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)
- End-to-End Space Company
- Hydrogen Plant
- Solar Panel Installer
- Hydropower (dam)
- EV Charging Station Provider
- Biogas / Biomethane
- Wind Farm
- Daycare Service
- Cleaning Service (recurring revenue and/or fixed price jobs)
- Pareto Analysis
- Educational Courses / Classes
- Online Travel Agency
- Hydroponics Farming
- Made to Order Manufacturing
- Manufacturing Plant
- Equipment Rental
- Oil and Gas Well Drilling
- Private Golf Course - Membership Fees
- Laundromat
- Coffee Shop
- Construction Business
- Gym / Fitness Center
- Vending Machines
- Franchise Scaling
- Franchisor Licensing
- Plumbing Business
- Sports Agency
- Trucking Business
- Rental Business - Tangible Goods
- Retail Scaling - Up to 25 Locations
- 3D Printing
- Ad Network
- Apple Orchard Feasibility
- Assisted Living Facility / Nursing Home
- ATM Machines
- Auto Repair and Tire Center(s)
- Bike Shop
- Car Wash
- Cleaning / Janitorial Services
- Cruise Ship / Boat Tours
- Customer Repurchase Revenue Model
- Driving Range
- Dry Cleaning
- eCommerce
- Flat/Fixed Fee Lending
- Food Truck
- Golf Course
- Hair Salon / Barbershop
- Jewelry / Retail Startup
- Kiosk - Automated
- Lending Business or P2P Lending Participant
- Mobile Home Park / Community
- Multi-member Fund Management
- Open-Pit Mining Operation
- P2P Investing
- Pawn Shop / Broker
- PPC Internet Marketing
- Professional Services / Agency
- Property Management Business
- Real Estate Brokerage
- Recycling Business
- Religious Organization
- Self Storage: Multi-Fund
- Used Car Dealership
- Zoo / Aquarium / Park
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):
- Annual Churn Rate Calculator
- B2C SaaS for AI-Powered Platforms
- Function-as-a-Service (FaaS)
- Data-as-a-Service (DaaS)
- Customer Cohort Modeling
- Subscription Box
- B2B/B2C SaaS with 3 Pricing Tiers
- SaaS CFO Dashboard
- Marketplace
- Marketplace + Subscription
- Product + Service Subscription
- Product-as-a-Service (PaaS)
- Freemium
- Ratio-Driven SaaS Model
- 5-Tier SaaS Model with Free User Pool
- General Mobile App
- Security Monitoring Service - 3 Pricing Tiers
- LaaS - Lending as a Service
- Professional Services Firm / Talent Agency
- SaaS Pricing and Margin Simulator
- Property Management Business
- Private Golf Course - Membership Fees
- SaaS Rolling Revenue Forecast
- Basic 5-year SaaS Model with 4 Pricing Tiers
- Ad Network
- Car Wash - With Membership Option
- Customer Spend Patterns
- SaaS Customer Lifetime Value and CaC Payback Tracker
- Hiring Plan Based on MRR Forecast
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):
- Retail Building Construction
- Lot Development Model
- Single Tenant Industrial
- Strip Mall Acquisition
- Mobile Home Park Scaling Model (1 to 40 parks)
- Apartment Building / Self-Storage / Multi-Family Acquisition (monthly)
- Condo / New Housing Development
- Assisted Living Facility / Nursing Home
- Scaling Into Rental Properties (up to 100)
- Mixed-Use Real Estate
- STRs (Short-term Rentals)
- Hotel Development / Acquisition
- IRR Sensitivity (Occupancy vs. Hold)
- Unit-Based Real Estate Acquisition
- Self Storage: Up to 6 Deals
- Short-term Rental Arbitrage
- Multi-family Real Estate Acquisition (annual only)
- Real Estate Development
- Tenant Management System
- Rental Property ROI Calculator
- Property Management Business
- Cost Segregation Study
- Real Estate Flipping Calculator
- Real Estate Brokerage
- Real Estate Checklist
- Cost Basis Calculator
- Zero Down Seller Financing Strategy
- Seller Financing
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)
- Preferred Return - Option for Splits During Pref. Phase
- Preferred Return Fund with GP Catch-ups
- General Cash Flow Waterfall: 3 IRR Hurdles
- General Cash Flow Waterfall: 3 IRR Hurdles and GP Catch-up Provision
- General Preferred Return
- Preferred Equity with an Option for Secondary IRR Hurdles
- Preferred Return - Simple Interest / Multiple Hurdles / Non-Compounding
- Preferred Equity - MOIC Hurdle
- Preferred Return Fund Tracker
- Cumulative Distributions
- Hedge Fund - Soft Hurdle
- Joint Venture Model - IRR Hurdles / Waterfall
General Business Valuation Templates
