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BENEFITS OF DOCUMENT
Financial Model providing an advanced 5-year financial plan for a startup or operating Dental Office. The current template presents a business scenario of a General Dental Office, but can be used for any Dental Specialty (Periodontists, Orthodontics, Prosthodontics, etc.)
The model is a flexible tool for owners to forecast business financial and operational activities. It includes assumptions and calculations of Operation Days and Productivity Rate, Customer acquisition through Location metrics and Marketing (paid and organic), Revenue from 7 different dental treatments, calculation of Dental Hygienists and General Dentists needed for the services , Cost of Services & Operating Expenses, Fixed Assets & Depreciation, Financing through Debt & Equity and Exit Valuation assumptions in case of a potential sale of the business.
The structure of the template follows Financial Modeling Best Practices principles and is fully customizable.
Detailed instructions for the functionality of the model are included in the Excel file.
Model Inputs and Setup Reports:
• General Setup Assumptions incl. Starting Expenses (in case the business is a startup) and Operating Metrics (Operating Days, Hours & Productivity Rate)
• Revenue from 7 different treatment types (Teeth Cleaning, Fillings, Extractions, Crowns, etc.) & Cost of Services Assumptions
• Financing Assumptions (Debt & Equity)
• Yr1 OpEx and Annual Capex incl. Depreciation Schedule
• Yr1 Revenue & Cost of Services Calculations per service type including Dental Hygienists and General Dentists Hiring Schedule
• Forecast Scenarios
Starting Year Output Reports:
• Yr1 Budget and Actual Reports
• Yr1 Profit & Loss Statement Summary
• Yr1 Budget vs. Actual Variance Analysis at a YTD and Monthly level
5-Year Forecast Output Reports:
• Annual Financial Statements (3 Statement model)
• Break-Even Analysis
• Profitability Analysis per treatment type and Year
• KPIs and Financial Ratios, including several Profitability, Efficiency, Liquidity, and Leverage (Solvency) Ratios
• Performance Dashboard
• Business Valuation, including DCF Model, Return Metrics (NPV, EV, IRR, MOIC, ROI, etc.), and Sensitivity Analysis
• Professional Executive Summary
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.
Whether you have no experience or 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 experience any difficulty while using this template and cannot 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 "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 Integrated Financial Model, Healthcare Excel: Dental Office Financial Model – 5 Year Forecast Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR: PROFIT VISION
Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations.
Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow Planning, M&A/LBO Modeling, Business Valuations and more.
We also offer a collection of ready-to-use financial templates covering a variety of industries (Real Estate, Hospitality, Manufacturing, Energy, Food & Beverages, Retail, Healthcare, etc.), as well as tailor-made financial modeling services adjusted to customers' business requirements providing flexible solutions in building a bespoke forecast for their business.
Profit Vision has published 160 additional documents on Flevy.
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