Over many years, I have provided financial modeling services to a diverse range of clients, both large and small. During this time, I have developed numerous templates and gained extensive experience across various industries. The financial model templates provided below are designed to deliver real value to business owners, potential investors, and financial analysts.
Access My Extensive Collection of Financial Models
I've now developed over 200 unique spreadsheets, which offer one of the most robust and effective ways to learn and understand finance and accounting, both for internal use and communication with investors or stakeholders. These models are not only educational but also provide crucial insights into the unit economics of any business concept under study. Most of the models are designed for startups or new projects, with integrated three-statement modeling as a staple feature.
- Includes all templates on the site.
- All templates are unlocked and editable. Keep them in Excel or upload to Google Sheets.
- Share with your entire organization.
- Effective and reusable financial modeling techniques.
- Financial forecasting frameworks for nearly any industry.
- 3-statement modeling integration (income statement, balance sheet, cash flow statement).
- Dynamic assumptions to represent each type of business uniquely.
- Clean formatting and easy input cell configuration.
- Error and sanity checking logic included.
- Test pricing variations, expected demand, costs, scaling economics, and general feasibility.
- Sensitivity tables and scenario analysis.
- Video tutorials included in every single spreadsheet.
- All files delivered in an organized zip folder by category immediately after purchase.
- Come back anytime for a refresh of the latest added templates at no additional charge.
Who Benefits From These Templates?
- Budding Entrepreneurs and Established Business Owners: If you're mapping out a new business plan, or exploring ways to raise funds, these templates are invaluable. Investors are keen to understand the financial dynamics of your venture, including investment requirements and potential returns. Also, these models can help you discern key assumptions required for profitability by comprehensively accounting for all revenues and expenses. With over 50 industries represented, each template comes with its own bottom-up logic designed for clear-cut financial forecasting and modeling.
- Strategic Planners: Easily adjust key business assumptions to visualize the financial impact under different scenarios. This resource-rich library provides an excellent platform for comprehensive best-case and worst-case scenario planning.
- Accounting Firms: This library could serve as your trusted partner when responding to requests for financial models. The extensive best-practice logic within these templates caters to a wide array of businesses and allows unrestricted access to all files forever. Additionally, I have things in the Accounting category itself for financial statement generation, tracking AR / AP, inventory forecasting and management, general budgeting, and more.
- Real Estate: Whether you're looking to underwrite, understand a potential acquisition, or embark on a development project, we've got you covered. These collection boasts numerous joint venture models featuring dynamic cash flow waterfalls.
- SaaS / Recurring Revenue Businesses: One of my key specializations is in the software-as-a-service space and general recurring revenue business models. This is some of the most helpful work I've done. Think of things like property management software, B2B SaaS, car wash memberships, private golf club memberships, gym memberships, and large B2C SaaS companies. I've got something for nearly everything you can think of in the space.
- Joint Ventures that need to run cash flow waterfalls based on differing preferred equity terms, preferred return rates, and other provisions. Run scenarios for simple non-compounding rates, accrual / non-accrual of unpaid pref. returns, IRR hurdles, GP-catchup, compounding pref. return, single hurdles, multiple hurdles, and more.
Explore my collection of templates and invest in the tool that's right for you. Empower yourself with robust financial models and accelerate your journey towards informed and strategic decision-making.
