsylvania for 12 month at $1.76 per square feet in the total amount of – $105,600.
• The budget for insurance (general liability, workers’ compensation and property casualty) coverage at a total premium – $5,400.
• The cost for computer software apps (Accounting Software, Payroll Software, CRM Software, Microsoft Office, QuickBooks Pro, drug interaction software, Physician Desk Reference software) – $7,000
• The cost for hiring Consultant – $2,500.
• The budget for permits and license – $2,000
• The total fee for incorporating the business in The United States of America – $750.
• The cost for equipping the office (computers, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $15,000
• Other start-up expenses including stationery ( $500 ) and phone and utility deposits ($2,500 ).
• Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $100,000
• The cost of Launching our official Website – $600
• Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $5,000

Going by the report from the market research and feasibility studies conducted, we will need over two hundred and fifty thousand ( 250,000 ) U.S. dollars to successfully set – up a small scale but standard roofing contractor company in the United States of America. Please note that the salaries of all our staff members for the first month is included in the expenditure.

Generating Funds / Startup Capital for Pius Whiteland® Roofing Company

Pius Whiteland® Roofing Company is a business that will be owned and managed by Pius Whiteland, his immediate family members and other business partners. They are the sole financial of the business which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources. These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings and sale of his stocks
• Generate part of the start – up capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $100,000 (Personal savings $80,000 and soft loan from family members $20,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have, the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Pius Whiteland® Roofing Company is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our roof fixing, maintenance and repair services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Pius Whiteland® Roofing Company will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

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
• Renting of Office Facility and remodeling the facility in Harrisburg – Pennsylvania: Completed
• Conducting Feasibility Studies: Completed
• Generating capital from the CEO / President and Business Partners: Completed
• Applications for Loan from our Bankers: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents and other relevant Legal Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: 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 constructions companies, government contractors, landlord associations and other key players in the industry (networking and membership of relevant real estate bodies): In Progress

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Roofing Business Plan Template & Guidebook

A well-crafted business plan is essential to achieving success in the roofing industry. The #1 Roofing Business Plan Template & Guidebook provides entrepreneurs with a comprehensive resource to help them create a plan that will stand out among their peers. This guidebook is filled with valuable tips, templates and advice to help individuals create an effective business plan that will set them up for success. It covers every element of the planning process, from developing your mission statement to creating a marketing strategy and creating financial projections. With this resource at hand, aspiring business owners can equip themselves with the tools necessary to turn their dreams into reality.

Get worry-free services and support to launch your business starting at $0 plus state fees.

• How to Start a Profitable Roofing Business [11 Steps]
• 10+ Best & Profitable Roofing Business Ideas [2023]
• 25 Catchy Roofing Business Names:

How to Write a Roofing Business Plan in 7 Steps:

1. describe the purpose of your roofing business..

The first step to writing your business plan is to describe the purpose of your roofing 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 roofing business:

Our mission at XYZ Roofing is to provide high-quality roofing services with exceptional customer service, utilizing cutting-edge technology and materials to ensure safe and reliable roofing solutions. We strive to create strong, lasting relationships with both our clients and our industry partners that will lead to increased value for all.

2. Products & Services Offered by Your Roofing Business.

The next step is to outline your products and services for your roofing 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 roofing 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 roofing 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 roofing 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 roofing business?

• Safety equipment, such as hard hats, boots, goggles, and gloves
• Tools, such as a hammer, a pry bar, nail sets, hand saws, and screw guns
• Roofing materials such as shingles, nails, flashing material and sealants
• Dumpster or waste disposal services
• Climbing harnesses and ladders
• Certificates or permits from local authorities to carry out roofing work in the area

5. Management & Organization of Your Roofing Business.

The second part of your roofing 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 roofing 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. Roofing 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 roofing business varies based on many different variables, but below are a few different types of startup costs for a roofing 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 roofing 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 roofing 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 roofing 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 Roofing Business Plans:

Why do you need a business plan for a roofing business.

A business plan for a roofing business is important because it allows you to create a comprehensive plan for how your company will operate and succeed. It outlines key areas such as your target market, services offered, pricing strategy, marketing efforts, employee training and development, and financial plans. A business plan also helps you secure financing from banks and other potential investors.

Who should you ask for help with your roofing business plan?

You should ask a professional business consultant or an attorney who specializes in small business formation and development for help with your roofing business plan. They can provide expert advice on forming and running a successful roofing business. Additionally, it may be helpful to research online resources or check out local business networks for support.

Can you write a roofing business plan yourself?

Writing a business plan can be a daunting task, but it is an important step in starting and running a successful roofing business. To write a comprehensive business plan, research the roofing industry and your local market, create financial projections, and define your competitive advantages. You'll also want to include ideas for marketing, customer service, and other operational elements. A professional business consultant can help you with this process if needed.

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I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.

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🏔️ peak performance 2024 is here. get the report, crafting effective roofing business plans.

• by Briquelle Simpson
• August 14, 2023,
• last updated 4 months ago

Why do some roofing businesses thrive while others struggle to stay afloat? The answer often lies in the foundation of a well-crafted business plan. As the saying goes, “Failing to plan is planning to fail.”

In this article, we’ll delve into what a roofing business plan is, why it’s a crucial tool for your success, how to create one, and answer some frequently asked questions to guide you through the process.

• Creating a comprehensive roofing business plan is essential for long-term success.
• Analyzing competitors, understanding target customers, and developing marketing strategies are key to standing out in the roofing industry.
• Funding options such as personal savings, bank loans, and angel investors can help you get your roofing business off the ground.

What Is a Roofing Business Plan?

A solid roofing company business plan is the backbone of any successful roofing business. It provides a roadmap for your company’s growth, outlining the necessary steps to achieve your goals and objectives.

A roofing business plan is like a roadmap for your company’s future. It’s a comprehensive document that outlines your business goals, strategies, and tactics for achieving them.

Why Do You Need a Roofing Business Plan?

Create a clear vision.

A business plan helps crystallize your goals and objectives, providing a clear direction for your roofing company. It ensures everyone on your team is aligned and working toward a common purpose.

Give Your Company Guidance and Focus

With a solid plan, you can concentrate on the tasks that truly matter and avoid distractions. It enables you to prioritize activities that will drive your business forward.

Manage Risks

A well-constructed business plan forces you to consider potential challenges and devise strategies to mitigate risks. This proactive approach can save you from unforeseen pitfalls and keep your roofing company from failing .

Instill Credibility for Funding

If you’re seeking investments or loans, a comprehensive business plan demonstrates your commitment, seriousness, and potential return on investment to lenders and investors.

The Essentials of a Roofing Company Business Plan

By creating a comprehensive plan, you’ll be better prepared to navigate the challenges and opportunities that come your way and set your roofing business on the path to success. Here are the key sections you need in your roofing business plan.

