Financial Plan Templates – Editor’s Choice

These are Excel spreadsheets suitable for financial planning purposes and mostly contain cash flow projections as well as projected financial statements. Financial plan templates are often used for a 5-year business plan. They also serve as a basis for a Discounted Cash Flow (DCF) Valuation or an Investment Analysis.

With the right spreadsheet template, financial planning becomes easier as you can obtain full visibility on how your business plan will impact your future financial statements and cash flow generation for your business. Below, a select choice of suitable financial plan templates is provided. These are financial plan templates which were carefully selected and greatly recommended for you to use for business planning, valuation, or investment analysis. Our financial plan templates are used by many users from all over the world from countries such the US, Canada, UK, Australia, Japan, and many more who are in need of know-how and templates.

Specific logic structures and assumptions designed to show the resulting financial performance of ac... read more

Add to wish list
$75.00 – Purchase Excluding 0% tax

Organic gardening Business Plan Template Save 99 hours. Analyze Organic gardening Revenue Model, Cos... read more

Add to wish list
Purchase Excluding 0% tax

User-friendly 3 statement 5 year rolling financial projection Excel model for Restaurant offering de... read more

Add to wish list
Purchase Excluding 0% tax

Financial Modeling Tutorial guides user via step by step approach on how to build financial models w... read more

Add to wish list
$175.00 – Purchase Excluding 0% tax

Specific logic that pertains to starting a 3D printing business.

Add to wish list
$45.00 – Purchase Excluding 0% tax

FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN EXCEL. ONE-OF-THE KI... read more

Start Up Gym Club Financial Model presents the case of an investment in a gym, fitness club and its ... read more

Add to wish list
Purchase Excluding 0% tax

Are you the one who dreams of opening a preschool care business? Do you like playing with your child... read more

Add to wish list
Purchase Excluding 0% tax

The digital product marketplace model prepares a financial plan in Excel for online marketplace Star... read more

Add to wish list
Purchase Excluding 0% tax

The rhythm of life of modern people makes them more and more often think about the quality and pre-p... read more

Add to wish list
Purchase Excluding 0% tax

Private ambulance (urgent care) is a structure with the provision of emergency medical care during t... read more

Add to wish list
Purchase Excluding 0% tax

Do you dream of a successful hotel business? Do you want to combine work and comfortable rest? Then ... read more

Add to wish list
Purchase Excluding 0% tax

Start Up Food Truck Business Financial Model presents the case of an investment in a food truck busi... read more

Add to wish list
Purchase Excluding 0% tax

User-friendly 3 Statement 5 year rolling financial projection Excel model for a startup or existing ... read more

Add to wish list
Purchase Excluding 0% tax

Inventory Management and Analysis Dashboard. Useful to the Management team, financial controller as ... read more

Add to wish list
$49.00 – Purchase Excluding 0% tax

A 5-year financial model for starting your own consultancy firm.

Add to wish list
$75.00 – Purchase Excluding 0% tax

Shopping Mall Financial Model presents the case of an investment into a shopping mall and its operat... read more

Add to wish list
Purchase Excluding 0% tax

Highly versatile and user-friendly Excel model for the preparation of a rolling 3 statement (Income ... read more

Add to wish list
Purchase Excluding 0% tax

Airline Operator Financial Model presents the case of a company operating an airline business. The m... read more

Add to wish list
Purchase Excluding 0% tax

Highly versatile and user-friendly Excel model for the preparation of a rolling 3 statement (Income ... read more

Add to wish list
Purchase Excluding 0% tax

Leveraged Buy Out (LBO) Model presents the business case of the purchase of a company by using a hig... read more

Add to wish list
Purchase Excluding 0% tax

This model is very simple to use by only fill the green cells and very easy to customize it for your... read more

Add to wish list
Purchase Excluding 0% tax

Online Shop Financial Model presents the business case of a brand new start up Online Shop with an u... read more

Add to wish list
Purchase Excluding 0% tax

User-friendly Excel model for the preparation of a 12-month rolling cash flow forecast for a generic... read more

Add to wish list
Purchase Excluding 0% tax

This model is a simple method to predict the future cash flow trend to ensure that sufficient funds ... read more

Add to wish list
Purchase Excluding 0% tax

Do you have managerial talent? Do you have a clear idea of the competent functioning of a paid clini... read more

Add to wish list
Purchase Excluding 0% tax

The Retail Chain Rollout Strategy Model simulates the rollout plan for a new retail chain.

