sample business plan for roofing company

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.

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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

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.

Need a convincing business plan?

The Business Plan Shop makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

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.

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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 .

Need a solid financial forecast?

The Business Plan Shop does the maths for you. Simply enter your revenues, costs and investments. Click save and our online tool builds a three-way forecast for you instantly.

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 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.

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• 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?

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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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• by Briquelle Simpson
• August 14, 2023,
• last updated 5 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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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
• SWOT Analysis
• Business Model
• Marketing 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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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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Roofing Company Business Plan Template

🏠 roofing contractor business plan template: building a strong foundation for your roofing business 🛠.

Elevate Your Roofing Services with Our Tailored Business Plan Template Designed for Roofing Contractors!

📄 Roofing Contractor Business Plan Template Introduction

Introducing our Roofing Contractor Business Plan Template, a comprehensive guide crafted for entrepreneurs to establish or expand their roofing contractor business. This template offers a strategic blueprint for navigating the competitive roofing industry, blending technical expertise with essential business planning.

🌟 Main Features

• Word Document Template A customizable and editable template, specifically designed to cater to the unique needs and challenges of running a roofing contractor business.
• Executive Summary A succinct, compelling overview that highlights the key points of your roofing business, crucial for attracting investors, clients, and partnerships.
• Company Description A section dedicated to detailing your roofing contractor business, including your services, target market, and competitive edge in the roofing sector.
• Roofing Industry Analysis Foundational analysis of the roofing industry, offering insights into market trends, consumer demands, and the competitive landscape to position your business strategically.
• Organizational Structure A clear outline of your business's structure, detailing roles and the operational workflow for project management and client relations.
• Marketing Strategies Customized marketing plans designed to effectively promote your roofing services, focusing on digital marketing, local advertising, and reputation building.
• Funding Request Guidance crafting a detailed funding proposal to secure the financial resources needed for startup costs or business expansion.
• 12-month profit and loss projection.
• 5-year pro forma income statement.
• A user-friendly, adaptable Excel File.
• Flexibility to adjust revenues, costs, and staffing based on your business model.
• Detailed financial analysis for both short-term and long-term planning.

🔨 Tailored for Roofing Business Excellence

Our template is designed for adaptability, allowing you to customize each section to fit the specific needs of your roofing contractor business. The Excel financial model is a critical tool for managing your finances and illustrating the growth potential of your business.

🏡 Paving the Way for Your Roofing Contractor Success

Begin your journey in the roofing industry with a strategic and detailed business plan. Our Roofing Contractor Business Plan Template is not just a document; it’s a roadmap for establishing a successful and reputable roofing service.

📥 Ready to Raise the Roof on Your Business?

Take the first step towards launching or expanding your roofing contractor business. Click HERE to access this vital resource and start laying the foundation for your future in the roofing industry.

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"Free" Business Plan Templates

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

Quality Business Plan Templates

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

Roofing Contractor Template Includes:

• Executive Summary
• Company Description
• Roofing contractor industry analysis INCLUDED!
• Organizational Structure for a typical roofing contractor.
• Marketing structure for roofing contractor usage.
• Funding Request
• 12 month profit and loss statement.
• 5 year pro forma income statement.
• Basic customizable Excel File
• Ability to change revenues, costs, and labor.
• 12 Profit and Loss
• 5 Yr Annual Projections.

Instructional Video:

Video for Financial Model:

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Building Peaks: The Ultimate Roofing Contractor Business Plan Template

Elevating roofing business aspirations.

Quality Business Plan unveils a Roofing Contractor business plan template, thoughtfully structured as a customizable Word document and Excel financial model. This pivotal resource is designed for individuals embarking on a roofing business journey or aiming to scale their roofing services. It delivers a precise, industry-tailored strategy for business planning, essential for securing a leading position in the competitive roofing industry.

A Comprehensive Framework for Roofing Success

This template systematically outlines all necessary components for a prosperous roofing contractor business. It encompasses critical sections such as an Executive Summary, Company Description, Industry Analysis, Organizational Structure, and Marketing Strategies. Each segment is specifically formulated to address the distinctive challenges and opportunities within the roofing sector, ensuring a detailed and actionable business plan.

Simplified Planning with Detailed Guidance

Recognizing the intricacies involved in roofing business planning, Quality Business Plan offers straightforward tutorial support. These tutorials, accessible on their website, guide users through each template element, facilitating an efficient planning process, especially for those new to the roofing business.

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Effective marketing is crucial for establishing a solid presence in the roofing industry and attracting a steady stream of clients. The template includes comprehensive marketing strategies that employ digital and traditional methods, essential for showcasing expertise and building customer trust.

Financial Roadmap for a Robust Roofing Enterprise

Robust financial planning is foundational to the success and growth of a roofing contractor business. The template features an in-depth financial planning section, including a Funding Request and detailed financial projections like 12-month profit and loss statements and 5-year pro forma income statements, tailored specifically for the roofing industry.

Conclusion: Constructing a Future in Roofing Services

In summary, Quality Business Plan's Roofing Contractor business plan template is more than a mere planning tool; it's a strategic pathway to success in the roofing industry. This template equips entrepreneurs with the necessary tools and insights to launch or expand their roofing contractor business, paving the way for a successful, durable, and profitable venture in this essential service sector.

