Business Consulting Services, Financial Model, Financial Services, Professional Services & Advisory, Service Businesses

10-year Financial Projections, Break-Even, Business Valuation, Cap Rate (Capitalization Rate), Cash Flow Projections, CFO, DCF Model, Excel, Financial Analysis, Financial Feasibility, Financial Modeling, Financial Planning, Financial Ratios, Financial Statements, IRR (Internal Rate of Return), KPIs (Key Performance Indicators), NPV (Net Present Value), Payback Period, Startup Financial Models, Valuation, WACC (Weighted Average Cost of Capital)

What is Investment Consulting?

An investment consultant is a financial professional who provides investors with investment products, advice, and planning. Investment consulting does in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals.

General overview

It is no secret that starting any business plan from scratch is not easy. If you dream of starting a Consulting Firm Business, the template is the first step in making your dream into reality; it is constructed based on solid experience and highly analytical skills that will guarantee your success.

The model clearly shows the profit and loss result, the required capital for startup, the fixed assets needed to start, the use of the funds, the description of the operating expense needed to run the operation, etc. This plan is also an essential document to the bank when applying for a loan or to an investor when applying for equity funding; having a well-thought-out business plan shows you have analyzed your idea and helps give investors an overview of the risk and potential rewards of investing.

Very simple to use, the user only needs to fill the green cells in the green tabs and the outputs are updated instantly.

So, here is a quick overview of the model: in the contents sheet, you can see the structure of the model, and by clicking on any of the headlines, you will automatically be redirected to the relevant sheet.

Inputs

Erase all the data in the green cells only
Update the general info on the Front Page
Fill the green cells only in the green tabs

Outcome

The data will dynamically flow into the following below:

Profit & loss statement by month, including 3 major components, gross profit, EBITDA, and net profit
Balance sheet by month, including total assets, total liability, and owner’s equity
Cash flow by month with 3 outputs such as operating cash flow, investing cash flow, and financing cash flow
Ratios with 4 main components, such as profitability ratio, efficiency ratio, liquidity ratio, and solvency ratio
Break-even point including value as well as margin of safety
Profit and loss statement for 10 years including 3 major components, gross profit, EBITDA, and net profit
Business valuation using discounted cash flow, with 2 main outputs such as intrinsic value and market capitalization
Calculation for the WACC and capital required
Regular and discounted payback period
Financial summary
Dashboard summary

Conclusion and customization
Highly versatile, very sophisticated financial template and user-friendly If you have any inquiries, modifications or to customize the model for your business, please reach us at: [email protected]

File Types:
Excel Version – .xlsx
Free Version – .pdf

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