When analyzing financial statements for the freight trucking industry, investors will review comparable financials relative to your company’s performance. In order to perform this analysis, they may request three to five years of forward looking financial statements for your review. The best way to complete these statements are to base them on the prior operating history of your company, or upon similar freight trucking companies. The comparable companies used should be similar in size as measured by their asset base, number of employees, and revenue.
In some cases, investors may also request additional financial information such as a break-even or sensitivity analysis. This will help them to more effective gauge your ability to repay a loan based on various scenarios that deviate from typical revenue streams.