Startup Business Plan – Consulting Firm

If you dream to start 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 lead to guarantee your success.

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What is Investment Consulting?
An investment consulting is a financial professional who provides investors with investment products, advice, and planning. Investment consulting do 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 to start 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 lead to 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 help 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, 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 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 and loss statement by month including 3 major components, gross profit, EBITDA, and net profit
-Balance sheet by month including total assets, total liability, and owners’ 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 inquiry, modification or to customize the model for your business please reach us through: [email protected]

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

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