Financial model templates, custom work & deal analysis
Clearer numbers. Better decisions.
Find an editable Excel or Google Sheets financial model, get a custom build, or work with Jason Varner to evaluate an acquisition. Understand the cash flow, assumptions, and risks behind your next decision.
Browse financial models by categoryFinancial modeling and independent analysis by Jason Varner. Independent since 2015.
The base case works, but debt coverage and customer concentration need closer review.
SmartHelping Model Finder
Not sure which financial model fits?
Describe your business, deal, or forecasting needs. Model Finder uses the SmartHelping catalog to suggest relevant templates and show when custom work may help.
How SmartHelping can help
Start with the decision in front of you.
Start with a template, talk through a deal, commission a full acquisition analysis, or get hands-on help building the model you need.
Financial Model Templates
Start with an editable financial model for your business, property, or transaction. Explore individual templates and focused bundles across the SmartHelping collection.
Browse Templates 02 / TALK THROUGH A DEALDeal Gut Check
Discuss the price, financing, cash flow, assumptions, and questions to investigate with Jason before deciding whether to pursue a deal or commission full underwriting.
Live discussion only. No model, scorecard, or written report. Book a Deal Gut Check 03 / GET COMPLETE UNDERWRITINGAcquisition Deal Analysis
Get an underwriting workbook, base and downside analysis, a 100-point deal scorecard, written findings, and a 45-minute review call with Jason.
Generally delivered within 3 business days after the required information is received. Explore Deal Analysis 04 / BUILD AROUND YOUR BUSINESSCustom Financial Modeling
Adapt a SmartHelping template, build a model from scratch, or review an existing workbook. Get hands-on help with the operating drivers, formulas, and outputs your situation requires.
Explore Custom WorkFinancial model library
Choose a model by how the business works.
Start with the way revenue, costs, financing, and investor returns work. Browse individual models, explore a category, or compare bundles for broader access.
Industry & Operating Businesses
Unit-, location-, crew-, capacity-, and volume-driven forecasts.
Explore category → 02SaaS & Recurring Revenue
MRR, cohorts, retention, churn, pricing, CAC, and lifetime value.
Explore category → 03Real Estate
Acquisition, development, financing, NOI, exit, and investor returns.
Explore category → 04Joint Ventures & Waterfalls
Preferred returns, promotes, catch-ups, IRR hurdles, and cash splits.
Explore category → 05Valuation & Acquisition
DCF, EBITDA and SDE multiples, LBOs, cap tables, and sensitivities.
Explore category → 06Lending & Credit
Loan origination, portfolio cash flow, defaults, fees, and amortization.
Explore category →Want the complete template collection?
The Super Smart Bundle brings the full public template library together, including future additions and updates.
More than a financial model
See the return, the quality, and the risk separately.
A high projected IRR does not automatically make a good acquisition. The full acquisition analysis examines whether the numbers work, whether the underlying business is durable, and what can still go wrong under stress.
Want to talk first? Book a Deal Gut Check from $99.
Financial Score
Purchase price, normalized cash flow, financing structure, debt coverage, buyer returns, and sensitivity.
Quality Score
Revenue durability, operations, customer economics, management depth, owner dependence, and market position.
Risk Score
Downside protection, concentration, documentation gaps, execution requirements, and the assumptions that still need proof.
Selected analysis & models
See the work in practice.
See how Jason approaches actual business listings, then explore selected templates built around specific operating and financing needs.
The deal examples are educational walkthroughs of public listings, with illustrative assumptions where information is unavailable.
When the situation is unique
Custom logic for the decision you actually need to make.
A good model should make the business easier to understand. Jason can build from scratch, adapt an existing SmartHelping framework, or review a workbook when the assumptions, structure, or outputs need an experienced human check.
The person behind the models
Jason Varner
Accounting-trained financial modeling consultant focused on helping entrepreneurs, buyers, owners, and investors turn complex financial information into clear, practical analysis.
What do you need help with?
Choose the next step that fits your business or deal.
