Industry-specific Financial Models (40+) (Document Bundle)

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.