how to write a business plan for a roofing company

Roofing Business Plan: Tips and Sample Template

Even though starting a roofing business can be challenging, you'll have a higher chance of success if you have a good roofing company business plan to run everything efficiently.

Roofing is a lucrative industry to get into, especially for people who are willing to work hard and get the job done. Every home and building needs a roof, so, there’s a market there for sure for people who want to build a roofing business. Why, then, do 96% of roofing businesses fail in the first 5 years? A big reason is that many roofers skip a vital step in building a successful business: Crafting a thoughtful roofing business plan.

There’s a saying that goes, “failing to plan is planning to fail” and that rings true for businesses. Anyone can start a business, but it takes work to build one that last. Having a business plan for your roofing business can help you set yourself up for long term and lasting success.

In this blog, we’re going to help you craft a roofing business plan by exploring:

  • What a business plan is.
  • Why you need one.
  • 5 Tips for creating your roofing business plan.
  • A traditional formal for a business plan.

We’ll end off with some info about how roofing business software , like Roofr , can help you set up your business for long term success.

What is a business plan?

A business plan is a document that lays out a companies objectives, goals, and actions to achieve those goals. It acts as a template for what they want to accomplish and how they will get there. This of it as a roadmap of your roofing business' journey, from when you create it to a particular growth point in the future (typically in three to five years).

Why do you need a roofing business plan?

Your roofing business plan is not only helpful for you when planing, but comes in handy for establishing and growing your business. A business plan is usually a requirement for:

  • Landing investors and winning over extra capital to fund your business when you’re getting started.
  • Applying for business licences, loans, or any other documents you need.

Business plans are also super helpful to:

  • Keep you focused on your goals and objectives as you grow.
  • Provide a kickoff point when you’re getting started.
  • Get you thinking about marketing plans and how you want to promote your business.
  • Ensure you have all your brand info — like logo, colors, fonts, etc — decided proactively.
  • Establish financial goals and limits.

Business plans also get you to consideration whether you’ll want to invest in roofing tech like Roofr to streamline your processes and optimize your business.

How to create a great roofing business plan

Now that you know what a business plan is and why you need one, it’s time to get into writing one!

It doesn’t matter if you are a new company, or have been around for a while — it’s never too late to build a business plan! You may want to go back and update it — or your goals and plans — over time, too.

Here’s our top 4 tips for writing a great business plan.

1. Have a realistic plan

Realistic is KEY. By realistic, we mean both realistic goals, budgets, and timelines. Another way to think of it is to make sure that every plan and goal is SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. Set goals that relate to your business strategy, your annual revenue, or lead goals. Everything should bet set in a time frame that makes sense - annual revenue, monthly leads, 5 year growth, etc.

Being realistic is key for long-term success. If you set a goal that is unrealistic, it’s easy to become defeated or unmotivated quickly. Having $10 million in venue in your first year is not realistic for most new roofing companies. But, growing to $10 million in venue in 5 or 10 years? A bit more realistic.

It’s also important to set goals based on your own location. What worked for a roofer in California won’t be the same for a Roofr in Georgia.

2. Think about your purpose for your company

By “purpose” we mean beyond the obvious. Yes — you want to sell roofs and install roofs.

But, what drives you?

What kind of legacy do you want to leave?

Your purpose could be to motivate a team and unite them to achieve a common goal. Your purpose could center around being highly profitable and seeing the healthy growth of your roofing business. It could be about bringing tech to the industry and learning how to use roofing tech.

What your purpose is can determine what you include in your business plan, or even how you write it. For an investor, it can be helpful to hear about your purpose or dreams .

You can also set goals and objectives based around your bigger purpose. If your goal is to leave a legacy of a roofing company that treats its employees really well, then you could set goals for how much you want to pay them, if you want to host employee appreciation days, how many hours they’ll work, what your retention rate should be year over year, etc.

3. Establish certain company values

Your company values can be industry-specific, but should also target customer loyalty while ensuring employee satisfaction. By acknowledging these values and additional ones, you can achieve both short-term and long-term business goals.

Some examples of company values for roofers are:

Quality Craftsmanship: Being committed to delivering the highest quality roofing solutions, ensuring durability and longevity for our customers.

Customer Satisfaction: Customer happiness could be your ultimate goal. Commit to going the extra mile to meet and exceed our clients' expectations.

Safety First: Prioritizing the safety of our employees and clients by following strict safety protocols and ensuring a secure work environment.

Innovation: Staying at the forefront of roofing technology and continuously seek innovative solutions to enhance our services and products.

4. Enlist yearly initiatives and goals

Yearly goals are really powerful for long term change. Try to think about what your goals are in year chunks. They should be big enough to take a year but, again, be realistic. Make a list of all your yearly initiatives and goals to keep an eye on the growth of your business. These initiatives can become milestones for growing your company, specific revenue or head count you want to hit, or a number of jobs you want to close.

Roofing business plan template

Here’s a common format to follow when creating roofing business plan s:

  • Executive Summary
  • Company Description
  • The Business Opportunity
  • Competitive Analysis
  • Target Market
  • Marketing Plan
  • Financial Summary
  • Funding Requirements

You can also include sections on your sales strategy, product or service details, any 5 or 10 year specific plans, etc. Think about your own objectives and goals and build from there — but there 9 are pretty standard.

Here’s what each of those 9 should include.

1. Executive summary

An executive summary for a business plan should be a brief overview of the rest of the document. It should be that first “grab” to a reader who is looking over your plan. Any key opportunities, goals, objectives, or plans should be included, but smaller details don’t need to be added.

Keep it short!

2. Company description

By the time someone is done reading this part of your plan, they should know:

  • What your business does.
  • Who your customers are.

If you do siding, eavestroughs, or anything else, be sure to call that out here. Your company name, and yours — if you’re the owner — should also be included.

This should also be nice and short!

3. The business opportunity

In this section, you can dive a bit deeper into who you are as a company. What are your values? That legacy piece that we talked about earlier — this is a great place to highlight that. If you’re seeking investment money, then you can win them over on your company here.

4. Competitive analysis

This section should cover your competition. Look at who your main competition is, what they’re doing, and anything you can learn about how they run their company. Keep in mind that depending on your area of expertise and target demographic, not every roofer in your area could be competition. For example, if you are a residential roofer, then don’t bother looking at commercial roofers.

5. Target market

Don’t be afraid to get specific! Your target market can include everything up to:

  • Household income.
  • House size.
  • Family size.
  • Occupation.
  • And anything else!

It can seem counterintuitive to go so specific on who you want to target for your business, but getting really niched down can actually make marketing efforts more effective.

6. Marketing plan

How do you want to market? Now that you’ve niched down your target audience, look at where that audience is. Many roofers use Facebook to connect with homeowners. Does your ideal neighbourhood have a facebook group? You can also look at more traditional forms of marketing like radio ads or billboards. Again — depending all on your target market.

At the very least, you should have a website on your marketing plan. Every single potential customer is going to look for you on the internet, so make sure you have a presence there! You could also include any tools like Roofr’s Instant Estimator in this section and identify how it will bring in qualified leads.

7. Financial summary

This section is all about the money. You’re going to outline:

  • Operating expenses
  • Historical financial statements
  • Budget planning
  • Income expectations
  • Revenue goals

You can included any financial goals in here too.

8. Team info

If you already have employees or plan to hire, this section should contain all your info for that. Company positions or team headcount requirements, hiring processes, job requirements, etc. If you’re just getting started, this may seem premature, but remember that these plans are all about how you want to grow. This kind of information can be really helpful when getting business licences or securing an investment.

9. Funding requirements

This section is specifically for businesses who are seeking outside investment. If you’re building a business plan for yourself, then you may not need this. Funding requirements should outline how much money you’re looking for, what you plan on doing with it, what ROI — return on investment — you’re expecting, and anything you’re willing to provide back to an investor (money, shares, etc) .

Other inclusions for a roofing business plan

Your goals and objectives related to each section can be included within that section itself, but you could also include a page of all your goals and objectives in a single place. If you think you’ll go back to your business plan often to reflect on your goals, it could be a good idea.

Our big tip for writing a business plan?

Always go down the rabbit hole.

If you find yourself wondering if it’s important or if you should include it, do it. At the end of the day, the more in depth your business plan is, the more thought you’ve put into what you want to achieve. That will never be a bad thing.

Roofing business plan FAQs

How much investment am i going to need.

As you know, every new business requires a substantial financial backing to work. The same goes for a roofing business.

However, the amount of funds you’ll need depends on the business size you want, labor availability, budgeting for tools and machines, and if you want to save on costs by using roofing platforms like Roofr. Sadly, there’s no exact figure for starting a roofing business, but you may be able to ask around the industry to gauge what a reasonable budget would be.

What are some funding sources for roofing companies?

For many new roofing companies, the source of operational finances is personal savings. Obviously, that doesn’t always work. After all, the more your business grows, the more you’ll spend on your operations.‍

If you don't have much personal savings, there are numerous financing avenues to turn to. For example, bank loans, credit cards, and angel investors.

Bank loans and personal savings are the most efficient ways to fund your roofing business, since the other funding methods are not as reliable and effective.

What equipment do I need when starting my business?

While you’re thinking about all these big, heavy questions around your business, take time to think about the seemingly “smaller” things: your tools! Once you’re ready to go, you’ll need af ew things to get started:

  • Underlayment
  • Roofing material
  • Roofing accessories (drip edge, vents, etc)

A roofing business plan is a plan for success

Don’t think of your business plan as something you have to do. Think of it as your first deep dive into the legacy you want to leave and what you wish to accomplish for your business. Hopefully this guide helps and you feel confident to get started on your own roofing business plan.

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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.

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How to Start a Roofing Company

Just about every structure requires a roof, whether it is a house, business, school, or government building. Roofers have a consistent flow of work as roofs do not last forever. In general, the typical roof lasts about 15 years. However, roofs require periodic inspections, maintenance and repairs after installation.

Learn how to start your own Roofing Company and whether it is the right fit for you.

Ready to form your LLC? Check out the Top LLC Formation Services .

Roofing Company Image

Start a roofing company by following these 10 steps:

  • Plan your Roofing Company
  • Form your Roofing Company into a Legal Entity
  • Register your Roofing Company for Taxes
  • Open a Business Bank Account & Credit Card
  • Set up Accounting for your Roofing Company
  • Get the Necessary Permits & Licenses for your Roofing Company
  • Get Roofing Company Insurance
  • Define your Roofing Company Brand
  • Create your Roofing Company Website
  • Set up your Business Phone System

We have put together this simple guide to starting your roofing company. These steps will ensure that your new business is well planned out, registered properly and legally compliant.

Exploring your options? Check out other small business ideas .

STEP 1: Plan your business

A clear plan is essential for success as an entrepreneur. It will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

What will you name your business?

  • What are the startup and ongoing costs?
  • Who is your target market?

How much can you charge customers?

Luckily we have done a lot of this research for you.

Choosing the right name is important and challenging. If you don’t already have a name in mind, visit our How to Name a Business guide or get help brainstorming a name with our Roofing Company Name Generator

If you operate a sole proprietorship , you might want to operate under a business name other than your own name. Visit our DBA guide to learn more.

When registering a business name , we recommend researching your business name by checking:

  • Your state's business records
  • Federal and state trademark records
  • Social media platforms
  • Web domain availability .

It's very important to secure your domain name before someone else does.

Want some help naming your roofing company?

Business name generator, what are the costs involved in opening a roofing company.

Though a roofing business can be launched from one's home, additional space will eventually be necessary as the business grows. Storage space must be available to house roofing materials. Additional expenses range from trucks for the transportation of materials to an leasing/purchasing an administrative office, paying for high-speed Internet, utilities and labor costs. Liability and workers' compensation insurance premiums must also be paid.

What are the ongoing expenses for a roofing company?

Roofing business owners must pay their employees. Other ongoing expenses include liability and workers' compensation insurance premiums, utilities, Internet, trucking costs and office sundries such as coffee, lunches, cleaning supplies etc. A new truck will likely cost $20,000 or more.  A dumpster rental costs about $350.  Alternatively, you can purchase a dumpster for around $3,000.  In terms of labor, installers usually receive $15 per hour.  Foremen receive around $20 per hour.  Laborers typically make between $10 and $12 per hour.  If you hire an office manager, he will likely make $15-$20 an hour.  Rent for an office/storage space will likely be $1,000 per month.  Budget in another $7,000 for liability insurance, $200 for monthly utilities, $1,000 for office supplies and at least a couple hundred dollars per month for advertising.

Who is the target market?

Roofers tend to favor clients who own property with a flat roof. Roofs with steep angles are much more difficult to work on. Most roofers prefer to do business with individuals who own numerous properties. Establish a business relationship with such an individual and it will likely mean additional projects in the future.

How does a roofing company make money?

Roofers make money in a variety of ways. Some charge for roof inspections/evaluations. A comprehensive roof evaluation requires much more than examining the roof from ground-level with a pair of binoculars. It requires climbing a ladder to the top of the roof and examining the structure's shingles, chimney, soffit, gutters, fascia, and so on. Roofers also make money by performing roof repairs, roof replacements and roof installations on new structures.

Some roofers charge upwards of $100 for a comprehensive roof evaluation. Others offer free roof inspections with the hope that the property owner will lean on them for subsequent repairs/replacements. A roof replacement typically costs between $6,000 and $14,000 depending on the materials used, the size of the roof, the roof's angles and an array of other factors. If a roof is to be replaced, you can charge around $1,000 to tear the old roof off. The cost of roof repairs hinges on the extent of the damage and the type of material to be used for the repair. Be sure to account for additional costs when providing clients with a quote. Such additional costs include fuel, insurance, truck maintenance, advertising, dumpster fees, taxes and so on.

How much profit can a roofing company make?

It is possible for roofing businesses to make a six figure profit in the initial year or couple years of operation. Roofing businesses that are in business for years can make several hundred thousand dollars in profit each year. Expand across counties, states and the nation and your roofing business will have the potential to make millions in profit.

How can you make your business more profitable?

The key to maximizing your roofing business's profitability is to keep material and labor costs down while securing a steady stream of new clients. Establish a reputation as a high-quality roofer and you will eventually be able to charge more than your competitors as customers will be willing to pay a premium for a roof that stands the test of time.  It is also possible to have sideline businesses such as a roofing consulting company. Experienced roofers have an abundance of skills and knowledge that others are willing to pay for. If you own a dumpster and won't be using it on a specific day or week, you can rent it out.  If you pay for office/storage space that you do not use in full, this space can be rented to another business owner.

Want a more guided approach? Access TRUiC's free Small Business Startup Guide - a step-by-step course for turning your business idea into reality. Get started today!

STEP 2: Form a legal entity

The most common business structure types are the sole proprietorship , partnership , limited liability company (LLC) , and corporation .

Establishing a legal business entity such as an LLC or corporation protects you from being held personally liable if your roofing company is sued.

Form Your LLC

Read our Guide to Form Your Own LLC

Have a Professional Service Form your LLC for You

Two such reliable services:

You can form an LLC yourself and pay only the minimal state LLC costs or hire one of the Best LLC Services for a small, additional fee.

Recommended: You will need to elect a registered agent for your LLC. LLC formation packages usually include a free year of registered agent services . You can choose to hire a registered agent or act as your own.

STEP 3: Register for taxes

You will need to register for a variety of state and federal taxes before you can open for business.

In order to register for taxes you will need to apply for an EIN. It's really easy and free!

You can acquire your EIN through the IRS website . If you would like to learn more about EINs, read our article, What is an EIN?

There are specific state taxes that might apply to your business. Learn more about state sales tax and franchise taxes in our state sales tax guides.

STEP 4: Open a business bank account & credit card

Using dedicated business banking and credit accounts is essential for personal asset protection.

When your personal and business accounts are mixed, your personal assets (your home, car, and other valuables) are at risk in the event your business is sued. In business law, this is referred to as piercing your corporate veil .

Open a business bank account

Besides being a requirement when applying for business loans, opening a business bank account:

  • Separates your personal assets from your company's assets, which is necessary for personal asset protection.
  • Makes accounting and tax filing easier.

Recommended: Read our Best Banks for Small Business review to find the best national bank or credit union.

Get a business credit card

Getting a business credit card helps you:

  • Separate personal and business expenses by putting your business' expenses all in one place.
  • Build your company's credit history , which can be useful to raise money later on.

Recommended: Apply for an easy approval business credit card from BILL and build your business credit quickly.

STEP 5: Set up business accounting

Recording your various expenses and sources of income is critical to understanding the financial performance of your business. Keeping accurate and detailed accounts also greatly simplifies your annual tax filing.

Make LLC accounting easy with our LLC Expenses Cheat Sheet.

STEP 6: Obtain necessary permits and licenses

Failure to acquire necessary permits and licenses can result in hefty fines, or even cause your business to be shut down.

State & Local Business Licensing Requirements

Certain state permits and licenses may be needed to operate a roofing business. Learn more about licensing requirements in your state by visiting SBA’s reference to state licenses and permits .

For information about local licenses and permits:

  • Check with your town, city or county clerk’s office
  • Get assistance from one of the local associations listed in  US Small Business Associations directory of local business resources .

Most businesses are required to collect sales tax on the goods or services they provide. To learn more about how sales tax will affect your business, read our article, Sales Tax for Small Businesses .

Service Agreement

Roofing businesses should consider requiring clients to sign a service agreement before starting a new project. This agreement should clarify client expectations and minimize risk of legal disputes by setting out payment terms and conditions, service level expectations, and intellectual property ownership. Here is an example service agreement.

Recommended: Rocket Lawyer makes it easy to create a professional service agreement for your roofing business when you sign up for their premium membership. For $39.95 per month, members receive access to hundreds of legal agreements and on call attorneys to get complimentary legal advice.

Certificate of Occupancy

A roofing business can be run out of a storefront. Businesses operating out of a physical location typically require a Certificate of Occupancy (CO).  A CO confirms that all building codes, zoning laws and government regulations have been met.

  • If you plan to lease a storefront :
  • It is generally the landlord’s responsibility to obtain a CO.
  • Before leasing, confirm that your landlord has or can obtain a valid CO that is applicable to a roofing business.
  • After a major renovation, a new CO often needs to be issued. If your place of business will be renovated before opening, it is recommended to include language in your lease agreement stating that lease payments will not commence until a valid CO is issued.
  • If you plan to purchase or build a storefront :
  • You will be responsible for obtaining a valid CO from a local government authority.
  • Review all building codes and zoning requirements for you business’ location to ensure your roofing business will be in compliance and able to obtain a CO.

STEP 7: Get business insurance

Just as with licenses and permits, your business needs insurance in order to operate safely and lawfully. Business Insurance protects your company’s financial wellbeing in the event of a covered loss.

There are several types of insurance policies created for different types of businesses with different risks. If you’re unsure of the types of risks that your business may face, begin with General Liability Insurance . This is the most common coverage that small businesses need, so it’s a great place to start for your business.

Another notable insurance policy that many businesses need is Workers’ Compensation Insurance . If your business will have employees, it’s a good chance that your state will require you to carry Workers' Compensation Coverage.

FInd out what types of insurance your Roofing Company needs and how much it will cost you by reading our guide Business Insurance for Roofing Company.

STEP 8: Define your brand

Your brand is what your company stands for, as well as how your business is perceived by the public. A strong brand will help your business stand out from competitors.

If you aren't feeling confident about designing your small business logo, then check out our Design Guides for Beginners , we'll give you helpful tips and advice for creating the best unique logo for your business.

Recommended : Get a logo using Truic's free logo Generator no email or sign up required, or use a Premium Logo Maker .

If you already have a logo, you can also add it to a QR code with our Free QR Code Generator . Choose from 13 QR code types to create a code for your business cards and publications, or to help spread awareness for your new website.

How to promote & market a roofing company

Many roofers obtain additional clients through word-of-mouth referrals. Please your customers and they will be inclined to recommend your business to friends, family, co-workers and others. Though conventional forms of outbound advertising on TV, radio and newspapers are effective, an inbound marketing push will also help. Key in on search engine optimization efforts by establishing a website with a blog that establishes your business as an authority in your industry. Check out your competitors' prices for roof evaluations, repairs and replacements. Match or beat their prices and customers will eventually gravitate toward your roofing business.

How to keep customers coming back

As noted above, word-of-mouth referrals are a powerful means of attracting new customers. Be sure to mark your company's trucks with your business name and logo so everyone who passes by one of your work sites knows that your crew is doing the job. Aim to exceed customer expectations so they are inspired to return to your roofing business for additional projects as time progresses.

STEP 9: Create your business website

After defining your brand and creating your logo the next step is to create a website for your business .

While creating a website is an essential step, some may fear that it’s out of their reach because they don’t have any website-building experience. While this may have been a reasonable fear back in 2015, web technology has seen huge advancements in the past few years that makes the lives of small business owners much simpler.

Here are the main reasons why you shouldn’t delay building your website:

  • All legitimate businesses have websites - full stop. The size or industry of your business does not matter when it comes to getting your business online.
  • Social media accounts like Facebook pages or LinkedIn business profiles are not a replacement for a business website that you own.
  • Website builder tools like the GoDaddy Website Builder have made creating a basic website extremely simple. You don’t need to hire a web developer or designer to create a website that you can be proud of.

Recommended : Get started today using our recommended website builder or check out our review of the Best Website Builders .

Other popular website builders are: WordPress , WIX , Weebly , Squarespace , and Shopify .

STEP 10: Set up your business phone system

Getting a phone set up for your business is one of the best ways to help keep your personal life and business life separate and private. That’s not the only benefit; it also helps you make your business more automated, gives your business legitimacy, and makes it easier for potential customers to find and contact you.

There are many services available to entrepreneurs who want to set up a business phone system. We’ve reviewed the top companies and rated them based on price, features, and ease of use. Check out our review of the Best Business Phone Systems 2023 to find the best phone service for your small business.

Recommended Business Phone Service: is our top choice for small business phone numbers because of all the features it offers for small businesses and it's fair pricing.

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Welcome to the Startup Savant podcast , where we interview real startup founders at every stage of the entrepreneurial journey, from launch to scale.

Is this Business Right For You?

If you like to work with your hands, desire to be your own boss, and want a consistent flow of work, the roofing business is for you. Aside from making plenty of money, opening a roofing business will provide homeowners and business owners with a much-needed line of defense against the elements. The roofing business requires climbing ladders to access roofs. If you embrace the opportunity to work high in the air on angular surfaces, the roofing business is right up your alley. This business also requires overseeing a team of workers who perform the majority of the manual labor. The best roofing business owners and managers understand how to properly delegate duties, communicate with clarity and lead employees in an effective manner.

Want to know if you are cut out to be an entrepreneur?

Take our Entrepreneurship Quiz to find out!

Entrepreneurship Quiz

What happens during a typical day at a roofing company?

The typical roofing business owner has an incredibly busy workday. They are constantly looking to establish relationships with property owners of all varieties, from business owners to homeowners, apartment complex owners, condominium owners and beyond. Aside from recruiting clients, roofing company owners also search for high-quality, low-cost roofing materials. They ensure an ample supply of these materials are on-hand to meet the demands of each roofing project. Furthermore, roofing business owners assign workers to specific projects to ensure each client's roofing project is completed in a thorough and timely manner.

What are some skills and experiences that will help you build a successful roofing company?

If you plan on performing some of the roofing work yourself when first starting out, you must be comfortable working with your hands at high elevations. You should have a mechanical aptitude, be in good physical shape and willing to use your body as well as your mind to complete challenging roofing projects of all varieties. Roofing business owners who elect to remain in a comfortable climate-controlled office must have solid managerial skills. They handle important duties ranging from ordering roofing materials to coordinating logistics, managing work crews and hiring/terminating employees.

What is the growth potential for a roofing company?

Successful, hardworking roofing business owners enjoy unlimited potential for growth. This is especially true of roofers located in urban or suburban areas with large populations. Roofs require plenty of attention and repairs, especially in areas that experience frequent rainstorms, windstorms, snow storms and other inclement weather. The only constraints on a roofing business's growth are a lack of capital to purchase roofing materials and hire personnel. Most roofers find enough clients to expand their business at their desired growth rate.

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Take the Next Step

Find a business mentor.

One of the greatest resources an entrepreneur can have is quality mentorship. As you start planning your business, connect with a free business resource near you to get the help you need.

Having a support network in place to turn to during tough times is a major factor of success for new business owners.

Learn from other business owners

Want to learn more about starting a business from entrepreneurs themselves? Visit Startup Savant’s startup founder series to gain entrepreneurial insights, lessons, and advice from founders themselves.

Resources to Help Women in Business

There are many resources out there specifically for women entrepreneurs. We’ve gathered necessary and useful information to help you succeed both professionally and personally:

If you’re a woman looking for some guidance in entrepreneurship, check out this great new series Women in Business created by the women of our partner Startup Savant.

What are some insider tips for jump starting a roofing company?

The best way to start a roofing business is to learn under the wing of an accomplished roofer. Watch a professional roofer at work, work alongside him, read about roof repair/replacement strategies and hire individuals who have years of experience. Another key component to operating a successful roofing business is pressing the flesh. Get out there and network! Attend industry events, socialize with business owners and spread the word about your roofing company's merits. Of critical importance is your web presence. Build a visually friendly and informative website that features your company's services, examples of prior work etc. It certainly helps to create online content with search engine optimization in mind so prospective clients can find your business with ease.

How and when to build a team

Though you will be able to perform some roof evaluations and repairs on your own in the first weeks and months of your roofing company's launch, you will eventually need to hire a team of roofers. If your business grows, you will reach the point where you manage a team of roofers from the comfort of your office. Key in on experience and work ethic when hiring roofers. You need skilled individuals who aren't afraid of hard work. After all, working high up on an angled roof on blazing hot summer days is not easy. Check each candidate's references and work history to get a gauge as to whether he is cut out for this grueling work.

Useful Links

Industry opportunities.

  • Franchise opportunity
  • National Roofing Contractors Association

Real World Examples

  • Michigan Company
  • ATL Company 

Further Reading

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Roofing Business Plan Template & Guidebook

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


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

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

How to Write a Roofing Business Plan in 7 Steps:

1. describe the purpose of your roofing business..

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

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

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

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

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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.

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3. Build a Creative Marketing Stratgey.

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

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

Target market

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

Customer base 

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

Product or service description

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

Competitive analysis

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

Marketing channels

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

Form an LLC in your state!

how to write a business plan for a roofing company

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.

how to write a business plan for a roofing company

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, 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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How to Start a Roofing Company

start a roofing company

Starting a roofing company can be very profitable. With proper planning, execution and hard work, you can enjoy great success. Below you will learn the keys to launching a successful roofing company.

Importantly, a critical step in starting a roofing company is to complete your business plan. To help you out, you should download Growthink’s Ultimate Business Plan Template here .

Download our Ultimate Business Plan Template here

14 Steps To Start a Roofing Company :

  • Choose the Name for Your Roofing Company
  • Develop Your Roofing Company Business Plan
  • Choose the Legal Structure for Your Roofing Company
  • Secure Startup Funding for Your Roofing Company (If Needed)
  • Secure a Location for Your Business
  • Register Your Roofing Company 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 Company
  • Buy or Lease the Right Roofing Company Equipment
  • Develop Your Roofing Company Marketing Materials
  • Purchase and Setup the Software Needed to Run Your Roofing Company
  • Open for Business

1. Choose the Name for Your Roofing Company

The first step to starting a successful roofing business is to choose your business’ name.  

This is a very important choice since your company name is your brand and will last for the lifetime of your business. Ideally you choose a name that is meaningful and memorable. Here are some tips for choosing a name for your roofing business:

  • Make sure the name is available . Check your desired name against trademark databases and your state’s list of registered business names to see if it’s available. Also check to see if a suitable domain name is available.
  • Keep it simple . The best names are usually ones that are easy to remember, pronounce and spell.
  • Think about marketing . Come up with a name that reflects the desired brand and/or focus of your own roofing company.

2. Develop Your Roofing Company Business Plan

One of the most important steps in starting a new roofing company is to develop your business plan. The process of creating your plan ensures that you fully understand your market and your business strategy. The plan also provides you with a roadmap to follow and if needed, to present to funding sources to raise capital for your business.

Your business plan should include the following sections:

  • Executive Summary – this section should summarize your entire business plan so readers can quickly understand the key details of your roofing business.
  • Company Overview – this section tells the reader about the history of your roofing company and what type of roofing company you operate. For example, are you a shingle roofer, metal roofer, or slate roofer?
  • Industry Analysis – here you will document key information about the roofing industry. Conduct market research and document how big the industry is and what trends are affecting it.
  • Customer Analysis – in this section, you will document who your ideal or target market are and their demographics. For example, how old are they? Where do they live? What do they find important when looking for services like the ones you will offer?
  • Competitive Analysis – here you will document the key direct and indirect competitors you will face and how you will build competitive advantage.
  • Marketing Plan – your marketing plan should address the 4Ps: Product, Price, Promotions and Place.
  • Product : Determine and document what products/services you will offer 
  • Prices : Document the prices of your products/services
  • Place : Where will your business be located and how will that location help you increase sales?
  • Promotions : What promotional methods will you use to attract customers to your roofing company? For example, you might decide to use pay-per-click advertising, public relations, search engine optimization and/or social media marketing.
  • Operations Plan – here you will determine the key processes you will need to run your day-to-day operations. You will also determine your staffing needs. Finally, in this section of your plan, you will create a projected growth timeline showing the milestones you hope to achieve in the coming years.
  • Management Team – this section details the background of your company’s management team.
  • Financial Plan – finally, the financial plan answers questions including the following:
  • What startup costs will you incur?
  • How will your roofing company make money?
  • What are your projected sales and expenses for the next five years?
  • Do you need to raise funding to launch your business?

Finish Your Business Plan Today!

3. choose the legal structure for your roofing company.

Next you need to choose a legal structure for your roofing company and register it and your business name with the Secretary of State in each state where you operate your business.

Below are the five most common legal structures:

1) Sole proprietorship

A sole proprietorship is a business entity in which the owner of the roofing company and the business are the same legal entity. The owner of a sole proprietorship is responsible for all debts and obligations of the business. There are no formalities required to establish a sole proprietorship, and it is easy to set up and operate. The main advantage of a sole proprietorship is that it is simple and inexpensive to establish. The main disadvantage is that the owner is liable for all debts and obligations of the business.

2) Partnerships

A partnership is a legal structure that is popular among small businesses. It is an agreement between two or more people who want to start a roofing company together. The partners share in the profits and losses of the business. 

The advantages of a partnership are that it is easy to set up, and the partners share in the profits and losses of the business. The disadvantages of a partnership are that the partners are jointly liable for the debts of the business, and disagreements between partners can be difficult to resolve.

3) Limited Liability Company (LLC)

A limited liability company, or LLC, is a type of business entity that provides limited liability to its owners. This means that the owners of an LLC are not personally responsible for the debts and liabilities of the business. The advantages of an LLC for a roofing company include flexibility in management, pass-through taxation (avoids double taxation as explained below), and limited personal liability. The disadvantages of an LLC include lack of availability in some states and self-employment taxes.

4) C Corporation

A C Corporation is a business entity that is separate from its owners. It has its own tax ID and can have shareholders. The main advantage of a C Corporation for a roofing company is that it offers limited liability to its owners. This means that the owners are not personally responsible for the debts and liabilities of the business. The disadvantage is that C Corporations are subject to double taxation. This means that the corporation pays taxes on its profits, and the shareholders also pay taxes on their dividends.

5) S Corporation

An S Corporation is a type of corporation that provides its owners with limited liability protection and allows them to pass their business income through to their personal income tax returns, thus avoiding double taxation. There are several limitations on S Corporations including the number of shareholders they can have among others.

Once you register your roofing company, your state will send you your official “Articles of Incorporation.” You will need this among other documentation when establishing your banking account (see below). We recommend that you consult an attorney in determining which legal structure is best suited for your company.

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4. Secure Startup Funding for Your Roofing Company (If Needed)

In developing your roofing company business plan, you might have determined that you need to raise funding to launch your business. 

If so, the main sources of funding for a roofing company to consider are personal savings, family and friends, credit card financing, bank loans, crowdfunding and angel investors. Angel investors are individuals who provide capital to early-stage businesses. Angel investors typically will invest in a new roofing business that they believe has high potential for growth.

5. Secure a Location for Your Business

There are a few things to consider when looking for a location for your roofing company. First, you’ll want to find a spot that is accessible and visible to potential customers. You’ll also want to make sure that the location is zoned for commercial use and has enough space to accommodate your business. Finally, you’ll need to consider the cost of leasing or purchasing property in the area.

Once you have a few potential locations picked out, it’s time to start doing research. Make phone calls and email inquiries to get the specific information you need from each property owner. Inquire about the number of years left on their leases, restrictions they place on businesses operating within the space, and any additional costs or fees associated with renting or buying their property.

6. Register Your Roofing Company with the IRS

Next, you need to register your business with the Internal Revenue Service (IRS) which will result in the IRS issuing you an Employer Identification Number (EIN).

Most banks will require you to have an EIN in order to open up an account. In addition, in order to hire employees, you will need an EIN since that is how the IRS tracks your payroll tax payments.

Note that if you are a sole proprietor without employees, you generally do not need to get an EIN. Rather, you would use your social security number (instead of your EIN) as your taxpayer identification number.

7. Open a Business Bank Account

It is important to establish a bank account in your roofing company’s name. This process is fairly simple and involves the following steps:

  • Identify and contact the bank you want to use
  • Gather and present the required documents (generally include your company’s Articles of Incorporation, driver’s license or passport, and proof of address)
  • Complete the bank’s application form and provide all relevant information
  • Meet with a banker to discuss your business needs and establish a relationship with them

8. Get a Business Credit Card

You should get a business credit card for your roofing company to help you separate personal and business expenses.

You can either apply for a business credit card through your bank or apply for one through a credit card company.

When you’re applying for a business credit card, you’ll need to provide some information about your business. This includes the name of your business, the address of your business, and the type of business you’re running. You’ll also need to provide some information about yourself, including your name, Social Security number, and date of birth.

Once you’ve been approved for a business credit card, you’ll be able to use it to make purchases for your business. You can also use it to build your credit history which could be very important in securing loans and getting credit lines for your business in the future.

9. Get the Required Business Licenses and Permits

In order to start a roofing business, you will need to obtain the following licenses and permits:

  • Business License : allows you to operate a business in your city or state.
  • Contractor’s License : allows you to perform construction work in your state.
  • Roofing Contractor’s License : allows you to perform roofing work in your state.
  • Tax ID Number : allows you to collect taxes from your customers.
  • Sales Tax License or Seller’s Permit : for selling products.
  • Zoning Approval : typically at the city or county level, this provides authorization for construction or use of a building or land for a particular purpose.
  • Fire Department Approval : a process by which the local fire department reviews and approves the installation of a fire alarm system.

10. Get Business Insurance for Your Roofing Company

The type of insurance you need to operate a roofing company may vary depending on the size and type of company.

In general, business insurance policies that you should consider for your roofing company include:

  • General liability insurance : This covers accidents and injuries that occur on your property. It also covers damages caused by your employees or products.
  • Auto insurance : If a vehicle is used in your business, this type of insurance will cover if a vehicle is damaged or stolen.
  • Workers’ compensation insurance : If you have employees, this type of policy works with your general liability policy to protect against workplace injuries and accidents. It also covers medical expenses and lost wages.
  • Professional liability insurance : This protects your business against claims of professional negligence.

Find an insurance agent, tell them about your business and its needs, and they will recommend policies that fit those needs. 

11. Buy or Lease the Right Roofing Company Equipment

To start a roofing company, you will need some essential equipment. This includes ladders, roofing tar, roofing nails, and a hammer. You may also want to invest in a tarp to protect the area below the roof while you are working.

12. Develop Your Roofing Company Marketing Materials

Marketing materials will be required to attract and retain customers to your roofing company.

The key marketing materials you will need are as follows:

  • Logo : Spend some time developing a good logo for your roofing company. Your logo will be printed on company stationery, business cards, marketing materials and so forth. The right logo can increase customer trust and awareness of your brand.
  • Website : Likewise, a professional roofing company’s website provides potential customers with information about the services you offer, your company’s history, and contact information. Importantly, remember that the look and feel of your business website will affect how customers perceive you.
  • Social Media Accounts : establish social media accounts in your company’s name. Accounts on Facebook, Twitter, LinkedIn and/or other social media networks will help customers and others find and interact with your roofing company.

13. Purchase and Setup the Software Needed to Run Your Roofing Company

The software that you need to run a roofing company can vary depending on what type of roofing company you want to start. If you’re starting a residential roofing company, you’ll need software for estimating prices, managing roofing jobs, and invoicing clients. If you’re starting a commercial roofing company, you’ll need software for estimating prices, as well as for bidding on and managing projects. 

14. Open for Business

You are now ready to open your roofing company. If you followed the steps above, you should be in a great position to build a successful business. Below are answers to frequently asked questions that might further help you.

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How to Start a Roofing Company FAQs

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.

Is it hard to start a roofing company?

Starting a roofing company can be difficult because there are many regulations that must be followed. In addition, the roofing industry is highly competitive, so it's important to have a good marketing strategy and offer high-quality products and services. However, with the right knowledge and skills, starting a roofing company can be rewarding.

How can I start a roofing company with no experience?

First, you'll need to do some market research to determine if there is a demand for roofing services in your area. You'll also need to set up a business entity and register with the state. You'll need to have a business plan and marketing strategy, and you'll need to find qualified roofing contractors to work with your company.

What type of roofing company is most profitable?

There is no one-size-fits-all answer to this question, as the most profitable type of roofing company will vary depending on the specific market and industry conditions. However, in general, a commercial roofing company is likely to be more profitable than a residential roofing company, as the former typically commands higher prices for its services.

How much does it cost to start a roofing company?

To start your own roofing company, it can cost between $15,000-$20,000 for the initial investment. This includes setting up a business license, renting or purchasing equipment, and hiring employees.

What are the ongoing expenses for a roofing company?

The expenses for a roofing company can vary depending on the size of the company, the services offered, and the location. However, some of the most common ongoing expenses include labor costs, roofing materials costs, and marketing and advertising expenses.

How does a roofing company make money?

There are a few different ways that a roofing company can make money. One way is by providing a service where a roofing contractor installs a new roof for their customer. They can also make money by repairing roofs for their customers. Another way that they can make money is by selling materials such as shingles, flashing, ridge vents, and other roofing supplies.

Is owning a roofing company profitable?

Owning a roofing company can be profitable if you are able to find quality employees, stay up to date on the latest trends and technologies, and generate a large enough customer base. 

There are many reasons why roofing businesses can be profitable. One reason is that there is a lot of demand for roofing services, as most homeowners need to have their roofs replaced at some point. Another reason is that the cost of materials and labor is relatively low, which allows for a healthy profit margin. Finally, the industry is relatively recession-proof, which means that demand for roofing services remains high even during tough economic times.

Why do roofing companies fail?

There are a few reasons why new roofing companies can fail. One reason is that the company may not have good marketing or may not be well-known in the community. Additionally, the company may not have good customer service or may not be reliable. Finally, the company may not have good pricing or may not be competitive in the market.

Other Helpful Business Plan Articles & Templates

Business Plan Template & Guide For Small Businesses

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.

how to write a business plan for a roofing company

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?

Roofers Installing Shingles on a Large Roof

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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5 Marketing Strategies for Business Growth

Why you need a business plan for your roofing company.

Two Roofers Installing Shingles

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

Roofer Placing a Shingle on a Roof

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?

Related Article

How to Do Email Marketing for Contractors & Construction Companies

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

Close Up of a Roof Top

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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How to Start a Roofing Business: 9 Tips to Grow & Thrive

how to write a business plan for a roofing company

20 articles

How to start a roofing company illustration with roofers looking at plans and placing tiles

If you’re looking to start a roofing business, it’s the perfect time to flip the switch. Industry research notes that the US roofing industry consists of more than 80,000 businesses employing 250,000 people — and annual industry revenues exceed $50 billion. It’s an excellent time to consider starting a roofing company, as both the residential and commercial sectors are experiencing a wave of new construction, and that means opportunities for the roofing industry, which is expected to grow revenues by around 1% annually for the next five years. 

Moving from working as a roofing contractor to starting your own business may feel a bit dizzying, but it doesn’t have to be. Establishing a business legally is a straightforward process, and creating a plan for growth is exciting. As you get deeper into the process, you’ll get to tackle challenges with cash flow, marketing, hiring, and more. 

We worked together with Kyle Shirley, founder and owner of Sol Vista Roofing in Denver, to create a guide to start and grow a roofing business from the ground up. 

Table of Contents

1. Lay the sheathing: Registration, licensing, and insurance

Handling the fundamentals is like putting down the deck at the start of a roofing project: It sets you up for success later. Starting a business starts with the legal and logistical nuts and bolts that get you ready for growth later on. 

Here are a few key steps to make sure you cover:

  • Register your business with your state’s Secretary of State. You’ll need a name for your business entity and a business structure — often a sole proprietorship or limited liability company (LLC). 
  • Get the proper license and insurance according to your state’s requirements. We have a contractor licensing guide for every state you can refer to — as many states do require specific licensing for roofing businesses. 
  • Obtain a business bank account and any software or staff you’ll need for accounting and bookkeeping. It’s important to keep your business’ finances separate from your personal accounts. 

Once you’re registered, licensed, insured, and financially prepared, you’re ready to start thinking about how to grow your roofing business from the ground up. 

2. Make a clear business plan aimed at growth

The first step in growing your roofing business is to create a plan to grow. Start with your business plan – if you didn’t have a business plan when you started your roofing business, now would be a good time to write it down. 

“A strong business plan consists of thorough market research,” says Kyle Shirley. “You should look into the top players in your city or market, then perform a SWOT analysis to evaluate your strengths, weaknesses, opportunities, and threats. New businesses can leverage technology, automation, and lower overhead costs to compete with existing businesses. Your business plan lays out your strategy for breaking into the market and financial projections for the first five years, giving you a sense of how many jobs you need to take on to grow and scale.”

Below, we’ve listed some items your business plan should definitely include . 

Set goals for your business

Goals may include the revenue you want to generate over the next five years, the number of new jobs you will take on, or targets for hiring employees. The clearer you can be with your growth objectives, the easier it is to determine what resources you need in order to accomplish them. 

Get clear on your customers

Are you going to specialize in a specific niche, or diversify your client base? Will your business focus on residential customers or commercial roofing projects ? The audience you are trying to reach — and the types of roofing jobs you want to take on — will determine your marketing strategy and hiring requirements, as well as other business decisions.

Analyze your competition

Once you’re clear on your goals and the types of roofing projects you’re going after, look at what your competition is doing. What kinds of jobs are they bidding on? How can you differentiate your company from existing businesses?  

Action item: Create a growth plan for your roofing company.  Why it matters: Avoid the most dangerous business error of all: “Failing to plan is planning to fail.” 

3 . Keep the cash flowing like water down a valley

Here’s a little-known fact about growing a roofing business: It can be incredibly cash-hungry. If you start growing without proper financial management, you will quickly find your company out of cash and in bankruptcy court. That’s not an overstatement: Cash flow is the number one reason why roofing contractors fail . 

“The construction business has a long cash conversion cycle,” notes Kyle Shirley, “so you need to go in with eyes wide open, understanding the average days sales outstanding (DSO) for your market — which you can find by reaching out to local or state roofing organizations. From there, you can track your accounts receivable, accounts payable, and overhead expenses to see your current cash flow. Even better, you can project your sales, labor costs, and materials costs further out to make sure that the revenue coming in is going to cover your costs.” 

In order to grow, a roofing company must proactively manage cash flow — or you’ll end up doing about as well as a roof without flashing. Since you’re a seasoned roofer, you know that payments can lag behind job completion — sometimes way behind. But your costs keep adding up, and you need cash on hand to continue hiring skilled roofers, buying materials and equipment, and taking on more or bigger roofing jobs. 

To grow your roofing business sustainably, it’s not enough to be a skilled roofer. You need to be a master of your cash flow. 

Becoming a successful business owner means knowing when to delegate and when to stay involved. When it comes to cash flow, it’s important to always have your finger on the pulse. 

Review your cash flow regularly

If you have an accountant, work with them to create a real-time view of your cash flow that you can check any time. Even without a dedicated accountant, you can use a cash flow forecast to predict your cash needs for the upcoming week, month, or year. Revise your projections to include actual expenses and revenue to make sure your model is accurate. 

Modern construction accounting software can take into account expenses, accounts payable, and accounts receivable to help you spot cash flow problems before they sink your business. 

WATCH : How to calculate cash flow for a construction project  

Use cash flow to inform your business decisions

When making financial decisions for your roofing business, operate with certainty rather than assumptions. Cash flow predictions and analytics are useful, but you’ll also want to lean on cash flow statements from past months and years that give a true picture of how your roofing business is doing. 

Beyond staying on top of cash flow as an owner, you’ll also want to make sure that you develop operational excellence among your team as your business grows: prompt invoicing , strong payment terms, and efforts to drive down costs where possible. 

Action item: Evaluate a recent cash flow statement and develop a real-time cash flow dashboard. Make it a priority to check in on your business cash flow at least weekly. Why it matters: If your business is cash flow negative, it doesn’t matter if you have significant revenue coming in down the line. Growing and maintaining your roofing business means having positive cash flow to expand your workforce and take on new jobs. 

4. Set your prices as carefully as you assemble a roof

While cash flow is critical for survival, profit is essential for growing a roofing business. Your profit is the money you will use to reinvest in the business for continued growth. Too many roofers fail to price their services correctly, either aiming too high to attract customers or too low to maintain profitability. 

Read more: The profit roadmap for contractors

For many business owners, nailing down the right pricing structure feels like a mystery, and some resort to simply copying competitors in hopes of success. But here’s the truth: Roofing businesses charge wildly different rates (from $3.50 to $10 per square foot in commercial roofing or $4.35 to $11 per square foot in residential roofing), and you need to figure out the price that will work for your business.

“Most contractors are not charging enough,” says Kyle Shirley. “Businesses tend to focus on their labor and material cost, but most people are not factoring in overhead. Some contractors I speak to think they don’t have any overhead, but even a solo contractor has to cover gas and insurance costs. Other overhead costs include marketing, technology (software, a website, etc.), and rent — though there are many more. And of course, your pricing also has to include a profit margin, because that profit is what you can re-invest in your business to grow.”

Your prices are going to depend on your region, whether you’re doing commercial or residential roofing work, and your specialization. Fortunately, getting the price right isn’t difficult, and you only have to follow one simple rule: The customer has to cover every cost. 

When you’re just doing individual roofing jobs, it’s easy to forget about the cost of doing business — but when you’re running a business, you need to remember that every job you take on needs to cover overhead as well . In addition to materials and labor for roofing jobs, you need to cover the cost of staff, offices, benefits, and more. 

Oh, and you do want to make a profit, right? Your pricing needs to take all of this into account. The average profit margin across the roofing industry is 7.2% , but you may adjust that number higher or lower depending on your business needs.

Keep reading: Contractor’s guide to profit and overhead

Action item: Take a look at your current hourly rate and billable hours, then determine whether they are actually covering your costs and working toward making a profit. Why it matters: Too many businesses fail because they undercharge or overprice their services. Make sure you know the real cost of running your roofing business and price accordingly. 

5. Hire & retain employees that form a great underlayment

Your employees are the face of your roofing business, which means that whoever you hire will represent your company in front of your customers. Successful business owners put their people first because a thriving team leads to a growing company. Roofers know that an underlayment helps protect the finished roof, so get team members who will help hold your company together.

“As a new business owner, you need employees who will build your reputation and earn a good review,” Kyle Shirley emphasizes. “When we started out, we did a lot of interviews and vetting. We tested our roofers out on different projects and jobs to make sure they would represent Sol Vista Roofing as professionals. We want customers to feel fantastic about the service they get so they’ll spread the word. That’s crucial when you’re just starting out.”

Update your benefits package to remain competitive

The more you can offer potential employees, the better employees you will attract. Strong health benefits, retirement plans, and leave policies may seem like high costs, but the value of productive employees can quickly outweigh the initial investment. Hiring, training, and developing an excellent team is the best investment you can make in growing your roofing business. 

When your employees consistently treat your customers with respect and demonstrate professional knowledge, growth comes naturally. Also, when you invest in your employees, they’re more likely to stick around, helping you to keep turnover low and engagement high. 

Provide training opportunities

Create onboarding procedures for every position that orients new employees to skills as well as company culture. While standardizing training for roofers is important, don’t forget about your back-office employees. Make sure your office staff have access to tools and courses that help them do their jobs more efficiently.

Training doesn’t have to be expensive. Levelset’s Payment Academy offers free courses on collections and credit, construction financial management, and more. 

Make it clear how employees can grow from the start. Rather than providing a job, open up a career path for everyone who works in your roofing business. Strong employees are attracted to growth opportunities, so provide incentives and promotions for performance to everyone who works for you.

Action item: Look at your processes for hiring, training, and development to identify areas for improvement.  Why it matters: Employees are the single greatest asset of any roofing business. Treat them accordingly. 

6. Create clear policies and procedures for every aspect of your business

As your business grows, you’ll have less direct involvement in the day-to-day operations of the company. Too many business owners try to fight fires or manage every aspect of operations, but this is a recipe for burnout and stagnation.

“As you open your doors and take on new customers, document your policies and standard operating procedures,” says Kyle Shirley. “It doesn’t have to be pretty, but you need to write it down. Then, over time you can refine your procedures as you learn more about your business. How would you have handled that sale differently? Update the procedure. We have procedures for everything our company does, and those documents are visible to every one of our employees. If someone on my team asks how to get a measurement report for a roof, I point them to the procedure. As your business grows, you won’t have your hands in every aspect of operations, but good policies and procedures will make sure your team is consistent.”

Instead, you need to optimize your operations by building great processes, writing them down, and trusting your employees. Take all that you’ve learned about roofing, sales, and more—and add in knowledge from your employees. Use this accumulated experience to standardize how your team handles calls, evaluates customer creditworthiness , and manages repairs and installations. 

You need to have clear, written instructions for every company process. A policy serves three purposes: 

  • Keeps everyone on the same page
  • Saves supervisors from having to repeat information
  • Ensures that wisdom isn’t lost when you have employee turnover 

Trust your employees

Once you have standard procedures, let your employees follow them. Too many business owners try to micromanage, but this approach is rarely successful. Instead, refine your procedures over time and use ongoing training to empower your employees to handle every situation. 

In the end, your business is a collection of many different processes — from simple phone greetings to deciding whether to file a mechanics lien for non-payment . Having clear, unified processes for every aspect of your roofing business improves productivity and prevents knowledge from disappearing when employees leave your company. 

Action item: Identify processes that need standardization, write out clear instructions for those processes, and keep going until you have documentation to handle (nearly) every aspect of your roofing business. Why it matters: As you grow, you’ll have less direct control over your business. By crafting great processes, your wisdom stays in every aspect of the company even as your attention moves toward strategy rather than day-to-day operations. 

7. Execute a focused marketing and sales strategy

You can have the best roofers, office manager, and accountant on the planet, but if you don’t win jobs, your roofing business will not grow. Build a sales and marketing team that understands your target audience — and what gets them to say “yes” to the sale . 

“A sales procedure is one of the most important things you can have,” says Kyle Shirley. “And you want it to include everything. Our sales team parks on the street so they don’t block a homeowner’s driveway. We get to know the customer first. We walk around the property with the homeowner, and we gradually get a sense of what they need from us. After we do an inspection, we present our quote on site — and we explain the value that we bring, like our warranty. We don’t want to email that quote later, because we want a chance to discuss what we’re offering to the homeowner.”

On residential jobs, the homeowner is dealing with a potentially large outlay of funds and may be in a stressful situation—like a failing roof or the impending sale of their home. You want your sales staff to act with empathy and understanding. 

If your goal is to get more commercial or public jobs, you’ll need someone experienced in writing winning bids. Bidding a private commercial project can be different from bidding a government job — your team should understand the difference.    

“Commercial roofing sales is much more about building relationships over time,” notes Kyle Shirley. “You do good work with a developer and they begin to understand what you offer. You show them that you get their problem and you present solutions that will work for them. We’ll often send a video with our bids to explain our reasoning, which helps replicate that personal touch you usually get working on the residential side with homeowners.”

Both residential and commercial roofing companies need to be able to demonstrate their value to potential customers by addressing their needs and maintaining professionalism.

Growing a roofing business requires that customers know who you are and how to find you. Having a recognizable brand, strong online presence, and an easy-to-use website are vital for growth. 

“In terms of marketing, we do one-to-one outreach on the commercial side and lots of mass digital work on the residential side,” says Kyle Shirley. “We love Google pay-per-click (PPC) ads, and we’re active on social media platforms so that we can be visible in front of homeowners. You need to pay for a search engine optimization (SEO) person as well as some type of new media ads. But don’t discount legacy marketing: postcards, yard signs, door hangers. In some markets, going door to door after a storm is a viable tactic.”

According to Findstack , 72% of people use Google reviews to find businesses , and those with at least 200 reviews generate twice as much revenue on average. As a residential roofing business owner, you need to recognize that the majority of your marketing efforts must go toward optimizing for Google searches, which is where the majority of your potential customers are likely to find you when they’re looking for help with small service jobs or large remodeling projects.

Optimize your website

Either hire an outside agency or an internal specialist who can help you rank in Google for relevant search terms, like “roofer in X city.” You’ll want a strong domain name (, well-written marketing copy, and perhaps even a regularly updated blog with information that supports potential customers. 

You can have your business show up in Google Reviews and on Google Maps by signing up for a business profile .  

Your website needs to work well on both computers and mobile devices, have your contact information readily available, and include a contact form that is easily accessible. When your potential customers find your website from a Google search, make it easy for them to get information about your business and reach out to you.

Feature recent roofing projects that highlight the types of projects you want to work on. Write up the project details, like problems you solved, your standards of cleanliness during construction, and the communication process with the project owner. 

Create a recognizable brand

Beyond optimizing your website and working toward better rankings in Google, you’ll want to make sure that you have a strong brand. Considering your business’ colors, logo, slogan, name, uniforms, trucks, and more can make marketing easier — and make it easier for your business to spread by word of mouth.  

If people know about your business, you’ll get more business. Once you’re an established name in your area, marketing becomes easier, but it never loses importance. Staying ahead of the competition means continually reaching out to potential customers and positioning your roofing business as the best solution to their needs.

4 techniques for closing sales

Here are four ways that strong roofing businesses get the sale for both repair work and new installations:

  • Participate in a sales training program that includes role playing over the phone and in person. 
  • Encourage your salespeople to spend more time listening than speaking, and to take notes on what the customer is looking for. 
  • Ensure your sales staff do a thorough inspection , provide options, and use the echo customer’s language to share that they’ve understood.
  • Provide a detailed proposal on site , including transparent pricing and line item costs that give the customer a clear sense of your value. 

Action items: 

  • Evaluate your sales performance and audit your processes to see if there are areas for improvement.
  • Review your sales and marketing materials regularly to make sure they speak to the audience you’re trying to attract. 
  • Take a close look at your current branding and your online marketing efforts to find areas for improvement.

Why it matters: Without a strong sales and marketing machine, there are no jobs to bring in revenue for your business. Making sure that your sales staff is well trained is a crucial part of running a successful roofing business. 

The majority of your customers are looking for you online, so making sure you stand out there is critical for business success. And it’s not just important for residential jobs — even developers and general contractors will look up your website as part of their prequalification process to determine your ability to complete a commercial roofing job. 

8. Know the laws that pertain to roofing businesses

Construction law is complex, and roofers have a lot of rules to follow. Failure to comply with building codes and other regulations can result in project delays, steep financial penalties, or a loss of your contractor license.

In addition to property rules, roofer’s licensing requirements , and other laws, you also need to be able to read and understand your construction contract thoroughly. If you’re not careful, you may end up agreeing to contract terms that delay payments or hurt your business financially. Someone at your company should review every contract — or even better, hire a legal team to do it for you.

9. Be the leader your company needs

Becoming a strong leader for your business is an important step if you want to grow. Business leaders with a clear vision, strong communication, and deft organization are able to overcome challenges and make wise decisions as they grow. 

Many roofing business owners started out as roofers or supervisors. The upside of that path is that you have excellent background knowledge about the industry that can inform decisions about materials, techniques, or sales. On the other hand, very few people are natural born leaders, and working as an individual roofer doesn’t always offer the opportunity to develop leadership skills. 

So start working on becoming a better leader right now. 

Always keep communicating

As the business owner, it’s easy to get stuck in your silo — but it’s a mistake. Your roofers, salespeople, customer service representatives, accountants, and more are at the front of your business and have information you need. Take time to ask three simple questions: What’s going well? What isn’t? How can I help you?

Stay open to feedback

It’s easy to get caught in a rut doing business the way you’ve always done it. Be open to new insights by meeting with other business owners, attending classes, joining professional groups, and getting feedback from members of your team. 

Never stop learning

Leadership skills develop over time and by incorporating insights from many sources. Listen to leadership podcasts , read leadership books , and take leadership classes with the intent to never stop growing as a leader.

The success of your roofing business starts with your own success as a leader. Build from your strengths and work on your weaknesses to develop into a business owner capable of growing and expanding where you want to be. 

Action item: Make a plan to become a better business leader this year.   Why it matters: Your roofing business’ success starts with you. Leadership skills take time to develop, and these skills will help you gain the insights you need for continuous growth. 

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Daniel Gray

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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.

how to write a business plan for a roofing company

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.

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

  • by Briquelle Simpson
  • August 14, 2023,
  • last updated 3 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!

Grow your business

Table of contents, keep on learnin', related articles, peak performance 2024: insights to take roofers to the top, roofing shoes: the 14 best shoes and boots for roofers, how to generate roofing leads.

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Roofing Business Plan Sample

AUG.15, 2018

Roofing Business Plan Sample

Do you want to start roofing business?

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

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

Executive Summary

2.1 the business.

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

2.2 Management

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

2.3 Customers

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

2.4 Target of the Company

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

Roofing Business Plan - 3 Years Profit Forecast

Company Summary

3.1 company owner.

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

3.2 Why the Business is being started

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

3.3 How the Business will be started

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

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

Roofing Business Plan - Startup Cost

Services for customers

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

Edward Roofers will provide the following services:

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

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

Marketing Analysis of Roofing Business

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

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

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

5.1 Marketing Trends

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

5.2 Marketing Segmentation

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

Roofing Business Plan - Marketing Segmentation

UK Start-Up Visa Business Plan

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

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

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

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

5.3 Packages Pricing

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

5.4 Business Target of the Company

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

6.1 Competitors

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

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

6.2 Sales Strategy

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

6.3 Sales Forecast

Roofing Business Plan - Unit Sales

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

6.4 Sales Monthly

Roofing Business Plan - Sales Monthly

6.5 Sales Yearly

Roofing Business Plan - Sales Yearly

Personnel plan

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

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

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

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

Financial Plan

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

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

8.1 Important Assumptions

8.2 brake-even analysis.

