Skilled Nursing Facility (SNF) – 5 Year Financial Model (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides forecasts, cost analysis, and insights to support operational and financial planning.

HEALTHCARE EXCEL DESCRIPTION

This product (Skilled Nursing Facility [SNF] – 5 Year Financial Model) is an Excel template (XLSX), which you can download immediately upon purchase.

A skilled nursing facility (SNF) is a healthcare center that provides 24-hour medical care and rehabilitation services for patients who require ongoing nursing supervision. It serves individuals recovering from surgery, illness, or injury, as well as those with chronic or complex medical conditions. SNFs are staffed by licensed nurses, therapists, and medical professionals who deliver services such as medication management, physical therapy, and wound care. The focus is on recovery, long-term care, and maintaining patients' health and quality of life.

This 5-Year Financial Model presents a business scenario of a Skilled Nursing Facility (SNF) forecasting performance based on licensed beds, occupancy, payer mix, and reimbursement rates. The model supports revenue forecasting, cost control, and financial planning, with flexible inputs for payer mix, occupancy, and care intensity. It provides a solid financial framework to evaluate performance, manage risk, and support sustainable facility operations.

The model includes assumptions for Center Operations (Operating Days, Licensed Beds), Revenue from Residence Rates with 3 tiers (Private Pay, Medicaid, Medicare) and Ancillary Revenue Sources, COGS, Payroll, Operating Expenses, Fixed Assets & Depreciation, Financing through Debt & Equity and Exit Valuation assumptions 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 the business is a startup), Operating Metrcis, Revenue Sources, COGS
•  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 Healthcare, Integrated Financial Model Excel: Skilled Nursing Facility (SNF) – 5 Year Financial Model Excel (XLSX) Spreadsheet, Profit Vision