Value your business with these methodologies. Logic included to evaluate potential projects (cost/benefit analysis) and develop tailored discount rates. (Valuation Template Bundle)
- Exit Readiness Scorecard Model
- LBO Model with T12 Reference
- General Leveraged Buyout Model
- Business Valuation Using EBITDA Multiple
- Small Business Valuation Sensitivity
- WACC Calculator
- DCF Analysis (monthly)
- DCF Analysis with Sensitivity Tables and IRR
- Gordon Growth Model Valuation Technique
- IRR Targeting Template
- Interest Rate Swap
Accounting Templates
- Activity-Based Costing Model
- 13-Week Cash Flow Planner
- Sales and Purchases on Account - 3-Statement Helper
- General Loan Amortization
- Job Bidding
- Equipment ROI Analysis
- Staffing Planner
- Real-time Cash Flow Manager
- Royalty Licensing Analyzer
- Cost Segregation Study
- Accounts Receivable and Payable Tracker
- COGS Inventory Template - (FIFO Based)
- 3-Statement Financial Model - For Startups
- Financial Statement Generator
- Budget Vs. Actual Variance Analysis with Cash Flow (monthly)
- Side Gig Profit and Loss Tracking Template
- Cash Conversion Cycle
- WACC Calculator
- Google Sheet Inventory Tracker
- Expense Tracker
- To-Do List Tracker
- Manufacturing Sensitivity Tables
- Tracking Billable Hours
- Break-even Analysis
- Job Costing
- Payroll Calculator and Tracker - Budget vs. Actual
- Profit / Loss and Cash Flow Tracking in Real Time
- Project Management
- Accounting Ratios
- Volume Discount Pricing
- Daily Inventory Tracker
- Depreciation Expense Tool
- Depreciation Recapture Calculator
- Inventory Management- Single Location
- Inventory Reordering Planner
- Inventory Restocking Cash Flow Management
- Inventory Template Simplified
- Inventory Tracking: Multiple Locations
- Inventory Template for a 3-Statement Financial Model
- KPI Dashboard - General Contractor
- Lending Business or P2P Lending Participant
HR Management Templates
- Payroll KPI
- HR Tool - Hiring/Firing
- Employee Data Tracker for HR
- Employee Training Tracker
- Employee Time Sheets
- Employee Scheduling
- Sales Team Hiring Plan + R&D / Customer Service
- Project Management
- Financial Impact Analysis of Layoffs
- Gantt Schedule with Revenue Pipeline or Man Hour Allocation
- General Contractor KPI Dashboard
- KPI Dashboard with A Scoring System
- Payroll Calculator and Tracker - Budget vs. Actual
- Sales Person Commissions: Incentivization Structures
- To-Do List Tracker
- Tracking Billable Hours
Google Sheets Automated Trackers/Filtering Logic
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)
- Advanced Database Reports: multiple criteria
- Car Salesperson Performance Tracker
- Database tracking and reporting with filters / scripts
- Google Sheet Inventory Tracker
- Gantt Schedule with Revenue Pipeline or Man Hour Allocation
- Employee Tracker for HR
- Employee Scheduling
- General Contractor KPI Dashboard
- HR Tool - Hiring/Firing
- Job Costing
- Risk Assessment
- Sales Person Commissions: Incentivization Structures
- To-Do List Tracker
Sales Pipeline / KPI / Dashboard Templates
Track where your customers are at in the funnel as well as other financial metrics for your cohorts. (Sales Pipeline / CRM / Dashboard Template Bundle)
- SaaS CFO Dashboard
- Loan Tape Dashboard
- 6-Stage Sales Pipeline Tracker
- Car Salesperson Customer Pipeline Manager
- Contract Billings Rolling Annual Revenue Tracker with a Goal
- General Contractor KPI Dashboard
- Sales Pipeline / CRM for Excel
- Sales Pipeline Template with Funnel and Gauge Visuals
- Sales Pipeline with Probability of Renewal
- Sales Tracker - Printable
Non-categorized Templates:
- IRR (internal rate of return) Project Comparison
- Mortgage Repayment with Extra Principal
- Multiple Loan Repayment Planner
- New Home Savings Planner
- Own vs Rent Home - Financial Analysis
- Pay Off Loans or Invest
- Retirement Planning
More Template Bundles (all template bundles here):
Gain access to all files on the entire site with The Super Smart Bundle. This is a jump-start into complex finance that has taken me a decade to build out.
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
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.