Roofing Business Plan - Brake-even Analysis

8.3 Projected Profit and Loss

8.3.1 profit monthly.

Roofing Business Plan - Profit Monthly

8.3.2 Profit Yearly

Roofing Business Plan - Profit Yearly

8.3.3 Gross Margin Monthly

Roofing Business Plan - Gross Margin Monthly

8.3.4 Gross Margin Yearly

Roofing Business Plan - Gross Margin Yearly

8.4 Projected Cash Flow

Roofing Business Plan - Projected Cash Flow

8.5 Projected Balance Sheet

8.6 business ratios.

Download Roofing Business Plan Sample in pdf

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

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

how to write a business plan for a roofing company

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Business plan tips for roofing contractors

Table of Contents

How to write a business plan

Business plan tips, present your vision, tailor your business plan, show you’re committed, be realistic, be specific, get a second opinion, round out your business plan with countingup.

Every good business needs a business plan. It’s an essential roadmap that shows exactly where you are and where you’re going. And like an actual map, you could end up lost pretty quickly without one. 

But it’s not just about staying on track. Your business plan is one of the best ways to convince investors that your business is viable. 

In this guide, we’ll outline some simple tips that will take your roofing business plan to the next level. 

Most business plans include:

  • Executive summary
  • Company description
  • Competitor and market analysis
  • Details of organisation and management
  • Breakdown of products and services
  • Marketing and sales
  • Funding requests and financial projections

This is just a basic overview. If you’d like a more detailed description of what to put in each section, check out our other article – What to include in a business plan . 

Most business plans follow the same basic structure, but there are little details that you can include to set yours apart from the rest. 

What would you say if you had to sell your business in one sentence? That’s the core idea behind a vision. It’s less about what your business does and more about what it is.

If you asked the marketing executive at Apple what their company vision is, they wouldn’t say:

  • “We sell computers, phones, and tablets… and they look really cool.”

While true, that’s not their vision. Apple’s vision is:

  • “To make the best products on earth, and to leave the world better than we found it.”

This powerful statement tells you everything you need to know about their brand. It’s a selling point for customers and investors and a guiding light for the company to work toward. 

You’re a roofing contractor, yes. But think about what sets you apart from the competition:

  • Are you dedicated to customer service?
  • Do you provide a better quality product?
  • Are you offering the most affordable prices?
  • What are your business values?

Much like the roofs you’re working with, one business plan does not work for every occasion. 

You should tweak your business plan depending on who you present it to. They should all have the same basic outline, but you could emphasise and expand on different sections.

For example:

  • Investors will be interested in your financial plan and strategy
  • Marketing and ad companies will be interested in your target audience, product snapshots, and market analysis
  • Potential business partners might be more interested in your organisation and management structure

If you’re going after investors, you can also do some research about their history:

  • What sort of things have they invested in previously?
  • What do they value? 
  • What non-business ventures have they supported publicly?

You could even include something they’ve said before in a speech or statement to grab their attention. After all, they can’t disagree with their own words. 

Starting a business is easy, but it doesn’t mean much unless you’re committed. 

If you want to be taken seriously, your business plan needs to show that you’re committed to the future. 

  • Have you invested your own money into the business?
  • Have you reworked your prototype after product testing?
  • Have you reduced your working hours to spend more time on the business?

If the answer is yes to any of these questions, make sure everybody knows it. 

Not to sound like a downer, but even the best businesses have challenges – especially in their early days. Your business plan shouldn’t make bold promises based on dream projections. If you go down that route, anybody reading it will see that your plan is unrealistic. 

“Hope for the best, plan for the worst” should be your philosophy when it comes to things like market reach, projected sales, and general growth. If you foresee any problems, don’t ignore them – point them out and offer solutions. 

A grounded plan based on steady growth may not sound very exciting, but it’s a much more convincing strategy when it comes to business planning. 

As with any plan, the devil is in the details. Specific details will prove your dedication and forethought when it comes to your business. 

Your business plan should include exact figures about these key issues:

  • Your area of expertise
  • What the market is worth
  • How much you’ll spend on start-up costs
  • How much you’ll spend on running costs
  • How your costs will change as your business scales
  • Profit and loss projections for the first two years of business
  • Your plan for the next stages of the business

Make sure your data is backed up with real-world evidence based on market research , product testing, and consumer feedback. 

Or a third, or a fourth, for that matter. 

Your goal should be to get as much feedback as possible on your business plan. Ask your friends, colleagues, or other business owners to review it and offer suggestions. 

If you don’t have anybody ready to help, there are plenty of ways to reach out and get help:

  • Use your social media network
  • Contact your local Chamber of Commerce
  • Sign up to business mentoring sites like SCORE

The Countingup business account is the current account with built-in accounting software that lets you manage all your financial data from one simple app. 

With a range of useful features like cash flow insights, profit and loss projections, and tax estimates, you’ll have all the financial information you could ever need for a business plan. 


  • Counting Up on Facebook
  • Counting Up on Twitter
  • Counting Up on LinkedIn

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How to open a roofing company?

how to start a roofing company

Want to start a roofing company but don't know where to begin? Then you've come to the right place!

Our comprehensive guide covers everything related to opening a roofing company - from choosing the right concept to setting out your marketing plan and financing your business.

You'll also learn how to assess the profitability of your business idea and decide whether or not it can be viable from a financial perspective.

Ready to kickstart your entrepreneurial journey? Let's begin!

In this guide:

  • What is the business model of a roofing company?

What is the ideal founding team for my roofing company?

Is there room for another roofing company on the market.

  • How should I position my roofing company on the market?
  • Where should I base my roofing company?
  • What legal form should I choose for my roofing company?

How much money do I need to start a roofing company?

How will i promote my roofing company's.

  • How do I build my roofing company financial forecast?
  • How do I choose a name and register my roofing company?

What corporate identity do I want for my roofing company?

  • What legal steps are needed to start a roofing company?
  • How do I write a business plan for a roofing company?
  • How to raise finance for my roofing company?
  • What to do after launching my roofing company?

Key takeaways

Understanding how a roofing company works.

The very first step when exploring a business idea such as starting a roofing company is to make sure you understand how the business operates and makes money (which is what we call the business model).

This will not only give you an initial idea of how profitable the business can be, but it will also enable you to make sure that this is the right business idea for you, given your skills, start-up capital and family or personal lifestyle, in particular.

The best ways to get to grips with the roofing company's business model are to:

Talk to roofing company owners with experience

Work a few months in a roofing company already in operation, take a training course.

Experienced roofing company owners have valuable insights and can provide practical advice based on their firsthand experiences. 

They've likely encountered and overcome challenges that a newcomer might not anticipate. Learning from other’s mistakes can save you both time and money and potentially increase your venture’s chances of succeeding.

Obtaining work experience in the industry can be a crucial factor in confirming whether you truly want to start a roofing company, as it provides insight into the day-to-day activities.

For instance, if the working hours are longer than expected or if other business requirements don't align with your personal lifestyle or preferences, you might reconsider your entrepreneurial goals.

Even if you've decided that this business idea is a good fit for you, gaining work experience will still be valuable. It helps you better understand your target market and customer needs, which is likely to be beneficial when launching your own roofing company.

Obtaining training within your chosen industry is another way to get a feel for how a roofing company works before deciding to pursue a new venture.

Whatever approach you choose to familiarise yourself with the business, before going any further with your plans to open a roofing company, make sure you understand:

  • What skills are required to run the business (compare this with your own skills)
  • What a typical week in the business is like (compare this with your personal or family life)
  • What is the potential turnover of a roofing company and the long-term growth prospects (compare this with your level of ambition)
  • Your options once you decide to sell the business or retire (it's never too early to consider your exit)

Create your business plan online!

Think your business idea could be profitable? Find out how with a business plan

business plan online

The next step to opening your roofing company, is to decide whether to assemble an ideal team or venture solo.

The failure rate for business start-ups is high: almost half don't make it past the five-year mark, and setting up a roofing company is no exception.

Starting with a group of co-founders helps reduce this risk as each of you brings complementary skills and enables the financial risk to be spread on multiple shoulders.

However, managing a business with multiple partners comes with its own set of challenges. Disagreements among co-founders are quite prevalent, and they can pose risks to the business. That's why it's essential to carefully weigh all aspects before launching a business.

To help you think things through, we recommend that you ask yourself the following questions:

Do you need more co-founders for this venture?

Do you share the same vision and ambition as your potential partners for this project, what is your plan b.

Let's look at these issues in more detail.

To answer this question you will need to consider the following:

  • Are there any key skills missing for which you would rather have a business partner than recruit an employee?
  • Do we have enough equity? Would the company benefit from more capital at the outset?
  • Will the proposed number of founders make it easy to make decisions (an odd number of partners, or a majority partner, is generally recommended to avoid deadlock)?

In simple terms, co-founders bring skills, money, or both to the table. Having more partners is beneficial when there's a lack of either of these resources.

One of the main sources of conflict between co-founders comes from a lack of alignment on the long-term vision.

To avoid any risk of disagreement, it is advisable to agree on ambitions from the outset and to provide an exit mechanism for one of the partners in the event of disagreement.

We hope your roofing company takes off and thrives, but it's smart to have a "plan B" just in case things don't go as expected.

How you tackle potential failure can vary broadly depending on the type of co-founders (close friend, spouse, ex-colleague, etc.) and the personal circumstances of each of them. 

For example, launching a family business with your spouse might seem exciting, but if it fails, you risk losing all of your household income at once, which might be stressful.

Likewise, starting a business with a friend might strain the friendship if things go wrong or if tough decisions need to be made.

Before diving in, make sure to thoroughly think about your choices. This way, you'll be ready for whatever might come your way when starting up.

The next step in starting a roofing company is to undertake market research. Now, let's delve into what this entails.

The objectives of market research

The goal here is straightforward: evaluate the demand for your business and determine if there's an opportunity to be seized.

One of the key points of your market analysis will be to ensure that the market is not saturated by competing offers.

The market research to open your roofing company will also help you to define a concept and market positioning likely to appeal to your target clientele.

Finally, your analysis will provide you with the data you need to assess the revenue potential of your future business.

Let's take a look at how to carry out your market research.

Evaluating key trends in the sector

Market research for a roofing company usually begins with an analysis of the sector in order to develop a solid understanding of the its key players, and recent trends.

Assessing the demand

After the sector analysis comes the demand analysis. Demand for a roofing company refers to customers likely to consume the products and services offered by your company or its competitors.

Looking at the demand will enable you to gain insights into the desires and needs expressed by your future customers and their observed purchasing habits.

To be relevant, your demand analysis must be targeted to the geographic area(s) served by your company.

Your demand analysis should highlight the following points:

  • Who buys the type of products and services you sell?
  • How many potential customers are there in the geographical area(s) targeted by your company?
  • What are their needs and expectations?
  • What are their purchasing habits?
  • How much do they spend on average?
  • What are the main customer segments and their characteristics?
  • How to communicate and promote the company's offer to reach each segment?

Analyzing demand helps pinpoint customer segments your roofing company could target and determines the products or services that will meet their expectations.

Assessing the supply

Once you have a clear vision of who your potential customers are and what they want, the next step is to look at your competitors.

Amongst other things, you’ll need to ask yourself:

  • What brands are competing directly/indirectly against your roofing company?
  • How many competitors are there in the market?
  • Where are they located in relation to your company's location?
  • What will be the balance of power between you: are your competitors independent players or franchises?
  • What types of services and products do they offer? At what price?
  • Are they targeting the same customers as you?
  • How do they promote themselves? 
  • Which concepts seem to appeal most to customers?
  • Which competitors seem to be doing best?

The aim of your competitive analysis will be to identify who is likely to overshadow you, and to find a way to differentiate yourself (more on this see below).


Market research is also an opportunity to look at the regulations and conditions required to do business.

Ask yourself the following questions:

  • Do you need a special degree to open a roofing company?
  • Are there necessary licences or permits?
  • What are the main laws applicable to your future business?

At this stage, your analysis of the regulations should be carried out at a high level, to familiarize yourself with any rules and procedures, and above all to ensure that you meet the necessary conditions for carrying out the activity before going any further.

You will have the opportunity to come back to the regulation afterwards with your lawyer when your project is at a more advanced stage.

Take stock of the lessons learned from your market analysis

Market research should give you a definitive idea of your business idea's chances of commercial success.

Ideally, the conclusion is that there is a market opportunity because one or more customer segments are currently underserved by the competition.

On the other hand, the conclusion may be that the market is already taken. In this case, don't panic: the first piece of good news is that you're not going to spend several years working hard on a project that has no chance of succeeding. The second is that there's no shortage of ideas out there: at The Business Plan Shop, we've identified over 1,300 business start-up ideas, so you're bound to find something that will work.

Don't start from scratch!

With dozens of business plan templates available, get a clear idea of what a complete business plan looks like

business plan templates

Choose the right concept and position your roofing company on the market

The next step to start a roofing company is to choose the company's market positioning.

Market positioning refers to the place your product and service offering occupies in customers' minds and how it differs from how competitors are perceived. Being perceived as a high-end solution, for example.

To do this, you need to take the following considerations into account:

How can you make your business stand out from your competitors?

Can you consider joining a franchise as a way to lower the risks involved, is it better to start a new roofing company or acquire one that is already up and running, how to make sure your concept meets customer needs.

Let's look at each of these in a little more detail.

When you decide to start your own roofing company, you're facing an upward challenge because your competitors are already ahead. They have a good reputation, loyal customers, and a strong team, while you're just getting started.

Opening a roofing company offering exactly the same thing as your competitors is risky and potentially doomed to fail: why would customers take the risk of choosing a newcomer rather than a company with a proven track record?

This is why it is advisable to avoid direct confrontation by adopting a differentiated market positioning wherever possible: in other words, by offering something different or complementary to what is available on the market.

To find a market positioning that has every chance of success, you need to ask yourself the following questions: 

  • Can you negate direct competition by serving a customer profile that is currently poorly addressed by your competitors?
  • Can your business provide something different or complementary to what is already available on the market?
  • Why will customers choose your roofing company over the competition? 
  • How will your competitors react to your entry into their market?
  • Is the market sufficiently large and fragmented (i.e. not dominated by a few large chains) to allow you to set up an independent business, or is it better to consider another avenue (see below)?

A good way of getting a market positioning that is guaranteed to seduce customers is to join a group with a proven concept.

Admittedly, joining a franchise is not necessarily as exciting as opening a roofing company with a clean slate, everything to invent and total freedom to do so, but it is a proven way of reducing the risk of entering the market.

By joining a franchise, you will benefit from a concept that is successful with customers, the brand recognition of a large network, and operational support with regard to supplier relations, processes and operating standards, etc.

In return, you will have to pay an entry fee and an annual royalty (on your company's sales).

Joining a franchise is a trade-off where you need additional capital and get less freedom in exchange for a lot less risk. It's not for everyone, and it's not possible everywhere (franchise opportunities vary from region to region), but it is nevertheless an option you should explore.

Another way to benefit from a proven concept and reduce the risk of your project is to take over a roofing company. 

Buying a roofing company allows you to get a team, a customer base, and above all to preserve the balance on the market by avoiding creating a new player. For these reasons, taking over a business is a lot less risky than creating one from scratch.

Taking over a business also gives you greater freedom than franchising, because you have the freedom to change the positioning and operations of the business as you see fit.

However, as you can imagine, the cost of taking over a business is higher than that of opening a roofing company because you will have to finance the purchase.

Once you have decided on your concept and the market positioning of your future roofing company, you will need to check that it meets the needs, expectations and desires of your future customers.

To do this, you need to present it to some of your target customers to gather their impressions.

Explore the ideal location to start your roofing company

The next stage in our guide on how to start a roofing company: choosing where to set up shop.

Setting up your business in the right location will have a direct impact on your chances of success, so it's a good idea to think things through before you launch.

To help you decide where to set up your business, we recommend considering the following factors:

  • Parking space, road and public transport accessibility - A roofing company requires transportation of heavy equipment and materials, making it important to have easy access to main roads and ample parking space.
  • Availability of skilled labor - Skilled labor is crucial for a roofing company to ensure quality work and meet customer demands.
  • Proximity to target customers - Being close to potential customers can lead to increased business opportunities and word-of-mouth referrals.
  • Premises layout - The layout of the building should allow for easy storage and organization of equipment and materials.

These criteria will need to be refined according to the specific features of your project.

After weighing the factors mentioned earlier, it's crucial to focus on your startup's budget. Look for a location that suits your business needs while being affordable, especially in the short term.

One of the issues that will also come up is the long-term future of your location, particularly if you opt to rent your premises rather than buy. In this case, you will need to consider the conditions for renewing the lease (duration, rent increases, etc.).

Lease agreements vary widely from country to country, so make sure you check the terms applicable to your situation and have your lawyer review your lease before you sign.

Decide on a legal form for your roofing company

It's now time to think about the legal structure for your roofing company.

The legal form of a business simply means the legal structure it operates under. This structure outlines how the business is set up and defines its legal obligations and responsibilities.

What are the most common legal structures?

Naturally, the names and intricacies of business structures differ by country. However, they typically fit into two main categories:

Individual businesses

Individual businesses are usually a good fit for self-employed individuals and freelancers who want limited administrative work. These types of entrepreneurs are commonly referred to as sole traders or sole proprietorships.

As mentioned above, the main benefit of being a sole trader is that minimal paperwork is required to launch and operate the business. Tax calculations are also relatively simple and annual accounts are not always required (and when they are, usually don't need to be audited) which saves a bit of time and money on bookkeeping and accounting fees.

Decision-making is also easy as the final decision is fully dependent on the sole trader (even if employees are hired).

However, being a sole trader also has drawbacks. The main disadvantage is that there is no separation between the individual running day-to-day operations and the business.

This means that if the business were to file for bankruptcy or legal disputes were to arise, the individual would be liable for any debts and their personal assets subsequently at risk. In essence, sole traders have unlimited liability.

This also means that profits earned by the business are usually taxed under the personal income tax category of the sole trader.

Another drawback is that sole traders might find it harder to finance their business. Debt (bank loan for example) is likely to be the only source of external financing given that the business doesn't have a share capital (effectively preventing equity investors from investing in their business).

Companies are more flexible and more robust than individual businesses. They are suitable for projects of all sizes and can be formed by one or more individuals, working on their own or with employees.

Unlike individual businesses, companies are recognised as distinct entities that have their own legal personality. Usually, there is also a limited liability which means that founders and investors cannot lose more than the capital they have invested into the business.

This means that there is a clear legal separation between the company and its owners (co-founders and investors), which protects the latter's personal assets in the event of legal disputes or bankruptcy.

Entrepreneurs using companies also gain the advantage of being able to attract equity investment by selling shares in the business.

As you can see companies offer better protection and more financing options, but this comes at a trade-off in terms of red-tape and complexity.

From a taxation perspective, companies are usually liable for corporation tax on their profits, and the income received by the owners running the business is taxed separately (like normal employees).

Normally, companies also have to produce annual accounts, which might have to be audited, and hold general assemblies, among other formalities.

How should I choose my roofing company's legal setup?

Choosing the right legal setup is often simple once you figure out things like how many partners you'll have, if you hire employees, and how much money you expect to make.

Remember, a great business idea can work well no matter which legal structure you pick. Tax laws change often, so you shouldn't rely too much on getting specific tax benefits from a certain structure when getting started.

You could start by looking at the legal structures most commonly utilised by your competitors. As your idea evolves and you're ready to officially register your business, it's a good idea to confirm your choice using inputs from a lawyer and an accountant.

