Get the Perfect Projection Template For Your Business

Perfect for SBA applications, investor decks, and smart planning

Financial model preview workbook for small businesses

Everything You Need to Succeed

Our comprehensive projection template includes all the tools and insights you need to build a profitable business.

5-Year Revenue Projections

Detailed monthly and annual revenue forecasts with multiple scenario planning to map growth.

Complete Cost Analysis

Track rent, labor, materials, and utilities so you know exactly where money goes.

Break-Even Calculator

See how many daily units you need to cover costs and start making profit.

Cash Flow Management

Month-by-month cash flow projections so you never run out of working capital.

Investor-Ready Reports

Professional statements and charts for banks or investor presentations.

Goal Setting & KPIs

Set targets and track KPIs that actually reflect your business performance.

Success Stories from Real Owners

See how our projection template helped business owners turn their dreams into profitable businesses.

"This projection template saved me months of work and gave me the confidence to approach investors. Profitable within 8 months!"

Sarah Chen · Seattle, WA

"The break-even analysis was spot on. I knew my daily customer target and managed working capital perfectly."

Marcus Rodriguez · Austin, TX

"Best template out there. Took 15 minutes to fill and I showed it to investors the same day."

Emma Thompson · Portland, OR

"Took my idea and turned it into numbers, fast."

David Kim · Denver, CO

"As a first-time entrepreneur, this made everything crystal clear and helped me avoid costly mistakes."

Lisa Martinez · Miami, FL

"The cash flow forecast was a game-changer. I knew when I'd be cash-flow positive."

Rachel Green · Nashville, TN

Frequently Asked Questions

Everything you need to know about our projection templates.

What's included in the projection template?

Complete 5-year projections, break-even analysis, cash flow tools, investor-ready reports, cost calculations, KPI summaries, and optional customizations.

How do I know which model is right for my business?

Browse industry models on the Models page or request a custom build tailored to your needs.

Can I modify the model for my specific needs?

Yes—it's a fully editable Excel file. Adjust assumptions, revenue streams, and costs freely.

What if I need help understanding the model?

Included instructions and email support. We also offer custom model services.

Is there a money-back guarantee?

Yes, 30 days. If you're not satisfied, contact us for a full refund.

Start Your Business Journey Today

Don't let financial uncertainty hold you back. Get the model successful owners use to plan, launch, and grow.

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