How to Develop a Roofing Company Business Plan

A business plan is a detailed roadmap outlining the goals and objectives of a business, as well as providing strategies for achieving these goals. Here’s how to create one, even if it’s your first.

Lisa Taylor

Staff Contributor

Strategic Planning

Starting any kind of company requires a solid business plan , and roofing companies are certainly no exception. Without a business plan, you’re flying blind. That’s not a great way to ensure profitability.

But if you’ve never put together a business plan, it can seem daunting. That’s why we’ve put together this helpful guide.

In this article, we’ll explain what a business plan is and why you need one. Then we’ll outline a 5-step process for creating a business plan. And last but not least, we’ll suggest a few specific things you can do right now, today, to get started.

Let’s jump right in.

What Is a Business Plan?

A business plan is a detailed roadmap outlining the goals and objectives of a business, as well as providing strategies for achieving these goals.

Business plans typically include things like:

• An executive summary
• An industry overview
• Market analysis
• Competitive analysis
• An operational plan
• Financial forecasts
• Descriptions of products and services
• Your organizational structure
• Management team information

If that sounds like a lot, don’t worry. You don’t necessarily have to include everything on that list in your roofing company business plan. (We’ll walk you through the essentials later in this article.)

For now, it’s enough to understand what a business plan is at a high level. Think of it as a GPS system for your business. Your plan will help you reach your destination, turn by turn.

A well-designed business plan will almost certainly increase your chances of success.

It provides a clear roadmap for your business. It will highlight potential challenges and opportunities. And it will guide you as you move through the pivotal early stages of establishing and growing your business.

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Why you need a business plan for your roofing company.

A roofing company business plan is essential for several reasons. Let’s start with some industry-level basics.

The Roofing Industry

The roofing industry is valued at $104.2 billion. What’s more, that figure is expected to grow.

That’s great news in terms of your potential customer base. But it also means there will be plenty of competition. Roofing companies of all sizes, small and large, will go after the same customers you’re trying to win over.

If you want to stay relevant and competitive as the industry expands, you need a plan.

Top-Tier Services

Your business plan can help you stand out from all that competition. A solid business plan will outline what you offer and how your offers are a superior choice for your target clients.

It can also help you identify and target specific niches within the market. That will make it easier and more strategic to offer specialized products and services.

The roofing industry can be unpredictable. Changes in weather and economic conditions can affect the demand for services.

Efficient Operations

Your business is a key ingredient in creating efficient, effective, recession-proof business operations. After all, it’s a lot easier to maintain profitability when you’re already streamlined.

A business plan will provide the following:

• Organization

Marketing Your Roofing Company

Finally, your business plan will guide your initial marketing efforts.

Using your business plan as a guide, you’ll be able to determine your target audience, set your marketing budget, identify the best venues for marketing campaigns, and fine-tune your focus on the most profitable services you offer.

Create a Roofing Company Business Plan in 5 Steps

Writing a roofing company business plan may seem overwhelming. It certainly can be challenging if you’ve never written one before. But it’s a critical investment in your future.

That’s why we’ve simplified the process, outlining the key steps.

If you work your way through the 5 steps below, you’ll have the foundation of a solid, results-oriented business plan for your roofing business.

How to Price a Roofing Job

Step 1: write an executive summary.

The executive summary is a brief overview of your business plan. It outlines your goals, including what you hope to achieve with your roofing company. It can be short-, medium-, or long-term.

It should include the following:

• Your target market – The group of potential customers you’re most focused on winning over.
• Services provided – The primary services you plan to offer to your target market.
• Competitive advantage – Why you’re a better option than the competition for your target market when it comes to the services you provide.

Those three core pieces of information are the foundation of all your sales and marketing efforts. These are the basics you absolutely have to know before you start trying to win over customers.

If you (and your salespeople) can clearly articulate your services and competitive advantage to your target marketing, you’re set up for success.

Step 2: Create a Company Overview

In the company overview section, you’ll provide detailed information about your roofing company.

For example:

• A brief history of your business
• Detailed descriptions of your services
• Share unique features or offerings that set you apart from your local competition
• Details about your staff
• Certifications or accreditations you (or your company) holds

As you can see, there’s some overlap here with the information in your executive summary. Your company overview will go into greater detail, providing even more specifics.

Step 3: Complete Market Analysis

Market analysis is the process of researching the current and potential size of a specific market. In this case, you’ll be focused on your target market.

For example, if you’re focused on upper-middle-class homeowners in your zip code, you’ll want to do some research to answer questions like:

• How many potential customers fall in this demographic?
• How old are these potential customers?
• What kinds of services are these customers most interested in?
• What do these customers focus on when making buying decisions?

Market analysis helps you understand the demand for your products or services. It will also shed light on how you can make your offerings stand out from your competitors.

Here are some common target markets for roofing customers. You might want to consider these when doing market research.

Homeowners are often a primary target market for roofing companies. It makes sense. They’re responsible for the maintenance and repair of their own homes, including their roofs.

Be sure to consider single-family homes, as well as multi-family dwellings such as townhomes and condominiums.

Property Managers

Property managers may also be a target market for roofing companies. They oversee the maintenance and repair of rental properties.

Like homeowners, they’ll need help when it comes to roof repairs. But unlike homeowners, these can easily be bigger jobs.

Property managers are often responsible for apartments, commercial properties, office buildings, and shopping centers.

