Financial Models

Welcome! Gain access to the most useful financial models here. These templates offer best-in-practice forecasting logic for revenues, expenses, and cash flow. Appropriate modeling methodologies vary by industry. Each template below is carefully researched to ensure the right one is utilized. Enjoy building financial forecasts, feasibilities, and testing price points. Excel and Google Sheets are great for finance!

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.

Buy More Templates, Boost Your Savings:

Save 30% when buying 3 or more templates at once across the entire site. Simply email me which ones you want (jason@smarthelping.com)
Save 40% when buying any of the general bundles (price shown)
You save more than 50% when buying a license to all templates on the site (price shown)

The Super Smart Bundle (All Templates)

$2,499.00 USD (>50% Savings)

(Pay Once, Access Forever)

SaaS / PaaS / Memberships Forecasting Templates (bundle)

$1,023.00 USD

(40% Savings)

All the models I have ever done that deal with recurring revenue from software or otherwise. Included in the SaaS bundle are these templates:

5-year SaaS Financial Model with Valuation and CAC Payback ($45)
Ad Network ($45)
Car Wash - With Membership Option ($45)
Customer Spend Patterns ($45)
Enterprise SaaS ($175)
Freemium ($45)
General Mobile App ($75)
LaaS - Lending as a Service ($75)
Marketplace ($45)
Marketplace + Subscription ($175)
Private Golf Course - Membership Fees ($125)
Product + Service Subscription ($75)
Product-as-a-Service (PaaS) ($75)
Professional Services Firm / Talent Agency ($75)
Property Management Business ($75)
Ratio-Driven SaaS Model ($125)
SaaS Customer Lifetime Value and CaC Payback Tracker ($45)
SaaS Pricing Simulator ($45)
SaaS Rolling Revenue Forecast ($45)
Security Monitoring Service ($125)
Website/SaaS or Mobile App with Recurring Revenue Based Services ($125)

Real Estate Deal Analyzers and Financial Models (bundle)

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. Included in the real estate bundle are these templates:

AirBnB (or other booking sites) Arbitrage ($45)
Assisted Living Facility / Nursing Home ($75)
Checklist for Buying/Selling Real Estate ($25)
General Cash Flow Waterfall: 3 IRR Hurdles ($45)
General Cash Flow Waterfall: 3 IRR Hurdles and GP Catch-up Provision ($75)
Hotel Development / Acquisition ($45)
Mixed-Use Real Estate ($75)
Mobile Home Park (up to 40 park ramp) ($175)
Multifamily Real Estate Acquisition ($45)
Preferred Equity ($45)
Preferred Return ($45)
Property Management Business ($75)
Real Estate Brokerage ($75)
Real Estate Development ($45)
Real Estate Flipping Calculator ($45)
Rental Property ROI Calculator ($45)
Self Storage: Multi-Fund ($45)
Seller Financing ($45)
STRs (Short-term Rentals) ($45)
Unit-Based Real Estate Acquisition ($45)

Industry-Specific Financial Models (bundle)

$1,806.00 USD

(40% Savings)

The revenue and expense logic here is specific for each use case. Included in the industry-specific bundle are these templates:

3D Printing - Retail ($45)
Ad Network ($45)
Apple Orchard Feasibility ($45)
Assisted Living Facility / Nursing Home ($75)
ATM Machines ($45)
Auto Repair and Tire Center(s) ($45)
Bike Shop ($45)
Car Wash ($45)
Cleaning / Janitorial Services ($45)
Construction Business ($75)
Cruise Ship / Boat Tours ($45)
Customer Repurchase Revenue Model ($45)
Driving Range ($45)
Dry Cleaning ($45)
eCommerce ($45)
Equipment Rental ($75)
Flat/Fixed Fee Lending ($75)
Food Truck ($45)
Franchise Scaling ($45)
Franchisor Licensing ($75)
Golf Course ($125)
Gym / Fitness Center ($75)
Hair Salon / Barbershop ($75)
Jewelry / Retail Startup ($125)
Kiosk - Automated ($45)
Laundromat ($45)
Lending Business or P2P Lending Participant ($75)
Manufacturing Plant ($75)
Mobile Home Park / Community ($175)
Multi-member Fund Management ($75)
Oil and Gas Well Drilling ($75)
Open-Pit Mining Operation ($45)
P2P Investing ($45)
Pawn Shop / Broker ($75)
Plumbing Business ($45)
PPC Internet Marketing ($45)
Private Golf Course - Membership Fees ($125)
Professional Services / Agency ($75)
Property Management Business ($75)
Real Estate Brokerage ($75)
Recycling Business ($45)
Religious Organization ($45)
Rental Business - Tangible Goods ($75)
Retail Scaling - Up to 25 Locations ($45)
Self Storage: Multi-Fund ($45)
Sports Agency ($45)
Used Car Dealership ($45)
Vending Machines ($45)
Zoo / Aquarium / Park ($45)

Joint Venture Distribution Waterfalls (bundle)

$447.00 USD
(40% Savings)