• Company overview
• Market analysis
• Organization and management
• Customer analysis
• Marketing and sales
• SWOT analysis
• Funding and financial projections
• Implementation plan

Let’s dive into what you should put into each of these sections.

Company Overview

The executive summary is a snapshot of your business, presenting a brief history, mission, and the types of roofing projects your company will undertake. A well-defined mission statement can inspire your team and attract potential clients by showcasing your company’s values and commitment to quality.

For example, if your roofing company aims to provide fast service and top-notch quality in a busy city like Seattle, your mission statement should reflect these core values.

It’s important to ensure that your mission statement is clear, concise, and accurately reflects your mission.

Market Analysis

Understanding the roofing industry and its trends is crucial for the success of your business. A thorough and accurate marketing analysis can help you identify potential growth opportunities and refine your marketing strategy.

The roofing industry in the United States has seen an annual growth rate of 3.1% over the past few years. Knowing the current state of the market and staying updated on market trends will enable you to make informed decisions and seize opportunities as they arise.

Crafting a Competitive Analysis for Your Roofing Business Plan

As part of the market analysis in your business plan, you’ve got to look at what others are doing in the industry. You need to know your competition’s strengths and weaknesses.

Here’s how to make a competitive analysis:

• Identify your direct and indirect competitors: Recognize the other players in the roofing industry, from large corporations to small, local roofing companies.
• Analyze the competition’s strengths and weaknesses: Look at their marketing strategies, service offerings, and pricing models to see what’s working for them and what isn’t, so you can avoid making the same mistakes and capitalize on opportunities they may have overlooked.
• Develop a competitive advantage: Offer innovative services, use high-quality roofing materials, or provide exceptional customer service to set your roofing business apart.

Your competitive analysis will help you create a more effective marketing strategy and position your roofing business for success.

Organization & Management

Your management team can effectively guide your business toward success. A strong team is crucial for making informed decisions and implementing effective strategies in the roofing industry.

To find the best managers and new hires , your roofing business plan should outline the relevant experience and leadership skills you’re looking for. Remember that strong leaders can motivate and inspire their team, make quick and effective decisions, and manage resources efficiently.

You can also look to roofing mentors by creating an advisory board. Build an advisory board of experienced individuals with diverse backgrounds, and you’ll be able to tap into a wealth of knowledge and expertise to support your team.

Customer Analysis

To effectively market your roofing services and grow your business, you need to know your target customers. Outline your target audience in your roofing business plan with demographic (age, income, location, etc.) and psychographic (preferences, values, lifestyles, buying habits, etc.) profiles.

With a deeper understanding of your customers, you can create marketing campaigns that are more likely to resonate with them, ultimately leading to higher conversion rates and customer satisfaction.

Marketing Plan

Your roofing business plan isn’t complete without a well-thought-out marketing plan. Detail your marketing strategies and develop a cohesive marketing plan to attract more customers, increase your revenue, and establish a strong presence in the roofing industry. 

The key to an effective marketing strategy lies in implementing:

• Online marketing tactics: SEO , social media , blogging , and email marketing
• Offline marketing tactics: roofing flyers , truck wraps , networking events , and direct mail

You’ll also want your marketing plan to touch on the 4 P’s of marketing:

• Product: The specific roofing services your business offers
• Price: The pricing strategy for your services.
• Place: The location of your business and any associated distribution channels
• Promotion: The various marketing tactics you’ll use to get your roofing services in front of potential customers. 

By carefully considering these elements, you can create a comprehensive marketing plan that resonates with your target audience and drives business growth.

SWOT Analysis

Now that your roofing business plan covers what strengths and weaknesses your competitors have, you need to evaluate your own. A SWOT analysis will help you uncover your company’s strengths, weaknesses, opportunities, and threats to help you make informed business decisions.

Start your own SWOT analysis

Discover your roofing company’s strengths, weaknesses, and more with this easy-to-use SWOT template.

Financial Projections & Funding

Financial planning plays a vital role in the success and expansion of your roofing business.

You should carefully prepare the financial section of your roofing business plan. It should include assumptions, a break-even analysis, profit and loss projections, cash flow, and a projected balance sheet.

Additionally, your roofing business plan should mention how you’re going to go about funding your company. Personal savings, bank loans, and angel investors are all viable funding sources, each with advantages and risks. Let’s briefly go over each of those.

• Personal savings: Reliable, low-risk option that allows you to retain full control over your business and its operations. However, accumulating the necessary funds can take time, and you may not have enough money to cover all your expenses.
• Bank loans: Larger amounts of capital, but you’ll have to pay back the loan with interest. You’ll need a well-prepared business plan and a solid credit history to secure a bank loan.
• Angel investors: Individuals who invest in early-stage companies in exchange for equity. Working with angel investors typically means giving up a portion of your company’s ownership, which could affect your control over business decisions.

By carefully analyzing your financial projections, you can ensure accurate financial planning, allocate resources effectively, and anticipate potential challenges before they arise.

Implementation Plan

How will you implement the goals you’ve written in your roofing business plan? That’s where the operation or implementation plan comes in.

Operational planning involves managing daily operations, setting SMART long-term goals, and monitoring progress. This section lays out the step-by-step approach you’ll take to achieve your goals, including timelines and key milestones.

Make sure that you provide a clear path for your company’s future. Additionally, regularly review your business plan and adjust as needed to help you stay on track and adapt to changes in the market and industry.

Roofing Business Plan FAQs

Do i need a business plan if my roofing business is already established.

Absolutely! A business plan provides guidance for growth, changing markets, and obstacles.

How often should I update my business plan?

Review and update your roofing business plan annually or whenever your business environment experiences significant changes.

What if my roofing business plan doesn't go as planned?

Flexibility is key. Business landscapes evolve. Adjust your plan as needed to stay on track or pivot when necessary.

Make a Winning Roofing Business Plan

Crafting a roofing business plan isn’t just a box to check—it’s a strategic tool that can steer your roofing business toward long-term success. You’re setting the stage for growth, innovation, and effective decision-making by outlining your goals, strategies, and potential challenges.

Remember, just as you wouldn’t start a roofing project without a blueprint, don’t navigate the world of roofing entrepreneurship without a business plan to guide your way. Here’s to reaching new heights in your roofing company!

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Starting a Roofing Business? This Is How You Get Started

Starting a new roofing business? Follow this strategy to execute your business plan and achieve success.

Starting a new business in any industry is both exciting and stressful. Starting a roofing company definitely falls into that category: exciting and scary.

In roofing, many installers start in the industry, work for a few years, work their way up in a business, and then leave to start their business. Sadly 96% of new roofing businesses fail after 5 years, for a few different reasons.

