This comprehensive suite of bottom-up financial models caters to an extensive array of industries, each carefully designed with a unique methodology to predict unit economics and facilitate precise cash requirement planning. These detailed models provide expansive five-year projections, both on a monthly and annual basis, while a select few extend their forecasts up to a decade. With each meticulously crafted template, the key deliverables encompass integrated three-statement models, internal rate of return (IRR), discounted cash flow (DCF) analysis, equity multiples, along with intuitively designed visualizations for an at-a-glance understanding of financial performance.
Industry-specific Financial Forecasting Template Bundle
$299.00 USD
(license to ALL models below)
Individual template prices range from $45 - $175:
Industrial Sector Financial Models: (industrial templates bundle)
- Construction Business - Model multiple projects starting / month and % completion logic.
- Equipment Rental - Up to 100 unique items with utilization assumptions over 10 years.
- Rental Business - Tangible Goods - Arbitrarily large item counts with dynamic inputs.
- Oil and Gas Wells - Up to 40 drilling sites with varying drill holes, success rates, flow rates.
- Open-Pit Mining Operation - Configure high level yields, price changes, and cash flow.
- Auto Repair and Tire Center(s) - Model tire sales, parts / accessories, and service.
- Car Wash - Includes seasonality assumptions, one-time washes, and memberships.
- Used Car Dealership - Model up to 10 vehicle types, purchasing, COGS, pricing, volume.
- Car Salesmen CRM - An invaluable tool for any car salesperson to stay organized.
Manufacturing Industry Financial Models: (manufacturing templates bundle)
- Made to Order Manufacturing - Includes AR/AP, orders received, cash flow, and more.
- Manufacturing Plant - 10 SKU types, larger order quantities, and high level seasonality.
- What-if Analysis Tables - 21 sensitivity tables for the manufacturing industry.
- 3D Printing - Retail - Configure various 3D printer types with COGS, volume, and pricing.
- Customer Repurchase Revenue Model - Drive revenue from repurchase assumptions.
Hospitality Industry Financial Models: (hospitality templates bundle)
- Coffee Shop - Menu builder to forecast revenue from pricing, volume, and COGS.
- Hotel - An underwriting model to forecast revenues, expenses, cash flow and more.
- Cruise Ship / Boat Tours - Configure monthly cruise counts, ticketing, pricing, CAPEX.
- Assisted Living Facility - Acquisition or new build, room rate inputs, staffing, and more.
- Zoo / Aquarium / Park - Configure the cost of each 'zone' and projections per ticketing.
Services Industry Financial Models: (service business bundle)
- Cleaning / Janitorial - Model staffing, labor wages, hours billed, and more.
- Dry Cleaning - Configure multiple revenue streams, pricing, COGS, and more.
- Laundromat - Configure initial capex, machine types/count, capacity, and pricing.
- Plumbing - Up to 3 service types with their own 'truck/plumber' scaling inputs.
- Trucking / Delivery - Configure expected deliveries made, fees charged, and more.
- Sports Agency - Configure athlete lifetime earnings estimates and fees charged therein.
- Professional Services Agency - Up to 3 types and earnings from billings quota.
- Hair Salon / Barbershop - Define sales of haircuts by type, products, and initial capex.
- Bike Shop - Assumptions for 15 bike types, accessories, COGS, markup, and cash flow
- Jewelry / Retail - 55 SKUs with 8 categories and plan pricing, COGS, and volume/growth.
- Vending Machines - Configure slot spec averages and deployment over time.
- eCommerce - Drive revenue from organic, partners, ad spend, and more.
- Pawn Shop - Primarily driven from average cost of items, margins, volume, and interest.
- Retail Scaling - Scale up to 25 locations with inputs for unit volume, sales, labor, and more.
- Franchise Scaling - Scale up to 12 franchises as an operator. Includes dynamic timing.
- Kiosk - Automated - Up to 5 expansion tranches and product configuration / capacity model.
Financial Services Industry Financial Models:
- ATM Machines - Up to 25 ATM deployment tranches, txn volume, fees, capex, and more.
- Flat/Fixed Fee Lending - Loan origination with a single fee charged per loan as a %.
- Lending Business - 3 loan types scaled out over time with credit facility option.
- Multimember Fund - Track long-only stock/crypto positions, profit/loss, and distributions.
- P2P Investing - Plan out expected investments on a P2P platform and see potential earnings.
Real Estate Industry Financial Models: (real estate templates bundle)
- Real Estate Brokerage - Scale 2 deal types over 10 years, commissions, sell/buy side.
- Property Management - Define new customers, their rent roll / units, and 3 revenue options.
- Mobile Home Park - Financial planning for acquisition / development of up to 40 MHPs.
- Self Storage: Multi-Fund - Equity ramping from LP/GP perspective through 6 deals.
Recreational Activities Industry Financial Models:
- Driving Range - Define startup costs, driving slots, capacity, ball pricing, capex, more.
- Golf Course - One-time fees, capacity driven, option for food and beverage revenue.
- Private Golf Course - Driven per maximum membership capacity, onboard / monthly fees.
- Gym / Fitness Center - Fixed member capacity driven by total stations and member pricing.
Information Industry Financial Models:
- Ad Network - Drive impression growth and impressions filled by advertisers over time.
- PPC Internet Marketing - Sensitivity calculator to plan break-even cost per click.
Food Industry Financial Models:
- Hydroponics - Configure up to 20 crop types with adjustable crop cycles, yields, and more.
- Apple Orchard - Inputs for initial capex, opex, harvests/year, delay period, and pricing.
- Food Truck - Inputs for avg. daily sales, ticket value, COGS %, variable over 10 years.
- Franchisor / Licensing - 3 location types, revenue/growth, ongoing fees, and other costs.
Other General Industry Financial Models:
- Recycling Business - Input estimated cost to acquire materials, selling price, and opex.
- Religious Organization - Inputs related to non-profit, tithing, other income sources, and opex.
Each template above has unique logic for how revenue is generated. This will be based on the best techniques I have found to build configurable inputs that let the user show how they plan to earn a certain level of revenue over time. There is a general format to them all in regards to funding sources, exit assumptions based on multiplies, driving down to EBITDA/Net Income and cash flow as well as including executive summaries and DCF Analysis / IRR / ROI results based on assumption configuration. These templates are meant to figure out general economics, pricing, and help with strategy.
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).
If you have any issues, just e-mail me: jason@smarthelping.com. All Excel templates include a 3-statement model (Income Statement, Balance Sheet, Cash Flow Statement).
Check out all financial model templates in one bundle here. There are also great discounts when buying by category.
