Explore financial models for retail stores, automotive businesses, care providers, fitness facilities, rentals and other businesses with physical locations. Compare the included templates and find the operating model that fits your plans.
Physical locations, operating plans & business expansion
Brick and Mortar Financial Models Bundle
Work through the economics of running a business with a physical location. Explore models for retail stores, automotive services, hospitality, recreation and other local businesses, with assumptions suited to each operation.
From a business concept to an operating plan
Match the model to your business, then work through the assumptions that drive its financial results.
Start with the right operation
Choose a template whose revenue logic fits your business, whether that means product sales, service visits, memberships or occupied rooms.
Define the cost base
Enter the startup investment, location expenses, staffing and other costs supported by your chosen model.
Review demand and capacity
Consider how pricing, customer volume and the resources needed to serve customers affect the operating plan.
Assess cash needs and growth
Use the available forecast outputs to review funding needs and operating results. Choose a dedicated expansion model when you need to plan several locations.
This bundle is a strong fit if...
You evaluate several kinds of physical businesses or want a collection of operating models for client work and future projects.
An individual model may be enough if...
You have one defined business and a single template covers the operating setup you need to analyze.
Start with these business models
Explore retail and car wash expansion, daycare operations, fitness studios, hotel planning and coffee shop economics.
General Storefront Scaling (up to 25 locations)
Master retail expansion with this financial model. Features 25 locations, dynamic growth rates, labor calculations, and intricate cash flow analysis.
View model detailsScaling Multiple Car Wash Locations
Plan out costs and potential returns of scaling into multiple car wash locations (new developments and/or acquisitions). 3-Statement model included.
View model detailsDaycare Facility
An Excel template for analyzing the startup and operations of a daycare business. Conduct thorough financial analysis with robust assumptions.
View model detailsFitness Studios
A dynamic financial projection tool that analyzes the economics of opening up fitness studio franchises over 15 years. Includes a 3-statement model.
View model detailsHotel
Underwriting template for hotel acquisition, combining hospitality & rental logic. Features include initial costs, room booking revenue, and more.
View model detailsCoffee Shop / Restaurant
Kickstart your coffee shop or café venture with this comprehensive financial model tailored for the industry's unique needs.
View model detailsExplore everything included
Search all 27 models or filter by business type. Open each listing for its features, demonstration and available formats.
Showing 27 models
Scaling Multiple Car Wash Locations
Plan out costs and potential returns of scaling into multiple car wash locations (new developments and/or acquisitions). 3-Statement model included.
Fitness Studios
A dynamic financial projection tool that analyzes the economics of opening up fitness studio franchises over 15 years. Includes a 3-statement model.
Daycare Facility
An Excel template for analyzing the startup and operations of a daycare business. Conduct thorough financial analysis with robust assumptions.
Equipment Rental version 1
Dynamic 10-year financial model for equipment rental businesses, capturing ROI, cash flows, and key metrics. Ideal for finance and purchase planning.
Model scope: For up to 100 unique items; this is the original Equipment Rental model.
Equipment Rental version 2
Diverse rental business model for up to 5 years. Analyze rental performance with enhanced 3-statement models, cap table, and intuitive visualizations.
Model scope: For thousands of items; this is the General Rental Business model for tangible goods.
Auto Repair Center
Comprehensive financial model for Auto Repair & Tire Shops, integrating dynamic assumptions, detailed revenue/cost inputs, monthly/annual summaries.
Car Wash
Comprehensive forecasting template for car wash business. Features membership growth, variable/fixed costs, financial forecast, and visuals.
Used Car Dealership
Comprehensive financial model for used car dealership startups. Plan sales goals, startup costs, and projections with upgrades like payment terms.
Coffee Shop / Restaurant
Kickstart your coffee shop or café venture with this comprehensive financial model tailored for the industry's unique needs.
Assisted Living Facility
Excel tool for healthcare facility operators and investors, ideal for forecasting financials of assisted living, nursing homes, or hospitals.
Dry Cleaning
Detailed spreadsheet for dry cleaning business financial forecasts. Features revenue assumptions, capex, 3-statement model, and cap table.
Hair Salon
Comprehensive financial model for hair salons, accounting for diverse revenue streams. Features scenario analysis, up to 10-year forecasts, and more.
