DESCRIPTION
This product (Industry-specific Financial Models [40+]) is a Document Bundle, which you can download immediately upon purchase.
In my career of building financial models for a living, I've come across all kinds of business logic across every sector you could think of. In this time, I have created all sorts of templates to help businesses produce financial forecasts for 5-, 10-, and 15-year time frames.
Nearly every spreadsheet in here comes along with a fully integrated 3-statement model (monthly and annual Income Statement, Balance Sheet, and Statement of Cash Flows). Trust me when I say it is not easy to integrate those reports into unique logic. Every single model has unique revenue and expense bottom-up assumptions with varying accounting logic that must be accounted for properly. I went through a 7-month process of updating all these models with formal financial statements.
All the forecasting models solve for the minimum equity required to keep the cash balance about 0. This is based on any startup costs, capital asset purchases, and/or burn that happens against any positive cash flow from operations.
I also include options for debt financing in all the models and this makes it easy to plan out an LBO or just for starting a business with an SBA loan.
Another piece of business logic I wrapped around all these templates is the option for an exit and depending on the business it will be based on trailing 12-month revenue or trailing 12-month EBITDA and a multiple.
If you want to learn financial modeling from the best, use these tools to help assist in your own consulting practice. Buying this bundle opens the door to a robust library of business logic to test out when conducting financial planning for all kinds of businesses.
These tools are really valuable to those who approach business from a commonsense perspective and care about unit economics, cash flow, and general financial understanding of whatever industry they are jumping into.
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.
THERE ARE 58 PRODUCTS IN THIS BUNDLE:
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Having the ability to see how your business is going to make money and what it takes to achieve stabilized profits should not be a mystery. This spreadsheet will help... [read more]
Individual Price: $45.00
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Here we are looking at T12 and T3 historical data, mapping that to a pro forma, and then entering assumptions about expected future revenue and expenses in order to understand... [read more]
Individual Price: $45.00
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If you were looking into planning the unit economics and potential returns of a large or small-scale electric vehicle (EV) charging station business, this model will be... [read more]
Individual Price: $75.00
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I've done quite a bit of research on understanding the nuances of financial planning for an infrastructure project involving hydropower. There are all kinds of structures that... [read more]
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First, this is a business model that involves installing solar panels for free to commercial and/or residential properties. Then, the energy created and used by the customers... [read more]
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I've developed a tool designed to assess a business's readiness for an exit, providing a grade that reflects how well-positioned the company is for a potential sale or merger.... [read more]
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This financial model is designed to efficiently analyze the recurring revenue streams from patients in the anti-aging sector, facilitating an in-depth understanding of the... [read more]
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I've designed a dynamic renewable energy model that dives deep into the nitty-gritty of hydrogen production economics. This model doesn't miss a beat, covering everything from... [read more]
Individual Price: $65.00
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An ad network connects publishers and advertisers. Think Google Adwords and Adsense. The idea is that publishers create content and people view that content. At the same time,... [read more]
Individual Price: $45.00
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Recent Updates: Fully integrated 3-statement financial model (IS, BS, CF), cap table, capex schedule, dynamic depreciation, executive summary, DCF Analysis, terminal... [read more]
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If you are looking to analyze a potential investment / operation in the hospitality industry, this Excel spreadsheet covers a lot of ground. It is a template designed for the... [read more]
Individual Price: $75.00
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Recently updated: Fully integrated financial statements (Income Statement, Balance Sheet, Cash Flow Statement) monthly and annual. Added a detailed capitalization table... [read more]
Individual Price: $45.00
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Recent update: Fully integrated Income Statement, Balance Sheet, Cash Flow Statement (3-statement model), added a cap table, capex schedule, better global assumptions,... [read more]
Individual Price: $125.00
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Starting an educational classes business can be a fulfilling endeavor with the potential for significant personal and financial rewards. However, it also comes with challenges... [read more]
Individual Price: $75.00
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Starting up a bike or cycling shop could be the dream of many outdoor enthusiasts. You get to sell what you love. Doing so will require some financial planning though and this... [read more]
Individual Price: $45.00
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Recent Updates: Added 3-statement integration (Income Statement, Balance Sheet, Cash Flow Statement) ; Cap Table ; CapEx with depreciation ; Improved global control... [read more]
Individual Price: $45.00
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One of the most straightforward ways to plan out the unit economics of a service business is simply defining a work force, their pay, and how much their time can be billed for... [read more]
Individual Price: $45.00
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Cash flow planning is essential when operating any kind of large contract business. Expenses get paid over the course of jobs, revenue is collected at various times, you are... [read more]
Individual Price: $75.00
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There are all sorts of ways to plan out how revenue growth may happen. This model focuses on new customers and the value of those customers repurchases over time in order to... [read more]
Individual Price: $45.00
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Normally I don't get too deep into the actual startup costs, but for this it was relevant because much of the startup costs require logic in order to calculate, for example, the... [read more]
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This template has been fully upgraded to include a 3-statement financial model, cap table, capex with depreciation, and completely re-built revenue assumptions that include... [read more]
Individual Price: $45.00
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Selling things online can be tricky. Often times there will be many distributions channels and depending on if it is a digital product or physical product, there are all sorts... [read more]
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Recent Upgrades: Added a three statement model and capitalization table.
