All Industries, Financial Model, General Excel Financial Models

10-year Financial Projections, 5-year Financial Projections, Accounting, Accounts Payable, Accounts Receivable, Break-Even, Budget, Budgeting, Business Valuation, Cap Table, Cash Flow Analysis, Cash Flow Projections, CFO, Controlling, DCF Model, Discount Rate, Economic Indicators, Employee Performance, Excel, Financial Analysis, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Reporting, Financial Statements, Forecast, Forecasting, Franchise Model, Income Statement, Inventory Management, Investment Multiple, Investor Cash Flows, Investor Presentations, IRR (Internal Rate of Return), Know-How, List, Management, NPV (Net Present Value), Personal Finance, Pitch Decks, Private Equity, Retirement Planning, Return on Investment (ROI), Revenue Projections, Scenario Analysis, Sensitivity Analysis, Staffing, Startup Financial Models, Template Bundle, Terminal Value, Three Statement Model | Three Financial Statements, Tracking

About the Template Bundle:

These templates were built with the small business owner in mind and the types of things that are difficult and/or expensive to do.

The categories covered include:
– Forecasting Financials
– Tracking Inventory / payables / receivables
– Employee Management
– Budgeting
– General Tools

The individual templates that are included are:

Financial Forecasting:
– General brick and mortar retail business (up to 25 locations)
– General brick and mortar franchisee (up to 12 locations)
– General retail business with many product categories
– eCommerce – selling anything online

Tracking Sheets
– Daily Inventory Sheet
– Inventory cash planning based on lead times / safety stock / payment terms / sales
– Inventory reordering tracker
– Track Inventory at single / multiple locations – I included a few different sheets for inventory tracking.
Payables and Receivables tracker
Profit and Loss Tracker

Employee Management
– Timesheet template
– Employee Scheduling

Budgeting
– Budget vs. Actual 12-month and 3-year versions
– Survival cash planner

General Tools
– To-Do List Organizer
– 3-Statement Model General Template
– Loan Payback Optimizer
– EBITDA Valuation
– Retirement Planner

Note: Some of the templates are built-in Google Sheets and will require a free Gmail account to use.

File Types:

• 16 Excel files – 15 .xlsx and 1 .xlsm
• 4 Word files – .doc > instructions and link to Google Sheets
• 1 PowerPoint file – .ppt