Having a good plan, thinking ahead, and setting up processes early on can prevent you from failing in the roofing business.

In this blog, we're diving into starting a roofing business, including:

• Steps you need to take to legitimize your business
• How to build a roofing business plan (and why they're so important)
• Tools you need to start a roofing business — including roofing software

Make your roofing business legal

Before you do anything and start advertising your business, you need to make sure you're running it legitimately. That includes things like...

Registering your business:

‍ Becoming an official business entity not only keeps you and your employees safe, but also safeguards your customers. Hopefully, this task was item number one on your to-do list.

You’ll need to decide what type of business entity (limited liability company, S Corp, Inc., etc.) is best for your business in the state you’re registering in. See what each has to offer, as everyone’s tax and liability protection needs are different. Once you’ve made your decision, you’ll be able to follow the next steps to become a registered business with an official Employer Identification Number.

Being a formally registered business makes your relationship with the IRS or CRA much easier — remember to stick to ethical operations, and you’ll be fine! Becoming an official entity has other advantages too, like if you require funding or merely need a line of credit for tools and supplies.

You may want to expand down the road and need help from investors or banks. Many businesses also opt to finance materials and tools early on — just remember to be responsible when borrowing!

Acquire licenses and insurance:

‍ Though not all states have licensing laws , it’s best to have as many credentials as possible. This includes local business permits to all types of insurance. General liability insurance and bonding are critical as these keep your business and customers safe in case something goes awry.

Secure permits:

This may be more on a job-by-job basis, but it still rings true. Make sure you continue to legitimize your work long after you're new and fresh. Each state and area has its own permit rules, so familiarize yourself with yours.

Train your staff :

Working from heights training, fall protection courses, first aid training, WHMIS (Workplace Hazardous Materials Information System), and any required training are needed to keep your team safe. These aren't a one-and-done task either. Some of these need to be repeated every year or every few years. Again, keep up with it to stay legitimate.

Building a roofing business plan

A well-crafted roofing business plan is essential for a successful roofing business.

The purpose of a business plan is to help you outline your goals, strategies, and financial projections on paper. It ensures you think about everything you need to kick off your business and can act as a road map for the first 1-3 years. Successful roofing companies don't just happen. They take planning.

Your business plan should be well thought out, and not slapped together over a day or two.

Here's what to include in your business plan:

1. Executive summary:

The executive summary is a snapshot of your entire business plan, providing an overview of your company, its goals, and how you plan to achieve them. It should act as a brief summary and outline your business. You can write this last.

2. Company description:

The second part should be a description of who your roofing business is. Include:

• Your mission statement
• Company vision
• Your values

These points can help to guide the rest of your business plan and keep you grounded in WHY you're doing what you're doing, and the type of legacy you want to build.

Include in here the type of roofing you do, or any other services you provide.

3. Market analysis:

Next, you'll want to look at where you're going to be selling. The more you know about your selling market, the better prepared you'll be to sell in it.

Do this ahead of time to inform your marketing strategy and help you have a strong kick-off. It can even impact the branding you use!

You'll want to look at:

• Homeowner demographics like age, income, household size
• Average age of homes
• Homes sold in your area
• Competitors in your area, as well as their strengths and weaknesses (who is the big guy in your area?)

US census data is a great resource for this, but you can use local data as well.

4. Organization and management:

Are you hiring admin staff? Do you need any workers? Maybe you want to contract out installers for now. Whatever you decide, include it here.

5. Services and products:

This is where you want to specify what services you're offering and what products you'll use. call out everything you want to do, like:

• Roof installation
• Inspections
• Maintenance

If you want to offer any additional services like gutters, siding, attic insulation, etc. include that too.

For products, will you use GAF, Owens Corning, TAMKO, Atlas, or another shingle manufacturer? Lay all that info out here, including warranties.

6. Marketing and sales strategy:

You should lay out your initial marketing plans, and then 1+ year plans. You won't want to jump into all marketing channels at once. That'll be too much.

When planning your marketing strategies, think about where your target market is. For example, newer homeowners in a younger demographic are on Instagram while older homeowners would be using Facebook groups more.

Other things to include here is your plan for:

• Branding, colors, name, and logo
• Business cards
• Referral programs
• Email marketing
• Social media strategy
• Local SEO and Google Business accounts

Outline your sales process and strategies for generating leads, converting them into customers, and fostering long-term relationships.

7. Financial Projections:

Be realistic in this. Including startup costs, revenue forecasts, and projected expenses in this. This will help you work backwards on what you want to earn down to how many jobs you need to book.

If you're going to look for investors and lenders, they'll want to see that you've thought through your financial plan and have a plan to profit.

8. Appendix:

If you have any additional supporting documents, include them at the end. This could be market research data, resumes of key team members, legal documents, and supplier agreements.

Hiring tips for a new roofing business

Your team can make or break your roofing business — especially one that is just getting started.

Bad workers can damage your new business by doing poor installations and treating homeowners badly. Because roofing relies heavily on referrals and word-of-mouth, low-quality employees can potentially destroy your company before it gets started.

Here are some of our top tips for hiring for your roofing business:

Prioritize teaching and educating beginners:

Training people to be great means you're teaching them the way you want them to work, and earning that loyalty long term. Then, those new employees become experts and help you build a strong business.

Lean into your network:

You don't want to poach people, but your network of roofers may know contacts who are looking for a new gig.

Provide a great work environment:

‍ If you want to hire high-quality roofers or admin staff, then you need great workers to WANT to work with you. Yes, that means pay, but also work-life balance, vacation, benefits, good co-workers, etc.

‍ You need people, yes, but don't rush too much to hire. Again, your employees help you build your company. It's okay to be picky.

Look for hard and soft skills:

high-qualityHard skills are things like installing experience, computer knowledge, etc. Soft skills refers to social skills, emotional intelligence, and work ethic. Be sure to look at both. For both admins and laborers, those who possess solid soft skills will be the best equipped to collaborate and grow with the company.

Make sure you have the right equipment

Having the right equipment at your disposal is key to delivering high-quality work. You'll want to look at the tools you'll need — big and small — as well as software.

By tools, we mean...

• Ladders, including a ladder hoist or something similar for moving shingles
• Safety equipment
• Generators and air compressors
• Hammer tacker stapler
• Blades and/or utility knifes

Do your research on power tools, such as roofing nailers, to make sure you get the best one for the job. If you're starting off with experience in the industry, you probably have a preferred brand already.

Invest in roofing software

We live in a digital world. To build an efficient roofing business with proper processes in place, great customer experience, and an organized admin office, you'll want software.

At a minimum, you'll want a tool to track your leads and monitor job progress . You'll want to be able to see who has signed their contracts and who has paid for their roof. You may also want an email marketing or customer communication tool.