Can I switch my roofing company's legal structure if I get it wrong?

Yes, you have the flexibility to change your legal setup later, which might include selling the existing one and adopting a new structure in certain situations. Keep in mind, though, that this restructuring comes with additional expenses, so making the right choice from the start is usually more cost-effective.

To answer this key question, we first need to look at the resources you'll need to launch your roofing company and keep it running on a daily basis. Let's take a look at what that entails.

Since each venture is distinct, providing an average budget for starting a roofing company is impossible.

We strongly advise careful consideration when reading estimates on the web. It’s best to ask yourself the following questions:

  • Is my project similar (location, concept, planned size, etc.)?
  • Can I trust where this information is coming from?
  • Is the data fresh or stale?

Your thinking behind the investments and human resources required to launch and operate the business will then enable you to cost each item and include them in your financial forecast (which we'll look at later in this guide).

Once complete, the forecast will give you a precise idea of the initial investment required and profitability potential for your business idea.

Startup costs and investments to start a roofing company

Let's start with the investments. To set up a roofing company, initial working capital and investments can include the following items:

  • Roofing equipment: This includes items such as ladders, scaffolding, safety gear, and roofing tools. These are essential for completing roofing projects and need to be regularly maintained and replaced to ensure the safety of your employees and the quality of your work.
  • Vehicles: A roofing company often requires a fleet of vehicles to transport employees, materials, and equipment to job sites. These can include trucks, vans, and trailers. It's important to factor in the cost of purchasing and maintaining these vehicles in your expenditure forecast.
  • Roofing materials: This includes shingles, underlayment, flashing, and other materials needed for roofing projects. These can be expensive and need to be restocked regularly, so it's important to accurately estimate the cost of these materials in your forecast.
  • Office equipment: While not directly related to roofing projects, office equipment such as computers, printers, and software are necessary for running a successful roofing business. These items may need to be replaced or upgraded periodically, so it's important to include them in your expenditure forecast.
  • Roofing vehicles: In addition to transportation vehicles, a roofing company may also need specialized vehicles such as dump trucks, cranes, or lifts. These are often expensive and require regular maintenance, so it's important to budget for them in your forecast.

Of course, you will need to adapt this list to your company's specific needs.

Staffing requirements to operate a roofing company

You'll also need to think about the staff required to run the business on a day-to-day basis.

The human resources required will vary according to the size of your company.

Once again, this list is only indicative and will need to be adjusted according to the specifics of your roofing company.

Operating expenses of a roofing company

The final point to consider when analyzing the resources required is the question of operating costs.

Operating expenses for a roofing company may include:

  • Staff Costs: This includes the salaries, benefits, and payroll taxes for your roofing company's employees. It also covers any training or development expenses for your team.
  • Accountancy Fees: As a roofing company, you may need to hire an accountant to manage your finances, file taxes, and provide financial advice. These services come at a cost and should be included in your operating expenses.
  • Insurance Costs: It is crucial to have insurance for your roofing company to protect against any potential risks and liabilities. This could include general liability insurance, workers' compensation insurance, and property insurance.
  • Software Licenses: To run your business efficiently, you may need to invest in software licenses for accounting, project management, scheduling, and other essential functions. These costs should be factored into your operating expenses.
  • Banking Fees: Your roofing company may have various banking fees, such as transaction fees, wire transfer fees, and overdraft fees. These costs should be considered when forecasting your operating expenses.
  • Materials and Supplies: This includes the cost of materials and supplies needed for roofing projects, such as shingles, nails, tar, and other necessary tools and equipment.
  • Vehicle Expenses: If your roofing company uses vehicles for transportation or to carry equipment, you should account for expenses such as fuel, maintenance, and insurance.
  • Rent or Mortgage: If you operate your roofing company from a physical location, you will have to pay rent or a mortgage. This expense should be included in your operating expenses.
  • Advertising and Marketing: To attract new clients and grow your business, you may need to invest in advertising and marketing efforts. This could include online advertising, print ads, and promotional materials.
  • Utilities: You will need to pay for utilities such as electricity, water, and internet for your roofing company's office or workspace.
  • Permits and Licenses: As a roofing company, you may need to obtain permits and licenses to operate in certain areas. These costs should be factored into your operating expenses.
  • Legal Fees: Your roofing company may need to seek legal advice or services, such as drafting contracts or handling disputes. These fees should be included in your operating expenses.
  • Travel Expenses: If your roofing company operates in multiple locations, you may have travel expenses for your team, such as gas, airfare, and lodging.
  • Office Supplies: You will need to purchase office supplies for your roofing company, such as paper, ink, and other essential items.
  • Training and Certification: To stay up-to-date with industry standards and ensure quality work, you may need to invest in training and certification for your team members. These costs should be included in your operating expenses.

Here also, this list will need to be tailored to the specifics of your roofing company but should be a good starting point for your budget.

The next step to starting a roofing company is to think about strategies that will help you attract and retain clients.

Consider the following questions: 

  • How will you attract as many customers as possible?
  • How will you build customer loyalty?
  • Who will be responsible for advertising and promotion? What budget can be allocated to these activities?
  • How many sales and how much revenue can that generate?

Once again, the resources required will depend on your ambitions and the size of your company. But you could potentially action the initiatives below.

Your roofing company's sales plan will also be affected by variations in consumer demand, like changes in activity during peak holiday seasons, and the dynamics within your competitive environment.

Building your roofing company's financial forecast

The next step to opening a roofing company is to create your financial forecast.

What is a roofing company financial forecast?

A roofing company financial forecast is a forward-looking tool that projects the financial performance of your business over a specific period (usually 3 years for start-ups). 

A forecast looks at your business finances in detail - from income to operating costs and investments - to evaluate its expected profitability and future cash flows.

Building a financial forecast enables you to determine the precise amount of initial financing required to start your roofing company.

There are many promising business ideas but very few are actually viable and making a financial forecast is the only way to ensure that your project holds up economically and financially.

financial projection for a roofing company

Your financial forecast will also be part of your overall business plan (which we will detail in a later step), which is the document you will need to secure financing.

Financial forecasts are used to drive your roofing company and make key decisions, both in the pre and post-launch phases:

  • Should we go ahead with the business or scrap the idea?
  • Should we hire staff or use an external service provider?
  • Which development project offers the best growth prospects?

Creating a financial forecast for starting a roofing company is an iterative process as you will need to refine your numbers as your business idea matures. 

As your roofing company grows, your forecasts will become more accurate. You will also need to test different scenarios to ensure that your business model holds true even if economic conditions deteriorate (lower sales than expected, difficulties in recruiting, sudden cost increases or equipment failure problems, for example).

Once you’ve launched your business, it will also be important to regularly compare your accounting data to your financial projections in order to keep your forecast up-to-date and maintain visibility on future cash flows.

What does a financial forecast look like?

Once ready, your roofing company forecast will be presented using the financial tables below.

The forecasted profit & loss statement

The profit & loss forecast gives you a clear picture of your business’ expected growth over the first three to five years, and whether it’s likely to be profitable or not.

projected profit and loss statement for opening a roofing company

The projected balance sheet

Your roofing company's forecasted balance sheet enables you to assess your financial structure and working capital requirements.

example of roofing company startup projected balance sheet

The projected cash flow statement

A projected cash flow statement to start a roofing company is used to show how much cash the business is expected to generate or consume over the first three years.

roofing company startup projected cash flow statement

What is the best financial forecasting tool for starting your roofing company?

The simplest and easiest way to create your roofing company's projections is to use professional online financial forecasting software such as the one we offer at The Business Plan Shop.

There are several advantages to using specialised software:

  • You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
  • You have access to complete financial forecast templates
  • You get a complete financial forecast ready to be sent to your bank or investors
  • The software helps you identify and correct any inconsistencies in your figures
  • You can create scenarios to stress-test your forecast's main assumptions to stress-test the robustness of your business model
  • After you start trading, you can easily track your actual financial performance against your financial forecast, and recalibrate your forecast to maintain visibility on your future cash flows
  • You have a friendly support team on standby to assist you when you are stuck

If you are interested in this type of solution, you can try our forecasting software for free by signing up here .

Finding a name and registering your roofing company

The next step in starting a roofing company is to decide on a name for your entity. 

For starters, you cannot take a name similar to a name already registered by a competitor or protected by a trademark without inevitably risking getting sued. So you’ll need to find a name available, and reserve it before others can.

In addition, you will probably want to use the same name for:

  • Your company’s legal name - Example LTD or Example Inc
  • Your trading name - Example
  • A trademark - Example ® 
  • Your company’s domain name -

The issue is that you’ll need to register your name in three different places almost simultaneously, but with each place having its own timeframes:

  • Registering a domain name is instantaneous
  • Registering a trademark takes at least 3 months (if your application is accepted)
  • Registering a company depends on the country, but it's generally fairly quick

You will therefore be faced with the choice of either registering everything at once in the hope that your name will be accepted everywhere, or proceeding step by step in order to minimise costs, but taking the risk that someone else will register one of the names you wanted in the meantime.

Our advice is to discuss the strategy with your legal counsel (see further down in this guide) and to give priority to your domain names and your registered trademark. You'll always have the option of using a trading name that's different from your company's legal name, and that's not a big deal.  

To check that the name you want is not already in use, you should consult:

  • Your country's business register
  • The register of trademarks where you wish to obtain protection
  • Your preferred search engine
  • A domain name reservation company (such as GoDaddy)

If the name you want is available, you can go ahead and register it.

The following step to start a roofing company is to define your company's visual identity.

Visual identity is part of the DNA of your roofing company: it makes you recognizable and recognized by your customers, and helps you stand out from the competition. It also helps convey your values, notably through the choice of colors that identify the company. 

Creating your business's visual identity yourself is entirely possible: there are several online tools that let you generate color palettes, choose typography and even generate logos.

However, we advise you to delegate this task to a designer or a communications agency for a professional result.

Your corporate identity will include the following elements: 

  • Your business logo 
  • Your brand guidelines
  • Your business cards
  • Design and theme of your website

Your roofing company's logo serves as a quick identifier for your company. It will be featured on all your communication platforms (website, social networks, business cards, etc.) and official documents (invoices, contracts, etc.).

Beyond its appearance, your logo should be easy to use on any type of support and background (white, black, gray, colored, etc.). Ideally, it should be easy to use in a variety of colors.

Brand guidelines

One of the challenges when starting a roofing company is to ensure a consistent brand image wherever your company is visible.

This is the role of your company's brand guidelines, which defines the typography and colors used by your brand and thus acts as the protector of your brand image.

Typography refers to the fonts used (family and size). For example, Trebuchet in size 22 for your titles and Times New Roman in size 13 for your texts.

The colors chosen to represent your brand should typically be limited to five (or fewer):

  • The main colour, 
  • A secondary colour (the accent),
  • A dark background colour (blue or black),
  • A grey background colour (to vary from white),
  • Possibly another secondary colour.

Business cards

Classic but a must-have, your business cards will be at your side to help you easily communicate your contact details to your founders, customers, suppliers, recruitment candidates, etc.

In essence, they should feature your logo and adhere to the brand guidelines mentioned earlier.

Website theme

Likewise, the theme of your roofing company website will integrate your logo and follow the brand guidelines we talked about earlier.

This will also define the look and feel of all your site's graphic elements:

Understanding the legal and regulatory steps involved in opening a roofing company

The next step in opening a roofing company is to take the necessary legal and regulatory steps. 

We recommend that you be accompanied by a law firm for all of the steps outlined below.

Registering a trademark and protecting the intellectual property of your roofing company

The first step is to protect your company's intellectual property. 

As mentioned earlier in this guide, you have the option to register a trademark. Your lawyer can assist you with a thorough search to ensure your chosen trademark is unique and doesn't conflict with existing ones and help select the classes (economic activities) and jurisdictions in which to register your trademark. 

Your lawyer will also be able to advise you on other steps you could take to protect your company's other intellectual property assets.

Drafting the contractual documents for your roofing company

Your roofing company will rely on a set of contracts and legal documents for day-to-day operations. 

Once again, we strongly recommend that you have these documents drawn up by a lawyer. 

Your exact needs will depend on the country in which you are launching your roofing company and the size of the company you are planning. 

However, you may wish to consider the following documents at a minimum: 

  • Employment contracts 
  • General terms and conditions of sale
  • General terms and conditions of use for your website
  • Privacy Policy for your website
  • Cookie Policy for your website

Applying for licences and permits and registering for various taxes

The licenses and permits needed for your business will depend on the country where you are establishing it. Your lawyer can guide you on the regulations relevant to your activity.

Similarly, your chartered accountant will be able to help you register for taxes and take the necessary steps to comply with the tax authorities.

Writing a business plan for your roofing company

The next step in opening a roofing company is to draw up your business plan.

What is a roofing company's business plan?

A business plan serves as a comprehensive roadmap outlining the objectives, strategies, and key components of your venture. 

There are two essential parts to a business plan:

  • A numerical part, the financial forecast we mentioned earlier in this guide, which highlights the amount of initial financing needed to launch the business and its potential profitability over the next 3 to 5 years,
  • A written part, which presents in detail the project of creating a roofing company and provides the necessary context to enable the reader of the business plan to judge the relevance and coherence of the figures included in the forecast.

Your business plan helps guide decision-making by showcasing your vision and financial potential in a coherent manner.

Your business plan will also be essential when you're looking for financing, as your financial partners will ask you for it when deciding whether or not to finance your project to open a roofing company. So it's best to produce a professional, reliable, and error-free business plan.

In essence, your business plan is the blueprint to turn your idea into a successful reality. 

What tool should you use to create your roofing company business plan?

If you want to write a convincing business plan quickly and efficiently, a good solution is to use an online business plan software for business start-ups like the one we offer at The Business Plan Shop.

business plan to open a roofing company made with The Business Plan Shop

Using The Business Plan Shop to create a business plan for a roofing company has several advantages :

  • 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 startup 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 create scenarios to stress test your forecast's main assumptions
  • You can easily track your actual financial performance against your financial forecast by importing accounting data
  • You can easily update your forecast as time goes by to maintain visibility on future cash flows

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

Raise the financing needed to launch your roofing company

With your business plan in hand, you can tackle one of the final steps to open a roofing company  business: the search for financing.

Raising the capital needed to launch your business will probably require a combination of equity and debt, which are the two types of financing available to companies.

Equity funding

Equity is the sum of money invested in a roofing company by both founders and investors.

Equity is a key factor in business start-ups. Should the project fail, the sums invested in equity are likely to be lost; these sums therefore enable the founders to send a strong signal to their commercial and financial partners as to their conviction in the project's chances of success.

In terms of return on investment, equity investors can either receive dividends from the company (provided it is profitable) or realize capital gains by selling their shares (provided a buyer is interested in the company).

Equity providers are therefore in a very risky position. They can lose everything in the event of bankruptcy, and will only see a return on their investment if the company is profitable or resold. On the other hand, they can generate a very high return if the project is a success.

Given their position, equity investors look for start-up projects with sufficient growth and profitability potential to offset their risk.

From a technical standpoint, equity includes:

  • Share capital and premiums: which represent the amount invested by the shareholders. This capital is considered permanent as it is non-refundable. In return for their investment, shareholders receive shares that entitle them to information, decision-making power (voting in general assembly), and the potential to receive a portion of any dividends distributed by the company.
  • Director loans: these are examples of non-permanent capital advanced to the company by the shareholders. This is a more flexible way of injecting some liquidity into your company as you can repay director loans at any time.
  • Reserves: these represent the share of profits set aside to strengthen the company's equity. Allocating a percentage of your profits to the reserves can be mandatory in certain cases (legal or statutory requirement depending on the legal form of your company). Once allocated in reserves, these profits can no longer be distributed as dividends.
  • Investment grants: which represent any non-refundable amounts received by the company to help it invest in long-term assets.
  • Other equity: which includes the equity items which don't fit in the other categories. Mostly convertible or derivative instruments. For a small business, it is likely that you won't have any other equity items.

The main sources of equity are as follows:

  • Contributions made by the owners.
  • Private investors: business angels, friends and family.
  • Crowdfunding: raising funds by involving a group of people through campaigns where they contribute money or make donations, often getting something in return for their support.
  • Start-up aid, e.g. government loans to help founders build up their start-up capital.

Debt financing

Debt is the other way of financing companies. Unlike equity, debt offers lenders a limited, contractually guaranteed return on their investment.

Your roofing company undertakes to pay lenders' interest and repay the capital borrowed according to a pre-agreed schedule. Lenders are therefore making money whether or not your company makes a profit.

As a result, the only risk lenders take is that of your roofing company going bankrupt, so they're extremely conservative and will want to see prudent, hands-on management of the company's finances.

From the point of view of the company and all its stakeholders (workforce, customers, suppliers, etc.), the company's contractual obligation to repay lenders increases the risk for all. As a result, there is a certain caution towards companies which are too heavily indebted.

Businesses can borrow debt in two main ways:

  • Against assets: this is the most common way of borrowing. The bank funds a percentage of the price of an asset (a vehicle or a building, for example) and takes the asset as collateral. If the business cannot repay the loan, the bank takes the asset and sells it to reduce losses.
  • Against cash flows: the bank looks at how much profit and cash flow the business expects to make in the future. Based on these projections, it assigns a credit risk to the business and decides how much the business can borrow and under what terms (amount, interest rate, and duration of the loan).

It's difficult to borrow against future cash flows when you're starting a roofing company, because the business doesn't yet have historical data to reassure about the credibility of cash flow forecast.

Borrowing to finance a portion of equipment purchases is therefore often the only option available to founders. The assets that can be financed with this option must also be easy to resell, in the unfortunate event that the bank is forced to seize them, which could limit your options even further.

As far as possible sources of borrowing are concerned, the main ones here are banks and credit institutions. Bear in mind, however, that each institution is different, in terms of the risk it is prepared to accept, what it is willing to finance, and how the risk of your project will be perceived.

In some countries, it is also possible to borrow from private investors (directly or via crowdfunding platforms) or other companies, but not everywhere.

Key points about financing your roofing company

Multiple solutions are available to help you raise the initial financing you need to open your roofing company. A minimum amount of equity will be needed to give the project credibility, and bank financing can be sought to complete the financing.

Launching your roofing company and monitoring progress against your forecast

Once you’ve secured financing, you will finally be ready to launch your roofing company. Congratulations! 

Celebrate the launch of your business and acknowledge the hard work that brought you here, but remember, this is where the real work begins. 

As you know, 50% of business start-ups do not pass the five-year mark. Your priority will be to do everything to secure your business's future. 

To do this, it is key to keep an eye on your business plan to ensure that you are on track to achieve your goals.

No one can predict the future with certainty, so it’s likely that your roofing company's financial performance will differ from what you predicted in your forecast.

This is why it is recommended to make several forecasts: 

  • A base case (most likely)
  • An optimistic scenario
  • And a pessimistic scenario to test the robustness of your financial model

If you follow this approach, your numbers will hopefully be better than your optimistic case and you can consider accelerating your expansion plans. That’s what we wish you anyway!

If, unfortunately, your figures are below your base case (or worse than your pessimistic case), you will need to quickly put in place corrective actions, or consider stopping the activity. 

The key, in terms of decision-making, is to regularly compare your real accounting data to your roofing company's forecast to: 

  • Measure the discrepancies and promptly identify where the variances with your base case come from
  • Adjust your financial forecast as the year progresses to maintain visibility on future cash flow and cash position

There is nothing worse than waiting for your accountant to prepare your year-end accounts, which can take several months after the end of your financial year (up to nine months in the UK for example), to realise that the performance over the past year was well below the your base case and that your roofing company will not have enough cash to keep running over the next twelve months.

