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

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HIGHLIGHTS

Author: Profit Vision TOP AUTHOR [?]

Immediate, digital download

File Type: Excel workbook (XLSX)

BENEFITS OF DOCUMENT

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

DOCUMENT DESCRIPTION

This product (Pilates & Yoga Studio Financial Model – 5 Year Forecast) is an Excel workbook (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.

Got a question about the product? Email us at [email protected] 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: Pilates & Yoga Studio Financial Model – 5 Year Forecast Excel (XLSX) Spreadsheet, Profit Vision

ABOUT THE AUTHOR: PROFIT VISION

Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations. [read more]

Profit Vision has published 150 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Corporate Finance Operations

It applies to

File Type: Excel (xlsx)

File Size: 615.7 KB

Related Topic(s): Integrated Financial Model

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Aug 29, 2022
Most recent version published: Aug 29, 2022

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