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Startup Restaurant Excel Financial Model
Startup Restaurant Excel Financial Model $300

A financial model specially designed for a startup restaurant business. Explicitly designed for table service restaurants, will not only help you evaluate the financial feasibility of your proposed venture but will also be a valuable tool in selling your project to potential partners, lenders and investors when included in your business plan.  The Financial Model Template will also help you build a financial report that explains the trend in quantity sold, sales per month, number of customers, average spending per person, and customer turnover for the restaurant business.

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Startup Restaurant Excel Financial Model

The Startup Restaurant Excel Financial Model made by Oak Business Consultants is used to evaluate a restaurant company’s current and future finances. The model is ideal for deciphering the level of finance that your business needs whilst also predicting business operations’ viability.

The Restaurant Excel Financial Model is ideal for startup restaurants and has been refined over several years on a wide variety and number of actual restaurant ventures. This model contains 5-year Monthly and yearly financial statements, relevant KPIs, Financial Ratios, Diagnostic Tools, Cash burn analysis, Investment, Debt service coverage ratio, etc. Moreover, it includes business bank loans and equity funding from the investors’ table, which is calculating valuation analysis and startup costs. This Startup Restaurant Excel Financial Model template is a simple and easy-to-use solution for a small and medium-sized restaurant. This model provides all the essentials necessary financial details that allow owners and investors to understand restaurant valuation. You can adjust this model by entering your company’s financial data in the input assumption sheet.

Startup Restaurant Excel Financial Model Objective

The Financial Model is designed especially for those who want to or just have started their restaurant business. The model is ideal for business plans, getting loans, submitting feasibility reports, and financial planning.

Summary of Features & Benefits

The Financial Model for Startup Restaurant contains editable real-world revenue and expense figures and comprises the following templates:

Use of Startup Restaurant Excel Financial Model

The Startup Restaurant Excel Financial Model, designed specifically for table service restaurants, will not only help you evaluate the financial feasibility of your proposed venture but will also be a valuable tool in selling your project to potential partners, lenders, and investors when included in your business plan.

Revenue Model

A revenue model is a conceptual sheet that explains the revenue earning strategy of the business. It includes the product and service of value, which are linking revenue to the input sheet. This revenue model is based on meals, i.e., Breakfast, Lunch, and Dinner, and it revolves around growth rate, maximum capacity, and occupancy of customers.

Startup costs

Startup costs Summary is the expenses incurred while establishing a restaurant business. Pre-opening startup costs include a business plan, research expenses, borrowing costs, and expenses for technology. Post-opening startup costs include advertising, promotion, and employee expenses, etc. As mentioned, the model is perfect for startups and new businesses. The Restaurant Excel Financial Model user will analyze its early startup cost to make key decisions. Your Restaurant startup costs will depend upon whether you decide to rent or own your space, renovation costs, which Kitchen equipment you need and employee uniform, etc.

Asset Table

The asset table is crucial for a restaurant business. Hence, we have included an asset table which includes furniture, equipment, computers, etc. Also, the sheet contains editable cells and is linked to Startup Summary and Depreciation sheet.

Customer Occupancy

It is highly advisable for a restaurant business to project sales using growth and occupancy metrics. Hence, the occupancy table is the number of customers attending the restaurant. For example, the total number of chairs available is 100, but only 70 are occupied.

Income statements

A restaurant income statement (profit and loss statement ) is a management tool used to evaluate the total revenue and expenses of a business in a particular period of time. At the most basic level, the income statement reflects costs that are subtracted from total revenue. A result is a number that gives you a rough estimate of a restaurant’s financial health. This model gives you a 5-years detailed monthly and yearly income statement sheet to review the restaurant’s income generation potential. The yearly P&L gives you complete insights into revenue and operating expenses. The yearly P&L also contains several graphs, assumptions, ratios, margins, net profit, earning, cost of services, and profit after tax.

Cash flow statement 

The Cash Flow statement is one of the most important financial statements because every business’s main goal is to generate cash flow. This model shows how much business has consolidated money and not enough 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 is then used to compute your net cash flow, beginning and end cash balances. This model is a perfect template for your company’s cash flow management.

