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BENEFITS OF DOCUMENT

  1. User friendly tool for Start-Up owners to forecast company's financial and operational activities for a 5-Year Period
  2. Template is suitable for any kind of business

DOCUMENT DESCRIPTION

Highly-sophisticated and user-friendly financial model for Start-Up companies providing advanced financial projection for a 5-Year Business Plan.
This template is a flexible tool for Start-Up owners and includes all necessary data needed to forecast company's financial and operational activities, calculate capital budgeting and breakeven analysis and present company's results through professional presentation of charts & graphs.
The model is fully customizable and is designed for a wide variety of users, from those who have little or no accounting or Excel experience to those who may be well versed in finance, accounting and the use of Microsoft Excel.

General Note

The template includes Input Tabs (gold color) and Output Tabs (dark blue color)
User needs to complete all the input cells (marked as gray fill-blue font) in the input tabs for the template to function properly.
As a general rule, try to avoid changing the formulas in the cells in the output tabs. Please contact us if you need assistance on the functionality of the template

Inputs

HOME
Update General Business Info in the top section of the tab
Update Working Capital Assumption and Sources of Funding Input cells

Payroll
Fill in the Monthly Salary for each employee in the Salary Section
Fill in the Payroll Taxes Rates (%) in the Taxes Section. If a tax rate is not applicable in your country, enter zero in the cell

Capex - Opex - Inventory
The tab includes major categories of Capital & Operating Expenses that in most cases are suitable for any business
You can change a category based on your company's requirements
User needs to fill in all the input cells
Update the safety percentage in the Inventory Section

PPE & Debt Schedule
Update the depreciation rate in the Depreciation Schedule Section
Long-Term and Short-Term Loan Data are automatically calculated based on user's inputs in the Home tab

Yrs 1-5 Forecast Assumptions
Fill in all the necessary dat in the input cells. If something is not applicable in your company, enter zero.
The Bonus section in the Payroll Assumptions is based on 2 Scenarios. Select the Bonus Scheme from the drop-down list and update data in the input cells.

Outputs

The input tabs produce the following:
3 Statement Financial Model for Year 1 (Start-Up Year)
3 Statement Financial Model for a 5 Year Forecast with Charts presentation
Capital Budgeting, payback period and valuation of the company
Breakeven Analysis & Chart
Financial Ratios Analysis with Charts presentation
Professional Executive Summary Dashboard

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Source: Startup Financial Model - 5 Year Projection Plan Excel document

 

Startup Financial Model - 5 Year Projection Plan

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

It applies to All Industries

File Type: Excel (xlsx)

File Size: 329.9 KB

Related Topic(s): Integrated Financial Model Entrepreneurship

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

Initial upload date (first version): May 2, 2021
Most recent version published: May 3, 2021

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