Industry-specific financial models
Model how the business actually works.
A practical collection of editable Excel models built around the operating drivers of industrial, service, manufacturing, retail, automotive, hospitality, financial and other businesses.
Built around the economic engine of each business
Start with the closest operating model, then replace the assumptions with the actual pricing, volume, staffing, capacity and investment plan you are evaluating.
Forecast customers and volume
Translate leads, locations, utilization, transactions or contracts into a bottom-up revenue forecast.
Plan staffing and operations
Connect headcount, crews, equipment, facilities and throughput to the service level the business must deliver.
Understand profit per unit
Test pricing, direct costs, contribution margin, fixed overhead and the break-even volume for the business.
Measure cash flow and value
Evaluate working capital, capital spending, financing, cash runway, IRR, DCF value and investor outcomes.
This bundle is a strong fit if...
You evaluate, advise or operate businesses across more than one industry and want reusable starting frameworks.
An individual model may be enough if...
You have one narrowly defined business and do not expect to use the broader cross-industry collection.
Start with these high-impact operating models
These examples show the range of demand, capacity, staffing, unit-economics and financing structures covered by the collection.
Cellphone Network Provider
10-year cellphone network provider financial model with subscriber cohorts, churn, 3 statements, debt, DCF valuation, sensitivities and KPI summaries.
View model detailsBox / Material Pickup Service
Ten-year financial model for a residential and commercial recycling pickup startup expanding across up to five regions. Connects customer acquisition and churn, pickup economics, fleet and facility capacity, staffing, financing, monthly financial statements, scenarios and valuation.
View model detailsParking Lot Striping (any crew-based service)
A crew-based financial modeling template for startups in any service business. Build your own cash flow projections and test scenarios.
View model detailsLaundromat
Optimized laundromat business financial model with machine schedules, seasonal insights, and detailed analysis. Test scenarios and plan investments.
Included in this bundle: Advanced Version (includes standard version).
View model detailsScaling Multiple Car Wash Locations
Plan out costs and potential returns of scaling into multiple car wash locations (new developments and/or acquisitions). 3-Statement model included.
View model detailsLoan / Deal Brokerage
A financial planning tool for loan brokerages. It is built in Excel and includes a 3-statement model integration, cash flow analysis, and more.
View model detailsExplore everything included
Search all 94 templates or narrow the collection to the industry closest to the business you are modeling.
Showing 94 templates
Warehouse Fulfillment Operator
Ten-year financial model for a 3PL warehouse operator leasing its space. Choose pallet-based or occupied-volume forecasting, then model storage and fulfillment revenue, seasonal activity, direct labor and materials, capital spending, debt, monthly and annual financial statements, DCF and IRR.
Cost to Produce Energy Calculator
LCOE calculator that can be used for any renewable energy project or general power plant. Includes tornado sensitivity chart and a simple layout.
Battery Recycling Plant
Full financial model to analyze a battery recycling plant startup. Includes dynamic feedstock and cost assumptions.
Solar Farm
A complete financial model template for simulating a startup solar farm. Detailed inputs for the most accurate projections.
End-to-End Space Company
A fully integrated financial model that lets the user create a forecast for cash flow and EBITDA of an end-to-end space company.
Hydrogen Plant
Up-to-20-year hydrogen production plant model with monthly capacity and yield assumptions, three hydrogen types, three customer types, granular pricing and variable costs, construction and term debt, integrated financial statements, DCF, IRR and an optional joint venture waterfall.
Hydropower (dam)
An Excel spreadsheet designed to conduct financial modeling scenarios for hydropower projects. Includes 3-statement modeling, leverage, and more.
Biogas / Biomethane
A bottom-up financial model to help understand the unit economics and possible return on investing in up to 5 feedstock processing plants.
Wind Farm
A pro forma template with specific assumptions for wind farms. Includes capacity, multiple monetization methods, DCF Analysis, and much more.
Construction Business
Financial planning model for construction businesses: predict cash flows, analyze job-specific costs, and assess scalability.
Equipment Rental
Dynamic 10-year financial model for equipment rental businesses, capturing ROI, cash flows, and key metrics. Ideal for finance and purchase planning.
Rental Business - Tangible Goods
Diverse rental business model for up to 5 years. Analyze rental performance with enhanced 3-statement models, cap table, and intuitive visualizations.
Oil and Gas Wells
Detailed financial analysis template for oil/gas well drilling, exploration, & extraction. Analyze economics with joint venture/waterfall options.
Open-Pit Mining Operation
Optimized for mining, our financial feasibility template projects cash flows, evaluates risks & returns, and offers dynamic financial planning.
