Financial Model Templates

Welcome! Gain access to the most useful financial models here. These templates offer best-in-practice financial feasibility study frameworks. Appropriate modeling methodologies vary by industry and each template below is carefully researched to ensure the right one is utilized. Enjoy seamless pro forma financial statement creation, sensitivity analysis, and validating the economics of your business. Most of the spreadsheets are built in Excel by default, but you can easily upload them to Google Sheets if desired.

Gain access to all files on the entire site with The Super Smart Bundle. This is a jump-start into finance that has taken me over 9 years to build.
financial model templates
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Individual template pricing ranges from $45 - $175.

SaaS / Subscription / Membership-based Financial Models

These financial models includes everything I've ever done regarding subscriptions and/or general recurring revenue businesses. Think SaaS, car wash memberships, freemium business models, and more. (SaaS Template Bundle):

Real Estate Models - Waterfalls, Pro Forma Templates, + More

General-use real estate models. The main categories here are value-add, mobile home park, multi-family units, short-term rental, self storage and mixed-use. Strengthen your real estate underwriting with quick and accurate spreadsheets. (Real Estate Template Bundle):

Industry-Specific Financial Models

Here you will find financial forecasting with bottom-up assumptions for sectors such as industrial, general manufacturing, retail-trade, services, hospitality, recreation, food, automotive, and more. Each template uses unique assumptions directly related to the relevant industry in order to come up with best-in-practice feasibility studies. (Industry-specific Template Bundle)

Joint Venture Distribution Templates

Preferred return and preferred equity distributions are probably the most difficult financial modeling logic I've ever had to build. These templates are often used in joint venture real estate or oil and gas. However, they can also apply to any startup that wants sophisticated cash distribution deals with investors. Just plug in available cash flow at the top, the rates / hurdles, and deal configuration. The templates do all the heavy lifting after that. (JV Waterfall Template Bundle)

Accounting Templates

These are meant to be templates and tools that accounting or finance departments can make use of in their everyday work. It could also sharpen tracking and reporting as well as make difficult calculations easier depending on what is currently being used. (Accounting Template Bundle)
Get better at tracking important data for your organization. Also, get better at organization, planning, and improve admin efficiency with all of these Excel and Google Sheet tools. (Google Sheets Template Bundle)

Non-categorized Templates:

Financial Modeling Services I Offer:
  • Any kind of financial forecast that is driven by assumptions.
  • Dynamic scaling of multiple locations / cohorts / what have you.
  • General financial calculators.
  • Joint venture cash flow waterfalls / IRR hurdles / preferred equity.
  • 3-Statement model forecasting.
  • Automating reports and creating analysis based on raw data sets.
  • Helping to structure correct columns for reporting and summarizing.
  • Data visualization.
  • Conditional formatting of things.
  • Making things more dynamic in general.
Contact:
jason@smarthelping.com


Billable Hour Promotion: If you pay for 1 hour of billable work here, you can get 1 $45 template at no charge (scales up for as many credit hours as you buy). Just email me which one(s) you want.

Purchasing on a mobile device? No problem. You will receive an email with a download link for the purchased files that you can access on any spreadsheet friendly device later (desktop / laptop).

Purchasing any template bundle grants lifetime access to that bundle, any upgrades to templates in it, and future templates that are added to it. Note, no formulas are hidden and the sheets are fully editable. No tabs are hidden or locked. The logic and formulas are easy to follow along with and learn from.
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