These templates are one-size-fits-most, but I understand that sometimes your scenario requires a custom built financial model. I offer a fixed price, fixed scope solution below. Pricing depends on the level of features and type of modeling work required. I perform 100% of the work and have no outsourcing. To get started email [email protected]
Tier 1 - Starter
- For Small businesses, solopreneurs needing quick loan/investor docs
- 3 or 5-year model
- Monthly / Annual Pro forma showing Gross Profit, EBITDA / NOI, and cash flow + basic assumptions + 1 scenario + 5 charts
- May also be a quicker customization job of an existing template
- Price: $1,499 - Pay Here
Tier 2 - Pro
- For growing SMBs, startups raising capital
- Includes everything from Tier 1
- 3, 5, or 10-year model with dynamic stop input
- 3-statement model (Income, Balance Sheet, Cash Flow)
- Includes equity investment / distribution schedule for cash flow planning.
- Bear, Base, Bull scenario toggle on up to two assumptions.
- Terminal value per two valuation methodologies
- 10 charts, including KPIs
- Dynamic sources and uses
- DCF Analysis
- One sensitivity table (isolate two variables)
- Executive Summary
- Price: $3,999 - Pay Here
Tier 3 - Enterprise
- For larger clients or complex businesses and intensive Q and A.
- Includes everything from Tier 1, and 2
- Bear, Base, Bull scenario toggles for as many assumptions as needed.
- Optional joint venture waterfall (investor / operator)
- Up to 20 charts
- Price: $6,999 - Pay Here
To get started, Email: [email protected] with details of your needs and scenario. Once we agree on the scope and a fixed price, work will begin. I generally aim to deliver a finished product within one week and sometimes within 24 hours depending on complexity.
I offer free intro meetings (Zoom or Google meet or what have you) if you want to ask me questions and/or see if this is a good fit.
Once work begins, there are no refunds.
General Introduction to Me
Things I Can Help With
- Building a financial model template from scratch based on desired assumptions.
- Integrating your scenario into a template I've already built.
- Template walkthroughs.
- Modify a template you already have.
- Audit a template you already have for logical issues.
Generally, I am collaborative during the building process. This means lots of QA with clients while I build. This makes it easier to get the model working exactly as needed.
If you want to start with my entire financial template library, you can download all existing public templates I've built here.