Made to Order Manufacturing
Dive into a comprehensive financial forecasting model tailored for made-to-order manufacturers. Includes in-depth accounting logic, IRR, and DCF.
Manufacturing Plant
Manufacturing financial model template, used for any widget type, inclusive of detailed cost inputs, financial statements, and feasibility analysis.
What-if Analysis Tables
Unlock comprehensive insights with this sensitivity analysis model tailored for manufacturers and high-volume sellers. Includes 21 data tables.
3D Printing - Retail
3D printing business financial model, capturing 5-year forecasts on monthly/annual basis. Driven by detailed printer, sales, and cost assumptions.
Customer Repurchase Revenue Model
Dive into our advanced financial model: perfect for accurate cash flow planning, inventory batching, and forecasting. Includes re-purchase logic.
Cost per Unit Calculator
Simple financial model for forecasting unit costs, sales, and margins in manufacturing/retail. Offers 3 sales scenarios, visuals, and more.
Manufacturing Database Example
Manufacturing tracking database with product, equipment and supplier records plus production runs, quality inspections and maintenance logs. Includes weekly production goals and a 12-month dashboard for throughput, defects, yield, scrap and maintenance urgency.
Cellphone Network Provider
10-year cellphone network provider financial model with subscriber cohorts, churn, 3 statements, debt, DCF valuation, sensitivities and KPI summaries.
Box / Material Pickup Service
Ten-year financial model for a residential and commercial recycling pickup startup expanding across up to five regions. Connects customer acquisition and churn, pickup economics, fleet and facility capacity, staffing, financing, monthly financial statements, scenarios and valuation.
Parking Lot Striping (any crew-based service)
A crew-based financial modeling template for startups in any service business. Build your own cash flow projections and test scenarios.
Home Safety Service
This Excel spreadsheet template lets the user create dynamic projections for a startup business that helps elderly individuals improve home safety.
Junk Removal Biz
A reusable financial projection model built in Excel for startup junk removal service businesses.
Solar Panel Installer
A simple financial model for any business trying to install solar panels and sell back the electricity to customers instead of charge on installation.
Daycare Service
An Excel template for analyzing the startup and operations of a daycare business. Conduct thorough financial analysis with robust assumptions.
Cleaning Service
A financial model for any cleaning service business that lets users easily create a monthly and annual pro forma for up to 5 years.
Franchisor / Licensing
Franchisor planning template for 10-year growth. Integrated 3-statement financial model, DCF, IRR, revenue scaling, expense assumptions, and visuals.
Cleaning / Janitorial
Dynamic financial model tailored for cleaning/janitorial services or home health care startups. Features a 5-year projection and bottom-up inputs.
Dry Cleaning
Detailed spreadsheet for dry cleaning business financial forecasts. Features revenue assumptions, capex, 3-statement model, and cap table.
Laundromat
Optimized laundromat business financial model with machine schedules, seasonal insights, and detailed analysis. Test scenarios and plan investments.
Included in this bundle: Advanced Version (includes standard version).
Plumbing
Financial model for scaling service businesses, specifically plumbing or electrician ventures. Easily set key assumptions for costs and revenues.
Trucking / Delivery
A meticulously crafted financial model tailored for budding and established trucking businesses. Spanning a 5-year forecast with dynamic assumptions.
Sports Agency
Financial projection template for sports agency startups: analyze dual revenue streams, conduct feasibility studies, and adjust dynamic assumptions.
Professional Services Agency
Comprehensive financial model tailored for professional service firms like CPA, law, or consultancy. Features billable hours logic and 3-way model.
Hair Salon / Barbershop
Comprehensive financial model for hair salons, accounting for diverse revenue streams. Features scenario analysis, up to 10-year forecasts, and more.
Online Travel Agency
Optimize your online travel agency startup with our comprehensive financial model template. Forecast costs, evaluate scenarios, and more.
Scaling Multiple Car Wash Locations
Plan out costs and potential returns of scaling into multiple car wash locations (new developments and/or acquisitions). 3-Statement model included.
EV Charging Station Provider
Create a detailed financial plan for EV charging station deployment with this template. Bottom-up assumptions with best-practice logic.
Auto Repair and Tire Center(s)
Comprehensive financial model for Auto Repair & Tire Shops, integrating dynamic assumptions, detailed revenue/cost inputs, monthly/annual summaries.
Car Wash
Comprehensive forecasting template for car wash business. Features membership growth, variable/fixed costs, financial forecast, and visuals.