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 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 various levels of output activity.

Key business ratios

We have included all important financial ratios to help the user to analyze, predict, and plan.


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

Why you should prepare Financial Model

Your Restaurant’s business’s success is directly related to how informed you are about your Restaurant’s financial health. So having a solid internal financial system for summarizing expenses and earnings allows your Restaurant to determine the impact of future events and investment decisions. Hence without any plan, you will get lost and likely getting very far from your target location. If there is no plan or direction for your Restaurant, you will end up making no progress with a lot of effort. 

Even though your forecast is not accurate, they are important tools for guiding and planning your business’ future. Since these tools will help you decide how to act today, what measures should be taken, and set yourself up for the future. They are an essential business planning tool. Also, suppose you ever choose to seek out additional financing for your restaurant. In that case, whether it be through personal credit, seller finance, or business loans, you’ll always need financial forecasts to share with these lenders. Lenders will want to see the payback period of your period. By taking the time to update your forecasts regularly, you’re preparing yourself to cross that bridge when you get to it with confidence instead of in a panic trying to show how your business will grow. 

How to Use our Startup Restaurant Excel Financial Model

Revenue Analysis Spreadsheet

Our Revenue Analysis Sheet is simple and makes sense. The revenue is generating from two units. One from recurring customers and the other from news customers. These customers are in link with growth, churn rate, and advertisement spend.

1st Step – Enter your customer’s average capacity of your restaurant that comes monthly for lunch, breakfast, and brunch.

2nd Step –  Enter the average price per order, growth rate, and churn rate.

3rd Step – Enter the percentage of Cost to good sold

4th Step – Enter which products you are going to sell in your restaurant

5th Step –  Enter all percentages where indicated.

Operating Expenses

Operating expenses are significant for your template. In the INPUT sheet, we have included several expenses that might be associated with your business.

1st Step – Enter the number of expenses that can arise in your restaurant business

2nd Step – Enter monthly amounts.

3rd Step – These expenses are in link with the inflation rate. Therefore you can also set the inflation rate percentages.


We have also build a Fixed Asset Sheet for your business:

1st Step – Go to Fixed Asset Sheet insert month of purchase (the number should be numeric)

2nd Step – Add the name and amount of an Asset.

3rd Step – Add life in years.

4th Step – Add scrape value (optional)

After entering all the above information, you can move to the Depreciation Sheet and see the amount of depreciation that will be charged in your income statement every month.

Restaurant Case Study


Oak Business’s client was planning to open another branch in Mexico, so he needs some external capital investment and requires a financial projection for the second branch with consideration of his first branch sales and expenses.


Oak Business shook hands with the client to become the official advisor in the project. Oak’s business core job is to forecast the restaurant’s capital need, assets requirements, burn rate, and profit and loss.

The restaurant business has a different perspective to analyze, as we couldn’t apply the growth rate in the restaurant because the area is limited, irrespective of the population and demand. We can only serve to limited no. Of customers as long as we have space. So in the restaurant model, business acumen opens new branches to increase the revenue and profit. Similarly, the restaurant business requires more operational efficiencies. If the kitchen gets late to cook cuisine, this means customers will wait until cuisine arrives, the customer will occupy the table and chair, which means, for the time being, you cannot serve the next customers. 

When it comes to preparing a financial model in excel for your startup restaurant business, you want to make sure you’re accurate. Hiring the right financial modeling can make things easier for you. We, at Oak Business Consultants, are experts in providing you with consultation on such matters.
We advise you to have a look at our Financial Modelling Services. It can help you with this highly technical and critical success factor.

This Product Includes: 1 Excel File

Oak Business Consultant also offers customized Financial Models.

So, if you require our service to craft your financial model then feel free to
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Oak Business Consultant

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An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Same as we have several industry-wise Financial Models such as
Automotive Business
8 Products
10 Products
7 Products
19 Products
13 Products
Real Estate
13 Products
21 Products
68 Products
36 Products

By selecting the right model, analyze your industry first and decide under which category you’re business is falling in.


For More Detail, visit our Financial Model Template Shop 

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