Commercial Property Owners

Commercial property owners may also need roofing services for their properties. As a bonus, a single property company may own multiple properties. One closed deal could mean a lot of potential business.

Commercial property companies own all kinds of properties—everything from single-family dwellings to large commercial facilities.

3 Technologies Roofing Companies Need

Need-based target markets.

Roofing companies may also target specific demographics based on services needed.

For example, some roofing companies focus on customers who own heritage properties. These properties are more likely to need roof repairs or replacements due to the roof’s age.

They may also target a specific location. Some areas produce higher demands for roofing services as a result of harsh weather conditions.

Step 4: Complete Competitive Analysis

In this section of your business plan, you’ll examine the strengths and weaknesses of your competitors.

Competitive analysis will help you identify and analyze your competitors. You’ll want to focus on things like your competitor’s products and services, marketing strategies, pricing models, and overall financial health.

This information can be used to guide your strategic planning and marketing efforts. Below are some specific things to really dig into when doing competitive analysis.

One key factor to consider when analyzing your competitors is their reputation.

While it’s important to consider if they have good reputations, be prepared to push beyond a high-level review. You won’t need to do intense research, though. You just need to ask a few key questions.

• Based on their marketing (their website, social media feeds, and ads), who are they targeting?
• What part(s) of town are they focused on serving?
• What products and services are they known for?
• Do they have a strong online presence?
• Do they have a lot of positive online reviews?

When you have an idea of their strengths and weaknesses, you can design your offerings and marketing efforts to take advantage of opportunities they’re missing.

Customer Service

Another factor to consider is the competition’s level of customer service. While this overlaps a bit with reputation, there are some nuanced differences.

Here are some questions to ask.

• Do they have a dedicated customer service team?
• Are they known for being responsive and helpful?
• What forms of support do they offer? For example, do they provide support by phone, email, or online chat?
• When they get negative customer reviews, how do they respond?

Pricing is always a key decision-making factor. It’s essential to understand how your competitors are pricing their offerings.

However, we will offer a word of caution here. Some new business owners mistakenly think lower prices are the way to go in every situation. Sometimes going lower is a solid strategy, but not always.

And even if your prices are lower, you don’t want to sell on price alone. If you do, someone else can easily undercut you.

Here’s what you should consider.

• Are their prices low, average, or high compared to the cost of supplies and labor?
• Are they selling based on price?
• Are they positioning themselves as a premium provider and charging higher prices?

Your competitors’ pricing strategies can help you determine your own pricing. You want to find the right balance. Stay competitive (so you attract customers) without going lower than necessary (so you’re also profitable).

Marketing Efforts

The competition’s marketing tactics can provide valuable insights. You can learn who their target audience is, how they reach their target audience, and how they’re presenting their company to their target audience.

As you look over their marketing materials, ask the following.

• Are they using traditional (non-digital) marketing methods like print and radio ads?
• Are they more focused on digital marketing techniques like social media and email marketing?
• If they’re investing in digital marketing, what venues are they focused on?
• What tone and personality do they lean into in their marketing materials?

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Step 5: operations and management.

In this section, you’ll outline the day-to-day operations of your roofing company. Be sure to include the management team and each member’s roles and responsibilities.

If you’re starting with a small operation, it may be tempting to skip this section. However, we recommend that you document your operational and management plans even if your company will launch with only a handful of employees.

Solid operational policies will make your initial period of growth much easier. You might include the following.

Location and facility

You should document the base of operations for your roofing company, including information about vehicles. Think through each of the following questions.

• Will you operate your business from your work vehicle?
• Will you have an office, storefront, or warehouse?
• Are there any unique features of your facility?
• Is your facility easily accessible for your employees and customers?

Equipment includes the tools and machinery (owned by the business) that are needed to complete jobs. Common items include things like ladders, roofing materials, and power tools.

Document the age, condition, and maintenance needs of your equipment. Include any plans you have for upgrading or expanding your equipment in the future.

Policies and Procedures

Your documented policies and procedures are a critical part of your business plan. These will make complicated decisions much easier. They’ll also help ensure you’re consistent in how you handle customers and employees alike.

Consider documenting the following, at a minimum.

• Employee conduct and expectations (including criteria for employee discipline)
• Safety protocols
• Customer service policies (including how complaints will be handled)
• Quality control measures
• Expectations for managers and company leaders

Partnerships and Collaborations

Do you have any partnerships with other home services providers? Are you planning to establish any? Strategic partnerships are a great way to generate leads, so they’re a good idea.

But you never want to establish a partnership without a clear (documented) understanding of how the partnership will work.

Training and Development

Finally, you should outline any training and development opportunities you plan to offer to your employees. This might include on-the-job training, professional development courses, or mentorship programs.

Training and development opportunities can enhance employees’ skills and knowledge. That will help them be successful in their current roles. Plus, it’s a nice incentive to include when hiring.

Training and development shows your company cares about your staff’s future success.

Start Developing Your Roofing Company Business Plan

We’d be remiss if we didn’t include one final note. Your business plan isn’t a one-and-done kind of thing. Instead, you should review it regularly. We recommend reviewing (and possibly updating it) once a year.

Regular, intentional updates ensure your plan remains relevant. As your business grows, its needs will change. Your business plan should reflect that.

While creating a full business plan takes a bit of time, there are some things you can do today to jumpstart your efforts. Here are a few ways you can get started right away.

