Planning solutions for securing an SBA loan,
Our comprehensive financial model includes all the tools and insights you need to build a profitable business.
Detailed monthly and annual revenue forecasts with multiple scenario planning to help you understand your growth potential.
Track every expense from rent and labor to materials and utilities. Know exactly where your money goes.
Discover exactly how many units you need to sell daily to cover costs and start making profit.
Month-by-month cash flow projections to ensure you never run out of working capital.
Professional financial statements and charts perfect for bank loans or investor presentations.
Set realistic targets and track key performance indicators to measure your business success.
See how our financial model helped business owners turn their dreams into profitable businesses.
"This financial model saved me months of work and gave me the confidence to approach investors. My business is now profitable within 8 months of opening!"
"The break-even analysis was spot on. I knew exactly how many customers I needed daily, and the cash flow projections helped me manage my working capital perfectly."
"Used this model to secure a $150K SBA loan. The banker was impressed with the thoroughness and professionalism of the financial projections."
"The cost analysis helped me identify exactly where to cut expenses. I was able to increase my profit margins by 25% in the first quarter using these insights."
"As a first-time entrepreneur, I had no idea how to create financial projections. This model made everything crystal clear and helped me avoid costly mistakes."
"The seasonal adjustment factors were a game-changer for my retail business. I can now plan inventory and staffing perfectly throughout the year."
Everything you need to know about our financial models
Each model includes complete 5-year financial projections, break-even analysis, cash flow management tools, investor-ready reports, multiple scenario planning, cost calculations, profit margin analysis, equipment financing models, location comparison tools, and seasonal adjustment factors.
Browse our industry-specific models on the Models page. If you don't see your exact industry, you can request a custom model through our form. We'll create a tailored financial model specifically for your business type and needs.
Yes! All models are fully customizable Excel files. You can modify revenue streams, adjust costs, change assumptions, and add your own data. The models are designed to be flexible and adaptable to your specific business requirements.
Each model includes detailed instructions and explanations. We also provide email support to help you understand and customize the model for your business. If you need more extensive help, we offer custom model creation services.
Yes! We offer a 90-day money-back guarantee. If you're not completely satisfied with your financial model, simply contact us within 90 days of purchase and we'll provide a full refund, no questions asked.