Click main image to view in full screen.
Jewelry Shop Financial Model (Excel XLSX)
Excel (XLSX)
VIDEO DEMO
INTEGRATED FINANCIAL MODEL EXCEL DESCRIPTION
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 business that sells various categories of items in a retail shop. One that is more of a boutique rather than a supermarket or big box store.
A small antique store comes to mind as well. The primary assumptions for revenue are laid out in 8 different categories. Each category has 6-15 slots that represent a specific product type. Each of those slots has a configuration for start month, average sale price (low, medium, high) and note that means you can actually get granular enough to show up to 3 different product types within each category slot separated by price, volume done within each of the 3 tiers and margin.
There is an easy on/off switch for each slot if you want to zero out sections in bulk without having to zero out each assumption slot.
For sales forecasting, each slot has a defined estimated monthly sales count that can change over the 5-year span.
Fixed operating expenses are defined by their monthly value per each of the years and start month / description. There is a section for one-time startup costs and future CapEx as well for maximum cash flow strategizing.
Final output summaries show a granular monthly and annual pro forma, an annual Executive Summary, and annual break-even analysis, enterprise valuation, lots of visualizations, return summary (IRR/ROI and more), and a DCF Analysis for the project (leverage available).
There are two sensitivity drivers that can make the total sales count and price change by a defined percentage up or down from the base if so desired. Final summarizations include showing the average sales count, revenue, and percentage of total revenue per year by product category.
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. 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 Excel: Jewelry Shop Financial Model Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping
ABOUT THE AUTHOR
I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.
I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success
... [read more]
Ask the Author a Question
You must be logged in to contact the author.
This document is available as part of the following discounted bundle(s):
Save %!
Industry-specific Financial Models (40+)
This bundle contains 58 total documents. See all the documents to the right.