These excel templates can apply to real estate or oil and gas deals but also general startups/organizations that want to have more sophisticated cash distribution deals with investors. Just plug in available cash flow. Included in the joint venture bundle are these templates:

Cumulative Distributions ($75) - Hurdles are based on total LP distributions.
General Cash Flow Waterfall: 3 IRR Hurdles ($45)
General Cash Flow Waterfall: 3 IRR Hurdles and GP Catch-up Provision ($75)
Joint Venture Model - IRR Hurdles / Waterfall ($75)
Mixed-Use Real Estate ($75)
Multifamily Real Estate Acquisition ($45)
Preferred Equity - Simple ($125) - Includes two hurdles. Hurdle 1 is returning all equity and hurdle 2 is returning a defined return multiple on top of that. Cash is split before and after each dynamically based on those hurdles being meant. Does not include a preferred return.
Preferred Equity with an Option for Preferred Return ($45)- All equity paid out before any other distributions and includes options for pref. return on the pref. equity. Advanced logic follows if needed i.e. IRR hurdles / equity kicker.
Preferred Return - Simple Interest / Multiple Hurdles / Non-Compounding ($45) - Even though it is simple non-compounding interest, this logic is much harder to build than you think.
Preferred Return ($45) - Return rate gets paid to pref. first and then defined profit share follows.
Preferred Return Fund Tracker ($125) - One of the coolest and most usable out-of-the-box spreadsheets I've ever done.
Self Storage: Multi-Fund ($45)

Accounting and Finance Tools (bundle)

$765.00 USD

(40% Savings)

3-Statement Financial Model - For Startups ($45)
Accounting Ratios ($45)
Accounting System - Accrual or Cash Basis Compatible ($45)
Accounts Receivable and Payable Tracker ($45)
Break-even Analysis ($45)
Budget Vs. Actual Variance Analysis with Cash Flow (monthly) ($45)
Cash Conversion Cycle ($45)
COGS Inventory Template - (FIFO Based) ($75)
Daily Inventory Tracker ($45)
Depreciation Expense Tool ($45)
Expense Tracker ($45)
Google Sheet Inventory Tracker ($45)
Inventory Management- Single Location ($45)
Inventory Reordering Planner ($45)
Inventory Restocking Cash Flow Management ($45)
Inventory Template Simplified ($45)
Inventory Tracking: Multiple Locations ($45)
Inventory Template for a 3-Statement Financial Model ($45)
Job Costing ($45)
KPI Dashboard - General Contractor ($45)
Lending Business or P2P Lending Participant ($75)
Payroll Calculator and Tracker - Budget vs. Actual ($45)
Profit / Loss and Cash Flow Tracking in Real Time ($45)
Project Management ($45)
To-Do List Tracker ($45)
Tracking Billable Hours ($45)
Volume Discount Pricing ($45)

HR Management Templates (bundle)

$405.00 USD

(40% Savings)

Employee Scheduling ($45)
Employee Terminations Financial Impact Analysis ($45)
Employee Time Sheets ($45)
Employee Tracker for HR ($45)
Employee Training Tracker ($45)
Gantt Schedule with Revenue Pipeline or Man Hour Allocation ($45)
General Contractor KPI Dashboard ($45)
HR Tool - Hiring/Firing ($45)
KPI Dashboard with A Scoring System ($45)
Payroll Calculator and Tracker - Budget vs. Actual ($45)
Project Management ($45)
Sales Person Commissions: Incentivization Structures ($45)
Sales Team Hiring Plan + R&D / Customer Service ($45)
To-Do List Tracker ($45)
Tracking Billable Hours ($45)

Personal Finance Tools (bundle)

Interest Rate Swap ($45)
IRR (internal rate of return) Project Comparison ($45)
Mortgage Repayment with Extra Principal ($45)
Multiple Loan Repayment Planner ($45)
New Home Savings Planner ($45)
Own vs Rent Home - Financial Analysis ($45)
Pay Off Loans or Invest ($45)
Retirement Planning ($45)

Useful Google Sheets Architecture and Automated Trackers/Filtering Logic (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. Included in the Google Sheets and Trackers bundle are these templates:

Advanced Database Reports: multiple criteria ($45)
Car Salesperson Performance Tracker ($45)
Database tracking and reporting with filters / scripts ($45)
Employee Scheduling ($45)
Employee Tracker for HR ($45)
Gantt Schedule with Revenue Pipeline or Man Hour Allocation ($45)
General Contractor KPI Dashboard ($45)
Google Sheet Inventory Tracker ($45)
Hourly Time Tracker by Client/Job - summary ($45)
HR Tool - Hiring/Firing ($45)
Job Costing ($45)
Risk Assessment ($45)
Sales Person Commissions: Incentivization Structures ($45)
To-Do List Tracker ($45)

Sales Pipeline / KPI / Dashboards (bundle)

Track where your customers are at in the funnel as well as other financial metrics for your cohorts. Included in the sales pipeline / CRM tracker bundle are these templates: