TREE TRIMMING BUSINESS PLAN

I. Executive Summary

Company Description

Everwood Arbor Care (name chosen to signal lasting tree health and stewardship) is a professional tree care firm launching in 2026 in the U.S. arboriculture sector. We deliver trimming, removals, diagnostic assessments, and preventive health programs led by ISA Certified Arborists. Our offerings pair traditional arboricultural practice with a tech-enabled customer experience: online booking, digital reports with photos and treatment timelines, and GPS-tracked crews. We focus on residential and commercial property owners who value safety, curb appeal, and sustainable practices. One-line: We keep trees healthy, properties safe, and customers informed.

Core activities include risk assessments, crown reduction, hazardous removals, pest and disease diagnostics, and follow-up maintenance plans executed with low-impact equipment and organic treatment options. What sets us apart is a safety-first SOP, transparent digital estimates, and sustainability standards that reduce chemical use and waste. Short-term goal: reach 1,200 billed service hours and break-even by month 12. Long-term goal: become the leading specialist in our metro area with a 30% commercial share and recurring maintenance contracts covering 3,000 properties within five years. One-line: We scale through operational excellence and repeat, contract-driven revenue.

Problem

Residential and commercial property owners in the Austin metropolitan area lack access to certified, transparent, and technology-enabled large-scale tree care. Improper pruning and ad-hoc removals by untrained providers lead to long-term tree health decline, higher liability from falling limbs, and reduced property valuation, while many owners delay time-intensive maintenance until risks become acute.

There is a clear gap for a reliable, ISA-certified arborist service that offers transparent pricing, modern safety protocols, and sustainable practices to prevent tree decline, lower liability, and preserve property value.

Solution

Property owners face safety hazards, poor tree health, and scheduling friction because most contractors lack the equipment, certification, and transparent processes to care for large trees. Our service closes that gap by combining ISA Certified Arborists, specialized rigging and equipment, and a tech-enabled quoting and booking interface to deliver safe, vetted, and convenient tree care.

We pair on-site diagnostic assessments and preventative care that protect long-term tree value with professional debris management and precise services—precision trimming, structural pruning, hazardous tree removal, stump grinding, and recurring maintenance—so clients get higher safety, better tree health, and a simpler customer experience.

Mission Statement

Our mission is to enhance the safety, beauty, and health of the urban forest by providing expert, sustainable tree care services that combine industry-leading arboriculture with a seamless, tech-driven customer experience. We commit to highest standards of safety and professional integrity, ongoing education for staff and clients, and measurable environmental stewardship in every job. We build lasting client relationships through transparent pricing, timely service, and consistent results.

Key Success Factors

Success rests on certified expertise, efficient operations, safety, targeted marketing, and growing recurring revenue.

• ISA Certified Arborists deliver expertise that supports premium pricing.
• Proprietary tech-enabled workflow reduces administrative overhead and boosts customer satisfaction.
• Safety focus lowers insurance risk and protects crew—the company’s primary asset.
• Strategic marketing lowers CAC from $150 to $110 while scaling the budget to $80,000 to sustain project pipeline.
• Recurring maintenance at 35% of revenue provides predictable cash flow and financial stability.

Financial Summary

Financials project breakeven in September 2028 with a five-year EBITDA ramp from a -$240,000 start to $1,141,000 in Year 5.

Financial requirements: maintain minimum cash of $143,000 through scaling; projected payback in 57 months and breakeven in Sep-28.

Outlook: positive EBITDA trajectory and capital buffer support a stable scale-up toward profitability.

Funding Requirements

We require $725,200 to cover explicit capex, first-year payroll, operating fixed costs, 2026 marketing, and the minimum cash buffer through breakeven.

The company is projected to breakeven in September 2028, with Year 1 EBITDA of -$240,000 and Year 5 EBITDA of $1,141,000, an anticipated Return on Equity of 0.79 and a five-year IRR of 0.01, revenue driven by a mix of project services, consultations, and recurring maintenance while maintaining a $143,000 minimum cash balance.