Pilates & Yoga Studio Financial Model – 5 Year Forecast (Excel XLSX)

BENEFITS OF DOCUMENT

1. Provides a 5-Year advance financial forecast for a Pilates & Yoga Studio
2. Suitable for either a startup or operating company

DESCRIPTION

This product (Pilates & Yoga Studio Financial Model – 5 Year Forecast) is an Excel template (XLSX), which you can download immediately upon purchase.

Financial Model providing an advanced 5-year financial plan for a startup or operating Pilates & Yoga Studio aiming to assist owners to forecast company's financial and operational activities.

The model includes assumptions and calculations of Active Customers, Revenue from Group Classes and Private Lessons, Direct & Indirect Payroll, Operating Expenses, Fixed Assets and Depreciation, Financing through Debt & Equity and Exit Valuation in case of a potential sale of the business.

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 studio is a startup), Revenue Assumptions and Financing (Debt & Equity)
•  Yr1 Direct & Indirect Payroll, incl. Hiring Schedule of FTEs per Position/Month, Salary per FTE, Payroll Taxes & Benefits, and two different Bonus Schemes.
•  Yr1 OpEx and Annual Capex incl. Depreciation Schedule
•  Yr1 Revenue Calculations for Group Classes and Private Lessons, incl. Active Students, Fees and Available Classes analysis.
•  Forecast Scenarios

Starting Year Output Reports:
•  Yr1 Budget and Actual Reports
•  Yr1 Profit & Loss Statement Summary with a dynamic functionality to include Actual figures for the current and preceding months and budget figures for the rest.
•  Yr1 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
•  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
•  Investor Returns (4-tier IRR hurdle waterfall model to distribute proceeds between investors)
•  Professional Executive Summary (can be used for investment decisions)

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.

This financial model serves as a comprehensive tool for Pilates and yoga studio owners, enabling precise tracking of revenue streams and operational costs over a five-year horizon. With its robust forecasting capabilities, users can easily adapt the model to reflect real-time business dynamics and make informed strategic decisions.

Source: Best Practices in Integrated Financial Model, Company Financial Model, Business Plan Financial Model Excel: Pilates & Yoga Studio Financial Model – 5 Year Forecast Excel (XLSX) Spreadsheet, Profit Vision