You can physically go to a home to measure a roof, or you may want to look at a satellite measurement tool. Satellite roof measurements help you work more efficiently and save time and gas money when quoting a customer.

You can build out quotes and proposals in a document, or you may want to look for a more high-end software that helps you build beautiful digital proposals .

Roofr is a roofing software tool built for roofers. This software does everything: Satellite roofing measurements, digital proposals, jobs tracking, material ordering, customer invoices and payments, and customer communication.

If you're a new business and you want to hit the ground running with the only software you'll ever need , then you should check out Roofr.

Starting a Roofing Business

Starting a roofing business takes a lot of work, but with dedication and a solid business plan, you can be successful. Be sure to think proactively, be realistic in your goals, hire good people, and choose the right software. Before you know it, you will be a growing roofing company, ready to expand.

For more business tips and tricks, check out these blogs:

A roofing marketing guide

Quoting a roofing job that converts

How to leverage roof inspections to drive business

Building a roofing sales process

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How To Write a Business Plan for Roofing Company in 9 Steps: Checklist

By alex ryzhkov, resources on roofing company.

• Financial Model
• Business Plan
• Value Proposition
• One-Page Business Plan

Are you considering starting a roofing company? With the roofing industry's steady growth in the US, now is a great time to enter this market. According to recent statistics, the roofing industry is expected to reach a value of $47.5 billion by 2027. This growth is driven by the increasing demand for new roofs, repairs, and maintenance services. To ensure your roofing company's success, it's essential to have a well-thought-out business plan in place. In this blog post, we'll guide you through the nine steps you need to follow to write a comprehensive business plan for your roofing company.

The first step in creating a business plan for your roofing company is to identify your target market. Determine whether you will focus on residential or commercial clients or both. Research your target market's demographics, preferences, and needs to tailor your roofing services to their expectations.

Next, conduct thorough market research to gain a deeper understanding of the roofing industry's current trends, demand, and opportunities. This research will help you identify any gaps in the market and position your roofing company accordingly.

It's vital to analyze your competition in the roofing industry. Identify the key players in your area, study their offerings, pricing strategies, and customer base. This analysis will allow you to differentiate your business and develop a competitive advantage.

Before launching your roofing company, you must determine and comply with the legal and regulatory requirements. This may include obtaining licenses, permits, and insurance specific to the roofing industry. Consulting with legal professionals will help ensure you meet all necessary obligations.

Calculate the startup costs for your roofing company, taking into account expenses such as equipment, materials, insurance, and marketing. Secure financing through loans, investments, or personal savings to cover these initial expenses.

Developing a pricing strategy is crucial for your roofing company's profitability. Consider factors such as material costs, labor expenses, overheads, and desired profit margins. Determine competitive yet profitable prices that will attract customers while ensuring your company's financial sustainability.

Create a comprehensive marketing and advertising plan to promote your roofing services. Utilize online platforms, social media, and local advertising channels to reach potential customers. Highlight your unique selling points and emphasize the quality of your work to stand out from competitors.

Identify the necessary equipment and resources for your roofing company. This may include tools, vehicles, safety gear, and skilled labor. Research reputable suppliers and contractors to ensure you have access to reliable resources.

Finally, outline the organizational structure of your roofing company. Define roles and responsibilities for key positions, such as project managers, sales representatives, and administrative staff. Clearly define how each department will contribute to the company's success.

By following these nine steps, you'll be well-equipped to write a comprehensive business plan for your roofing company. With careful planning and execution, your roofing business can thrive in this growing industry.

Identify The Target Market

In order to successfully start and run a roofing company, the first step is to identify your target market . This involves understanding the specific group of customers who are most likely to need and use your roofing services.

Start by considering the geographic location you plan to serve. Are you targeting homeowners in a specific city, region, or state? Or are you looking to provide roofing services to businesses and organizations? Identifying the specific area you want to focus on will help you tailor your marketing efforts and allocate your resources effectively.

In addition to the geographic aspect, consider the demographics of your target market. Are they primarily homeowners, business owners, or both? What is their average income level? Are they primarily residential or commercial customers? Understanding the demographics of your target market will allow you to tailor your services and marketing messages to their specific needs and preferences.

Tips for identifying your target market:

• Conduct market research to gather data and insights about your potential customers.
• Consider partnering with real estate agents, contractors, or home improvement professionals who can refer customers to your roofing company.
• Attend local trade shows, conferences, and networking events to connect with potential customers and learn more about their needs and preferences.
• Use online platforms such as social media, forums, and online communities to gather feedback and insights from customers in your target market.

By clearly identifying your target market, you can develop a focused marketing strategy, tailor your services to meet their needs, and ultimately increase your chances of success as a roofing company.

Conduct Market Research

Market research is an essential step in understanding the roofing industry and identifying potential customers. It helps you gather valuable information about the target market, including customer preferences, needs, and buying behavior. Conducting thorough market research enables you to make informed decisions and tailor your business strategy to meet the demands of your target audience.

Here are some important steps to follow when conducting market research for your roofing company:

• Identify your target market:
• Define the specific demographic and geographic characteristics of your ideal customers.
• Consider factors like income level, age, location, and property type to narrow down your target market.
• Analyze customer needs and preferences:
• Identify the main problems or issues that customers face when it comes to roofing.
• Conduct surveys or interviews to gather insights about their preferences and expectations.
• Understand the factors that influence their decision-making process, such as price, quality, and reputation.
• Assess market demand:
• Estimate the size of the market and the demand for roofing services in your target area.
• Consider factors like population growth, housing development, and economic trends that may impact the demand for your services.
• Look for potential gaps or opportunities in the market that you can capitalize on.
• Study the competition:
• Identify other roofing companies in your area and analyze their offerings, pricing, and marketing strategies.
• Identify any unique selling points that can differentiate your business from competitors.
• Understand the strengths and weaknesses of your competitors to refine your own business strategy.

Market Research Tips:

• Use online resources, such as industry reports, trade publications, and government statistics to gather data about the roofing industry.
• Utilize social media platforms and online forums to engage with potential customers and gather insights about their needs.
• Consider conducting focus groups or customer surveys to gather qualitative data and gain deeper insights into customer preferences.
• Stay updated with industry trends and innovations to anticipate future demands and adjust your business strategy accordingly.

Analyze The Competition

Analyzing the competition is a crucial step in developing a successful business plan for your roofing company. Understanding your competitors and their offerings will help you identify your unique selling points and develop effective strategies to differentiate your business in the market.

Start by researching other roofing companies in your target market. Look for their websites, social media profiles, and online reviews to gather information about their services, customer feedback, and pricing. This will give you insights into their strengths, weaknesses, and areas where you can potentially outperform them.