Add to wish list
Purchase Excluding 0% tax

Airport Operator Financial Model presents the business case of an already operating airport (with pl... read more

Add to wish list
Purchase Excluding 0% tax

This Waterfall Model Template in Excel provides a calculation model for a four tier Private Equity W... read more

Add to wish list
Purchase Excluding 0% tax

As an idea for your own company, you can consider a gas station business plan — this is always of ... read more

Add to wish list
Purchase Excluding 0% tax

A healthy lifestyle and care for the environment is a trend today and in the future. More and more p... read more

Add to wish list
Purchase Excluding 0% tax

Comprehensive financial model to plan out the cash requirements of a Zoo, Aquarium, or Park. Include... read more

Add to wish list
$45.00 – Purchase Excluding 0% tax

People of different ages love tea. This drink relieves fatigue, allows you to recover after a hard d... read more

Add to wish list
Purchase Excluding 0% tax

Commercial Banking Financial Model presents the case of a commercial bank with regulatory thresholds... read more

Add to wish list
Purchase Excluding 0% tax

You always stood out among your friends with a neatly shaved beard. You know which shaving products ... read more

Add to wish list
Purchase Excluding 0% tax

Do you still believe that to open your skincare center is rather complicated? Maybe you already have... read more

Add to wish list
Purchase Excluding 0% tax

Pizzerias are a favorite place for many people to spend time. In such establishments, you can have a... read more

Add to wish list
Purchase Excluding 0% tax

The management of your company has asked you to make a 5 years Financial Model (in excel) for settin... read more

Add to wish list
Purchase Excluding 0% tax

Rent vs Mortgage is an excel tool that calculates the payments to a house mortgage loan and compares... read more

Add to wish list
Purchase Excluding 0% tax

A 5-year startup financial model template geared toward the revenue and expense logic of a security ... read more

Add to wish list
$125.00 – Purchase Excluding 0% tax

The hotel business has been one of the most popular areas of commercial activity for many years. And... read more

Add to wish list
Purchase Excluding 0% tax

Steel Industry Financial Model presents the business case of the operation of a steel plant using th... read more

Add to wish list
Purchase Excluding 0% tax

Air BnB Financial Model Template presents the business case of the purchase of up to 5 properties wi... read more

Add to wish list
Purchase Excluding 0% tax

Today, very few people visit state medical institutions because the fear of a dentist still exists i... read more

Add to wish list
Purchase Excluding 0% tax

Launching and running a restaurant business is one of the most attractive types of investment. Almos... read more

Add to wish list
Purchase Excluding 0% tax

A cafe is a place for meetings with friends, for negotiations and romantic dates. More and more cons... read more

Add to wish list
Purchase Excluding 0% tax

Do you know how to start a daycare center? Are you interested in opening a home daycare business? Ar... read more

Add to wish list
Purchase Excluding 0% tax

This is a collection of selected renewable energy model templates which are set in a bundle which wi... read more

Add to wish list
$140.00 – Purchase Excluding 0% tax

This is an Excel financial model template for an upstream oil & gas project.

Add to wish list
Purchase Excluding 0% tax

Build a strategy for adding recurring revenues services to your product.

Add to wish list
$75.00 – Purchase Excluding 0% tax

Start Up Hydro Dam Excel Model presents the business case of an investment in the construction of a ... read more

Add to wish list
Purchase Excluding 0% tax

This financial model focuses on valuation of a company in the Information Technology (IT) industry.

