Moving Services Company – 5 Year Financial Model (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a 5-year financial forecast for a scalable moving services company - built for investor insight and operational clarity.

INTEGRATED FINANCIAL MODEL EXCEL DESCRIPTION

This product (Moving Services Company – 5 Year Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

A moving services company helps individuals and businesses relocate their belongings safely and efficiently from one place to another. Services typically include packing, loading, transportation, unloading, and sometimes storage solutions. Many companies also offer specialty moving for fragile or oversized items, along with insurance options for added protection. Their goal is to reduce the stress of moving by providing reliable logistics, skilled labor, and customer-focused support.

This 5-Year Financial Model provides a comprehensive, bottom-up projection for a residential and commercial moving services company, including revenue forecasts based on move volume, pricing tiers, and service add-ons such as packing, storage, insurance, and furniture assembly. The model incorporates seasonality, direct labor and fuel costs, truck utilization, marketing spend, and fixed overheads to generate accurate profitability projections. Designed to support investor due diligence, the model includes dynamic assumptions, detailed cost breakdowns, and performance metrics such as EBITDA, cash flow, and investor returns.

The structure of the template follows Financial Modeling Best Practices principles and is fully customizable.

Detailed instructions for the functionality of the model are included in the Excel file.

Model Inputs and Setup Reports:
•  General Setup Assumptions, incl. Starting Expenses (in case the business is a startup), Moving Services Mix, Revenue, COGS, and Financing (Debt & Equity)
•  Payroll, OpEx, and Annual Capex, incl. Depreciation Schedule
•  Monthly Budget Allocation
•  Forecast Scenarios

Monthly Output Reports:
•  Monthly Budget and Actual Reports
•  Budget Summary per Year
•  Budget vs. Actual Variance Analysis at a YTD and Monthly level

5-Year Forecast Output Reports:
•  Annual Financial Statements (3 Statement model)
•  Break-Even Analysis
•  KPIs & Financial Ratios, including several Profitability, Efficiency, Liquidity, and Leverage (Solvency) Ratios
•  Dupont Analysis
•  Performance Dashboard
•  Business Valuation, including DCF Model, Return Metrics (NPV, EV, IRR, MOIC, ROI, etc.), and Sensitivity Analysis
•  Investors Returns Waterfall Model
•  Professional Executive Summary

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 provide a brief explanation of your specific needs.

Source: Best Practices in Integrated Financial Model Excel: Moving Services Company – 5 Year Financial Model Excel (XLSX) Spreadsheet, Profit Vision