Click main image to view in full screen. Unlock all 15 preview images:
Event Planning Company - Dynamic 10 Year Financial Model – Excel XLSX
Excel (XLSX)
BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT
- Provides a dynamic up to 10-year financial forecast for an Event Planning Company
- Suitable for either a startup or operating company
- Includes all necessary data needed to forecast company's financial and operational activities
EVENT INDUSTRY EXCEL DESCRIPTION
User friendly Financial Model providing a dynamic up to 10-year financial forecast for a business specializing in the planning of various Event types.
Suitable for either a startup or an operating company, the model is a flexible tool for company owners to calculate financial and operational activities, manage payroll, operating expenses, and capital expenditures.
The model includes 4 main event planning services; Wedding, Corporate, Social and Promote Events as well as an extra service (Floral & Event Design) that can be added to any of the main services package. Detailed analysis of revenue per service type and calculation of cost of sales by breaking it down to different cost components associated with the service cost , allows users to have full control over the entire range of business services and profitability.
Outputs of the template include monthly and forecasted Financial Statements (3 Statement Model), Service Profitability Analysis, 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
• Revenue & Cost of Sales Assumptions per service type for 4 main event planning services (Wedding, Corporate, Social and Promote Events)
• Payroll, OpEx & CapEx Assumptions
• Forecast Scenarios
• Financing & Capital Structure ? Uses & Sources of Cash analysis (Financing through Equity & Debt)
• Exit Year Scenario & Valuation Multiples
Outputs:
• Service Profitability Analysis
• Year 1 Financial Statements (3 Statement Model for Budget & Actual figures)
• Year 1 Budget vs Actual Variance Analysis
• Dynamic 10 Year Forecasted Financial Statements (3 Statement Model)
• Discounted Cash Flow & Payback period (incl. Exit 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 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 Event Industry, Integrated Financial Model Excel: Event Planning Company - Dynamic 10 Year Financial Model Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR
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
... [read more]
Ask the Author a Question
You must be logged in to contact the author.