Add to wish list
Purchase Excluding 0% tax

This is an Excel financial model template for a single blockbuster product where the founders need t... read more

Add to wish list
Purchase Excluding 0% tax

Excel model for a start up Greenhouse business for you to download and use.

Add to wish list
Purchase Excluding 0% tax

This is a simple fundraising financial model template in Excel. Enter your business plan, calculate ... read more

This detailed, yet easy to use three statement financial model will allow you to calculate your busi... read more

Add to wish list
Purchase Excluding 0% tax

This Excel financial model offers a template to come up with a DCF Valuation of an automotive suppli... read more

Add to wish list
Purchase Excluding 0% tax

Specific revenue and expense logic for modeling the build-up of an ATM machine business over 10 year... read more

Add to wish list
$45.00 – Purchase Excluding 0% tax

Financial Model Templates that generates a three statement financial model and a valuation for a fis... read more

Add to wish list
Purchase Excluding 0% tax

Hotel financial model which generates the 3 financial statements as well as a valuation (incl. sensi... read more

Add to wish list
Purchase Excluding 0% tax

Planning, Designing, and Customizing your Financial Plans

Planning and designing your very own financial model can be the most difficult and tedious part. Especially for those who are not familiar at all with financial modeling or those whose skills are more on the technical and numerical side. A good financial plan bases on a solid financial model. There are many things that one needs to realize to build a clear, coherent, and logically structure financial model. But this usually takes a lot of studying, trial and error, experience, and know-how to be even able to create a well-planned and well-designed model. Therefore, to help alleviate the stress of creating the model from scratch, we decided to provide these financial model templates which we poured all our knowledge and experience in financial modeling.

To help you get a gist of what your model needs to achieve, here are some of the following:

  1. Identify the problem that the financial model needs to solve. Basically, before you even begin the model-building process, you need to identify the problem which the model will help you get an insight and solution. Carefully select a financial plan template designed to assist you with a business case close to what you actually need to achieve.
  2. Design how the problem’s answer will be presented. Though you might want to just get it over with and start with crunching the numbers, you need to keep in mind that a financial plan is best presented as a dynamic financial model, well structured, easy to read, and able for the user to obtain a quick understanding. Another thing is, for business cases, there are many key financial ratios which are important elements in a model such as the NPV, IRR, Payback Period, etc. Hence, before you could dive straight in, visualize the end in mind. Flesh out the outputs in a systematic way where the model makes sense and not complicated at all. Don’t worry about it being simple. The simpler the model is, the easier it is to read for readers with little technical know-how.
  3. Gather data to put in the model. Just like what they say, a financial model is only as good as the inputs or source data in it. Most of the time, a financial modeler’s tasks are often collecting, analyzing, extrapolating, and even manipulating the data which are then fed in the model. Thus, one can’t really guarantee the preciseness and reliability of the results due to subjectivity. However, this doesn’t mean that the model is not helpful nor reliable in any way. As long as one uses realistic data, then the model will be a great tool as a reference to make a helpful economic decision.
  4. Document the limitations of the model. Though it’s not completely definite, the figures shown in the model are basically a construct that reflects the reality. Remember, it is not reality but only a projection of what it could be. Meaning, financial models are models and not miracle makers. In any case, it is best to be transparent with what the model is capable of and what the assumptions are used to reflect the resulting scenarios. Therefore, users will be informed to not completely put blind faith in the outcome but rather, use the model as a guide on what to do to reach their goals.
  5. Consider the layout, design, and structure of the model according to the audience/users. One of the most important things to consider when building a model is determining how you can convey the message according to an audience/user’s level. Either for professional modelers, occasional modelers, and non-modelers, a model’s layout, design, and structure will be different. Hence, proper consideration is needed when building the model.

The guidelines above are not limited to modelers but also for users too to better understand what a financial model needs to achieve. A financial plan template offers only a starting point but important is to know how to best use adjust the template in a financial model adjusted to your specific business case. This way, your financial plan template will offer the most value to you.