CONSTRUCTION SAFETY CONSULTING BUSINESS PLAN

I. Executive Summary

Company Description

ShieldWorks Safety—named to convey active protection and systematic processes—launches in 2026 in Austin, Texas, serving the U.S. construction industry. We operate in construction safety consulting and provide a recurring subscription for integrated services: on-site certified safety professionals, AI-driven risk analytics, and robotics-enabled hazard monitoring. Our offering combines human expertise with real-time machine data to reduce incidents and compliance costs.

We deliver weekly site assessments, continuous sensor and drone monitoring, predictive risk reports, and training tied to measurable KPIs. What sets us apart is the blend of certified safety staff and proprietary AI models that turn site telemetry into prescriptive actions, sold to mid-size contractors and commercial developers. Short-term goals: sign 25 recurring contracts and refine our AI models in 12 months. Long-term goals: national rollout, 40% gross margins, and a measurable 50% reduction in client incident rates within three years.

Problem

The U.S. construction industry records persistently high rates of fatalities and injuries, driving large financial losses, project delays, and regulatory exposure. Companies face complex, frequently updated OSHA rules; manual inspections are slow and error-prone; and small-to-mid contractors lack proactive safety management tools. These gaps increase legal risk, raise direct costs for medical and insurance payments, and reduce margins through rework and schedule slippage.

Existing solutions are largely reactive, fragmented, or too costly for smaller contractors, leaving a clear market need for an ongoing, operational safety service that combines certified human expertise with technology. Based in Austin and launching in 2026, our recurring-revenue safety consultancy of certified safety professionals and data scientists will fill that gap by turning compliance from a burden into a competitive advantage. One line: Preventable accidents and regulatory complexity are costing contractors time, money, and licenses.

Solution

U.S. construction faces high injury and fatality rates, complex OSHA rules, and mostly reactive safety practices that leave small and mid-sized firms exposed. Our service combines on-site safety professionals, remote monitoring, high-resolution drone inspections, and AI-driven hazard analytics to deliver continuous, standards-aligned safety that reduces incidents and compliance risk.

Core services: customized safety plans, site-specific risk assessments, immersive employee training, real-time drone inspections, AI hazard flagging, and continuous remote compliance monitoring—resulting in fewer shutdowns, clearer audits, and safer crews.

Mission Statement

We combine expert consulting and advanced technology to revolutionize construction site safety, ensuring every worker returns home safely while improving clients’ operational outcomes. We prioritize measurable risk reduction, regulatory compliance, and practical training to cut incidents, lower costs, and sustain productivity. We commit to clear reporting, continuous improvement, and partnership with clients to make safety a predictable business advantage.

Key Success Factors

Critical operational and financial levers that must succeed to meet our October 2028 break-even target.

• Integration of AI and drone technology: embed into safety workflows for faster, more accurate inspections.
• High recurring revenue: secure a large share of revenue via monthly retainers for cash stability.
• Certified safety team: maintain licensed, experienced safety professionals for client trust and compliance accuracy.
• Lower CAC from $2,500 to $1,800: reduce customer acquisition cost to protect margins and extend runway.
• Break-even by October 2028: reach sustainable operations and positive cash flow by that date.

Financial Summary

Financial Summary for the Executive Summary section of the Construction Safety Consulting business plan.

Financial requirements include an initial CAPEX of $101,000; the model shows a 34-month payback (breakeven Oct 2028) and a Return on Equity of 11%.

Outlook: cash flow turns positive by October 2028 and EBITDA rises to $1,347,000 by Year 5.

Funding Requirements

Seeking $500,000 to cover an initial CAPEX of $101,000, provide working capital through a projected breakeven in October 2028, absorb Year 1 EBITDA of –$419,000, and fund growth to a Year 5 EBITDA of $1,347,000 (payback 34 months; ROE 0.11).