Additionally, consider conducting a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) of your competitors. This analysis will help you assess your competitors' strengths and weaknesses, identify opportunities you can leverage, and anticipate potential threats to your business.

Here are some important factors to consider when analyzing the competition:

• Product and service offerings: Evaluate the range of services and products your competitors offer. Determine if they specialize in specific types of roofing or if they offer additional services such as gutter installation or attic insulation.
• Pricing strategy: Understand how your competitors price their services. Compare their pricing structure, discounts, and payment options to determine how you can position your pricing in the market.
• Unique selling points: Identify what makes your competitors unique and how they differentiate themselves from others. Look for areas where you can offer something different or provide additional value to attract customers.
• Customer feedback: Pay attention to customer reviews and ratings of your competitors. Analyze common complaints and concerns to identify areas where you can excel in customer satisfaction.
• Market share: Determine the market share your competitors hold in your target market. This will give you an idea of the competition intensity and help you identify areas where you can gain a competitive advantage.
• Visit local trade shows and industry events to network with other roofing companies and gain firsthand knowledge about their operations.
• Consider conducting mystery shopping or hiring a professional consultant to assess your competitors' customer service, responsiveness, and quality of work.
• Stay updated on industry trends and technological advancements to identify potential gaps in your competitors' offerings that you can fill.

Determine The Legal And Regulatory Requirements

When starting a roofing company, it is crucial to understand and comply with the legal and regulatory requirements that govern the industry. By ensuring you are in compliance, you can avoid penalties, lawsuits, and other potential legal issues that could hinder the success of your business.

Firstly, register your roofing company as a legal entity with the appropriate government authorities. This could be as a sole proprietorship, partnership, limited liability company (LLC), or corporation. Each structure has its own legal and financial implications, so it is essential to choose the one that suits your specific needs.

Obtain the necessary licenses and permits required to operate a roofing company in your area. The requirements vary depending on your location, so research and contact the appropriate local, state, and federal agencies to determine the specific licenses and permits you need.

Additionally, secure adequate insurance coverage to protect your roofing company and its clients. This typically includes general liability insurance, workers' compensation insurance, and property insurance. Consult with an insurance professional to identify the coverage that best suits your business requirements.

It is also important to comply with safety regulations to ensure the well-being of your employees and clients. Familiarize yourself with Occupational Safety and Health Administration (OSHA) guidelines and implement safety protocols in your daily operations. This will not only protect your workers but also enhance your reputation as a responsible and trustworthy roofing company.

• Consult with a business attorney or a legal professional who specializes in the construction industry to navigate the complex legal requirements.
• Join relevant trade associations or organizations to stay updated on industry regulations and network with experienced professionals.
• Keep thorough records of licenses, permits, insurance policies, and safety training to demonstrate compliance if required.

By understanding and fulfilling the legal and regulatory requirements, your roofing company will lay a solid foundation for sustainable growth and success in the industry.

Calculate The Startup Costs And Secure Financing

Calculating the startup costs for your roofing company is a crucial step in developing a comprehensive business plan. It is important to accurately estimate all expenses associated with starting and running your business, as this will determine the amount of financing you will need to secure.

Start by identifying all the necessary expenses, such as equipment and materials, licenses and permits, insurance, marketing and advertising costs, office space, utilities, and salaries for employees. Use industry averages and quotes from suppliers to get an accurate estimate of these costs.

Once you have calculated the total startup costs, you will need to determine how you will finance your business. There are several options to consider:

• Personal savings: Using your own savings to finance your startup is a common option for many entrepreneurs.
• Bank loans: Approach banks and financial institutions to secure a loan for your startup costs. Provide them with a detailed business plan and financial projections to increase your chances of getting approved.
• Investors: Seek out potential investors who are willing to provide funding in exchange for equity in your roofing company.
• Grants and government programs: Research grant opportunities and government programs that provide financial assistance to small businesses in the roofing industry.
• Consider creating a contingency fund to account for unexpected expenses that may arise during the startup phase.
• Explore crowdfunding platforms as an alternative means of securing financing for your roofing company.
• Improve your chances of securing financing by having a strong business plan, detailed financial projections, and a solid credit history.

Develop A Pricing Strategy

Developing a pricing strategy is a crucial step in establishing a successful roofing company. Setting the right price for your services will help you attract customers, cover your costs, and maximize your profits. Here are some important considerations when developing your pricing strategy:

• Cost estimation: Start by determining the cost of labor, materials, and other overhead expenses for each roofing project. Consider factors such as the size of the roof, complexity of the job, and any additional services required.
• Competitive analysis: Conduct market research to understand the pricing trends in your area. Analyze the rates charged by your competitors and identify any unique selling points that can justify higher pricing.
• Value-based pricing: Consider the value you provide to your customers when setting your prices. Focus on the quality of your work, customer service, and any warranties or guarantees you offer.
• Profit margin: Determine the level of profit you aim to achieve. Factor in your costs, expenses, and desired profit margin to ensure your pricing is profitable.
• Markup method: Decide whether you will use a fixed markup or a percentage-based markup on your costs to determine your selling price. Evaluate which method aligns better with your business goals and industry standards.
• Consider offering different pricing options to cater to various customer needs. This can include tiered packages or add-on services at an additional cost.
• Regularly review and adjust your pricing strategy based on market conditions, changes in costs, and customer feedback.
• Do not underprice your services to undercut competitors. Remember, quality work and excellent customer service deserve fair compensation.

By carefully considering these factors and developing a comprehensive pricing strategy, you can ensure that your roofing company remains competitive while also maximizing your profitability.

Create A Marketing And Advertising Plan

Creating a comprehensive marketing and advertising plan is crucial for the success of your roofing company. This plan outlines the strategies and tactics you will use to promote your services, attract customers, and build brand awareness. Here are some important steps to consider:

• Define your target audience: Identify the specific homeowners, businesses, or organizations that are most likely to require roofing services. Understanding your target market will help you tailor your marketing messages and choose the most effective channels to reach them.
• Establish your unique selling proposition (USP): Determine what sets your roofing company apart from the competition. Highlight your strengths, such as quality workmanship, exceptional customer service, or competitive pricing, to differentiate yourself in the market.
• Develop your branding: Create a strong and memorable brand identity that reflects your company's values and positioning. Design a logo, choose a color scheme, and develop a consistent brand voice that resonates with your target audience.
• Build an online presence: In today's digital age, having a strong online presence is essential. Create a professional website that showcases your roofing services, displays customer testimonials, and provides easy contact options. Use search engine optimization (SEO) techniques to improve your website's visibility on search engines and consider incorporating online advertising methods such as pay-per-click (PPC) ads and social media marketing.
• Utilize traditional advertising methods: Don't overlook traditional advertising methods such as print advertisements in local newspapers or magazines, billboards, and direct mail campaigns. These can still be effective in reaching local communities and generating leads.
• Establish strategic partnerships: Identify potential partners in related industries, such as construction contractors or home improvement stores, and explore opportunities for collaboration or referrals. Building strategic partnerships can help you expand your customer base and increase brand awareness.
• Implement tracking and analytics: Monitor the performance of your marketing activities by using tracking tools and analytics. This will help you identify which marketing channels and campaigns are generating the most leads and conversions, allowing you to optimize your efforts and maximize your return on investment.

