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• 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.
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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.
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.
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
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