• Write a vision statement for your company. A vision statement is a sentence that outlines an organization’s long-term goals and objectives. It should be aspirational but also achievable. Writing a vision statement will set you up to craft your business plan.
• Outline some 1-year, 5-year, 10-year, and legacy goals. Where would you like to be a year from now? 5 or 10 years from now? And what sort of legacy do you want to leave? Again, these high-level questions will set you up to align your business plan with your values.
• Define your target market. What kind of customers are you most interested in working with? What customers do you think will be the most profitable for your business? What customers will be the most satisfying to serve?
• Take a quick inventory of what you already have. Collect any policy documentation you already have in hand. Make a list of the equipment your company already owns. List out all the marketing efforts you already have going. Each of these will give you a jumping-off point for your complete business plan.

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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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How to start a roofing company

The North American roofing market is projected to reach $47.5 billion by 2025. This step-by-step guide covers everything you need to know about starting a roofing business so you can take advantage of this thriving industry.

Steps for starting a roofing company

Having a clear vision of what you want to do—at least to start—will get you on a path toward success.

Step 1: Plan ahead for a successful roofing business Developing a business plan and gaining a robust understanding of your market

Step 2: Find resources to help you get started Finding the right employees and take advantage of small business resources

Step 3: Pick a name for your roofing company Selecting the right name for your company

Step 4: Make sure your roofing company can legally operate Obtaining the permits and licenses you need to legally run a roofing business

Step 5: Insure your roofing business Choosing the right insurance to protect your roofing business

Step 6: Get all of your roofing tools and equipment Having the right tools so you can get to work

Step 7: Investing in roofing software Selecting business management tools that will help your company run smoothly

Step 8: Reach the right people Marketing your roofing company, acquiring positive customer reviews, and encouraging word of mouth referrals

Step 1: Plan ahead for a successful roofing business

Create a roofing business plan.

When starting a roofing company, having a strong business plan will help you make informed decisions and evaluate your performance. It’s important to set realistic, specific objectives for your roofing business—then map out how you will achieve those objectives. Key components to creating an actionable roofing business plan include:

• Know how profitable roofing companies operate. Roofing contractors primarily make their money from roof replacements and repairs. However, contractors also charge separate fees for inspections, evaluations, or roof removals.
• Decide what trades you will offer. While it’s clear that your main service will be focused on roof replacements and/or repairs, you may also want to consider complementary trades such as gutters, siding, and windows.
• Identify your target market. Some contractors will target certain geographic regions, while others may target specific types of jobs, like insurance restoration, or the installation of specific types of roofs, such as solar.
• Determine upfront and recurring costs. You will need to account for ongoing expenses, like rent on office space, technology like business management software; one-time costs, such as obtaining a business license; and variable expenses, such as marketing materials.
• Plan out your pricing strategy. Some contractors offer the cheapest possible service whereas others position themselves as a premium product. Deciding how to price your services compared to your peers will help inform how you market your roofing business and to whom.

Step 2: Find resources to help you get started

Once you have a business plan in place, it’s time to find the people, organizations, and resources that will help you start a successful roofing company.

Look for small business resources

In many areas, the local chamber of commerce or small business association will have resources geared towards helping new businesses, including roofing companies. There may also be trade associations in your area you can join.

All of these organizations offer a variety of services that can help you get started, from business advising and continuing education, to networking, and marketing resources.

There are many online resources you can take advantage of when starting a roofing business. Consider joining a Facebook group for roofing contractors where you can ask questions and receive advice and resources from other contractors.

Find roofing industry resources

In addition, many industry vendors, from publications like Roofing Contractor to roofing software companies like AccuLynx , offer blogs, ebooks, and other informative resources to help new business owners.

Roofing industry resources will provide you with direct and accurate information about different trends, laws, and tips on how to run a successful roofing business.

Hire an accountant

When you start a new roofing company, having an accountant on board from the beginning will help ensure your business is financially healthy. Your accountant should review your business plan to make sure it is financially viable and help you create a budget.

Partner with the right team

You don’t need to hire an entire team right away. Instead, focus on filling the most essential roles:

• Foreman/crew leader
• Production/general manager
• Roofing crews/subcontractors
• Salespeople
• Administrative staff

Use resources such as job boards, local trade associations, and recommendations from friends to build a strong team. You’ll want to hire people who are committed to your roofing business goals, excited about the industry, and willing to work hard.

Read more about hiring the right team and roofing crews here.

Step 3: Pick a name for your roofing company

Your roofing company name should help you stand out from your competitors and give potential customers a strong first impression of your business. Here are a few key tips to consider as you select a name.

Don’t involve too many people

Keep your brainstorming process simple and only involve up to two other people. If your list of possible names is too long, it will be difficult to narrow it down and pick the right one.

Check the names of competitors

Before you select a name, research other roofing companies in the area to make sure your name is unique. If the name of your business is the same as or similar to other roofing businesses in your area, homeowners may confuse you with your competitors.

Avoid names that are too hard to spell

The easier your name is to spell, the easier it will be to find your roofing business online. With 56% of people using voice search on their smartphones to find local businesses, an unusual or difficult spelling can easily get misinterpreted by the voice search tool. Stick to simple spellings to make sure homeowners can find you easily.

