Description

Yoga Studio Excel Financial Model Template

Everybody would want to live fit and healthy, especially in the days of Corona. Yoga instructors can easily make great money out of opening a yoga studio. There are renowned instructors in the world who have earned quite a lot of teaching. You can easily set up the studio and be profitable in less time. This is because people are becoming more and more aware of health and fitness. If you have this business, you have plenty of options to earn revenue from the membership packages. The success of this entrepreneurial idea depends on the efficiency with which you run the business. The first step you can take is to have a proper Yoga Studio Excel Financial Model template consisting of all relevant financial statements. It will enable the user to make sound decisions by considering all operational and financial risk factors.

The Financial Model is highly adaptable and dynamic for forming a 5-year monthly and yearly 3 statement ( Income Statement, Balance sheet, and Cash Flow Statement) financial projection for a startup or existing agency. This model also consolidates a discounted cash flow valuation calculation by using the projected Free Cash Flows. The Yoga Studio Financial Model also calculates the main relevant financial performance ratios and KPIs required by banks and investors to estimate business profitability and liquidity.

How To Use Yoga Studio Excel Financial Model Template

On the Input tab, you can feed the financial information for the model, such as sales price, cost, expenses, etc. Inputs are shown in this model with a Peach fill and call-up (direct links from other cells) filled in grey with black letters, while calculations depict white fill and black characters.

In the sensitivity analysis tab, you can see a high-level report with the main business scenarios. The tab shows how the company’s profit will look in case of any uncertainty. For example, if the cost or expenses increased by 10%.

Calculations: This is where all analysis is performed. The revenues are calculated based on the product or services sold, promotion, pricing, promotions, and marketing campaign, deducting the business variable and fixed costs. With the help of working capital assumptions, we have measured the impact on business cycles. In last, the level of the investment. Consider calculating the relevant debt financing.

Moving to the Project Valuation tab, a company valuation is performed by using the free cash flows with discount rates to the firm. Then a series of investment metrics are presented (IRR, NPV, ROE).

The Dashboard tab: Various graphs present the revenues, cash analysis, break-even analysis, sensitivity, assets vs. liabilities, startup summary, etc.

Key Inputs of the Yoga Studio Excel Financial Model Template

1. The growth rate Price and Expense.
2. Various Bouqerts with prices and segmentation of revenue.
3. Marketing Budget Sheet (which measures how many customers we get from marketing).
4. Revenue Assumptions
5. Average Payable and Receivable days your business is following.
6. Cost of Goods.
7. Fixed Asset and Capital Expenditure.
8. Tax Rate
9. Investment table
10. Loan table

Key Features of Yoga Studio Excel Financial Model Template

Input Sheet

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

A start-up summary tab includes the total cost incurred at the start of business and capital expenditure, how much cash has been injected by the company so far, and the amount of investment required is calculated based on the number of months.

A Startup Summary helps you take a realistic view of your idea and double-check whether the business has enough funds to support operations.

Monthly & Yearly Income Statement

The Yoga Studio Excel Financial Model provides the monthly as well as yearly income statement structure. The framework for creating a full corporate forecasting model tailored to your particular business.

An integrated financial model is powerful since it enables the Financial Model user to change any assumption in one part of the statement to see how it impacts all other parts of the statements accurately and consistently.

The monthly Income Statement sheet of the 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 a revenue analysis sheet to ensure accurate reporting. Oak Business Consultants understands yoga studio business goals. Therefore, we have developed a mechanism that helps business owners 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, net profit, cost of services, and profit after tax.

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 key financial balance accounts.

Cash Flow Statement 

The Cash Flow Statement is the vital part of the three statements that report the cash spent and generated during a specific period. The Cash Flow Statements act as a bridge between the income statement and balance sheet by how money has moved in and out of business.

Three main sections of the Cashflow Statement

1. Operating Activities: We have included all cash in and out related to the operations of the business
2. Investing Activities: Any cash from the disposal of an asset and investments included in this section and linked to the inputs and fixed asset tab.
3. Financing Activities: We have separately made a loan-related tab where you can enter all loan-related information thee. The tab is linked to the Financing Activities of Cashflow Statement.

The Cashflow Statement in our Model contains a dedicated sheet to monitor and analyze your company cash-ins and out. This cash flow statement is based on several key inputs: Payable and Receivable Days, yearly income, working capital, long-term debt, net cash, etc. This calculation then 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

A break-even analysis can help you measure how different scenarios might play out financially. For example, if you increase the marketing budget or add another employee to the payroll, how many extra sales will be needed to recover that additional expense?

As a coup, we have included a Break-even analysis of our Financial Model, which will help the user determine sales. 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 total sales contribution refers to fixed costs at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity.

Project Evaluation of Yoga Studio Excel Financial Model Template

Since the table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, analyzing the company’s performance makes it easy to capture potential investors.

Marketing Sheet

There is a marketing sheet with all possible marketing channels. The Sheet tells you how many expected customers you will have with different channels. For example, spending $2000 on Facebook marketing will bring 1,000 active customers. Enter the conversion rates from the internet.

Diagnostic Sheet

This Diagnostic sheet is a new inclusion to our financial model. This automatically explains the condition of the business. For example, if your company’s profit is 30% of the total sales, the sheet will include favorable comments ( As mentioned above in the picture ). The comments are automatically connected to the numbers of financial data in the income statement, balance sheet, and cash flow. The Diagnostic Sheet is very helpful to give the company’s insights in just one line.

Dashboard

It 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 Yoga Studio Excel Financial Model Template

Encapsulate Company Performance- The Yoga Studio financial model analysis simplifies a company’s financial statements. It allows the user to express critical profitability and financial position information in just a few numbers. For example, the company’s net profit margin encapsulates the net effect of a company’s revenues and all expenses. It will enable the user to conclude a company’s profitability without going through lengthy account statements.

Bottom Line – A yoga studio financial model can be the key to your company’s better and informed future. Succeeding to plan your Company’s finances well will mean overall success in making wise investment decisions, purchasing the right operating assets, controlling costs, and determining company valuation.

Accommodates Investors – This model provides valuation and performance analysis charts. It enables the investors and banks to clearly determine the company’s worth considering lending funds to your company.

Based on Financial Principles – We did in-depth research on this business model with logic.

Properly Integrated – The model assumptions and calculations are structurally integrated. So the change in the main sheet will automatically lead to the change in all related sheets easily.

Visualization Tool – This Financial model also prepares a clear communication of the quantitative outcomes. As obtained by calculations via various graphs and charts. Therefore, the user does not need to pay much attention to the financial model’s inner workings.

This Product Includes: 1 Excel File

If you have any queries or questions related to this model, you can consult our experts for the best possible solution.