Please login here to save this document to a list.
If you don't have an account, you can register for free here.
$45.00
ALL FEES INCLUDED
| Add to Cart |
HIGHLIGHTS
DOCUMENT DESCRIPTION
Latest updates:
• Dynamic interest only period for construction loan debt amortization
• Owner cash flow calculation changed to be more clear
• IRR calculated based on monthly cash flows (more accurate)
• Visualizations / Chart / Returns tab updated accordingly for better owner cash flow view
This template lets the user do some financial planning for opening up to 12 franchise locations. The model goes out for a period of 10 years and shows monthly and annual summaries of all aspects that flow down to cash flow.
Each of the 12 locations has dynamic variables for the following:
• Franchise Agreement Signed
• Initial Franchise Fee
• Cost to Develop
• Occupancy Cost – Monthly Occupancy
• Start Month #
• Daily # of Sales
• Monthly # of Sales
• Avg. Ticket Price Starting Year
• Avg. Rev.
• Est. Annual Growth
• Months of Growth Before Stabilizing
The model is great at showing the timing of cash requirements as well as the ramp up of revenues as more locations are opened.
The financing assumptions are the same for each location, meaning whatever the expected cost is to develop, a certain % of that can be allocated to long-term debt and all of that debt will have the same terms (only the amount borrowed will be different per location depending on the cost to develop per location).
For each loan, if debt is used, the development period will accrue interest and payments won't start for 12 months from the first development draw month.
All of the costs and timing are dynamic per the start month of each franchise. Salary and labor costs are defined once and apply to all locations.
The main way to use this template is to see how much cash you can generate with earlier locations so that newer locations can be opened while only requiring initial equity that is acceptable.
Final reports include a Returns summary that has net cash flow by year visualization, total cash investment, net cash returned, IRR, and annualized ROI. Additionally, there is a 10-year pro forma that shows a high level view of each major financial line item (revenues, expenses, debt service, and cash flow.
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, Franchising Excel: Franchise Ramping Financial Model: Up to 12 Locations Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping
ABOUT THE AUTHOR: JASON VARNER | SMARTHELPING
I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.
[read more]
After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice, conduct live streams on YouTube Monday and Tuesday mornings and continue to build new financial models.
I occasionally take on custom financial modeling work.
Jason Varner | SmartHelping has published 105 additional documents on Flevy.
DETAILS
This business document is categorized under the function(s): Corporate Finance
It applies to All Industries
File Size: 2.5 MB
Related Topic(s): Integrated Financial Model Franchising
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Nov 16, 2022
Most recent version published: Dec 12, 2022
![]() | Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more. To receive this free download, enter your email address below and click the "Email Me" button. |
|
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."
– Roderick Cameron, Founding Partner at SGFE Ltd
|
|
"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)
|
|
"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
|
|
"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
|
|
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it give me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."
– Royston Knowles, Executive with 50+ Years of Board Level Experience
|
|
"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 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
|
|
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.
The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision." – Dennis Gershowitz, Principal at DG Associates
|
![]() Do You Want to Get Lean?
We've assembled 40 Lean Six Sigma guides: Lean Management, Six Sigma, Strategy Planning, Process, and Change Management.
|
![]() Waste Too Much Time on PowerPoint?
Get our FREE PowerPoint Plugin (Flevy Tools) for creating common business diagrams, from Gantt Charts to Harvey Balls.
|
![]() Do You Run a Consulting Firm?
Learn how to level the playing field with global consulting firms, like McKinsey, BCG, Bain, E&Y, and Accenture.
|
![]() Need Help with PowerPoint or Excel?
Have our highly trained staff create the exact documents you need. We offer PowerPoint and Excel document creation services.
|
© 2012-2023 Copyright. Flevy LLC. All Rights Reserved.