IV Therapy Clinic Financial Model + Business Plan | 5-Year Excel Startup Model

5-year Financial Projections, Break-Even, Business Plans, Excel

Planning to open an IV therapy or hydration wellness clinic? This bundle gives you everything you need to model the numbers and pitch the business with confidence: a professional 5-year financial model in Excel plus a matching, investor-ready business plan in Word.

IV therapy is one of the fastest-growing, highest-margin segments in the wellness economy, but lenders and investors still expect detailed, defensible projections before they commit. This template answers exactly the questions they ask: How much will it cost to open? When does the clinic break even? How much revenue and profit can it generate over five years? What return can an investor expect?

The financial model is fully dynamic and capacity-based. You enter your number of infusion chairs, operating hours, days per year, and a drip menu (hydration, Myers’ cocktail, NAD+, immunity, recovery and beauty drips, vitamin injections, and memberships), and the model calculates revenue from utilization of your available chair-hours. Change any blue input — pricing, service mix, utilization ramp, staffing, rent, marketing, equipment, or funding — and every statement, chart, and KPI updates automatically. There are no formula errors and no broken links.

What is included in the Excel model: an Assumptions tab with clearly color-coded inputs (blue = edit, black = calculated); a monthly Year-1 revenue ramp plus a full 5-year annual build; an Income Statement, Cash Flow statement, and Loan Amortization schedule; a Break-even analysis showing the revenue and utilization required; and a Dashboard with KPIs and charts for revenue, EBITDA, cumulative cash, and revenue by service line.

What is included in the Word business plan: a complete, editable 10-section plan covering executive summary, company overview, market analysis, services and pricing, marketing and sales strategy, operations, management and staffing, a full financial plan, funding request, and risks — pre-written for an IV therapy clinic and ready to customize.

Who it is for: nurses and entrepreneurs opening an IV lounge, mobile-IV operators going brick-and-mortar, and wellness consultants preparing client pro formas. Replace the inputs with your own figures and you have a lender-ready financial package in under an hour.

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