Veterinary Clinic Financial Model – 5 Year Forecast (Excel XLSX)

A Veterinary Clinic is what would be considered the most common kind of pet care facility. Veterinary Clinics typically cover the medical treatment, examination, surgery, diagnosis, grooming, general health care, and observation of domestic animals and birds.

This Financial Model presents an advanced 5-year financial plan for a startup or operating Veterinary Clinic and is a flexible tool for owners to forecast business financial and operational activities.

It includes assumptions and calculations of Customer acquisition through Location metrics and Marketing (paid and organic), Revenue from 5 different Veterinary Services Categories (Preventative, Dental, Surgical, etc.), assumptions for Pet Treatments per Service Category (Check-up, Vaccines, Blood Testing, Spray & Neuter, X-rays, etc.), Cost of Services, Direct & Indirect 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:
•  Main Setup Assumptions incl. Starting Expenses (in case the business is a startup), Customer Acquisition, Financing, etc.
•  Veterinary Services analysis per Service Category and Pet Treatment, including assumptions for Service Fee, Cost of Materials, and % of Customers Use
•  Financing Assumptions (Debt & Equity)
•  Direct & Indirect Payroll Assumptions
•  OpEx and Annual Capex incl. Depreciation Schedule
•  Forecast Scenarios

Monthly Output Reports:
•  Yr1 Budget and Actual Reports
•  Yr1 Profit & Loss Statement Summary
•  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
•  Profitability Analysis per Medical Service Category and Year
•  KPIs and 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
•  Professional Executive Summary

Help & Support

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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!
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