Tips for an Effective Marketing and Advertising Plan:

• Allocate a budget specifically for marketing and advertising activities to ensure you have the necessary resources to execute your plan effectively.
• Continuously evaluate and adapt your marketing strategies based on the changing needs of your target audience and the effectiveness of your campaigns.
• Regularly monitor and engage with customer feedback and reviews to maintain a positive online reputation.
• Consider offering special promotions or incentives to attract new customers and encourage repeat business.
• Stay up-to-date with industry trends and technologies to leverage new marketing opportunities and stay ahead of the competition.

By creating a well-thought-out marketing and advertising plan, you can effectively reach and attract your target customers, differentiate yourself from competitors, and drive the growth of your roofing company.

Identify The Necessary Equipment And Resources

When starting a roofing company, it is vital to identify the necessary equipment and resources that will be required to run your business efficiently. Having the right tools and resources not only ensures that you can complete roofing projects effectively, but it also contributes to the overall professionalism and credibility of your company.

Here are some important equipment and resources to consider:

• Roofing Tools: Invest in high-quality roofing tools such as hammers, nail guns, saws, measuring tapes, shovels, and safety equipment like harnesses and helmets. Having the right tools will enable your roofing team to work safely and efficiently.
• Roofing Materials: Identify the specific roofing materials that you will require for different types of projects. This may include shingles, tiles, metal panels, adhesives, insulation, and flashing. Building a good relationship with suppliers and getting quality materials at competitive prices is essential to maintain profit margins.
• Transportation: Depending on the scale of your roofing projects, determine whether you need a fleet of vehicles or if a single truck will suffice. Consider whether you need vehicles to transport materials and equipment to job sites or to provide transportation for your team members.
• Technology and Software: Utilize technology and software to streamline your roofing operations. This may include project management tools, scheduling software, accounting software, and customer relationship management (CRM) systems. Implementing these tools can help improve efficiency, accuracy, and communication within your company.
• Training and Education: Invest in training and education for your roofing team to ensure they are equipped with the knowledge and skills required to perform high-quality work. Stay up-to-date with the latest roofing techniques, safety protocols, and industry standards to maintain a competitive edge.
• Insurance and Legal Requirements: Identify the insurance coverage required for your roofing business, such as general liability insurance, worker's compensation insurance, and business auto insurance. Consult with legal professionals to ensure compliance with local laws, permits, licensing, and any other regulatory requirements.
• Consider purchasing equipment and materials in bulk to take advantage of discounts and better pricing.
• Regularly maintain and update your equipment to minimize downtime and enhance safety.
• Establish partnerships with reliable suppliers to ensure a steady supply of quality materials.
• Explore leasing options for expensive equipment to manage startup costs effectively.

By identifying the necessary equipment and resources, you can ensure that your roofing company is well-prepared to handle projects efficiently, deliver quality work, and provide a positive customer experience.

Outline The Organizational Structure

When outlining the organizational structure of your roofing company, it is important to establish clear roles and responsibilities for each member of your team. This will help create a structured and efficient work environment, ensuring that tasks are delegated appropriately and everyone knows their role in contributing to the success of the business.

To start, determine the key positions that your roofing company will require. These may include:

• Owner/Founder: As the owner or founder of the company, you will oversee the overall operations and make strategic decisions.
• Project Managers: These individuals will be responsible for overseeing the execution of roofing projects, managing timelines, and ensuring quality work.
• Estimators: Estimators will be responsible for providing accurate cost estimates for roofing projects and creating competitive bids.
• Roofing Crew: These are the team members who will perform the actual roofing work, including installation, repairs, and maintenance.
• Administrative Staff: Administrative staff will handle various administrative tasks such as accounting, customer service, and scheduling.

Tips for structuring your organizational team:

• Clearly define job descriptions and responsibilities for each position to avoid confusion and ensure accountability.
• Consider hiring experienced professionals who bring knowledge and expertise to each role.
• Provide training and ongoing support to your team members to ensure they are equipped with the necessary skills.
• Encourage open communication and collaboration among team members to foster a positive work environment.

Remember that the organizational structure of your roofing company may evolve over time as the business grows. Stay open to adjustments and be prepared to adapt to changing needs and market demands. By outlining a clear organizational structure, you can establish a strong foundation for your roofing company's success.

In conclusion, writing a business plan for a roofing company involves several important steps. By identifying the target market, conducting market research, analyzing the competition, and determining the legal requirements, you can lay the foundation for a successful roofing business. Additionally, calculating startup costs, developing a pricing strategy, creating a marketing and advertising plan, identifying necessary equipment and resources, and outlining the organizational structure will help streamline operations and attract customers. By following this checklist of nine steps, you can create a comprehensive business plan that sets your roofing company up for success.

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7 Tips for Starting a Roofing Business Plan

Starting a roofing business plan isn’t busy work; it’s the foundation for creating a successful company that takes care of you, your family, and your employees. Think of it as a get-it-done guide. Business plans can even help you obtain funding for equipment investments or expansion. (Find more details in Why a Business Plan Should Be on Your Roofing Biz To-Do List .)

1. Create a vision. 

A formal business plan doesn’t necessarily need to start with a vision, but, in reality, it can be hard to build a company when you’re not quite sure where you’re going or what you as an owner want. Invest time in writing down a vision for your roofing business, a vision that includes a short set of values that define it. At Equipter , those values are Quality, Innovation, Relationships, and Faith.

2. Be realistic.

It’s important to have a vision, but it’s also essential to have a realistic view of time, money, and other resources. For example, always assume business projects, such as an office expansion, will take at least 10-15% longer than expected.

3. Be specific. 

Simply writing “have a fantastic sales year” into a roofing company business plan won’t do a thing to help you achieve that goal. Get rid of vague descriptions and substitute them with specific, measurable goals, such as “increase sales in the Lancaster service area by 20%,” or “finish two additional jobs every week by August.”

4. Do your homework.

Effective business plans are rooted in research. For example, you need to identify and understand your ideal roofing customer profile . You’ll also need to know your competition and their strengths and weaknesses. Going through the competitive analysis process may also help you pinpoint the productivity and marketing tactics that work—and those that don’t. Use the research to hone a business strategy that helps you differentiate your roofing company from other roofers in the area.