Used Car Dealership
Comprehensive financial model for used car dealership startups. Plan sales goals, startup costs, and projections with upgrades like payment terms.
Car Salesmen CRM
Advanced tracking template for car salesmen! Monitor performance, appointments, win rates, and insights across car types.
Fitness Studio Scaling
A dynamic financial projection tool that analyzes the economics of opening up fitness studio franchises over 15 years. Includes a 3-statement model.
Educational Courses
Comprehensive financial modeling template for educational courses, including elder tech academies. Features robust assumptions and dynamic visuals
Bike Shop
Plan your dream bike shop with this complete financial model template. Covering detailed revenue assumptions, dynamic inventory management, and more.
Jewelry / Retail
Five-year jewelry or general retail startup model built from product categories, subcategories, three pricing tiers and cost of goods sold. Includes low/base/high sales and pricing controls, integrated financial statements, capital spending, a cap table, break-even and financing-return comparisons, and DCF valuation.
Vending Machines
Strategically plan your vending machine venture with this dynamic financial model. Focus on machine deployment over time. Includes a DCF Analysis.
eCommerce
An eCommerce financial model tailored for drop-shipping, digital products, or self-manufactured goods. Perfect for strategizing and investor planning!
Pawn Shop
Master the intricacies of starting a pawn shop with our 5-year projection tool. Dive into margins, sales, values, and costs with dynamic visuals.
Retail Scaling
Master retail expansion with this financial model. Features 25 locations, dynamic growth rates, labor calculations, and intricate cash flow analysis.
Franchise Scaling
Dynamic financial model for potential franchise owners scaling up to 12 units over 10 years. Provides detailed cash flow needs, ROI, and IRR insights.
Kiosk - Automated
Comprehensive financial model for automated kiosk ventures, including froYo. Features dynamic revenue logic, capex schedule, DCF valuation, and more.
Coffee Shop
Kickstart your coffee shop or café venture with this comprehensive financial model tailored for the industry's unique needs.
Hotel
Underwriting template for hotel acquisition, combining hospitality & rental logic. Features include initial costs, room booking revenue, and more.
Cruise Ship / Boat Tours
Financial forecasting template for launching a cruise or boat touring business. Ideal for evaluating ROI, DCF Analysis and planning cash requirements.
Assisted Living Facility
Excel tool for healthcare facility operators and investors, ideal for forecasting financials of assisted living, nursing homes, or hospitals.
Zoo / Aquarium / Park
Comprehensive excel model for Zoo, Aquarium, or Park financial planning. Capture startup/operational costs, seasonality, and multiple ticket prices.
Loan / Deal Brokerage
A financial planning tool for loan brokerages. It is built in Excel and includes a 3-statement model integration, cash flow analysis, and more.
Loan Securitization Platform
A template for startup securitization deal makers to create a 5-year financial plan.
Buy Now, Pay Later Firm
A full startup model that lets the user configure inputs for a buy now, pay later business. Includes dynamic assumptions for merchant onboarding.
Loan Securitization
This framework makes it possible to quickly analyze loan securitization offerings with high-level inputs and assumptions.
ATM Machines
Dive deep into the ATM industry's financial potential with our dynamic Excel template. Model revenue from multiple ATM deals, factor in debt / equity.
Flat/Fixed Fee Lending
Dive into this upgraded lending business model, optimized for flat-fee structures. Tailor up to four loan configurations over 10 years.
Lending Business
Master the complexities of starting a lending business with this detailed financial model. Forecast capital requirements and analyze 3 loan types.
Multimember Fund
Advanced Excel tool for tracking investment fund activities. Supports 20 members, 50 assets, 20-year timeline. Features IRR calculations / dividends.
P2P Investing
P2P investing simulation template with comprehensive insights into potential lending platform profits. Dive into the power of compounding.
Neighborhood Coworking Pods
Build a full financial forecast for a coworking pod network. This template models CAPEX, subscription pricing, and cash flow to evaluate scenarios.
Event Venue Business
This Excel spreadsheet framework is built to help startup venues plan out initial costs, event economics, and perform cash flow planning.
Data Center
An Excel spreadsheet built to perform financial feasibility analysis for data centers.
Real Estate Brokerage
Comprehensive Excel model for real estate brokerages. Plan financial strategies with 10-year forecasts, financial statements, DCF analysis, and KPIs.
Property Management
Real estate meets SaaS in this property management financial planner. Understand pricing, scale, & costs.
Mobile Home Park
Dynamic financial model for analyzing 1-40 Mobile Home Park investments. Features debt, REFI options, cash flow waterfalls, JV structures, and more.
