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
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