Consider SEO value

There are other factors besides spelling to consider when selecting a company name that will be easily found online. Search engine optimization (SEO) is the process of optimizing your website/business name to increase its visibility in internet search results. A roofing business name with high SEO value is:

• Unique to your geographic area
• Easy to remember
• Related to your industry (e.g. may incorporate the word “roofing” or “contractor”)

As you evaluate possible names for your new roofing company, make sure they meet these criteria, and search your top contenders to see which ones perform the best in search.

Create a logo

How your business “looks” is just as important as a name that is easy to remember. Your logo should be unique, clear, and represent your brand, so people can build a connection with it. Be sure to hire a professional designer to create your company logo.

According to IKO , a good company logo can have:

• An image only (industry-related or name-related)
• Text only (consider the font)
• Images and text
• Color (most roofing companies choose two)

Step 4: Make sure your roofing company can legally operate

Before you can start any roofing work, you’ll need to fulfill all the legal requirements for operating a roofing business in your area.

Register your business with the government

While most roofing businesses don’t need to register with the federal government, you will likely need to register with the state government in order to conduct business activities within a given state. The type of registration you need to file will depend on your business structure (e.g. LLC, partnership, or corporation), as well as on the laws of the state .

Obtain permits and licenses

Permitting and licensing requirements can vary between states, counties, and even cities or towns. In most states, you will need a general contractor’s license ; in some areas, you may also need special licenses for roofing or the other trades your business offers. Your local chamber of commerce or small business association can help you identify the permits and licenses your roofing company needs before starting.

Follow OSHA requirements

You will need to adhere to OSHA guidelines to implement safety measures, and provide proper training for you and your employees. Doing so will help reduce the risk of accidents that can happen on a job.

Step 5: Insure your roofing business

Starting a new roofing company represents a major investment of your time and money. Insuring your roofing business will help you protect your investment and prepare for unforeseen circumstances. Here are a few different types of insurance your roofing company might need:

• General liability insurance: This insurance covers property damage, personal injury, and bodily injury that is the fault of your company. If your roofing business damages a homeowner’s property or someone is hurt on your premises, general liability insurance will cover the cost.
• Worker’s compensation: Depending on the number of employees at your roofing company, your state may require you to have a worker’s compensation policy. This policy will provide financial assistance to your employees if they are injured on the job.
• Professional liability insurance: Having professional liability insurance will protect your roofing business against lawsuits and claims of negligence. Professional liability insurance is especially helpful for roofing businesses who recommend specific products or treatments, as it will protect your business from fallout if these products fail to perform as expected.
• Vehicle insurance: If your roofing company plans to own or lease any vehicles, you’ll need this insurance to provide coverage for them and protect against financial burden if your vehicles are involved in an accident.
• Equipment insurance: If you’ve invested in expensive roofing equipment, use this insurance to protect your investment and provide coverage in case of damage or loss. Some general liability insurance plans will allow you to add extra coverage for equipment.

Some states require that businesses carry specific types of insurance. You can verify what insurance you will be required to carry with a local business association.

Step 6: Get all of your roofing tools and equipment

You can’t repair or replace a roof if you don’t have the tools and equipment to do so. As you start a new roofing company, focus on getting the essentials that you must have right away.

Upfront costs for materials can be costly, so buying extra tools and equipment as you need them can help you save money when you’re just starting out.

Some key tools and equipment to purchase include:

• Other hand tools
• Safety equipment (e.g. hard hats and harnesses)
• Laptop or tablet

If you have the essentials, you can get your roofing company started. As your business grows, you will figure out what you need to buy more of to meet project needs, and you will also have more funds available to buy more expensive tools and equipment. Once you have the basics covered, you can consider upgrades, like branding all of your equipment for extra visibility.

Step 7: Invest in roofing software

The technology you use to manage your roofing business can have a big impact on your company’s ability to grow. Thousands of roofing contractors use business management software or a roofing CRM to streamline their everyday tasks and manage their work.

Here are a few reasons why you should consider implementing business management software when starting a roofing company.

Efficient workflows

Inefficient or disorganized processes can hold your employees and company back. Since roofing contractor CRMs are designed to streamline every part of your workflow , implementing it right from the beginning will help establish efficient processes from the get-go.

The right roofing software can make your job easier by having integrations with material suppliers, aerial measurement providers, financial/accounting software, canvassing software, and more.

Integrations connect your roofing software with other essential tools you use, eliminating the need for manual data entry and duplicate work. They allow your data to flow seamlessly between different platforms, saving you time and minimizing errors.

Clear communication

It’s important for everyone to be on the same page when coordinating roof repairs. With a roofing contractor CRM, all of your teams are working from the same system so they have access to the same information.

Team members can see job details and make updates in real-time from anywhere, keeping everyone in the loop and improving communication between the office and the field.

Easy job tracking and management

In order to compete in a crowded market, your roofing company needs to follow up with leads promptly and keep jobs moving forward.

Roofing contractor software with robust job/project management capabilities will help you track leads and stay updated on the status of your jobs so nothing falls through the cracks. Once your jobs are in production, your roofing CRM will enable you to manage schedules and keep work progressing efficiently.

Better customer service

Great customer service will help you build a positive reputation for your new roofing business. One way to serve your customers well is to keep them informed at every step of the process and reach out to them promptly if anything changes.

Roofing business management software can help you automate customer communications so you can consistently deliver timely updates.