5. Tailor the plan, as needed. 

6. Ask for a second opinion.

A second, or even third, point of view can find holes or gaps you may have missed while writing a business plan for your roofing company. Enlist a colleague or an entrepreneur friend to review the plan and make suggestions. If you don’t know anyone able to help, contact your local SCORE office , chamber of commerce, or networking group for a recommendation.

7. Put your plan into action.

All the time and research you invest in a business plan for your roofing company will be wasted if it collects dust. It’s likely impossible to tackle everything on the plan at once without losing your sanity, so begin with a priority list. Five Steps to Turn Your Business Plan into Your Action Plan shares a no-fuss way to get the plan in gear.  

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Roofing Business Plan: A Simple 5-Part Strategy

It’s no secret that it can be difficult to get started in the roofing industry. One of the many issues is having the right plan to get started. There are many things…

Estimated Read Time:   4 minutes

It’s no secret that it can be difficult to get started in the roofing industry. One of the many issues is having the right plan to get started. There are many things to consider, such as where you’re going to get your customers from or how you will become profitable.

Given that this business has so much working against getting started, we’ve simplified the process by giving you a simple 5-part strategy for starting your own roofing business.

Table of Contents

Define Your Business Goals

Before you begin, make sure you have clearly defined your business goals. Setting specific targets makes it far easier to measure your progress and keep yourself from getting frustrated along the way. Some of those goals might include:

• Number of customers you expect to have at the end of your first year
• Number of jobs you plan on completing by quarter
• Percentage increase in the number of customers and jobs completed each month.

With a clear view of what’s expected, you’ll be able to track your progress easily and meet your goals with minimal frustration.

Determine Your Target Market

Now that you’ve narrowed down your goals as a roofing business owner, try to determine who your target market will be. For example, while roofing services are often thought of as a local business, this might not necessarily be the case for you.

The majority of potential customers will likely be those living around the company’s location. However, if there are other companies in the area, try to see who their customers are and which ones you have the best chance of getting.

• Ask friends and family if they know anyone who might need roofing services.
• Contact local organizations, like churches or daycares, to see if they have any referrals for you.
• Take an inventory of area homes that are in disrepair — you never know what sort of business opportunity could be there.

Choose A Market Niche

Another way to increase your odds of success is to narrow down the area you plan on targeting. You can do this by choosing a specific market niche that will be easier for you to fill than merely trying to go after everyone. In addition, you should try to fill a niche that’s not already being served to give yourself an advantage.

Some niches include:

• Apartment complex owners
• Business owners
• Warehouse owners

Develop A Marketing Strategy

Now that you’ve defined your target market and chosen a niche, it’s time to develop a marketing strategy. For roofing businesses, this can be tricky since most people aren’t going to look for someone to replace their roofs. However, if you put excellent quality into your marketing and properly present yourself, you’ll be able to turn up new customers.

How are you going to market? Will it be through online ads or direct mail? Maybe both will work for you, or perhaps neither will. The only way to honestly know is by testing both methods and seeing which is more profitable.

Some things you may want to consider include:

• Flyer drops in neighborhoods that surround your business
• Sending out letters to all of the people listed in the target market’s area code
• Getting on a reputable contractor list
• Keeping an active social media presence on all social media platforms such as Facebook, Twitter, or Instagram

Calculate Costs and Set Prices

Once you’ve decided on your target market, niche, and marketing plan, the next step in your roofing business plan is to calculate costs and set prices. Again, this is pretty straightforward but can be a little bit more complicated when first starting out.

To set your prices, consider the following:

• The materials you plan on using
• Labor costs
• Any permits or licensing fees needed for your business
• Costs for marketing and sales
• Roofing equipment

By following the steps laid out in this roofing business plan guide, you can significantly increase your chances of succeeding with your new roofing business. As long as you can develop a strong marketing plan and stick with it while also keeping costs low and prices reasonable, there’s no reason why you wouldn’t be successful.

Marketing is everything when it comes to growing a successful roofing company – if you want to drive serious leads , connect with Hook Agency today to get started.

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Sample Roofing Company Business Plan

Thinking about writing a roofing company business plan?

Having all the guidance you need on putting a sound real estate business plan  in place would be a great idea.

Launching a successful roofing business usually involves a lot of work and planning.

ROOFING COMPANY BUSINESS PLAN SAMPLE

Without the plan (a good one), every effort wouldn’t be properly channeled.

You might end up having a miserable start which ends up affecting the business. Here, we’re all about helping you achieve your goals. Provided here is a roofing company business plan sample or guide to work with.

With this, you should have little problem putting your own unique plan together.

Key sections to include in any plan are the executive summary section, company description, products & services, market analysis as well as strategy & implementation.

A good roofing company business plan should also include an organization & management team, as well as financial plan & projection sections.

i. Executive Summary

The first section to introduce your roofing company business to your audience is the executive summary.

As the name suggests, this should be summarized into a few pages (anywhere from 1 to 3 pages). Although it appears first in a business plan, the executive summary is written last.

The executive summary section should make the reader curious enough to go through the rest of the plan. From this section, investors can assess whether your roofing business has a real shot at success or not.

Also remember, all an investor wants is how they’ll make money.

Subsections within your executive summary must include business name & location, services offered, mission & vision statements as well as the purpose of the plan. Let’s take a look at these.

Business Name & Location

Before writing your plan, it’s expected that you’d have chosen or picked a name for your roofing business.

Being an identity for your business, provide such a name and state where it’s located. This gives the first glimpse of what the business is about. Other details will be supplied in the following sections.

Products & Services Offered

In terms of products offered by your roofing company, you’ll need to provide just that.

State all of the key products offered by your roofing company. You may have to include information on roofing sheet variants and other related products and services you may have.

Mission & Vision Statements

The mission and vision statements are key to charting the path the business will go. As such, your mission statement should clearly explain what your roofing business offers, how it does what it does and who its products help.

In a nutshell, the mission statement should capture the essence or overall value of your product and service.

On the other hand, your vision statement should present or paint a vivid mental image of where you want your roofing business to be at some point in the future. This is mostly in terms of goals and targets.

Also, does it inspire you and your staff?

Purpose of the Plan

It’s important not to mince words when stating the purpose of the plan.

One of the main purposes is strategic planning. Do you wish to access funding through a plan?

Knowing what you want is important and gives the reader an idea of what the business is about.

ii. Company Description

This is where you go into greater detail about your roofing business. The legal structure your company will adopt is a key addition. Briefly include its history if it’s already in existence.

Now, businesses are designed to solve problems. What does yours solve?

Your products and services as well as a target market or customers should be added here. You’ll need to include markets and financial highlights as well as a growth summary if your business is already in existence.

The company description section is never complete without adding details about your short and long-term goals. Another key addition is the need to show your audience how you intend to turn a profit.

