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Consultant Agency Excel Financial Model

Consultant Agency Excel Financial Model

Consultant Agency Excel Financial Model

Original price was: $300.Current price is: $150.

In stock

Original price was: $300.Current price is: $150.

At Oak Business Consultants, we are experienced in making Financial model templates for a startup or organizations wanting to expand their business. This Consultant Agency Excel Financial Model, dynamic yet flexible, enables you to understand your cash flow. The template includes 60- a monthly detailed Income Statement, Balance sheet, and Cash flow statement along with all performance KPIs and investors-related valuation charts, which are presented in both figures and graphs to give an owner a complete depiction of ongoing and future financial insights. In addition, the model will guide you in calculating initial startup costs and making a five-year economic forecast.

Frequently Bought Together

Consultant Agency Excel Financial Model + Free Business Plan Template- + Product Image
Price for all three: $170

Description

Consultant Agency Excel Financial Model

Our Consultant Agency Excel Financial Model is designed to help you make informed principal business and financial decisions based on accurate reporting. The Financial Model Excel Template contains all relevant statements.

This Financial Model Excel template is developed and formatted by an expert oak business consultant that contains all essential financial data related to the overall your company’s financial performance, which is supported by a 5-year sales performance projection, Startup Investment requirement chart, projection of Cash inflows and outflows, Break Even Analysis Sheet and contain many other financial ratios and KPIs which will allow you to keep eye on your consulting firm financials needs.

To use this model, you wouldn’t require any in-depth financial and technical skills to take advantage of our developments. This Consultant Agency Financial model contains the most Flexible and Easy to use tools with an understandable dynamic graphical dashboard. Moreover, the Consultant Agency Financial Model excel template automatically recalculates all the values when you make changes in the input sheet.

Key Inputs

  1. Advertising Budget – Input is linked to Sales; the more you spend on the advertisement, the more sales you generate.
  2. Total Organic Customer Rate – How many Customers come to your place from Word of Mouth
  3. Percentage of Converted Repeat Customers – At what percentage of new total customers come to your shop repeatedly?
  4. Churn Rate – what percentage of your old customers decline
  5. No. of customers who purchased post-project consultancy services
  6. No. of hours per project
  7. The average revenue rate per hour
  8. Tax Rate

Features of Consultant Agency Excel Financial Model

Input Sheet

Consultant Agency Excel Financial Model
Input Sheet

This Excel template contains inputs that impact the calculations automatically. Therefore, all relevant sheets update automatically with the changes. A financial model always has built-in flexibility to display different outcomes or final calculations based on changing a few key inputs.

Startup Summary

Consultant Agency Excel Financial Model
Startup Summary

This sheet provides an analysis of all the investment requirements of a new start-up. It helps the business present a snapshot of the company to prospective investors and raise capital.

Monthly & Yearly Income Statement

Consultant Agency Excel Financial Model
Monthly Income Statement
Consultant Agency Excel Financial Model
Yearly Income Statement

The Monthly Income Statement sheet for the Consultant Agency Excel Financial Model is perfect for those who require regular reporting and details. Additionally, Income Statement contains all revenue streamlines with gross earnings, and net earnings linked with revenue analysis to ensure accurate reporting. We understand the goal of every Consulting business is to make a profit for that there must be a mechanism that helps the business owners to determine whether they are making profits or otherwise.

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.

Balance Sheet

Consultant Agency Excel Financial Model
Balance Sheet

The statement provides the user with a complete overview of the current 5-year projection of your Assets, Liabilities, and Equity Accounts.

Cash Flow

Consultant Agency Excel Financial Model
Cash Flow Statement

We prepared receivable and payable days to help users accurately predict cash activities, including free cash flow to the firm. For customers’ ease, these receivable and payable days are set as Input so that the customer can change them anytime he wants. The Cash flow analysis contains all relevant inputs that are linked with investment, finance, and operations.

Project Evaluation

Consultant Agency Excel Financial Model
Project Evaluation

The table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, making it easy to analyze the company’s performance.

Break-Even Analysis

Consultant Agency Excel Financial Model
Breakeven Analysis

The break-even analysis will help you to know at a glance the profits generated at the various levels of sales. The safety margin refers to the extent to which the business can afford a decline before it starts incurring losses. The Break-Even Analysis refers to the point where your total sales contribution refers to fixed cost at zero profit and loss situation. This Technique is primarily based on marginal costing, which behaves differently at a variety of levels of output activity.

Diagnostic Sheet

Consultant Agency Excel Financial Model
Diagnostic Sheet

We added a unique table that automatically calculates data such as the Profitability ratio, Net operating expense ratio to expense, etc., that will provide financial commentary about the company’s financials.

Dashboard

Consultant Agency Excel Financial Model
Dashboard

Users and readers respond and process visual graphs better than data. Furthermore, charts visually track profitability, revenue, cash flow, and several other financial metrics.

What makes this model a great buy?

The Consultant Agency Excel Financial Model has similar inputs to other businesses. However, it is important to understand that not every business’s revenue and other inputs are similar. The Consultant Agency Excel Template is a unique and dynamic model that may help you forecast and evaluate your financial assumptions.

Moreover, there are various reasons to buy this financial Excel template for a startup or for a well-established business. First, the business owners need the model to build and forecast an economically feasible business, to be better prepared for future uncertainties, to communicate the company’s performance to potential investors or shareholders, or to set goals for the business. Second, It is flexible and portrayed in both design and technique. Lastly, the model can easily adapt to the user’s specifications in the long run. Therefore, all modifications and scenarios can be changed in any field successfully.

This Product includes
1 Excel File

We also provide a Consulting Business Pitch Deck template to help prepare for meetings with the investors.

1 review for Consultant Agency Excel Financial Model

  1. 5 out of 5

    Ella

    This model is such a masterpiece. So comprehensive and detailed that even a person with little knowledge of finance can easily use. Great effort!


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