Time and money savings

Some roofing companies use multiple software applications to stay organized and manage their business. The cost of this can quickly add up, and so can the time spent managing each individual tool. Roofing companies that rely on a single system to run their business save time and money in the long run.

It’s common for new roofing companies to have growing pains as they figure out the best business practices. Implementing a roofing contractor CRM as a key part of your strategy can help you ensure your processes run smoothly right from the start.

Step 8: Reach the right people

Start connecting with homeowners in your target market and build your customer base as soon as your new roofing company is ready to start work.

How to market a roofing company

Here are a few proven roofing marketing tactics to help your company get started:

• Company website: Most homeowners do their research online, and a strong website will give them a positive impression of your roofing company. On your website, make sure your contact information is easy to find, describe what sets your roofing company apart, and prominently display any special offers or deals.
• Social media: Creating a social media account for your roofing company , such as a Facebook page, helps you showcase your work and connect with potential customers on a platform they frequent. You can also purchase ads on social media to reach a local audience.
• Google listing: Setting up a Google Business Profile allows you to promote your business in Google Search and Google Maps. When homeowners search for roofing companies in your area, they’ll see your business name, website, and other company information.
• Door knocking: Canvassing a neighborhood can be the best way to reach homeowners in areas that have been hit by storm damage. Be prepared to pitch your business in a few sentences and leave behind a flier or card to remind the homeowner of your services.
• Truck wraps: Turn your company vehicles into advertisements for your services with truck wraps. Be sure your name, phone number, and website address are clearly visible on all sides of the truck.

Whatever your marketing strategy includes , be sure to allocate time and budget to execute it, and adjust it if it doesn’t work. A successful marketing strategy will pay for itself by generating qualified leads that you can turn into satisfied customers.

How to set up a profile on a review site

Homeowners rely on review sites such as HomeAdvisor and Yelp to help them decide which roofing company to use. Listing your business on review sites gives former customers a place to rate their experience, and future customers an opportunity to learn why they should choose your roofing company.

Here’s how you get started with setting up a profile:

• Pick a review site. Set up a profile on the same site(s) as your competitors. This will help you reach homeowners that are also seeing your competition.
• Add your business information. Your profile should include your company name and location so the site can verify your business. Many review sites require you to “claim” or “verify” your business profile in order to be listed and reviewed.
• Customize your profile. This is a way to show off your company. Add photos of previous jobs, links to your website, and a description of the services you offer.

Be sure your profiles are always up to date . It’s also important to respond to all customer reviews–even the negative ones. Thank anyone who leaves a positive review, and if you receive a negative review , respond by addressing their concerns and express that you will improve in the future. Both responses show that you care for your customers.

How to encourage word of mouth marketing

Word of mouth marketing is a powerful tool for gaining new customers and establishing a reputation as a trustworthy roofing company. These strategies can help you gain referrals and grow your customer base.

• Put up yard signs. Ask your customers if you can put a simple sign with your company name in their front yard. These signs help promote your roofing company to the neighborhood and turn your current project into an advertisement for your services.
• Offer incentives for referrals. Offer a reward or discount to your customers for referring someone they know to your roofing company. This is a great way to generate new customers from the networks of your current customers.
• Encourage reviews. Include language on your website, in your emails to customers, and on your sales materials that reminds customers to leave a review of your roofing company.
• Follow up with past customers. Get in touch with past customers periodically to see if they need any repairs or have any questions. Checking back in with former customers reminds them of the great work you did, making it more likely that they will use your services again, and recommend them to others.

Working to deliver great customer service while encouraging reviews and referrals will help you reach more potential customers and take advantage of existing networks.

FAQs when starting a roofing company

How much does it cost to start a roofing company.

Cost may vary, but you can generally expect to spend between $15,000 – $20,000 to start a roofing company. Ultimately, this number can depend on a variety of factors unique to your business including the services you offer, equipment purchase, office space, number of employees you hire, etc.

How much do roofing company owners make?

According to FinModelsLab , the average revenue for a roofing company ranged from $1 million to $20 million. While this is a wide range, your potential profit depends on a variety of factors, including company size/location, experience, market conditions, etc. Typically roofing companies make between 20% and 40% gross profit , so an owner can increase their revenue by doing more jobs, offering more services, and selling higher-paying jobs.

Do you need experience to start a roofing company?

You can start a roofing company with decades or roofing experience or none, however, having some will be beneficial. If you don’t have a lot of experience working on roofing projects, you will need to spend time learning the industry and hiring the right people who understand it. Resources from industry publications, trade organizations, and thought leaders can also help you gain valuable experience and insight.

What license do you need to start a roofing company?

The licenses you need can depend on the state, county, city, or town you are operating in. Most states do require you to at least have a general contractor’s license.

Common roofing industry terms

When starting a roofing business, you may be overwhelmed with new terms. Here are some of the most common roofing industry definitions:

• Roofing business management software: Set of programs, or a single system that allows roofing contractors to run, improve, and automate their processes.
• CRM for roofers: Customer relationship management (CRM) technology helps manage relationships and interactions with leads and customers.
• Eave: The portion of the roof that hangs over the walls of the home. This is typically where gutters are installed.
• Hip: Where 3 to 4 sloped surfaces meet together. On a ‘hip roof’, the edges of the roof are enclosed.
• Rake: The exposed edge of a pitched roof slope.
• Ridge: The peak where 2 sections of roof slopes intersect.
• Roof pitch: The steepness of a roof that is typically referred to as X/12, where X=the number of inches of rise in a roof for every 12” of run.
• Shingles: A roof’s primary covering. Roofers commonly install asphalt-fiberglass shingles, although other materials exist. Common varieties of shingles include three-tab, architectural/dimensional, and designer.
• Square: Measurement of 100 square feet, commonly referred to in roofing jobs as ‘squares’.
• Valley: The line formed where two sloped roof surfaces meet.