Self Storage: Multi-Fund
Analyze up to 6 self-storage investments over time. Includes GP and LP perspective with IRR hurdles. Each deal has its own configuration assumptions.
Driving Range
Dive into this 10-year driving range financial model. Offering detailed capacity matrix, robust revenue & cost assumptions, and a DCF analysis.
Golf Course
Master the complexities of golf course viability with our detailed Excel template. Create 5-year projections, optimize player experiences, and more.
Private Golf Course
Detailed financial model for private golf clubs: factor in unique membership revenue logic, one-time fees, monthly dues, event revenue, and more.
Gym / Fitness Center
Advanced Excel template for gym/fitness center startups, offering a 10-year forecast with exit scenarios. Features 3-statement, cap table, and more.
Ad Network
Comprehensive ad network financial model with customizable publisher types, CPM rates, and COGS. Offers visuals, DCF analysis, and more.
PPC Internet Marketing
Comprehensive PPC planning spreadsheet for internet marketing. Analyze conversion rates, profits, and costs for direct or affiliate models.
Hydroponics
Comprehensive financial model for hydroponic and aeroponic farming. Includes crop-specific configurations, dynamic financial reports, and more.
Apple Orchard
Uncover the financial dynamics of starting an apple orchard with our in-depth model. Tailor to your needs, analyze returns, and explore feasibility.
Food Truck
10-year financial forecasting model for food truck profitability. Test pricing, volumes, and financing. Includes 3-statement financials.
TAM Sizing Model
A simple Excel template to build market sizing and valuation scenarios for nearly any type of company. Primarily uses TAM, SAM, and SOM.
Cabinet Job Estimator
A simple spreadsheet template tejhat produces a detailed total cost to install cabinets. A print-ready invoice is also produced on a separate tab.
LBO Model with T12 Reference
A financial model built to analyze new business acquisitions. Drop your T12s in here and then base future projections off historical data.
Recycling Business
Optimize your recycling business with our tailored financial model. Plan returns, manage materials, and navigate costs with ease.
Religious Organization
Financial model tailored for religious organizations. Offers 5-year monthly and annual projections, revenue/expense assumptions, break-even analysis.
Pareto Analysis
Excel in problem-solving with our Pareto Analysis Template - identify key issues and prioritize actions for maximum efficiency and impact.
Equipment Rental Financial Model with Dynamic Debt
Ten-year equipment rental operating model with fleet expansion, utilization, variable costs, dynamic equipment financing, connected statements, equity cash in/out, IRR, MOIC, NPV, DCF, valuation and sensitivities.
Customer Spend Patterns
Ideal for SaaS, eCommerce, and boutique retail. Model customer behavior over 60 months, ensuring accurate revenue projections.
General Leveraged Buyout Model
Discover a comprehensive LBO financial model, tailor-made for assessing acquisitions using a mix of debt and equity. Up to 15 years of forecasting.
Included in this bundle: Advanced Version.
No exact match found
Try a broader industry, operating driver or financial term.
See the analysis in practice
Two operating-business acquisitions, modeled from the deal details
These walkthroughs show how purchase price, financing, operating assumptions and improvement plans change the buyer's potential return.
A $2.95 million laundromat acquisition
See how property ownership, debt service, revenue assumptions and operating improvements affected the acquisition analysis.
Read the laundromat analysisA $900,000 car wash acquisition
Follow the review of traffic, pricing, costs, financing and operational upside in a live small-business deal.
Read the car wash analysisFrequently asked questions
The practical details about choosing, downloading and using the bundle.
Can I buy individual models instead?
Yes. The linked templates can be purchased individually from their model pages. The full bundle is best suited to buyers who expect to use several industries or operating structures.
Are the spreadsheets fully editable?
Yes. Formulas and tabs are visible and editable, so you can change assumptions, study the logic and adapt the framework to the actual business.
How is the bundle delivered?
The files are immediately downloadable after purchase. You will also receive an email with a download link, which is helpful when purchasing on a mobile device.
Are future models included?
Yes. Purchasing the bundle includes access to future industry-specific templates added to this collection, along with updates to its existing templates.
Does every model use the same structure?
No. Each model is designed around the revenue, capacity, staffing, cost and capital drivers of its industry. Forecast periods and features vary by model.
What if I need analysis for a live acquisition?
A template provides the framework. If you want an independent review of an actual opportunity, see the SmartHelping acquisition deal-analysis service.
One-time purchase
Get the complete Industry-Specific Model Bundle.
Download 94 operating-business models immediately and keep access to future additions and updates within the bundle.