This is why using a financial forecasting solution that integrates with accounting software and offers actuals vs. forecast tracking out of the box, like the financial dashboards we offer at The Business Plan Shop , greatly facilitates the task and significantly reduces the risk associated with starting a business.

  • This guide outlines the 15 key steps to open a roofing company.
  • The financial forecast is the tool that will enable you to validate the financial viability of your business idea.
  • The business plan is the document that will enable you to approach your financial and commercial partners to convince them of the strengths of your project and secure the financing you need to launch your business.
  • The real work begins once you've launched your business, and the only way to maintain visibility of your company's future cash flow is to keep your forecast up to date.
  • Using a financial planning and analysis platform that combines forecasting, business planning and actual vs. forecast tracking and monitoring, such as The Business Plan Shop, makes the process easier and reduces the risks involved in starting a business.

We hope this guide has helped you understand how to start a roofing company. Please don't hesitate to contact us if you have any questions.

Also on The Business Plan Shop

  • Business plan samples for start-ups

Do you know someone who wants to know how to open a roofing company? Share our guide with them!

Guillaume Le Brouster

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

By alex ryzhkov, resources on roofing.

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

Are you thinking about starting a roofing business? With the roofing industry experiencing steady growth in recent years, now is a great time to dive into this lucrative field. In fact, the global roofing market was valued at $96.72 billion in 2020 and is projected to reach $132.53 billion by 2028. But before you grab a ladder and start climbing roofs, you'll need a solid business plan to ensure your success. In this article, we'll break down the 9 steps you need to take to write a business plan for your roofing venture, covering everything from market research to financial planning. So let's get started!

First and foremost, it's crucial to identify your target market and customer base. Determine whether you want to focus on residential clients, commercial clients, or both. Understanding your ideal customers will guide your marketing efforts and help you tailor your services to meet their needs.

Next, conduct market research and competitor analysis. This will give you valuable insights into your local roofing industry, including pricing trends, demand levels, and key competitors in your area. By understanding the market landscape, you can position your business for success.

Once you have a clear understanding of your market, it's time to define your unique selling proposition and positioning. What sets your roofing business apart from the competition? Whether it's exceptional customer service, superior materials, or a unique service offering, articulate your unique value proposition to attract customers and stand out in the market.

Now, let's talk about the legalities. Determine the necessary permits and licenses required to operate your roofing business. Check with your local government and industry regulations to ensure you are compliant and avoid any legal setbacks down the road.

Next up, develop a detailed financial plan and budget. This includes estimating your startup costs, creating a projected income statement, and forecasting your expenses. By having a clear financial plan in place, you can track your progress and make informed decisions to ensure profitability.

Speaking of profitability, you need to establish pricing strategies and sales projections. Determine how much you will charge for your roofing services and set realistic sales goals based on your market research and financial projections.

No business can thrive without effective marketing, so it's essential to create a comprehensive marketing and advertising strategy. Utilize both traditional and digital marketing methods to raise awareness of your roofing services, attract new customers, and build a strong brand presence.

As you plan your business operations, consider the operational and logistical considerations that are unique to the roofing industry. From sourcing materials to managing a team of skilled roofers, outline the practical aspects of running your roofing business.

Lastly, set clear goals, objectives, and timelines. Determine what you want to achieve with your roofing business, whether it's revenue targets, customer acquisition goals, or expansion plans. Establishing clear objectives will help you stay focused and measure your progress along the way.

Now that you understand the 9 essential steps for writing a business plan for your roofing venture, it's time to get to work! By following these steps and investing time and effort into planning, you'll be well on your way to laying the foundation for a successful roofing business. Good luck!

Identify Target Market And Customer Base

Identifying your target market and customer base is a crucial first step in creating a successful business plan for your roofing company. By understanding who your ideal customers are, you can tailor your services and marketing strategies to meet their specific needs and preferences.

To begin this process, consider the following:

  • Demographics: Consider the age, gender, income level, and location of your target market. This information will help you determine where to focus your marketing efforts and how to effectively reach your desired customer base.
  • Industry-specific needs: Research the roofing industry and identify the common needs, pain points, and challenges faced by both residential and commercial customers. This knowledge will allow you to position your business as a solution provider.
  • Customer preferences: Determine the preferences and priorities of your target market. Are they more concerned with price, quality, or convenience? Understanding these factors will help you develop effective marketing messages and pricing strategies.

Tips for Identifying Your Target Market and Customer Base:

  • Conduct surveys or interviews with potential customers to gather insights and feedback about their preferences and needs.
  • Utilize market research tools and resources to gather data on industry trends, customer behavior, and competitor analysis.
  • Segment your target market into smaller, more specific groups to create tailored marketing approaches for each segment.
  • Stay up-to-date with industry news and developments to anticipate changing customer needs and market demands.

By taking the time to identify your target market and customer base, you can better understand their needs and motivations, allowing you to position your roofing business as the ideal solution. This understanding will also help you develop effective marketing strategies and refine your services to meet the specific demands of your customers.

Conduct Market Research And Competitor Analysis

Market research and competitor analysis are crucial steps in developing a successful business plan for a roofing company. By gaining a deep understanding of the market and your competition, you will be able to identify opportunities, develop effective strategies, and position your business for growth and success.

Market Research: Start by gathering information about the roofing industry and the overall market trends. Look for industry reports, market studies, and statistical data that provide insights into the demand for roofing services, customer preferences, and market growth projections. Identify any emerging trends or opportunities that may impact your business.

Customer Analysis: Identify and analyze your target market, including both residential homeowners and commercial clients. Understand their needs, preferences, and pain points when it comes to roofing services. This information will help you tailor your offerings to meet their specific requirements and develop marketing messages that resonate with them.

Competitor Analysis: Research and analyze your competitors in the roofing industry. Identify companies that offer similar services and target the same customer base. Evaluate their strengths, weaknesses, pricing strategies, marketing tactics, and customer reviews. This analysis will help you understand how your business can differentiate itself and compete effectively in the market.

Helpful Tips:

  • Use online resources, such as industry forums and social media, to gather information about customer needs and preferences.
  • Conduct surveys or interviews with potential customers to gather firsthand insights and feedback.
  • Attend industry events and trade shows to network with other roofing professionals and stay updated on the latest industry trends.

By conducting thorough market research and competitor analysis, you will be equipped with valuable knowledge that will guide your business decisions and ensure you are well-positioned to meet the needs of your target market. This analysis will also help you identify untapped market segments, assess the viability of your business idea, and refine your strategies to gain a competitive edge in the roofing industry.

Define Unique Selling Proposition And Positioning

Defining your unique selling proposition (USP) is crucial to setting your roofing business apart from the competition. Your USP is a statement that highlights the specific features, benefits, or qualities that make your business different and valuable to customers.

When determining your USP, consider what sets your roofing services apart from others in the industry. Are you using innovative materials or techniques? Do you offer a faster turnaround time or exceptional customer service? Identify the key factors that make your business unique.

Once you have defined your USP, it's important to position your business effectively. This means strategically positioning your business in the market to target your ideal customer base. Consider the following steps:

  • Identify your target market: Understand who your ideal customers are, including demographics, location, and specific needs or pain points related to roofing services.
  • Research your competition: Study your competitors to identify any gaps in the market that your business can fill. Differentiate yourself by offering something unique or addressing a niche market.
  • Communicate your USP: Clearly communicate your USP in your marketing materials, website, social media channels, and customer interactions. Highlight the benefits that customers can expect when they choose your roofing services.
  • Create a consistent brand image: Develop a brand identity that aligns with your USP and resonates with your target market. This includes visual elements such as your company logo, colors, and website design, as well as your brand messaging and tone of voice.

Tips for defining your USP and positioning your roofing business:

  • Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to identify key areas to focus on for your USP.
  • Survey your current clients to understand why they chose your roofing services and what they value most.
  • Consider offering additional value-added services or guarantees to differentiate your business.
  • Regularly revisit and refine your USP and positioning strategy to stay relevant in the ever-changing roofing industry.

By defining your unique selling proposition and effectively positioning your roofing business, you can attract and retain the right customers while standing out in a competitive market.

Determine Necessary Permits And Licenses

When starting a roofing business, it is crucial to determine the necessary permits and licenses required to operate legally. These permits and licenses vary depending on the location, so it is essential to research the specific regulations and requirements in your area.

Here are some important considerations:

  • Check with your local government or municipality to identify the permits needed for roofing businesses. This could include a general business license, specific permits for roofing, and possibly additional permits for any related services you plan to offer.
  • Research any professional licensing requirements for roofers in your area. Some jurisdictions may require roofers to hold specific certifications or licenses.
  • Consider joining professional associations or trade organizations that may provide guidance on permits and licenses required in your industry.
  • It is important to note that roofing businesses often require liability insurance and worker's compensation coverage. Research the insurance requirements in your area and get the necessary policies in place.
  • Keep in mind that obtaining permits and licenses may involve fees, paperwork, and inspections. Be prepared to allocate time and resources to complete the necessary processes.
  • Contact your state's contractor licensing board to determine whether there are specific licenses or qualifications necessary for roofing contractors.
  • Consider consulting with a legal professional or business advisor to ensure compliance with all local, state, and federal regulations.
  • Keep up-to-date with any changes in regulations or licensing requirements to ensure ongoing compliance.

Develop A Detailed Financial Plan And Budget

When starting a roofing business, it's essential to have a detailed financial plan and budget in place to ensure the smooth operation and growth of your company. Your financial plan should include a comprehensive analysis of your expected expenses, projected revenues, and profit margins .

Begin by identifying all the necessary costs associated with your roofing business. This includes equipment and materials, insurance, permits and licenses, employee salaries, utility bills, rent or mortgage payments for your office or warehouse space, and marketing expenses . Take the time to research and compare prices to get accurate cost estimates.

Next, outline your projected revenues by estimating the average price of your roofing services and the number of projects you expect to complete within a given timeframe. This will help you determine your potential income and profit margins. Consider factors such as market demand, competition, and the size of your target market .

With this information, create a detailed budget that outlines your monthly and annual expenses and revenues . This will allow you to track your financial performance and make informed decisions. To help you stay on top of your finances, consider using accounting software or hiring a professional accountant.

  • Regularly review and update your financial plan and budget to reflect any changes or unforeseen circumstances.
  • Factor in contingency funds for unexpected expenses that may arise.
  • Consider applying for loans or seeking investors to secure additional capital if needed.

Remember, a well-developed financial plan and budget are crucial for the success of your roofing business. It not only helps you manage your finances efficiently but also provides a roadmap for achieving your business goals.

Establish Pricing Strategies And Sales Projections

One of the key components of a successful roofing business plan is establishing pricing strategies and sales projections. Determining how much to charge for your services and accurately forecasting your sales is essential for the financial success and sustainability of your company. Here are important steps to consider:

  • 1. Evaluate your costs: Before determining your pricing strategy, it is crucial to have a clear understanding of your costs. This includes not only direct costs such as materials and labor but also indirect costs like overhead expenses and marketing efforts. Analyzing your costs will help you set prices that cover your expenses and generate a profitable margin.
  • 2. Research competitor pricing: To remain competitive in the roofing industry, it is necessary to be aware of what your competitors are charging for similar services. Conduct market research to understand the pricing ranges in your area. This will give you insight into the average prices and enable you to position your business competitively.
  • 3. Define your value proposition: Differentiate your roofing services from competitors by clearly identifying your unique selling points or value proposition. Emphasize the benefits and value that your company offers to customers. This will allow you to justify higher prices if your services provide exceptional quality, reliability, or efficiency.
  • 4. Consider pricing strategies: There are various pricing strategies you can adopt depending on your business goals, target market, and competitive landscape. These include cost-plus pricing, value-based pricing, penetration pricing, or premium pricing. Each strategy has its own advantages and considerations, so choose the one that aligns best with your overall business strategy.

Tips for Establishing Pricing Strategies and Sales Projections:

  • Regularly review and adjust your pricing strategy based on changes in costs, market conditions, and customer preferences.
  • Consider offering package deals or discounts for bundled services to attract customers.
  • Implement a clear and transparent pricing structure to build trust with clients.
  • Analyze your profit margins by regularly monitoring your financial performance to ensure your pricing strategy is delivering desired results.
  • Regularly evaluate your sales projections to track progress and make informed business decisions.

By establishing effective pricing strategies and accurate sales projections, you will be better equipped to price your roofing services competitively, maximize profitability, and achieve your business goals.

Create A Comprehensive Marketing And Advertising Strategy

When it comes to growing your roofing business, a solid marketing and advertising strategy is essential. It allows you to reach your target audience, generate leads, and establish your brand in the industry. Here are some important elements to consider when creating your marketing and advertising strategy:

  • Identify your target market: Clearly define who your ideal customers are based on factors such as location, demographics, and roofing needs. This will help you tailor your marketing efforts to reach the right audience.
  • Utilize online platforms: In today's digital age, it's crucial to establish a strong online presence. Create a professional website that showcases your roofing services, testimonials from satisfied customers, and contact information. Invest in search engine optimization (SEO) to improve your website's visibility in search engine results. Utilize social media platforms such as Facebook, Instagram, and LinkedIn to connect with potential customers and share educational content about roofing.
  • Incorporate traditional advertising methods: While online marketing is important, don't forget about traditional advertising methods. Consider creating eye-catching flyers, brochures, and business cards to distribute in your local community. Advertise in local newspapers, magazines, and radio stations to reach a wider audience.
  • Engage in email marketing: Build an email list of potential and existing customers and send regular newsletters to keep them updated on your latest services, promotions, and testimonials. Provide valuable information and tips related to roofing to establish yourself as an industry expert.
  • Develop strategic partnerships: Collaborate with other businesses that complement your roofing services, such as construction companies or home improvement stores. Offer referral incentives to encourage them to recommend your services to their customers.
  • Invest in search engine marketing (SEM): Consider running pay-per-click (PPC) advertising campaigns on search engines like Google to appear prominently in relevant search results. This can be an effective way to generate leads and increase brand visibility.
  • Track your marketing efforts by using analytics tools to measure the success of different strategies and make necessary adjustments.
  • Don't underestimate the power of customer reviews and testimonials. Encourage satisfied customers to leave reviews on platforms such as Google My Business, Yelp, and Angie's List, as positive online reviews can significantly influence potential customers' decision-making process.
  • Consider hosting educational workshops or webinars to educate homeowners and property managers about common roofing problems and solutions. This can help build trust and establish your expertise in the field.

Outline Operational And Logistical Considerations

When outlining the operational and logistical considerations for your roofing business, it is crucial to carefully plan and organize key aspects of your operations. This will help ensure that your business runs smoothly and efficiently, leading to customer satisfaction and increased profitability. Here are some important considerations to keep in mind:

  • Staffing: Determine the number of employees you need to hire, their roles, and responsibilities. Consider hiring qualified and experienced roofing professionals who can handle different aspects of your business, such as installation, repairs, and maintenance. Additionally, ensure that you have a plan for ongoing training and development to keep your team updated on industry standards and technologies.
  • Equipment and Tools: Depending on the services you offer, you will need to invest in the necessary equipment and tools. This may include vehicles for transportation, ladders, safety gear, roofing materials, and specialized tools for installation and repairs. It is important to regularly maintain and upgrade your equipment to ensure smooth operations and worker safety.
  • Supply Chain Management: Establish relationships with reliable suppliers and manufacturers to source high-quality roofing materials and other supplies. Maintaining good relationships with your suppliers will help ensure timely deliveries and competitive pricing, which can ultimately benefit your profit margins.
  • Job Scheduling and Project Management: Develop an efficient system for scheduling jobs and managing projects. This may involve utilizing project management software that allows you to track the progress, timelines, and budgets of multiple roofing projects simultaneously. Efficient project management will help you meet deadlines, keep a close eye on costs, and maintain a positive reputation with your clients.
  • Delegate responsibilities to your team members and provide clear instructions to ensure smooth operations.
  • Consider forming strategic partnerships with other professionals who offer complementary services, such as architects, contractors, or interior designers, to expand your service offerings.
  • Implement safety protocols and provide regular training to your staff to minimize accidents and injuries on the job.

By carefully outlining and addressing the operational and logistical considerations for your roofing business, you can set a solid foundation for success. A well-thought-out plan will help you manage your resources effectively, ensure smooth project execution, and provide excellent customer service – all crucial elements for the long-term growth and sustainability of your roofing business.

Set Clear Goals, Objectives, and Timelines

Setting clear goals, objectives, and timelines is crucial for the success of any business plan, including one for a roofing company. These elements provide a roadmap for where your business is heading and help you track progress along the way. Here are some key steps to consider when setting clear goals, objectives, and timelines for your roofing business:

  • Identify Your Goals: Start by identifying the overall goals you want to achieve for your roofing business. These goals should be specific, measurable, attainable, relevant, and time-bound (SMART). For example, you may set a goal to increase your annual revenue by 20% within the next two years.
  • Create Objectives: Once your goals are in place, break them down into smaller, actionable objectives. These objectives should be aligned with your goals and serve as measurable steps towards achieving them. For instance, your objectives may include increasing the number of residential roof installations by 15% in the first year.
  • Set Clear Timelines: Establishing timelines for achieving your objectives is essential to keep your business plan on track. Determine realistic deadlines for each objective that consider factors such as workload, resources, and market conditions. Keep in mind that timelines may need to be adjusted as circumstances change.
  • Regularly Review Progress: It's important to regularly review and track your progress towards your goals, objectives, and timelines. This allows you to make any necessary adjustments and ensure you're on track to meet your targets. Use key performance indicators (KPIs) to measure and evaluate your progress consistently.
  • Set realistic and achievable goals that challenge your business without overwhelming it.
  • Break down your objectives into smaller, manageable tasks to make progress more achievable.
  • Regularly communicate your goals and objectives with your team to keep everyone aligned and motivated.
  • Use project management tools or software to streamline planning, execution, and tracking of your goals and objectives.

In conclusion, setting clear goals, objectives, and timelines is vital for guiding your roofing business towards success. By effectively defining and tracking these elements, you can stay focused, measure progress, and make necessary adjustments to achieve your desired outcomes. Remember to regularly review and update your goals, objectives, and timelines as your business evolves and market conditions change.

Writing a business plan for a roofing company requires careful consideration of various factors, from identifying the target market to setting clear goals and timelines. By following these nine steps, you can create a comprehensive plan that will serve as a roadmap for success in the highly competitive roofing industry.

First, it is important to conduct thorough market research and competitor analysis to understand the demand for roofing services in your target area and differentiate yourself from the competition. Defining a unique selling proposition and positioning will help you stand out and attract customers.

Obtaining the necessary permits and licenses is crucial to ensure legal compliance and credibility. Developing a detailed financial plan and budget will help you determine your pricing strategies, sales projections, and overall profitability.

A comprehensive marketing and advertising strategy is essential for attracting and retaining customers. This may involve online advertising, social media marketing, and partnerships with other home improvement professionals or businesses.

Consider your operational and logistical considerations, such as equipment, inventory, and workforce management, to ensure smooth and efficient operations. Finally, set clear goals, objectives, and timelines to measure your progress and ensure accountability.

With a well-structured business plan, you can position your roofing company for success and growth in the competitive industry, providing top-notch services to residential and commercial clients alike.

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Roofing Company Business Plan [Sample Template]

By: Author Tony Martins Ajaero

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

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

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

A Sample Roofing Company Business Plan Template

1. industry overview.

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

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

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

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

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

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

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

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

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

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

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

2. Executive Summary

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

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

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

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

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

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

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

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

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

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

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

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

3. Our Products and Services

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

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

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

4. Our Mission and Vision Statement

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

Our Business Structure

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

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

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target.