In-person Educational Classes
Comprehensive financial modeling template for educational courses, including elder tech academies. Features robust assumptions and dynamic visuals
Bike Shop
Plan your dream bike shop with this complete financial model template. Covering detailed revenue assumptions, dynamic inventory management, and more.
Jewelry Shop
Five-year jewelry or general retail startup model built from product categories, subcategories, three pricing tiers and cost of goods sold. Includes low/base/high sales and pricing controls, integrated financial statements, capital spending, a cap table, break-even and financing-return comparisons, and DCF valuation.
Pawn Shop
Master the intricacies of starting a pawn shop with our 5-year projection tool. Dive into margins, sales, values, and costs with dynamic visuals.
General Storefront Scaling (up to 25 locations)
Master retail expansion with this financial model. Features 25 locations, dynamic growth rates, labor calculations, and intricate cash flow analysis.
Franchise Scaling (operator)
Dynamic financial model for potential franchise owners scaling up to 12 units over 10 years. Provides detailed cash flow needs, ROI, and IRR insights.
Real Estate Brokerage
Comprehensive Excel model for real estate brokerages. Plan financial strategies with 10-year forecasts, financial statements, DCF analysis, and KPIs.
Self-Storage
Analyze up to 6 self-storage investments over time. Includes GP and LP perspective with IRR hurdles. Each deal has its own configuration assumptions.
Driving Range
Dive into this 10-year driving range financial model. Offering detailed capacity matrix, robust revenue & cost assumptions, and a DCF analysis.
Public Golf Course
Master the complexities of golf course viability with our detailed Excel template. Create 5-year projections, optimize player experiences, and more.
Private Golf Course
Detailed financial model for private golf clubs: factor in unique membership revenue logic, one-time fees, monthly dues, event revenue, and more.
Fitness Center
Advanced Excel template for gym/fitness center startups, offering a 10-year forecast with exit scenarios. Features 3-statement, cap table, and more.
Apple Orchard
Uncover the financial dynamics of starting an apple orchard with our in-depth model. Tailor to your needs, analyze returns, and explore feasibility.
Security / Alarm Services
Financial model tailored for security/alarm businesses. Incorporates MRR expansion, negative churn visuals, tier-based upsell logic, and more.
Hotel
Underwriting template for hotel acquisition, combining hospitality & rental logic. Features include initial costs, room booking revenue, and more.
No exact match found
Try a broader business type or keyword, or clear the search and filters.
Revenue logic, location support, forecast periods, outputs and spreadsheet formats vary by model. Review the linked product page to match the template to your operating plan.
Put the location into the numbers
A physical presence comes with operating decisions.
Local visibility and an in-person experience can support demand. Your financial plan should also reflect what it costs to open the doors, serve customers and keep the business running.
Frequently asked questions
Choose the right starting point for your business and the operating decisions ahead.
Which model should I start with?
Start with the template closest to your business and how it earns revenue. For example, review Coffee Shop for a café, Daycare Service for a childcare operation, or Auto Repair and Tire Center(s) for a repair business. Open the product page to check its assumptions and demonstration.
Can I model more than one location?
Several templates are designed for expansion, including Retail Scaling - Up to 25 Locations, Scaling Multiple Car Wash Locations, Franchise Scaling and Fitness Center Studios. Location limits and rollout assumptions vary. Check the chosen model's product page for its specific setup.
Which equipment rental models are included?
This bundle includes the original Equipment Rental: Classic Asset Model from 2017, listed for up to 100 unique items, and the General Rental Business: Tangible Goods model from 2021, listed for thousands of items. These are the two rental products linked in the directory. The newer Equipment Rental model with dynamic debt is a separate product.
Do all models have the same outputs and spreadsheet formats?
No. Forecast periods, financial statements, return calculations, operating detail and supported formats vary by template. Review the product description and available versions for the model you plan to use.
Can I purchase just one model?
Yes. Each listing links to its individual product page. Choose one model for a specific business, or the bundle if you expect to use several of the included templates.
How do I receive the bundle?
The bundle is downloadable after purchase. If you purchase on a phone, you can use the emailed download link later on a desktop or laptop that supports the relevant spreadsheet files.
One-time purchase
Get the Brick and Mortar Financial Models Bundle.
Download all 27 models to explore physical business operations, evaluate location economics and plan future projects.
