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Startup Restaurant Excel Financial Model
Startup Restaurant Excel Financial Model
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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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