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

  • Chief Executive Officer

Project Manager

  • Company’s Lawyer / Secretary

Admin and HR Manager

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

5. Job Roles and Responsibilities

Chief Executive Officer – CEO (President):

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Reports to the board
  • Responsible for the planning, management and coordinating all projects on behalf of the company
  • Supervises roofing and renovation projects
  • Ensures compliance during project executions
  • Provides advice on the management of projects
  • Responsible for carrying out risk assessment
  • Uses IT systems and software to keep track of people and progress of ongoing projects
  • Responsible for overseeing the accounting, costing and billing of every project
  • Represent the organization’s interest at various stakeholders’ meetings
  • Ensures that project desired result is achieved, the most efficient resources are utilized and different interests involved are satisfied.

Company’s Lawyer / Secretary / Legal Counsel

  • Responsible for drawing up contracts and other legal documents for the company
  • Consults and handles all corporate legal processes (e.g. intellectual property, mergers & acquisitions, financial / securities offerings, compliance issues, transactions, agreements, lawsuits and patents et al)
  • Develops company policy and position on legal issues
  • Researches, anticipates and guards company against legal risks
  • Represents company in legal proceedings (administrative boards, court trials et al)
  • Plays a part in business deals negotiation and take minutes of meetings
  • Responsible for analyzing legal documents on behalf of the company
  • Prepares annual reports for the company
  • Responsible for overseeing the smooth running of HR and administrative tasks for the organization
  • Designs job descriptions with KPI to drive performance management for clients
  • Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out staff induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Responsible for arranging travel, meetings and appointments
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversees the smooth running of the daily office activities.

Roofing (Renovations / Construction) Engineers

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

Marketing and Sales Executive / Business Developer

  • Identify, prioritize, and reach out to new partners, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
  • Responsible for supervising implementation, advocate for the customer’s need s, and communicate with clients
  • Finds and qualifies land for development based on company’s land requirements; maintains a land search database; initiates discussions with property owners about the possible sale of property
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents the company in strategic meetings
  • Helps to increase sales and growth for the company
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Provides managers with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the company
  • Serves as internal auditor for the company

Front Desk / Customer’s Service Officer

  • Receives Visitors / clients on behalf of the organization
  • Receives parcels / documents for the company
  • Handles enquiries via e-mail and phone calls for the organization
  • Distributes mails in the organization
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the line manager in an effective and timely manner
  • Consistently stays abreast of any new information on the company’s promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries

6. SWOT Analysis

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

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

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

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

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

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

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

  • Opportunities:

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

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

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


  • Market Trends

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

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

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

8. Our Target Market

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

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

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

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

Our competitive advantage

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

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

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

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

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

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (startups roofing companies in the United States) in the industry.

It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives. We will also engage freelance marketing agents on a commission level to help us market our services.


  • Sources of Income

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

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

  • Securing flashings and cappings and repairing leaks

10. Sales Forecast

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

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

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

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

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

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and any major competitor offering same additional services as we do within the locations where we have a strong business presence.

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

  • Marketing Strategy and Sales Strategy

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

Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization. The training is not restricted to only our full – time employees but also all our freelance contractors that are scattered all over the United States of America.

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

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

11. Publicity and Advertising Strategy

We have been able to work with our consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market.

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

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

12. Our Pricing Strategy

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

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

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

  • Payment Options

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

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

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

13. Startup Expenditure (Budget)

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

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

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

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

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

Generating Funds / Startup Capital for Pius Whiteland® Roofing Company

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

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

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

14. Sustainability and Expansion Strategy

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

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

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

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

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

Check List / Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts various banks in the United States: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Purchase of All form of Insurance for the Business: Completed
  • Renting of Office Facility and remodeling the facility in Harrisburg – Pennsylvania: Completed
  • Conducting Feasibility Studies: Completed
  • Generating capital from the CEO / President and Business Partners: Completed
  • Applications for Loan from our Bankers: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents and other relevant Legal Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of the Needed furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business (Business PR): In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with constructions companies, government contractors, landlord associations and other key players in the industry (networking and membership of relevant real estate bodies): In Progress

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  • Starting a business

How to write a roofing business plan

Amanda Scheldt

It’s no secret the roofing industry is a necessary and in-demand type of industry. Companies and residents will have regular roofing needs for their homes and business. For this reason, many in the industry strive to go into business for themselves. A roofing business plan should be an integral part of your business model if you want to see your roofing business thrive. 

Determine your target market

Establish what type of services will you offer, develop your pricing structure.

  • Formulate your business expenses 

Developing a well-laid business plan will also help you secure financing and potential investors and set your business up for greater long-term success. Think about this like this; if a building cannot stand alone without its foundation, then your business cannot stand without a well-calculated business plan. In this regard, here are some essential steps on how to write a roofing business plan that can set your business up for better success.

A fundamental piece of your business plan is that you will need to determine your target market , customer base, and where the market area is located. Researching and choosing your target market will be the key that will not only set you up for better long-term success but also set you apart from your competitors. Let’s consider a few components that you will need to approach to determine your target market. 

  • What are the roofing trends in your market area?
  • What are the common types of roofing services in demand in your target market?
  • Who are your potential competitors in your target market? 
  • Who is your client base within your target market area? 

Ensuring you do your proper market research to determine your target market for your roofing business can provide more potential opportunities for investors in your industry. It can also provide you with a better idea of the possible success of your roofing business and the competitors within that market. 

  • Legal issues all startups encounter, and how to avoid them
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To understand what type of services your business should offer, you should ask yourself if you want to provide roofing repair and replace services or additional services such as gutter cleaning and servicing. Another idea to consider in your roofing business is the concept that this type of business can be a seasonal industry. This indicates you will see an influx of business in the warmer months and a potentially significant decrease in cooler months. Additionally, your business flow for your roofing business can also be highly dependent on your geographic location. 

For example, if you live in a warmer year-round climate, you may see more steady business throughout the year. The reverse of this is if you reside in a market that sees greater seasonal transitions, then your business will be busier in warmer months and more stagnant in cooler months. Therefore, you will need to address and consider these concepts in your business plan by establishing all services your business will offer.

Determining your target market and established the services that you intend to offer for your roofing business will help you evolve your pricing structure and profitability as part of your business. The reasoning behind having these two concepts already established before you look toward your pricing structure is that your target market and the services you intend to offer will drive the pricing structure for your roofing business. Here are some instances of what to price for your roofing business:

  • Roof Cleaning
  • Gutter services
  • Roof Repair
  • Roof Replacement
  • Full Roof Replacement

Formulate your business expenses 

You will want to research and gather an expense breakdown of costs you will need for your roofing business and include this as part of your business plan. The amount and type of expense can differ depending on your market area, therefore, you want to conduct proper research to allocate accordingly. Let’s consider some items you will need to designate business expenses for and secure financing options for those expenses:

  • Any federal and state filing fees for registering your business
  • Employees you hire and any benefits your company will cover
  • Insurance premiums are required, such as liability insurance and workers’ compensation
  • Materials and equipment as well as the space to store and transportation for them

Developing and writing your roofing business plan should be seen as a roadmap for running your business. Ideally, companies that see more significant long-term success have developed and written well-thought-out plans for their business. In addition, if you want to locate quality investors or financing opportunities for your business, comprehensive business plans can see greater investment potentials. Striving for longevity and success in your roof business will be achieved with these steps in writing your business plan.

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  • Business plans

Amanda Scheldt

  • Business Guides

You went to cosmetology school, and you wonder what you should do now? You should create your own salon business. You want to provide customers the chance to have a haircut, wax their eyebrows, and give them the chance to feel beautiful. You understand that it takes time and effort for people to take care of their hair and shape their eyebrows. You need the tools to start your salon and provide beauty assistants to your customers whether it is waxing, clipping nails, or cutting their hair. You have the experience to give your customers the chance that they want to feel a completely different person.

You believe in self-care. You want to provide the self-care that your customers need. You understand by living in a modern world it is hard to dedicate time to take of yourself physically due to personal situations and work hours. That is why you created a business that provides the self-care needs for your customers. You want to give them a positive change to their appearance and give them a boost of confidence. You want to give your customers the chance to love themselves and to love their bodies. Your business will provide customers the chance of having self-love and high self-esteem.

Everyone loves pizza, and so do you. That is why you want to do your local pizza bar that everyone will enjoy. You love to see the joy come across people's faces as you give them your homemade pizza. You also enjoy mixing drinks as part of your hobby, so have an idea of a bar and a pizza place where people can come to hang out with friends. You want to have a space that gives people happiness. You want to be the place where celebrations and events will be taken place. You want to enjoy having your place.

The items listed above will introduce a great start for your career. You get to share your delicious homemade pizza with your customers. You want to have a comfortable environment where you can introduce live music and cheer. Your business will continue to flourish with ease as not only a bar but a place where people can go with their friends, family, and their partners. You will be the place where the night is young with a lighted area where customers can sit outdoors. All you need is ideas, your recipe, and the supplies that you need to start your business.

Are you a person who just got a business degree? Do you want to start a business that helps others feel at home? You like to sell things that people need to make their homes clean and decorative. You know that homes reflect the owners' personality, and you want to give new homeowners the chance to decorate their new homes. To start helping others, you must decorate your building with home goods, knickknacks, and supplies. You know what customers are looking for and where they could get it, which is when your business comes in to give homeowners the supplies they need for their new home.

The items listed above are not only items you will sell but the items that you need to start your career off on the right track. You questioned how to start your business with an idea. The first idea is to organize and clean the building that will be the place for your business. You will also be selling items that homeowners need and that you will be using for your new business. You do not have to worry about starting your business blindly, some simple tasks and items will guide you to your journey to a successful career. You will be able to enjoy your first local business.

The Roofer's Helper

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

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Why Build a Business Plan for Your Roofing Company

Does your roofing business have a roadmap to success? If not, it’s time to create one. Writing a business plan might sound like tedious “paperwork,” but in reality it’s an action plan that will help you build a more focused, more productive company. Here's why every roofing company should build a business plan.

roofing road map to success

A business plan defines success goals.

Use the business plan as an opportunity to pinpoint goals, whether it’s increasing sales, reducing overhead, or some other priority. When you identify those goals, you can direct time, money, and people power to achieve them rather than wasting resources on tasks that don’t increase profit, boost productivity, or provide stellar customer service.

A business plan helps you strategize for roofing equipment investments.

roofing equipment on a business plan

A business plan gives you a peek at the competition.

What do your competitors do well? Where do they fall short? Part of writing an effective business plan involves checking out what other roofing replacement companies are doing. This gives you the opportunity to capitalize on their weaknesses (like poor customer service) and identify best practices in their strengths (like a helpful roofing blog for homeowners).

A business plan defines priorities so you can make informed decisions.


A business plan keeps your team on track.

Who’s responsible for what? How will team members achieve their goals? A business plan for your roof replacement company is the perfect tool for ensuring managers and supervisors understand their roles and how they’ll contribute to the company’s success. Refer back to the plan when you need to compare metrics and goals with team members’ actions.

A business plan strips some of the emotion from decision-making.

The business plan will include numbers, like sales and cash flow, that reflect what’s actually going on within the company. Seeing these numbers in black and white can help relieve the emotion that sometimes drives decision-making—a factor that might be especially important if you operate a family-run roofing business .

A business plan can help reboot the business.

Maybe sales were down significantly this year. Or perhaps employee morale bottomed out. Business planning, which includes setting actionable goals, lets you create a new roadmap for success.

Ready to start building a business plan for your roofing company? Inc. shared its Top 10 Business Plan Templates You Can Download for Free .

how to write a business plan for a roofing company

How to Write a Roofing Contractor Business Plan

Quality Business Plan writers have found that the roofing industry is experiencing a growing trend for several reasons, driving demand for roofing contractor business plans, roofing business plan templates, and roofing proforma financial models.

Firstly, it is a disheartening truth that the United States has witnessed a surge in natural calamities such as forest fires, hurricanes, and blizzards in recent years, surpassing the frequencies of previous decades.  These calamities frequently damage rooftops—consequently, the greater the damage, the higher the demand for roofing enterprises.  In addition, the construction and renovation of residences nationwide have been progressing above the average, fueled by low interest rates.  This trend of new development and renovation further stimulates the demand for new roofs, leading to an increased need for roofing businesses.  Nevertheless, as new roofing enterprises emerge and existing ones aim to expand, the requirement for a comprehensive roofing business plan or a reliable roofing business plan template becomes almost inescapable.  In light of this, our expert in roofing contractor business plans has developed strategies and best practices to adopt and implement while crafting a roofing contractor business plan (10/23).


Executive Summary for a Roofing Business Plan.

The executive summary in a business plan for a roofing contractor should commence in a manner akin to that of other businesses in the construction industry.  Precisely, this section should delineate the company’s name, its legal formation, and the geographic territory it covers, whether this is defined by a certain distance from the company’s office or specific cities and counties served.  Additionally, a roofing contractor should clearly articulate its primary strengths and expertise in roofing materials and techniques.  For instance, while some contractors may focus predominantly on shingle roofing, others might offer specialized services in metal or tile roofing.  By clearly articulating these core competencies at the outset, a contractor can swiftly distinguish its offerings from its competitors.

Company Information for a Roofing Business Plan.

In the company information portion of a roofing business plan, it is prudent to commence by elucidating the specific problem that the company aims to address for its clients.  Following this, one should delve into the “Who, What, Where, When, Why, and How” of the business.  To provide an example, a prevalent issue resolved by roofing companies is the infiltration of water due to roof deterioration.  When such leaks occur, customers may need to replace not just the roof but also address associated damages to ceilings, trusses, and insulation.  By starting the business plan with a clear identification of a common problem, it becomes more straightforward to underscore the necessity of the roofing company’s services.

It is also noteworthy that homeowners frequently prefer engaging with local roofing companies.  Considering this, it is advisable to incorporate detailed location information in the roofing contractor’s business plan, including the street address, city, state, and other pertinent details.  Our business plan specialist also advocates including a map graphic, pinpointing the company’s location.  This tactic serves to highlight the business’s local roots and its commitment to serving the community, in contrast to larger regional entities.

Need Help Writing a Roofing Contractor Business Plan?

Call or Text Paul, Doctoral Candidate, MBA.


Email: [email protected]

Hours of Operation: Monday through Friday, 8 am to 9 pm EST.

Our business plan writer is located in Orlando, FL.


Product Description for a Roofing Business Plan.

In the product description section of a roofing business plan, it is essential to provide standard details, such as an outline of the various types of roofs available to customers, including options like shingle, metal, and tile roofs.  In addition to this, our specialist in roofing contractor business plans advises that a comprehensive discussion of other services be included, such as roof repair and treatments that may extend the life of a roof.  By incorporating all available services in the product description section, the owner of the roofing contractor business demonstrates the existence of multiple sources of revenue.  This approach effectively showcases various financial opportunities associated with different transactions.

Competitive Advantages for a Roofing Business Plan.

The roofing industry has experienced significant growth in recent years, driven by the demand for roof replacements and new construction projects.  Given this context, it is crucial for roofing contractors to carefully consider the competitive advantages section of their business plans, as noted by our expert in roofing contractor business plans.  A noteworthy competitive advantage for a roofing contractor could be the provision of warranty services.  While many contractors may move on to the next project after completing a sale, some offer additional services such as annual roof inspections.  This not only generates additional revenue but also ensures that customers receive the utmost value for their investment.  Moreover, conducting regular visits to past clients provides an excellent opportunity for acquiring referrals and enhancing the company’s client base.

Location Description for a Roofing Business Plan

Selecting an optimal site for a new roofing facility plays a pivotal role in the enterprise’s prospective success.  Internally, roofing operations necessitate ample storage space to accommodate various products and materials.  Typical inventory for such companies encompasses shingles, metal roofing components, flashing, nails, and other essential roofing supplies.  Consequently, roofing businesses are frequently situated in warehouses, with available space ranging from 1,500 to 5,000 square feet.

Concerning the broader location of the roofing facility, our specialist in roofing contractor business plans observes that these enterprises tend to flourish in vicinities adjacent to either new or established housing developments.  Positioning a roofing business centrally within such areas, the business owner is afforded the dual benefits of streamlined marketing segmentation and logistical efficiency in scheduling repairs and new installations.

Target Market for a Roofing Business Plan.

In the realm of roofing, a typical target demographic encompasses either construction companies or homeowners residing in properties aged 10 years or older.  Engaging with construction firms can facilitate access to roofing projects in newly constructed homes, though this sector typically yields narrower profit margins.  However, the volume of work is generally consistent and predictable.  Alternatively, directing marketing efforts toward homeowners allows roofing businesses to command slightly higher prices, owing to increased advertising expenditures.  This approach can result in more substantial profits, albeit with a workflow that may vary significantly, oscillating between periods of high demand and potential lulls in business activity.

Industry Research for a Roofing Business Plan

Preliminary investigations conducted by our business plan specialist indicate that the primary competitive arena for roofing enterprises is the roofing contractor industry.  This sector encompasses services such as the installation, maintenance, and repair of roofs on both commercial and residential properties.  According to data from IBIS World, the industry has amassed revenue in the vicinity of $47 billion over the past 12 months.  Professionals within the field have recorded an average annual growth rate of approximately 4.9% over the last five years.  Looking ahead, our expert in roofing contractor business plans anticipates a growth rate of around 2% for roofing contractors in the subsequent five years.  The industry’s total profits have surpassed $3 billion.  Given the labor-intensive nature of roofing installation, wages within the industry have amounted to roughly $11 billion.  Across the United States, the number of roofing contractors is estimated to be around 100,000.

As you compose the industry research segment of your roofing business plan, utilize this data as a foundational basis to concisely encapsulate the industry’s landscape.

Owner and Management Section of a Roofing Business Plan

The dynamics of ownership and management in a roofing business diverge notably from those in other types of organizations.  In many instances, owners also serve as active employees.  For example, it is not uncommon for owners of roofing businesses to participate directly in tasks such as roof installation and removal daily.  This hands-on approach enables business owners to uphold high standards of customer service and workmanship directly.  Nevertheless, our specialists have noted a potential drawback: business owners who immerse themselves in operational tasks may find their capacity to develop marketing strategies and other growth initiatives somewhat diminished.

Funding Request for a Roofing Business Plan

Embarking on a venture in the roofing business demands a substantial financial investment.  Prospective business owners must account for expenses such as leasing warehouse space, acquiring vehicles for roofing materials, maintaining an inventory to facilitate prompt roof installations, and recruiting and training personnel to ensure exceptional quality in roof installations.  Based on assessments from our roofing contractor business plan specialist, the initial capital required to launch a roofing company can range from $25,000 to $150,000 or potentially even more.

Financials for a Roofing Business Plan.

The process of crafting financial projections and models for a roofing business plan should commence with estimating weekly or monthly sales from roof installations or repairs.  Following this, business owners must correlate the costs of roofing materials with the revenue generated from installations.  After addressing these variable costs, attention must be turned to the business’s fixed expenses.  Typical fixed costs for a roofing company might encompass vehicle payments, warehouse lease payments, labor costs for roofing personnel, and any repayments on credit lines or loans utilized in daily operations.  Upon completing these steps, the business owner is positioned to extend these financial calculations to generate a comprehensive annual financial projection.

Hopefully, these insightful tips and tricks for writing a business plan were helpful.  As always, if you need help with a business plan or financial projections, send us an email or give us a call. 

Author: Paul Borosky, Doctoral Candidate, MBA., Author

Owner of: Quality Business Plan ,  Quality Business Consultant

Date: 10/12/2023

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IRS begins audits of corporate jet usage; part of larger effort to ensure high-income groups don’t fly under the radar on tax responsibilities

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IR-2024-46, Feb. 21, 2024

WASHINGTON — Using Inflation Reduction Act funding and as part of ongoing efforts to improve tax compliance in high-income categories, the Internal Revenue Service announced today plans to begin dozens of audits on business aircraft involving personal use.