The software to help your new roofing company grow

Starting a roofing company can seem like a daunting challenge. But with the right tools and strategies, you can build a thriving business.

AccuLynx is an all-in-one business management software created specifically for roofing contractors. As a leader in the roofing industry, thousands of new roofing companies have used AccuLynx to get off the ground, grow profits, and scale their businesses.

By bringing together every aspect of your business in a single cloud-based system, AccuLynx helps you stay organized, work more efficiently, and reduce repetitive tasks. In fact, AccuLynx customers save 468 hours per user annually and new users see a 32% increase in job profits after one year.

“As a new roofing company, I feel like I am head and shoulders ahead of other new roofing companies because I use AccuLynx.”

As the #1 roofing software, AccuLynx contains all the tools you’ll need to effectively start and grow your roofing company, including:

Sales/CRM features

Easily track sales and stay on top of your pipeline so nothing slips through the cracks.

Finance features

Know how your business is performing so that you can continue to grow.

Production features

Gain greater visibility into your roofing jobs and keep everything on track.

Business management features

Work smarter and grow your roofing business with a single, all-in-one platform.

See AccuLynx in action

Learn more about how AccuLynx, the #1 roofing software can help set your roofing business up for success.

Forming a Roofing Business Plan

Before you get started, you need to decide on the scope of your business.  Do you want commercial work, residential, or a mix?  Will you specialize in asphalt shingles, metal roofs, slate, or some other type?  Will you focus on repairs, new installation, or both?  Will you offer other services such as chimney work, gutters, siding, windows, or other?  Do you want to be independent, or join a union?  Do you want to stay small, or grow into a large company?  How will you structure your business tax-wise: Sole-Proprietor, LLC, Corporation, etc.?  Not all of these questions need to be answered right away, but when forming your business plan, it would be helpful to have a short and long term vision of what you want your business to be.  This doesn’t set anything in stone, but it will help you get organized and plan accordingly.

How you envision your business in the short and long term will affect the equipment will initially need to purchase, the legal aspects you will need to address, the employees you will potentially need to hire, and how you will advertise.

Before diving in to any business, you should develop a business plan.  A plan will help organize your goals and priorities and help you make wise decisions.

• Set short and long-term goals
• Decide what services you will offer
• Find a niche/specialty
• Choose a business name
• Roofing Company Name Ideas
• Business Loans
• What Should I Charge?

Get Organized

As you get started, you will need some sort of organizational structure so you can keep your customer communications and roofing-related paperwork in order.  You won’t necessarily need a full office when starting out.  An office desk dedicated to your business would be helpful.

• Set up an office
• Business phone
• Estimate forms

Equipment will probably account for the largest portion of your startup costs.  Starting out, you don’t necessarily need all brand-new equipment.  You will save thousands of dollars in startup costs by purchasing a used truck, and other equipment.

• Choosing a roofing vehicle
• ladder rack
• Hiring Employees

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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• Business Templates
• Sample Plans

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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• Apple Pages
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Size: 200 KB

Size: 444 KB

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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8 Business Plan Templates You Can Get for Free

8 min. read

Updated April 10, 2024

A business plan template can be an excellent tool to simplify the creation of your business plan. 

The pre-set structure helps you organize ideas, covers all critical business information, and saves you time and effort on formatting.

The only issue? There are SO many free business plan templates out there. 

So, which ones are actually worth using? 

To help remove the guesswork, I’ve rounded up some of the best business plan templates you can access right now. 

These are listed in no particular order, and each has its benefits and drawbacks.

What to look for in a business plan template

Not all business plan templates are created equal. As you weigh your options and decide which template(s) you’ll use, be sure to review them with the following criteria in mind:

• Easy to edit: A template should save you time. That won’t be the case if you have to fuss around figuring out how to edit the document, or even worse, it doesn’t allow you to edit at all.
• Contains the right sections: A good template should cover all essential sections of a business plan , including the executive summary, product/service description, market/competitive analysis, marketing and sales plan, operations, milestones, and financial projections. 
• Provides guidance: You should be able to trust that the information in a template is accurate. That means the organization or person who created the template is highly credible, known for producing useful resources, and ideally has some entrepreneurial experience.
• Software compatibility: Lastly, you want any template to be compatible with the software platforms you use. More than likely, this means it’s available in Microsoft Word, Google Docs, or PDF format at a minimum. 

1. Bplans — A plan with expert guidance

Since you’re already on Bplans, I have to first mention the templates that we have available. 

Our traditional and one-page templates were created by entrepreneurs and business owners with over 80 years of collective planning experience. We revisit and update them annually to ensure they are approachable, thorough, and aligned with our team’s evolving best practices.  

The templates, available in Word, PDF, or Google Doc formats, include in-depth guidance on what to include in each section, expert tips, and links to additional resources. 

