Below is an overview of the primary SBA loan programs, how different businesses or startups might use them, where overlaps might occur, and the potential risks to keep in mind.
Financial Model Template for Business + Real Estate Joint Venture Acquisition Deals
This model is great for acquisition deals that involve real estate and an underlying operating business (think assisted living facilities). I've built some brand new frameworks for debt and refinance as well as connected the most flexible preferred return waterfall. You'll be able to quickly analyze deals with high level assumptions that are streamlined into a single tab.
Cap Table with Convertible Note Excel Template
I have not done a ton of startup-specific financial modeling tools related to raising money (specifically the effect on your cap table). I believe this template will help founders understand their cap table and what happens when they decide to raise money through a convertible note and/or a new equity round.
Calculating WACC for Real Estate Acquisitions
Calculating a Weighted Average Cost of Capital (WACC) for a real estate acquisition that includes debt, preferred equity, and common equity follows the same general principles as a corporate WACC calculation—just with an additional layer to account for the preferred equity’s cost and weighting. Below is a step-by-step outline of how to approach it.
Understanding Variable Costs and Financial Modeling
Variable costs are expenses that change in direct proportion to a company’s level of production or sales volume. Unlike fixed costs (such as rent or a monthly lease payment), variable costs rise as production or sales increase and fall as production or sales decrease. Because of this direct correlation, variable costs are typically expressed on a per-unit or percentage-of-sales basis in financial models.
Business Plan Example for a Startup EV Charging Station Operator
Below is a high-level example business plan for an electric vehicle (EV) charging station company looking to scale profitably. The plan includes key sections such as market analysis, business model, marketing strategy, operations plan, financials with assumptions, and exit strategies. While this outline doesn’t include exhaustive detail, it provides a useful framework and practical considerations.
Business Plan Example for a General SaaS Startup
Below is a simplified example of a SaaS-based business plan for a fictional company we’ll call TaskFlow, which offers cloud-based project management and collaboration software to small and medium-sized businesses. The plan includes typical assumptions about user growth, revenue streams, churn, operating expenses, and funding. These figures are illustrative and meant to provide a framework for how a pro forma might look in the early years of the company’s life cycle.
Business Plan Example for Starting a Cleaning Services Company
Below is an example business plan outline for a cleaning services company that seeks to acquire recurring revenue contracts and scale to profitability. The plan highlights key assumptions, estimated financials, and a possible exit strategy. All figures are illustrative and can be adjusted based on your specific market and growth goals.
Business Plan Example - Startup Plumbing Business
Below is an example of a concise, structured business plan for a startup plumbing company. The plan includes a realistic set of assumptions and outlines a path to scale profitably. Adjust any details to fit your specific market conditions and personal expertise.
Financial Model Template for Scaling Many Fitness Studios / Franchises
I am excited about pushing this new template out. My initial design was for the purpose of running analysis on fitness studio scaling, but it turned into a financial model that can be used for many types of retail sector franchises. With this tool, anyone can create highly useful projections for scaling 1 to 'n' studios over 15 years and see exactly what the capital requirements and returns are. One of the most advanced parts of the model is capex timing and leverage. Let's dive in below!
Business Plan Example: Vending Machine Startup
Below is a sample, high-level business plan for a vending machine business that outlines how you might launch with just a few machines and then gradually scale up. All financial figures are illustrative and should be adjusted based on your actual local conditions, product mix, and location specifics.
Excel Financial Modeling with Power Pivot
Power Pivot is a powerful data modeling and analytics feature that extends Excel’s native capabilities. It enables you to work with very large datasets (potentially millions of rows), combine data from multiple sources, and create robust data models and calculations—all within the familiar Excel interface.
I've personally built 100s of unique bottom-up financial modelling templates over the years, check them out!
Below is an overview of what Power Pivot can do and how you can utilize it effectively in your financial models and analyses:
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