The audits will be focused on aircraft usage by large corporations, large partnerships and high-income taxpayers and whether for tax purposes the use of jets is being properly allocated between business and personal reasons.

The IRS will be using advanced analytics and resources from the Inflation Reduction Act to more closely examine this area, which has not been closely scrutinized during the past decade as agency resources fell sharply. The number of audits related to aircraft usage could increase in the future following initial results and as the IRS continues hiring additional examiners.

“During tax season, millions of people are doing the right thing by filing and paying their taxes, and they should have confidence that everyone is also following the law,” said IRS Commissioner Danny Werfel. “Personal use of corporate jets and other aircraft by executives and others have tax implications, and it’s a complex area where IRS work has been stretched thin. With expanded resources, IRS work in this area will take off. These aircraft audits will help ensure high-income groups aren’t flying under the radar with their tax responsibilities.”

Business aircraft are often used for both business and personal reasons by officers, executives, other employees, shareholders and partners. In general, the tax code passed by Congress allows a business deduction for expenses of maintaining an asset, such as a corporate jet, if that asset is utilized for a business purpose. However, the use of a company aircraft must be allocated between business use and personal use. This is a complex area of tax law, and record-keeping can be challenging.

For someone such as an executive using the company jet for personal travel, the amount of personal usage impacts eligibility for certain business deductions. Use of the company jet for personal travel typically results in income inclusion by the individual using the jet for personal travel and could also impact the business’s eligibility to deduct costs related to the personal travel.

The examination of corporate jet usage is part of the IRS Large Business and International division’s “campaign” program. Campaigns apply different compliance streams to help address areas with a high risk of non-compliance. These efforts include issue-focused examinations, taxpayer outreach and education, tax form changes and focusing on particular issues that present a high risk of noncompliance.

The IRS will begin conducting examinations in the near future as part of the agency’s commitment to ensuring fairness in tax administration.

This is part of a larger effort  the IRS is taking to ensure large corporate, large partnerships and high-income individual filers pay the taxes they owe. Prior to the Inflation Reduction Act, more than a decade of budget cuts prevented the IRS from keeping pace with the increasingly complicated set of tools that the wealthiest taxpayers use to shelter or manipulate their income to avoid taxes. The IRS is now taking swift and aggressive action to close this gap.

In addition to work on corporate jets, the IRS has a variety of efforts underway to improve tax compliance in complex, overlooked high-dollar areas where the agency did not have adequate resources prior to Inflation Reduction Act funding.

For example, the IRS is continuing to pursue millionaires that have not paid hundreds of millions of dollars in tax debt. The IRS has already collected $482 million in ongoing efforts to recoup taxes owed by 1,600 millionaires with action continuing in this area. Elsewhere, the IRS is pursuing multi-million-dollar partnership balance sheet discrepancies, ramping up audits of more than 75 of the largest partnerships using artificial intelligence (AI) as well as other areas .

"The IRS continues to increase scrutiny on high-income taxpayers as we work to reverse the historic low audit rates and limited focus that the wealthiest individuals and organizations faced in the years that predated the Inflation Reduction Act,” Werfel said. “We are adding staff and technology to ensure that the taxpayers with the highest income, including partnerships, large corporations and millionaires and billionaires, pay what is legally owed under federal law. The IRS will have more announcements to make in this important area."

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IRS plans to target executives who use their businesses’ private jets for personal trips and then write them off as tax deductions

how to write a business plan for a roofing company

First, there were  trackers on Taylor Swift  and other celebrities’ private jet usage. Now, there will be more scrutiny on executives’ personal use of business aircraft who write it off as a tax expense.

IRS leadership said Wednesday that the agency will start conducting dozens of audits on businesses’ private jets and how they are used personally by executives and written off as a tax deduction — as part of the agency’s ongoing mission of going after high-wealth tax cheats who game the tax system at the expense of American taxpayers.

The audits will focus on aircraft used by large corporations and high-income taxpayers and whether the tax purpose of the jet use is being properly allocated, the IRS says.

“At this time of year, when millions of hardworking taxpayers are working on their taxes, we want them to feel confident that everyone is playing by the same rules,” IRS Commissioner Daniel Werfel said on a call with reporters to preview the announcement.  Tax season began Jan. 29 .

“These aircraft audits will help ensure high-income groups aren’t flying under the radar with their tax responsibilities,” he said.

There are more than 10,000 corporate jets in the US., according to the IRS, valued at tens of millions of dollars and many can be fully deducted.

The Tax Cuts and Jobs Act, passed during the Trump administration, allowed for 100% bonus depreciation and expensing of private jets — which allowed taxpayers to write off the cost of aircraft purchased and put into service between September 2017 and January 2023.

Werfel said the federal tax collector will use resources from Democrats’ Inflation Reduction Act to more closely examine private jet usage — which has not been closely scrutinized during the past decade as funding fell sharply in the last decade.

“Our audit rates have been anemic,” he said on the call. An April 2023 IRS  report on tax audit data  states that “continued resource constraints have limited the agency’s ability to address high-end noncompliance” stating that in tax year 2018, audit rates for people making more than $10 million were 9.2%, down from 13.6% in 2012. And in the same time period, overall corporate audit rates fell from 1.3% to .6%.

Mike Kaercher, senior attorney advisor at the Tax Law Center at NYU said in a statement that the IRS should also revisit how it values personal use of corporate aircraft, beyond just how flights are reported.

“The current rules allow these flights to be significantly undervalued, enabling wealthy filers to pay much less in taxes than fair market value would dictate, and it’s within the IRS’ authority to revise these rules,” Kaercher said.

Werfel said audits related to aircraft usage could increase in the future depending on the results of the initial audits and as the IRS continues hiring more examiners.

“To be clear, that doesn’t mean everyone in a high-income category partnership or corporation is evading or avoiding their tax responsibility,” Werfel said. “But it does mean that there’s more work to do for the IRS to make sure people are paying what they owe.”

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How to Write an Effective Out of Office Message + Examples

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Briana Morgaine

10 min. read

Updated February 25, 2024

With so many people working remotely and constant access to multiple devices these days, it can be challenging to truly step away from your work even when you’re out of the office. It’s tempting to want to reply to emails that come in on your time off, but that’s not always an option (not to mention it’s better for your mental health and work-life balance to avoid it). It’s important to allow yourself to be truly offline when out of the office, but it’s also understandable to feel like you owe a timely response to your customers and others contacting you. 

A thoughtful automated message set for your time out of the office is a kind way to let people know that you’re on vacation but you’ve received their message and can give them a sense of reassurance as to when they can expect to hear from you.

  • Why is an out-of-office message important?

Having an out-of-office message prepared helps to  keep your customers and contacts informed  of your whereabouts. If someone is trying to reach you, they can be politely notified that you are not available to get back to them at the moment but can give them a piece of mind knowing that you received their message. 

This automated out-of-office message also helps to decrease the number of unanswered emails when returning from vacation. Having already notified people of your vacation in your message, you have the freedom to get back to them in a manner that is more convenient and organized for you.

Above all, having an out-of-office message ensures that your customers’ needs are met in your absence. You can include other forms of contact or point them in the direction of other teammates by incorporating that information into the message. 

  • How to write an out of office message

Setting up a thoughtful out-of-office auto-responder can be a great way to leave your email behind with confidence.

That said, there’s nothing worse than getting an automated response that isn’t helpful.

You want your out-of-office email to give information and clear up why you aren’t responding right away—and you don’t want to add additional confusion and frustration.

Your out of office message should include the following:

  • State that you’re out of the office (include  why  if you are comfortable with sharing, but don’t feel pressured to)
  • Include the date you plan to return
  • Have links to resources answering common questions
  • Clarify who to contact in your absence (for urgent messages/requests)

This way you eliminate back and forth, confusion, and an overwhelming inbox when you return. The more clear you are, the fewer follow-up emails you’ll receive—and hopefully, a less congested inbox to get back to after you’re away from the office.

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  • Is an out-of-office email response enough?

We’ll get into some templates for out of office messages here shortly, but one quick note beforehand:

When you’re going to be out of the office, sending templated automatic replies is just one aspect of the solution. We do recommend that you have other systems in place, such as delegating the responsibility of managing an inbox to another team member. It’s important to avoid letting a message sit too long without going unanswered, so even if you have an auto-response setup, it’s smart to set up additional strategies for managing email while you’re away.

You can read more about how to handle your email while on vacation in this article, including what to do before, during, and after you return from vacation.

  • Should you use more than one out-of-office email message?

If you just manage one inbox, then having one out-of-office message to cover your emails while on vacation is just fine. However, if you are involved in multiple inboxes, it may make sense to have a few out-of-office messages with slight variations depending on the different information you may need to share.

Keep in mind all of the types of inquiries you usually receive in your inbox and cater your message or messages to be the most helpful in those situations.

  • Out of office message examples

Your out-of-office message will look different depending on the type of information you wish to share. It may be something as simple as a mention that you are out and will return on a specific date.

You might choose to point the person in a different direction to get help from another teammate, or you may even want to send them some helpful resources while you are away. Here are some helpful out-of-office message examples for you to try in your own professional email:

Professional out of office messages

Let’s start with the basics.

The most common out-of-office message you’ll want to set up is your no-frills, professional out-of-office email message.

Here are some examples of professional out of office messages to draw inspiration from:

Professional out-of-office example #1.

Thank you for reaching out. I’m currently out of the office [option to include why—on vacation, at a conference, etc.] until [date], but I’ll get back to you as soon as I can.

[Your Name]

Professional out-of-office example #2

Hey—thanks for your email. I’m currently out of the office and without access to email; I’ll be back in the office on [date] and follow up with you as soon as possible.

Out of office messages offering a new point of contact

While you’re away, you might want to give those trying to contact you a new point person to connect with.

Note that this might not be the way to go if you’re setting up an autoresponder for an inbox that gets a large amount of varied traffic—such as a general customer service inbox. If you’re using a shared inbox tool, this would be a good time to make sure that someone else with access is able to take over for you while you’re gone. You can increase customer satisfaction by removing friction for them—make it easy for them to get a quick response to their message, even while you’re away.

However, for a personal or smaller-scale email account, setting up a secondary point of contact is a good idea.

Examples of out-of-office email messages offering an alternative contact:

Alternative contact out-of-office example #1.

Thank you for your email; I’m currently out of the office [option to include why] until [date], but I’ll get back to you as soon as I can.

In the meantime, feel free to reach out to [point person]. Please contact them at [contact info].

Alternative contact out-of-office example #2

Hey—thanks for reaching out. I’m out of the office right now for [reason], but I’ll be back on [date]. If it’s an emergency, or you really need your question answered ASAP, [contact] will be happy to help. You can reach them at [contact info].

Out of office messages for when you need to share some resources

Do you manage an inbox where you get a lot of questions that can be answered by your knowledge base or FAQ? You might want to put together an out-of-office responder that conveniently offers some of these resources.

As a note: Ideally, you’d leave someone else in charge of this inbox in your absence, so that customers aren’t left waiting for answers. But if that’s not an option, or if you just want to supply some helpful resources, here are some ways to frame this type of email response.

How to share information in your out of office message:

Info sharing out-of-office example #1.

Thanks for your email. I’m currently out of the office, but I’ll get back to you as soon as I can. I’ll return on [date].

In the meantime, here are some resources that might help:

If you’re writing about [question x], find out more about that here [with a link].

If you’re writing about [question y], you can learn more about that here [with a link].

Still have questions? Feel free to reach out to [contact] at [contact info] for more information.

Info sharing out-of-office example #2

Hey—thanks for contacting us. We’re away from the office right now, but the whole team will be back bright and early on [date].

Until then, check out our [linked FAQ/knowledge base/etc.]. We’ve covered a lot of commonly asked questions, so you might find an answer to your question there.

We’ll reach out ASAP, and thanks for your patience.

Funny out of office messages

It should go without saying: handle these with care.

Your idea of an amusing out-of-office message might not quite hit home for someone else. While it might feel glib and cute to put something like “ Hi—I’m out of the office, probably drunk from all the margaritas I’m drinking on the beach!”  in response to your summer vacation, your colleagues (and investors, and customers) might not find it as funny.

That being said, your out-of-office message is a great place to inject a little personality into your email. “Some of the best out-of-office messages I’ve read have included dashes of humor and wit,” says Alyssa.

So, just make sure it suits your overall email voice and tone, and still relays any necessary info. With that in mind, here are some suggestions for fun out-of-office responses.

Ideas for funny out of office messages:

Funny out-of-office example #1.

Thanks for your email. [Your Name] is out of the office [on vacation/relevant info].

When [she/he/they] get back to the office on [date], [her/his/their] inbox will be really overwhelming.

Seriously. It’ll take forever. It’s exhausting just thinking about it. That’s the one annoying part about taking time off work, isn’t it?

So, thanks for your patience—[she/he/they] will get back to you ASAP, I promise.

Funny out-of-office example #2

Thanks for your email—but unfortunately, the entire team was abducted by aliens yesterday, and no one has heard from them since.

Nah, just kidding. But we are away at [event/conference/etc.]. For urgent inquiries, please reach out to [contact] at [contact info].

In the meantime, here are some resources that might help you answer your question quicker:

Thanks for your patience—we’ll get back to you as soon as possible.

Out of office messages should be helpful—not a hindrance

As a final note, keep in mind to manage expectations when setting up your response.

Will you actually  answer  all the emails you’ve received on the first day you return to the office? Realistically, probably not. Even if you regularly try to achieve inbox zero, it will likely be something you chip away at over the course of a few days.

So, consider this before you promise to get back to everyone on a specific date, or “as soon as you return,” as it might set up unrealistic expectations.

Remember, an out of office responder isn’t just a formality—it should be working  for  you to answer questions (even if the question is simply, “Why haven’t they responded?”) and allowing you time away from the office without worrying about responding to emails.

So, set it up accordingly, in a way that will help both you and those contacting you—rather than cause more confusion.

Clarify your ideas and understand how to start your business with LivePlan

Content Author: Briana Morgaine

Table of Contents

  • Out of office messages should be helpful—not a hindrance

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  2. Craft a Roofing Business Plan + FREE Template

    Here's our top 4 tips for writing a great business plan. 1. Have a realistic plan. Realistic is KEY. By realistic, we mean both realistic goals, budgets, and timelines. Another way to think of it is to make sure that every plan and goal is SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.

  3. How to write a business plan for a roofing company?

    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 ...

  4. How to Start a Roofing Company

    Start a roofing company by following these 10 steps: Plan your Roofing Company. Form your Roofing Company into a Legal Entity. Register your Roofing Company for Taxes. Open a Business Bank Account & Credit Card. Set up Accounting for your Roofing Company. Get the Necessary Permits & Licenses for your Roofing Company.

  5. The #1 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 ...

  6. 7 Tips for Starting a Roofing Business Plan

    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 ...

  7. How to Start a Roofing Company

    14 Steps To Start a Roofing Company: Choose the Name for Your Roofing Company. Develop Your Roofing Company Business Plan. Choose the Legal Structure for Your Roofing Company. Secure Startup Funding for Your Roofing Company (If Needed) Secure a Location for Your Business. Register Your Roofing Company with the IRS.

  8. How to Develop a Roofing Company Business Plan

    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.

  9. How to Start a Roofing Business: 9 Tips to Grow & Thrive

    1. Lay the sheathing: Registration, licensing, and insurance. Handling the fundamentals is like putting down the deck at the start of a roofing project: It sets you up for success later. Starting a business starts with the legal and logistical nuts and bolts that get you ready for growth later on.

  10. How to start a roofing company

    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.

  11. What You Need to Know When Writing a Roofing Business Plan

    Remember Your Audience. For an effective roofing business plan, write in a way that makes it applicable to all audiences, whether that's investors, bankers, employees, or family. This ensures that no one will get lost when reading your plan but, rather, will understand exactly where the company is and where it's headed.

  12. Crafting Effective Roofing Business Plans

    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

  13. Roofing Business Plan Sample [Update 2024]

    2.1 The Business. Edward Roofers will be managed and owned by two brothers, Paul Edward and Kim Edward. The business is based on installing, repairing and shingling roofs of residential houses and small offices. Our business, as well as all our workers, are insured and licensed.

  14. Business Plan Tips for Roofing Contractors

    How to write a business plan; Business plan tips; Present your vision; Tailor your business plan; ... we'll outline some simple tips that will take your roofing business plan to the next level. How to write a business plan. Most business plans include: ... Your new company's business plan is a crucial part of your success, as.

  15. How to open a roofing company?

    Adjust your financial forecast as the year progresses to maintain visibility on future cash flow and cash position. This guide outlines the 15 key steps to open a roofing company. The financial forecast is the tool that will enable you to validate the financial viability of your business idea. The business plan is the document that will enable ...

  16. Craft the Perfect Roofing Business Plan: 9 Essential Steps!

    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 ...

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

    Writing a business plan for a roofing company requires careful consideration of various factors, from identifying the target market to setting clear goals and timelines. By following these nine steps, you can create a comprehensive plan that will serve as a roadmap for success in the highly competitive roofing industry.

  18. Roofing Company Business Plan [Sample Template]

    A Sample Roofing Company Business Plan Template. 1. Industry Overview. Players in the roofing contractors are involved in installing roofs, siding, sheet metal and roof drainage systems, such as downspouts and gutters. They also carry out activities such as also treating roofs (e.g. spraying, painting or coating), coppersmithing, tinsmithing ...

  19. How to write a roofing business plan for success

    Determine your target market. Establish what type of services will you offer. Develop your pricing structure. Formulate your business expenses. Developing a well-laid business plan will also help you secure financing and potential investors and set your business up for greater long-term success. Think about this like this; if a building cannot ...

  20. Forming a Roofing Business Plan

    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.

  21. Why Build a Business Plan for Your Roofing Company

    Here's why every roofing company should build a business plan. A business plan defines success goals. Use the business plan as an opportunity to pinpoint goals, whether it's increasing sales, reducing overhead, or some other priority. ... When you write a roofing business plan, you'll have the information to make better-informed decisions ...

  22. How to Write a Roofing Contractor Business Plan

    In the next five years, our business plan writer projects roofing contractors to grow at about a 2% rate. In total, profits for the industry exceeded about $3 billion. Because of the need for a significant amount of labor when installing roofs, wages for the industry have reached about $11 billion.

  23. How To Start Your Own Roofing Business

    The cost of starting a roofing company will depend on the scale and types of jobs you undertake. As a benchmark, you'll generally require start-up funds between £5,000 and £10,000. However, if you already own all the equipment you need, the costs of starting your business can drop significantly.

  24. How to start a business in 2024

    Step 3: Write a business plan. ... Company description: A more detailed overview of your business, the company description should include the problems your business solves, ...

  25. How to Write a Food and Beverage Business Plan + Sample Business Plan

    How to write a food and beverage business plan. Many business plans follow a standard format and you can use it as a starting point when writing your own plan. Here's what that includes: Executive summary; Company summary and funding needs; Products and services; Marketing plan

  26. IRS begins audits of corporate jet usage; part of larger effort to

    For someone such as an executive using the company jet for personal travel, the amount of personal usage impacts eligibility for certain business deductions. Use of the company jet for personal travel typically results in income inclusion by the individual using the jet for personal travel and could also impact the business's eligibility to ...

  27. IRS plans to target executives who use their businesses ...

    The Tax Cuts and Jobs Act, passed during the Trump administration, allowed for 100% bonus depreciation and expensing of private jets — which allowed taxpayers to write off the cost of aircraft ...

  28. How to Write an Effective Out of Office Message + Examples

    Learn to write an effective out-of-office email with these examples. ... Types of business plans How to write a business plan Business planning tips Industry business plans. Free business plan template. A fill-in-the-blank template designed for business owners. Download Now. ... Company. About Us; Careers; Write For Us; Contact Us ©2024 Palo ...