Helicopter Services Company – 10 Year Financial Model (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. A financial model assessing the financial viability, investment potential, and value creation of a Helicopter Services Company.

AIRLINE INDUSTRY EXCEL DESCRIPTION

This product (Helicopter Services Company – 10 Year Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

A helicopter services company provides aerial transportation and specialized flight solutions for various industries and clients. Services may include passenger transport, medical evacuations, aerial surveying, tourism flights, cargo delivery, and support for offshore oil and gas operations. The company manages a fleet of helicopters, trained pilots, and maintenance crews to ensure safety, reliability, and efficiency. Its flexibility makes it valuable for both commercial and emergency operations in areas where speed and accessibility are critical.

This Financial Model, suitable for either a startup or an operating Helicopter Services Company, is a 10-year, investor-ready, fully integrated forecast for a mixed operation across sightseeing tours, shuttle/scheduled services, private charters, and Emergency & Medical Services (retainer + per-mission).

It translates operational drivers—fleet mix, duty days, average block hours, load factors, pricing, per-mission rates, and seasonality—into monthly revenue, flights, and flight hours, using an availability cap that nets out maintenance and weather to prevent double-counting capacity. The model flows through three statements with capex and maintenance schedules, fuel and staffing assumptions, working capital, and flexible debt/equity financing, producing free cash flow, NPV/IRR, DSCR, and covenant metrics. Scenario and sensitivity tools quantify upside/downside from rate changes, utilization, route mix, EMS contract terms, and fleet expansion. Outputs include a KPI dashboard and unit economics per seat/hour/mission—giving investors clear visibility into growth levers, downside protection from contracted EMS revenue, and bankability of the plan.

The model includes calculations and assumptions for total fleet with helicopters either purchased or leased, Hours Availability Cap per Helicopter, Revenue from Sightseeing, Shuttle, Chartered, and Emergency & Medical Services, Direct Costs (fuels, maintenance, insurance, landing fees, etc.), Payroll, Operating Expenses, Fixed Assets & Depreciation, Financing (Debt & Equity), and Valuation and Exit multiple  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.

Model Structure

Inputs & Model Calculations:
•  General Setup Assumptions, incl. Starting Expenses, Starting Fleet (purchased and leased), Flights assumptions, Sources of Revenue & Direct Costs, Financing (Debt & Equity) and Valuation Metrics
•  Payroll, OpEx, and Capex, incl. Depreciation Schedule
•  Forecast Scenarios including purchases and leases of new Helicopters
•  Monthly Budget Allocation

Outputs:
•  Monthly Cash Flow Budget & Budget vs Actual Variance Analysis
•  Annual Financial Statements (3 Statement model – 10 Year Forecast)
•  Break-Even Analysis
•  KPIs & 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
•  Investors Distribution Waterfall Model
•  Dynamic Executive Summary with an option to choose the Exit Year and Exit Scenario (with or without Terminal Value)

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.
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 explain your specific needs briefly.

Source: Best Practices in Airline Industry, Integrated Financial Model Excel: Helicopter Services Company – 10 Year Financial Model Excel (XLSX) Spreadsheet, Profit Vision