Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

BENEFITS OF DOCUMENT

Provides Consulting firm owners with the right tools to calculate financial and operational activities and analyze business profitability.
Suitable for either a startup or an operating company, the model is build using billable hours methodology
Includes all necessary data needed to forecast company's financial and operational activities

DOCUMENT DESCRIPTION

Financial Model providing advanced financial planning & analysis for a Consulting Firm

Suitable for either a startup or an operating company, the model is build using billable hours methodology which is commonly used in professional services companies. It includes assumptions and calculations of Direct & Indirect Staff, Available Billable and Actual Billed Hours, Utilization Rates, Cost of Services, OpEx, CapEx and Financing, providing Consulting firm owners with the right tools to calculate financial and operational activities and analyze business profitability.

Outputs of the template include monthly and forecasted Financial Statements (3 Statement Model), Direct Cash Flow, Budget vs Actual Variance Analysis, DCF & Payback, Breakeven Analysis, and Investors Returns Waterfall.

A variety of KPIs and Financial Ratios analyzes business performance and the company's results are presented through sophisticated charts & graphs and are summarized on a professional Executive Dashboard.

The model is dynamic and allows users to select the desired forecasted Years (1 to 10). Output Reports & Charts are dynamically updated based on the selected forecast period (see examples of the dynamic functionality in the available screenshots).

The structure of the template follows Financial Modeling Best Practices principles and is fully customizable.

Model Structure

Inputs:
• General Business Info
• Available Billable & Actual Billed Hours
• Direct and Indirect Staff Assumptions (new Hires, Employees Churn rate, salaries, etc.)
• OpEx and CapEx Assumptions
• Forecast Scenarios
• Financing & Capital Structure ? Uses & Sources of Cash analysis (Financing through Equity & Debt)
• Exit Year Scenario & Valuation Multiples

Model Outputs

• Monthly Operating Budget ? Actual & Variance Analysis
• Monthly Income statement per Year
• Annual Financial Statements (Dynamic 10-Year forecast using a 3 Statement Financial Model)
• Annual Direct Cash Flow
• Discounted Cash Flow & Payback period (incl. Terminal value, Unlevered & Levered Cash Flow)
• Breakeven Analysis
• Summary of various KPIs and Financial Ratios (Revenue & Cost Metrics, ROE, ROIC, Profit Margins, etc.)
• Investor Returns (4-tier IRR hurdle waterfall model to distribute proceeds between investors)
• Business Performance Dashboard
• Professional Executive Summary (can be used for investment decisions)

Detailed instructions on the use of the model are included in the Excel file.

Help & Support

Committed to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.
No matter if you have no experience or you are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Consulting Firm Financial Model - Dynamic 10 Year Forecast Excel document

Consulting Firm Financial Model - Dynamic 10 Year Forecast

Sold by GL Consulting (this author has 64 documents)

$109.00

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Corporate Finance Operations

It applies to Management Consulting

File Type: Excel (xlsx)

File Size: 857.7 KB

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Nov 3, 2021
Most recent version published: Nov 4, 2021

Ask the Author a Question

Must be logged in Click here to log in

CUSTOMER TESTIMONIALS

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "

– Jim Schoen, Principal at FRC Group

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

Complete Business Frameworks Reference Guide 407-slide PowerPoint deck $199.00 Author: LearnPPT Consulting Frameworks Strategy Frameworks Consulting Training	Business Plan Template (Financial Model) Excel workbook $109.99 Author: Documents & Files Integrated Financial Model	Common Consulting Frameworks (How and When to Use) 43-slide PowerPoint deck $49.00 Author: STRATICX Consulting Frameworks Strategy Frameworks Consulting Training	Advanced Financial Model - 1- to 10-Year Business Plan Excel workbook $109.00 Author: GL Consulting Integrated Financial Model
Management Consulting Problem Solving Process 19-slide PowerPoint deck $25.00 This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Consulting Frameworks Consulting Training	All-Day Bar & Restaurant Financial Model Excel workbook $109.00 Author: GL Consulting Integrated Financial Model Restaurant Industry	Integrated Financial Model - Auto Generate Projected Financial Statements Excel workbook $39.00 Author: Ganesh Rajagopalan Integrated Financial Model Profit and Loss	Effective Client Communication 46-slide PowerPoint deck $49.00 Author: Operational Excellence Consulting Communications Strategy Consulting Training Client Management
Solar (PV) Power Plant - Project Finance Model Excel workbook $119.00 Author: GL Consulting Integrated Financial Model Energy Industry	Developing Conclusions and Recommendations 21-slide PowerPoint deck $25.00 This is a FlevyPro [?] document. Subscribe and save with FlevyPro! Consulting Training	Three Statement Financial Model with Scenarios Excel workbook $49.00 Author: GL Consulting Integrated Financial Model	How to Be a Great Manager 30-slide PowerPoint deck $29.99 Author: Documents & Files Consulting Training