Plus, we have over 550 real-world sample business plans you can use for guidance when filling out your template.

Download: Traditional lender-ready business plan template or a simple one-page plan template .

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2. SBA — Introduction to business plans

The U.S. Small Business Administration (SBA) offers two different business plan templates along with a short planning guide. 

While not incredibly in-depth, it’s enough to help you understand how traditional and lean plans are structured and what information needs to be covered. The templates themselves are more like examples, providing you with a finished product to reference as you write your plan.

The key benefit of using these templates is that they were created by the SBA. While they may provide less guidance, you can be assured that the information and structure meet their expectations.

Explore: The SBA’s planning guide and free templates

3. SCORE — Planning workbook

SCORE’s template is more like a workbook. It includes exercises after each section to help you get your ideas down and turn them into a structured plan.

The market research worksheets are especially useful. They provide a clear framework for identifying your target market and analyzing competitors from multiple angles. Plus, they give you an easy way to document all the information you’re collecting.

You will likely have to remove the exercises in this template to make it investor-ready. But it can be worth it if you’re struggling to get past a blank page and want a more interactive planning method.

Download: SCORE’s business plan template

4. PandaDoc — A template with fillable forms

PandaDoc’s library offers a variety of industry-specific business plan templates that feature a modern design flair and concise instructions. 

These templates are designed for sharing. They include fillable fields and sections for non-disclosure agreements, which may be necessary when sending a plan to investors.  

But the real benefit is their compatibility with PandaDoc’s platform. Yes, they are free, but if you’re a PandaDoc subscriber, you’ll have far more customization options. 

Out of all their templates, the standard business plan template is the most in-depth. The rest, while still useful, go a bit lighter on guidance in favor of tailoring the plan to a specific industry.

Explore: PandaDoc’s business plan template library  

5. Canva — Pitch with your plan

Canva is a great option for building a visually stunning business plan that can be used as a pitch tool. It offers a diverse array of templates built by their in-house team and the larger creative community, meaning the number of options constantly grows.

You will need to verify that the information in the template you choose matches the standard structure of a traditional business plan. 

You should do this with any template, but it’s especially important with any tool that accepts community submissions. While they are likely reviewed and approved, there may still be errors.

Remember, you can only edit these templates within Canva. Luckily, you only need a free subscription, and you may just miss out on some of the visual assets being used. 

To get the most value, it may be best to create a more traditional planning document and transfer that information into Canva. 

Explore: Canva’s business plan gallery

6. ClickUp — The collaborative template

Out of all the project management tools that offer free business plan templates, ClickUp’s is the most approachable.

Rather than throwing you into all the features and expecting you to figure it out—ClickUp provides a thorough startup guide with resource links, images, and videos explaining how to write a plan using the tool. 

There’s also a completed sample plan (structured like an expanded one-page plan) for you to reference and see how the more traditional document can connect to the product management features. You can set goals, target dates, leave comments, and even assign tasks to someone else on your team. 

These features are limited to the ClickUp platform and will not be useful for everyone. They will likely get in the way of writing a plan you can easily share with lenders or investors. 

But this is a great option if you’re looking for a template that makes internal collaboration more fluid and keeps all your information in one place.

Sign Up: Get a free trial of ClickUp and explore their template library

7. Smartsheet — A wide variety of templates

I’m including Smartsheet’s library of templates on this list because of the sheer number of options they provide. 

They have a simple business plan template, a one-page plan, a fill-in-the-blank template, a plan outline, a plan grading rubric, and even an Excel-built project plan. All are perfectly usable and vary in visual style, depth of instructions, and the available format.

Honestly, the only drawback (which is also the core benefit) is that the amount of templates can be overwhelming. If you’re already uncertain which plan option is right for you, the lengthy list they provide may not provide much clarity.

At the same time, it can be a great resource if you want a one-stop shop to view multiple plan types.

Explore: Smartsheet’s business plan template library  

8. ReferralRock affiliate marketing business plan

I’m adding ReferralRock’s template to this list due to its specificity. 

It’s not your standard business plan template. The plan is tailored with specific sections and guidance around launching an affiliate marketing business. 

Most of the template is dedicated to defining how to choose affiliates, set commissions, create legal agreements, and track performance.

So, if you plan on starting an affiliate marketing business or program, this template will provide more specific guidance. Just know that you will likely need to reference additional resources when writing the non-industry sections of your plan.

Download: ReferralRock affiliate marketing business plan template

Does it matter what business plan template you use?

The short answer is no. As long as the structure is correct, it saves you time, and it helps you write your business plan , then any template will work. 

What it ultimately comes down to, is what sort of value you hope to get from the template. 

• Do you need more guidance? 
• A simple way to structure your plan? 
• An option that works with a specific tool?
• A way to make your plan more visually interesting?

Hopefully, this list has helped you hone in on an option that meets one (or several) of these needs. Still, it may be worth downloading a few of these templates to determine the right fit. 

And really, what matters most is that you spend time writing a business plan . It will help you avoid early mistakes, determine if you have a viable business, and fully consider what it will take to get up and running. 

If you need additional guidance, check out our library of planning resources . We cover everything from plan formats , to how to write a business plan, and even how to use it as a management tool . 

If you don’t want to waste time researching other templates, you can download our one-page or traditional business plan template and jump right into the planning process.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Qualities of a good template
• ReferralRock
• Does the template matter?

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