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Excel pro forma template for small businesses

hey y'all my name is Paul Broski and I am the owner of quality business plan as well as quality business consultant and what I like to do today is to introduce you all to my clothing boutique financial model and in using my Pro clothing boutique financial model you will be able to or should be able to quickly and easily create pro forma Financial projections for your clothing boutique business so the way the video is going to play out is first and foremost going to go ahead and give you a little bit of background of information about me who I am what I do and why I do it and then after that I'll introduce you all to my clothing boutique business plan template specifically the financial model of the template I'll show you all how to use it what's included in it and then at the end of the day or the video I'll go ahead and provide you all with a link to purchase my clothing store business plan template which includes the word document as well as the financial model all right so without further Ado let's go ahead and zip through this little handy dandy PowerPoint presentation that I've got connected for your listening and viewing pleasure so as promised a little bit about me again Paul Brosky MBA doctoral candidate I am also a professional writer specifically a business Point writer so if you all do want to avoid all the fun and excitement of writing your own business plan feel free to pick up the phone give me a call somebody text them an email be delighted to do it for you I am also a published author on amazon.com and I've written several books on business plan writing checking out there and then finally I am an adjunct professor and subject matter expert in so in business and finance so if you do need some help with the financial projections your business plan is good to go again pick up the phone give me a call somebody text me email be delighted to help in that regard all right enough about me let's go ahead and talk about the star of the show which is my clothing boutique business plan model and so if you do buy my book clothing boutique business plan template comes with a Word document and the word document is right here so hello Word document and then also it comes with the financial model which is what we're going to be covering so when you do buy you open um you download the package and you open it up you're going to be create created you are going to be greeted with this page right here which is your information page this is where you're going to change all your information you're going to enter your information about your clothing boutique your revenue is your cost your startup cost monthly fixed cost and once you're as you're entering that information the other pages are going to update which is going to be the projections tab which is just a summary tab of your Revenue as your cost as well as your profit and loss tab which is your 12 month profit and loss statements broken up monthly month one through three quarter one month four through six quarter two and then also you Pro Form an income statement for the next five years so as you enter this information here those charts will be all those foreign Pro form of financial projections will be updated ingly all right so in order to update your revenues is going to be in this section right here which is your daily sales um right here you're going to enter the number of customers you're going to service on a daily basis average customer price served so if your customers um ticket is about ninety dollars a ticket then put it there and this right here is going to be your variable cost whatever your variable cost is going to be just go ahead and enter your variable cost here next one is going to be your day some days of operation if you're going to be open seven days a week put seven if it's going to be 5.5 labor how much you want to pay yourself is going to be the salary here on a monthly basis and then right here is going to be your number of employees their hourly rate and the number of hours are going to work monthly will be right there next section is going to be startup costs first two lines is how much you're going to invest into your business and how you're going to how you're going to fund your organization so for this particular template I'm saying we're going to do a 25 000 Equity investment take out a loan for 175 000 which is two hundred thousand dollars so however you're going to how are you going to fund your business you're going to put in those two lines right there and then right here is how you're going to divvy up that amount of money funded so for example if you are going to do two hundred thousand dollars in funding it's costing 200 000 to start up then we're going to break it out into a hundred thousand dollars from build out thirty five thousand for working capital and so on and just make sure that whatever you whatever dollar amount you use to start up your startup funding right here is going to be equal to the dollar amount down here so you want to make sure all your funds are allocated and categorized and these are your categories you can change these numbers here and you can also change the titles right here for your various categories for startup cost next section is your monthly fixed cost section how much you're going to pay for rent utilities office expenses Insurance advertising and then other is your catch-all line miscellaneous information is going to be your tax rate whatever you think you're going to pay for taxes put it there for growth rates the first five lines of your revenues growth for the next five years so whatever you think your revenues are going to grow for the next five years put that information here and then these lines right here are your annual growth rates for the various costs the next section is going to be a loan amount section right here for the loan information whatever you put for a loan amount right here will automatically populate right here and then you just change the interest rate determine your loan and your payment will actually will automatically calculate and it will go ahead and update into your projections your profit and loss year one as well as your income statement all right so that is my little magic trick that's how you use the financial model right here you fill in that information and as you do that your profit loss for an income statement as well as your profit loss statement we'll update ingly and all you have to do is just copy and paste your various just copy and paste right here and just no copy this and then go to your word document and paste that information each one of the charts into the appropriate sections and you'll be off to the races all right so let's go ahead and wrap it up and sum it up so in summary if you do buy my clothing boutique business plan template it does come with a customizable Word document as well as a tutorial and that is in a separate video it also comes with a basic financial model which I just showed you all in this tutorial as well as a tutorial on how to use it which is this video I also do provide you all with other a business plan template tutorials you can find my other tutorials on how to use my business plan templates and how to adjust them and some tips with working with them you can you you can find that information on this link right here there are some limitations to my business plan templates all of them they are not compatible with Google Docs or Apple products so you do need Microsoft Word and you do need Microsoft Excel in order to make any of the changes if you have any questions comments or concerns about the template before you buy it here's my contact information feel free to pick up the phone give me a call somebody text send me an email be delighted and have a great conversation about the temp on the door the template for with you however after you purchase a template I do not offer free phone support So if you want me to help you to fill in the clothing boutique business plan template whether it be the word doc or the financial model I do charge for that service and then finally if you do want your Biz um if you do want to buy my clothing boutique business plan template it is for available for purchase and download right here at this link and then finally if you don't want to mess around with tutorials you don't want to mess around with the templates you just want a professional write your business plan for you or to do your financial projections for you I would be delighted to do so check out my prices page right here all right hopefully this information was helpful as always yeah um go out um have a great day make a little money and yeah just be safe thank you

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