There are all kinds of money lending businesses, this specific financial model focuses on one that... [read more]
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Starting your own food truck has its perks. Flexibility to set your own hours, low startup costs, mobility, branding, close interaction with customers, and creativity are all... [read more]
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Latest updates:
* Dynamic interest only period for construction loan debt amortization
* Owner cash flow calculation changed to be more clear
* IRR calculated... [read more]
Individual Price: $45.00
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Starting a franchisor operation can be rewarding if done right and proper financial planning is conducted. You might have a very successful set of locations / operations and are... [read more]
Individual Price: $75.00
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Starting up a membership-only golf course is the dream of many. It takes a lot of money and these types of courses are known to be really nice. If you are looking into starting... [read more]
Individual Price: $125.00
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Recent upgrades: Added fully connected Income Statement, Balance Sheet, and Cash Flow Statement that adjusts with all the assumptions. Also added a cap table, capex schedule... [read more]
Individual Price: $125.00
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I grew up wanting to run my own gym with my two best friends. We never got all on the same page at once, but after researching the prospect I was able to come up with a... [read more]
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A good forecasting template for an online travel agency (OTA) website business startup should be comprehensive, adaptable, and user-friendly. Here's a breakdown of the... [read more]
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Hydroponic farming's unit economics offer a lens into the per-unit profitability of the operation, and these details can vary based on numerous factors like location, farm size,... [read more]
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Starting a new business can be scary, but when you actually dive into the bottom-up assumptions for revenues and expenses, the risk and potential profit as well as the initial... [read more]
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Recent Updates: Fully integrated financial statements and cap table.
This 5-year financial model is designed to best fit a Jewelry Shop, but it would be relevant for any... [read more]
Individual Price: $125.00
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Having automated machines dispense products or services for customers is a nice business model that can be scalable with multiple deployments over time and fairly hands off as... [read more]
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When analyzing a potential apartment building deal, there are several key factors that should be considered to determine whether it is a good investment opportunity. One of the... [read more]
Individual Price: $125.00
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Recently updated with a full 3-statement model, cap table, and capex schedule as well as better global assumption formatting and control.
Lending-as-a-Service or P2P lending... [read more]
Individual Price: $75.00
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I really like building capacity models. It gives a great framework and sizing context for producing realistic financial projections. A daycare service is going to have capacity... [read more]
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The economics of a wind farm involve various factors, including initial investment, operating costs, revenue generation, and externalities. Understanding these elements is... [read more]
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This comprehensive framework is meticulously crafted to facilitate financial feasibility analysis for general cleaning service enterprises. Designed for long-term utility, it... [read more]
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Recently upgraded to include an option to use a credit facility to fund a portion or all of the lending activity as well as an input for how much of the interest and/or fee... [read more]
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Recent update: Integrated a 3-statement model (Income Statement, Balance Sheet, Cash Flow Statement) and cap table.
This financial model was designed to help define... [read more]
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This financial forecasting template is a perfect fit for anyone investing in the mobile home park or RV park business. It doesn't matter if you are a beginner in the space or a... [read more]
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If you are looking to invest into serious mining operations as an operator, this financial planning spreadsheet will be of great use.
Recently updated with comprehensive... [read more]
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Strategizing the types of items you want to target in your pawn shop is the first step to planning. This template will help you determine the resulting profitability of all... [read more]
Individual Price: $75.00
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Starting a business is daunting. To get a better feel for the unit economics of anything, it is helpful to begin with a financial modeling spreadsheet. This one was specifically... [read more]
Individual Price: $45.00
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Recent Updates: Full 3-statement model integration and cap table / improved formatting conventions.
This bottom-up financial model is built specifically for a business model... [read more]
Individual Price: $75.00
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Running a property management company is very similar to B2B SaaS. There are some caveats with the way you can structure your fees for providing property management services,... [read more]
Individual Price: $75.00
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Financial planning is important, especially for commission-based business models such as a brokerage firm. There will be some expected amount of home sales that happen, and... [read more]
Individual Price: $75.00
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One of the main benefits of using a financial model or financial planning spreadsheet is to get a sense of pricing, costs, and the general timing of cash flows over a defined... [read more]
Individual Price: $45.00
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Recently updated with assumptions for financing some of the initial costs with debt for each deal and added an IRR sensitivity for financing percentage and exit cap... [read more]
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Recently updated to include an option for payment terms of inventory purchased and includes accounts payable balance that updates automatically.
Running a used car lot is... [read more]
Individual Price: $45.00
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Recently updated with three statement model output (monthly and annual) as well as a capitalization table. This is a bottom-up vending machine financial model that... [read more]
Individual Price: $45.00
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Recent Update: Integrated with formal financial statements (Income Statement, Cash Flow Statement, and Balance Sheet) monthly and annual periods as well as been updated... [read more]
Individual Price: $75.00
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This is one of my favorite capacity-based models. It was built to account for opening brick-and-mortar locations (acquisition or new construction) and then selling... [read more]
Individual Price: $45.00
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Creating your financial plan for starting and operating a sports agency is really important. You want to build a strong base for operations, strategy, and cash flow planning.... [read more]
Individual Price: $45.00
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If you have ever thought about starting your own laundromat business, this template will help you take things to another level. The base design is to forecast expected capital... [read more]
Individual Price: $45.00
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This is a 20-year financial model for the oil and gas industry. It involves some of my best cohort modeling techniques as well as contains specific logic related to the... [read more]
Individual Price: $75.00
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This model was designed for the financial planning of a cruise ship or general boat touring business. It goes out for a period of up to 10 years and includes monthly and annual... [read more]
Individual Price: $45.00
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