PR Agency Excel Financial Model

PR Agency Excel Financial Model

PR Agency Excel Financial Model


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The PR Agency Excel Financial Model is an excellent and dynamic ready-to-use Excel tool to create an efficient and comprehensive financial plan to summarize key financial metrics and reports. It will help the user to check profitability outcomes, plan annual incomes, investments, assess employees’  salaries, etc. This PR agency financial model will give the user a robust Excel template for financial planning, which will become an indispensable assistant in 3 statement financial modeling and investment valuation. A user only requires basic Microsoft Excel knowledge to obtain an in-depth understanding of how the economics of a PR Agency business works. Moreover, numerous graphs and KPIs will make the process of familiarizing yourself with financial data more convenient.

Frequently Bought Together

PR Agency Excel Financial Model + Basic Pitch Deck Template + Business Plan Basic Package
Price for all three: $1,145


PR Agency Excel Financial Model

The PR Agency Excel Financial Model is a fully-dimensional 5-year financial statement plan for a company operating under a public relations agency business niche. The template would suit both a public relations agency startup and a running public relations agency. The PR agency financial model excel template includes all necessary forecasting reports, including industry-specific revenue assumptions, 3 Statement financial reports( Monthly and Annually Income Statement, Balance Sheet, and Cash Flow Statement), performance KPIs, valuation charts, and a startup Summary Plan. This model will help you not only make financial projections for a PR agency start-up but it will also help attract potential investors.

If you are a Market Enthusiast who wants to start a PR Agency or update the existing one with a detailed, comprehensive financial plan, you are at the right place. Oak Business Consultant has developed a most dynamic and adaptable PR Agency Financial Model, which gives the user an in-depth understanding of the Agency’s financial statements, KPI performance, and the company’s actual worth. The PR Agency Financial Model will allow the user and the agency’s potential investors to make informed and intelligent decisions regarding the Agency’s future feasibility and profitability.

This PR Agency Financial Model will assist you in managing and organizing your Agency efficiently. Using this model, you cannot be distracted by complicated calculations, enabling you to utilize more of your time in operation and marketing activities and manage your customers’ tasks.

Similar Business Model

21 Media Group, 104 West, 360 PR+, etc.

Key Inputs of PR Agency Excel Financial Model

  1. The growth rate of Product Prices and Expense growth rate
  2. Cost of Good Services related percentage of revenue
  3. Average Price of each product category with its sales percentage.
  4. Tax Rate.
  5. Marketing Cost- Included all social platforms.
  6. Capital Expenditure on all Assets that are bought to start business operations.
  7. Payable & Receivable Days inputs enable the model to calculate Account Receivable and Accounts Payables in the balance sheet.
  8. Operating Expense: Enter all appropriate operating expense amounts to calculate OPEX.
  9. Employee Payroll Monthly Basis.
  10. Revenue Assumption- All services category’s average prices and sales allocation percentage.

Key Features of PR Agency Excel Financial Model

Input Sheet

PR Agency Excel Financial Model-Assumptions

This financial model template contains inputs that, when changed, impact the calculations, and, therefore, the changes are applied to all relevant sheets. This financial model always has built-in flexibility to display different outcomes or final calculations based on this sheet’s changes.

Startup Summary

PR Agency Excel Financial Model-Startup Summary

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

Monthly & Yearly Income Statement

PR Agency Excel Financial Model-Income Statement (Monthly)


The PR Agency Excel Financial Model’s monthly Income Statement sheet is perfect for those requiring regular reporting and details. Additionally, Income Statement contains all revenue streamlines with gross and net earnings linked with a revenue analysis sheet to ensure accurate reporting. Oak Business Consultants understands every PR Agency business’s goal.  Therefore,  we have developed a mechanism that helps business owners determine whether they are making profits.

PR Agency Excel Financial Model-Income Statement (Yearly)

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

PR Agency Excel Financial Model-Balance Sheet


This balance sheet enables you to analyze your position of current assets, fixed assets, liabilities, and equity. This also allows you to monitor your accounts receivable, accounts payable, accrued expenses, etc. Therefore this specific financial model gives you the perfect space to analyze your critical financial balance accounts.


PR Agency Excel Financial Model-Cashflow Statement


The Cash Flow statement is one of the most important financial statements because each business’s primary goal is to generate cash flow. This shows how much business has consolidated money and how much is insufficient to attract additional financing. This sheet also contains a dedicated sheet to monitor and analyze your company cash-ins and out. This cash flow statement is based on several key inputs, such as Payable and Receivable Days, yearly income, working capital, long-term debt, net cash, etc. This calculation computes your net cash flow and beginning and end cash balances. This is a perfect template for your company’s cash flow management.

Break-Even Analysis

PR Agency Excel Financial Model-Breakeven Analysis

The break-even analysis will help you know, at a glance, the profits generated at the various sales levels. The Break-Even Analysis refers to where your total sales contribution refers to fixed cost at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity.

Project Evaluation

PR Agency Excel Financial Model-Project EvaluationSince the table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, analyzing the company’s performance becomes easy to capture potential investors.

Diagnostic Sheet

PR Agency Excel Financial Model-Diagnostic Tools

This Diagnostic sheet automatically calculates the data, such as the Profitability ratio, Net operating expense ratio to expense, etc., that will provide financial commentary about the company’s financials.


PR Agency Excel Financial Model-Dashboard

Users and readers respond and process visual graphs better than data. Furthermore, This dashboard provides you with a graphical management tool that enables you to track all your relevant financial KPIs, improve cash flow management, and track expenses, sales, and net revenue in detail to meet and outperform the financial objectives of your business.

Benefits of the PR Agency Financial Model

  1. Help to Determine Trends: This financial model allows month-to-month and year-to-year analysis of the financial statements. This also helps the user see growth trends. At the same time, it enables the user to show whether the business owner is meeting projected estimates.
  2. Well-Formatted & Presented: All core 3-financial statements (income statement, cash flow, and Balance Sheet) are accurately presented and connected with the input and formatted in a well-structured way. Also, it follows a particular color theme, which is consistent in all sheets.
  3. Investor’s Friendly: All related investor metrics are included; therefore, investors will appreciate the financial model’s full transparency while considering investing in your business.
  4. Feasible & Manageable: This financial model is exceptionally adaptable and easy to use by anyone with basic knowledge of Excel and the Financial Principles to analyze their business performance.
  5. Mitigate Risk: The financial model can mitigate the company’s financial risk. So it will allow users to determine what-if or simulation analysis. The user can predict the outcome of marketing campaigns. Along with the cost of entering a new market and the effect of price changes on the industry, among many others.
  6. Provide Financial Assistance: The PR Agency Financial Model excel template lets you begin your startup planning. It also offers you the maximum assistance and most minor confusion. No composing equations and formulas, no designing and programming, and no need to hire a costly external consultant required.

This Product Includes: 1 Excel File

1 review for PR Agency Excel Financial Model

  1. 5 out of 5

    George Henry

    Highly satisfied with this easy to understand and comprehensive model. Good work!

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