Consulting Firm 3-Statement Financial Projection Model   Excel template (XLSX)
$85.00

Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
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Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
Consulting Firm 3-Statement Financial Projection Model (Excel template (XLSX)) Preview Image
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Consulting Firm 3-Statement Financial Projection Model (Excel XLSX)

Excel (XLSX)

$85.00
Designed by an FMVA Certified professional, who has collaborated with over 40 startups and crafted more than 350 Forecasting and Valuation Models.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF THIS EXCEL DOCUMENT

  1. Helps forecast revenue, expenses, and profitability with accurate 3-statement financial projections.
  2. Enhances decision-making with dynamic dashboards, KPIs, and sensitivity analysis.
  3. Saves time and improves investor readiness with automated reports, valuation, and capital planning.

CONSULTING TRAINING EXCEL DESCRIPTION

This product (Consulting Firm 3-Statement Financial Projection Model) is an Excel template (XLSX), which you can download immediately upon purchase.

Consulting Firm 3-Statement Financial Projection Model – Product Description

The Consulting Firm 3-Statement Financial Projection Model is a dynamic, Excel-based tool designed to help consulting startups and established advisory firms build detailed, accurate financial projections over a 5-year period. This model enables users to forecast revenue, expenses, and profitability through a fully integrated Income Statement, Cash Flow Statement, and Balance Sheet.

Structured using best-practice financial modeling standards, it features user-friendly navigation, intuitive inputs, built-in validations, and visually-rich dashboards—perfect for making data-driven decisions or preparing for fundraising and investor discussions.

KEY OUTPUTS OF CONSULTING FIRM FINANCIAL PROJECTION MODEL:

3-Statement Financial Projections (Monthly and Yearly for up to 5 years)
Interactive Dashboard with KPIs, revenue mix, profitability trends, and financial summaries
Startup Investment Summary including funding needs, sources, and uses
Valuation Sheet powered by Discounted Cash Flow (DCF) methodology

Key Metrics Report showing:

Revenue growth & profitability trends
EBITDA & Net Profit
Breakeven analysis
Cash runway
Consultant utilization
Scenario & Sensitivity Analysis for assumption testing
Capitalization Table & Loan Amortization

KEY INPUTS OF CONSULTING FIRM FINANCIAL PROJECTION MODEL:

Business Setup
Company name, launch date, and currency
Starting year and month of projections

Operational Drivers
Number of consultants (FTEs)
Hourly billing rates
Work hours, holidays, utilization rates
Variable & fixed costs
Payroll structure & tax inputs

Financial Assumptions
Startup capital and use of funds
CapEx and depreciation
Loans, repayment terms, and interest rates
Client acquisition and pricing tiers
Dividend policy and equity infusions

MODEL STRUCTURE
The model is organized into 16+ interconnected and structured sheets:

Input Tabs
Input Drivers (core assumptions)
Startup Investment Summary
Cap Table & Loan Amortization

Calculation Tabs
Revenue Forecast
Expense & Payroll Calculations
Depreciation, Taxes, Financing Logic

Output Tabs
Income Statement
Cash Flow Statement
Balance Sheet
Valuation (DCF & Terminal Value)
Dashboard & KPI Visuals
Sensitivity Analysis

KEY FEATURES & BENEFITS OF FINANCIAL PROJECTION OF CONSULTING FIRM

Consulting-Specific Revenue Logic:
Supports hourly, retainer, or project-based billing
Tracks billable hours, utilization, and FTE capacity

Fully Customizable & Scalable
Tailor categories, descriptions, and logic for any consultancy model
Easily expand input and output sections

Comprehensive 3-Statement Integration:
Accurate, interlinked monthly and annual financials
Built for auditability and transparency

Scenario Planning & Risk Testing:
In-built stress testing and what-if analysis

Investor-Ready Reports & Insights:
Automatically populated visuals, valuation outputs, and capital needs
Ideal for pitch decks, board reports, or funding rounds

Equity & Debt Modeling:
Includes cap table, fundraising rounds, and loan schedules

User-Friendly Design:
Color-coded inputs, clear instructions, and editable format
No password protection – fully open for customization

This model is your all-in-one financial toolkit to streamline strategic planning, financial storytelling, and growth planning for consulting businesses.

We offer free support & error corrections, and available for full customized projects.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Consulting Training, Integrated Financial Model Excel: Consulting Firm 3-Statement Financial Projection Model Excel (XLSX) Spreadsheet, Excel Business Resource


$85.00
Designed by an FMVA Certified professional, who has collaborated with over 40 startups and crafted more than 350 Forecasting and Valuation Models.
Add to Cart
  

ABOUT THE AUTHOR

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Additional documents from author: 32

Excel Business Resource offers a leading-edge solution for streamlined financial modeling, budgeting, and reporting. Our customizable templates, curated by FP&A and FMVA experts, provide the foundation for precise, tailored financial analysis. From dynamic modeling to flexible budgeting and board-ready reports, our platform empowers informed decision-making for businesses of all sizes. ... [read more]

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