Remember, for investors, it’s all about profit-making.

iii. Products & Services

Without a doubt, a roofing company will be involved in the production of roofing sheets and accessories. Some others may not be involved in direct production but marketing roofing products.

You’ll need to state exactly the products or services offered by your business.

How is such a service beneficial to your clients? Projected revenues and service cost details should be added here too. One of the best ways of providing projected revenues is in a graphical format or representation.

It’s important to have a competitive advantage. Have them listed here as well as the market role of your products.

Also include information on any research and development details being carried out.

iv. Market Analysis

Making real progress in any business operation depends on the quality of marketing.

So, your marketing analysis section should be detailed enough. Here, details such as target customer segments and a description of the industry as well as its outlook should be provided.

Historical, current, and projected marketing data are crucial additions to the market analysis section. Here, you’ll need to assess your competitors in terms of weaknesses and strengths.

v. Strategy & Implementation

Real success and growth are hinged on developing and implementing the right strategy. So, details about sales and marketing should be provided here. How do you intend to promote your roofing business to clients?

Pricing and promotions are also crucial additions. Also include information on the number of employees to be hired or currently hired including operating hours.

vi. Organization & Management Team

What’s the make-up of your team like? Here, your audience will need to be informed about the management team.

Has an organizational chart drafted with full descriptions of members of your management team and positions held?

Here, you’ll need to include finer details like names, positions held, prior experience as well as roles. Also included here is information about the roofing company ownership.

Who owns the company and what’s the percentage ownership like?

vii. Financial Plan & Projection

You’ll need professional help in drafting the financial plan and projection section.

An accountant will prove useful in this regard. Here, historical information on income statements, cash flow statements, and balance sheets should be added. This should cover a period of 5 years.

Capital expenditure budgets, balance sheets, income statements, and cash flow statements should be realistic enough during projection.

This roofing company business plan guide gives you all the help needed to put together a sound plan. The success of your business largely depends on how well this plan is written and implemented.

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Roofing Business Plan Template PDF

A successful roofing business is based on a solid business plan. To help you out, we've designed a business plan template PDF specifically for your roofing business.

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For help completing your roofing business plan, read our guide .

How can a roofing business plan template help you?

• A solid roofing business plan acts as your strategy guide for building a successful business.
• Whether you're an existing roofing business or just starting out, a business plan helps you get organised.
• Use a roofing business plan to help secure funding for your business.

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Created by tradify - the easiest way to manage your roofing business..

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FREE 3+ Roofing Company Business Plan Samples in PDF | MS Word | Apple Pages | Google Docs

If a company wants to successfully succeed, then it is important to start working on a business plan . This particular document can provide the proper procedure on how to achieve a company’s business goals. If you have decided to start your own roofing company or perhaps you want to expand your existing business, then you will very much need a roofing company business plan to make it more profitable. It is also a relevant document if you need investors or require funding from the bank. Read more about this in our article below and if you want to get started with your planning, check out our free roofing company business plan samples as well.

Roofing Company Business Plan

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Planning for your company’s future in terms of revenue, business opportunities, revamping your service offers, or expanding your marketing program is all included in your roofing business plan. Roofing companies are still on demand with people in need to refurbish or remodel their roofs or require roof service maintenance and other things. However, trying to penetrate the market with a lot of well-established and seasoned roofing companies in the marketplace would come up as a challenge. This is why you need a business plan, as this document will contain business strategies that highlight its goals and its plans for achieving them. This summarizes the operational and financial objectives of your roofing business.

A roofing company business plan is just like any other business plan, the only difference is its contents and the data should be in line with the industry your company is into. To write an effective business plan, you need an accurate marketing analysis, a distinct sales strategy , and an accurate financial plan. To get you started, the following items below are basic components of a roofing company business plan.

Although in most cases, an executive summary is written last but this section is the first thing your readers will see in your business plan. Now, to write an executive summary you need to summarize the overall components that make up your roofing company like the business structure, your customers, and the company’s values and visions.

This section includes the basic information about your roofing business, the company’s owners, and brief history, location, and how opening up a roofing company benefits society and your clients. You can also perhaps point out a relevant problem, and how your company will be able to solve that problem.

In this section of the business plan, create a comprehensive list of the products and services you are offering. Examples are, identifying the different types of roofs that you may sell. Also, highlight your services as most roofing businesses generate revenues from the sale of new roofs or replacing existing roofs. If you have any additional services such as after-service maintenance, you may want to include this as well. Think of something out of the box that can be an attractive feature of your company in this way if you are attracting investors this may capture their attention.

You must be able to do an accurate marketing analysis in your roofing business plan. The roofing business is an outdoor business, so in your business plan, you must include the ways by which you can connect to your customers and provide them a fast service in such a busy city. By thoroughly analyzing the market you need to pay attention to the market trends, be able to segment your market or target clients properly and understand their buying behaviors.

Your competitors are one of the major challenges you meet when opening or engaging in a business. This is why it is important to conduct a competitors analysis so you may be able to determine how they market their services and products and identify their strengths and weakness. In this way, your company can come up with ways to make your business better, be more advantageous, and be stronger.

Create an overview of your marketing plans that can help your roofing company reach its target market . Include marketing and promotional strategies you intend to apply to successfully gather interest and hopefully convert that into a sale. You may want to divulge deeper into your roofing marketing plan by working on it separately.

A roofing business is a type of business that is dependent upon your workers and management system. Add a detailed summary of your management, operations, and the team of workers.

One of the most important sections in your business plans, especially if you seek funding from the bank or from investors. The growth of any business depends upon its accurate financial planning and an estimate that how the company will balance the startup costs with the earned profits. In this section, you need to include assumptions, break-even analysis , projected profit and losses, cash flow , and projected balance sheet .

The roofing business is a good business since roofs need to be replaced every 15 to 25 years. And some owners would need their roofs to check every now and then. So you may want to include a maintenance service as part of your additional services.

The benefits of working on a business plan you will be able to create an effective strategy for growth and development for your company, determine the future of your financial requirements and steadily attract more investors.

Roofers are are the professionals offering roof plumbing services who usually repair and replace your roofing materials such as shingles and flashings.

Although it may seem like additional work, business plans play an important role in every company’s operations. So, start working on your roofing company business plan now to ensure steady growth and the eventual success of your company.

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Roofing Business Plan Template [Updated 2024]

Roofing Business Plan Template

If you want to start a Roofing business or expand your current Roofing business, you need a business plan.

The following Roofing business plan template gives you the key elements to include in a winning Roofing business plan.

You can download our business plan template (including a full, customizable financial model) to your computer here.

Below are links to each of the key sections of your Roofing business plan: I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

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Roofing Business Plan Home I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan