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Free pro forma template excel for organizations
hey all my name is paul brosky and i am the owner of quality business plan and what i'd like to do today is to show you all how to have your pro forma financial projections for your food hall complete in 30 minutes or less in order to pull off this little magic trick of mine you do need to have my financial model as well as my business plan template for the food hall which you can purchase online and i will give you that uh website address in just a little bit but the way the video is going to work out is first i'm going to go ahead and give you a little bit of background about me who i am what i do what i and why i do it from that point we're then going to dive into my excel financial model that i've constructed and customized and optimized for the food hall industry so at the end of the day or at least out at the end of this video within 30 minutes y'all should have a workable usable customized food hall financial projections ready to go for your business plan all right with that said and as promised who i am and what i do again name paul borowski owner of quality business plan i'm a funny uh professional financial modeler i do love my um i do love my numbers i'm also a professional business plan writer so if you all do need some help right in the business plan or if you do need some help the the tutorial is just not getting you where it needs to be for the financial model you need some help i'd be delighted to do your pro forma financial projections for you as well so just keep that in mind i am also an author of numerous business plan writing books they are published on amazon.com so if you want some reading material for business plan writing please check out my books on amazon and then finally i am an adjunct professor and subject matter expert in both business fun and finance so i've got a little bit of education backing me up on my thoughts and ideas all right so with that said um as i said here is my handy-dandy little financial model that's customized to the food hall industry in order to um so in order to get this model like i said i'm going to give you the link in just a little bit as to where you can purchase it it does come with a word document and in the word document it has the business plan template you can fill in the information um customize it for your business also it's going to have an attachment an excel file in that excel file you'll be um this is actually going to be the excel file the way it's going to look and the setup and um how and you know so on and so forth so when you get this xl file you're going to see three tabs it's going to be the information tab it's going to be your projections tab your profit and loss tab and then your income statement tab your information tab is going to have all the information anything you change on this information tab and the information you can change is going to be in these darker blue colored areas so anything you change i'm going to show you what you can change anything you change in this area will roll over to your projection summary tab it'll roll into your 12-month pro financial projections it'll also roll into the next five years for your pro forma income statement so the way this tab is structured is i do have it against um i do like my segments so this is i'm structured into segments as well the first section we're going to go over is going to be your your daily revenue generator um instead of daily rev generator this is actually a monthly revenue generator and so the way the um the way the revenue generates um works out is we have two revenue generating um channels for this hypothetical for this template the first one is going to be for the food hall when you lease out spaces to um other individuals or other entrepreneurs um the second one is going to be the revenues generated if you hold back one space so typically what i find when working with a food hall owners is they're gonna go ahead and they might have um seven spaces available for their food hall they might lease out six of the spaces to other competitors and then one in the space they're going to hold back and they're going to have a you know they're going to have a restaurant or a quick service food organization or they might have a cafe or they might have a bar and lounge and whatever it is they're going to hold back a space and they're going to utilize that so this model is constructed to go ahead and adapt to both channels now if you're not going to have a um hold back for the restaurant then you simply just put a zero here and it eliminates the revenues for you all right so the way the revenues generate um it's the way this is structured is the daily cells i'm going to label this say um label the revenue channels for this channel right here is restaurant suites for the next channel is the food hall owned suite the variable cost is going to be the variable cost is just what it costs you to provide your services for the suites for the suites there's not very your variable costs could be rather low based on my experience and that's why i put a three percent variable cost however for the restaurant aspect that that does tend to be a little bit higher so i put the variable costs for each customer at 35 the next is how many customers you're going to be dealing with for each revenue channel for revenue for restaurant suites i'm saying that we're going to have six tenants so i'm gonna put a six there for the food hall owned suite i am saying that we're going to deal with approximately 2 800 customers and what i do is i'll take out over here i take that 2 800 i divide that by 30 and this tells me that that means that we're going to be typically dealing with about 93 customers a day on this financial model if it's going to be more then bump it up to 3000 or whatever you like and those calculations are right there if you're going to have more suites then change it to seven again these numbers roll over ingly the next um this next section is going to be price for price i'm saying this could be fifteen hundred dollars now word everything in this model is based off of a one month um it's based off of one month of revenues and the reason i do this is because for the restaurant you're going to have you'll be servicing customers on a daily basis however for your restaurant suites you're only going to be collecting rent on a monthly basis typically so you have to have apples to apples for your revenue channels and that's why i've based the model on a monthly revenue instead of a daily revenue so we can just take out that daily and we can change it to monthly um but it is based on monthly and so just keep that in mind so like i said we're saying the price right here per customer is going to be fifteen hundred dollars we're saying we're leasing out the space at fifteen hundred dollars a pop and then right here we're saying each customer they're going to drop about 20 bucks um a pop for each um for each meal ticket next is going to be your um this is going to be a variable cost but instead of in percentages it's in dollars and so once you put your three percent here it'll calculate three percent of the 1500 which is your variable cost and that's how it plays out and then it gives you an estimate for the total revenues on a monthly basis these numbers right here i've changed operating days to week this says one and then the monthly profits say one that means in the financial model that we are saying these revenues are generated on a monthly basis if it's in the if your financial models could be constructed in something different it's not going to work for you so we do need for this particular situation because typically like i said food hulk food hall customers they're doing a sweet hold back as well as operating one of the units and so that's how i've constructed this right here if you're not going to have the units constructed then if you yeah if you if you if you're not going to have your food hall suites and put a zero and it up like i said update ingly for you um but you're not gonna have if you're just gonna have one restaurant the food hall is not gonna make sense so you wouldn't use this model you use my restaurant template all right so with that said that explains the revenue generators two channels and the way these are broken up and these numbers right here don't make any changes with those the next section is going to be the labor so the salary section is going to be what you're going to pay yourself on a monthly basis as well as your management team so whatever your management team's cl i'm going to be paid as well as yourself put that number right here and then right here i've got a couple different lines for employees the fir the first line right here is going to be for the manager if they're paid hourly and put the number of managers you're going to have right here the hourly rate and then 172 means that they're going to be full time if they're going to be part time then you're going to take that 172 and you're going to divide that by 2 and then you change this to 86 instead of 172 and that would represent a part-time manager and the calculations will be for the total pay for the calculations for the manager it'll multiply one however many managers you have by the pay rate by the hourly hours worked and that'll give you your monthly monthly hours or monthly total for that line item next is going to be the employees for the employees we're saying we're gonna have eight employees average pay of fifteen dollars and they're full time because 172 hours we multiply all that good stuff together and that gives us employees of twenty thousand six hundred forty dollars on a monthly basis in order to get labor we will add only we'll only add 4 300 plus the 20 000 and that'll give us our labor in our projections our labor and salary are broken up differently and that's why um you're going to have the different calculations so the salary right here is tied to the salary and the labor is tied to the labor so the salary is tied to this right here and then the labor section in the pro form of financial statement is tied right here next step is going to be the startup cost the first two lines is how much um is the equity investment and also the loan so we're saying in this hypothetical we're dropping a hundred thousand dollars out of our pocket and we're taking a loan of 425 000. when we fill out this information right here this loan amount excuse me it gets pulled down to right here i put a negative on it because that's how it's calculated for the um for the payment so the loan amount will come right here and then you can change the interest rate if you're going to have a six percent interest rate you change it there and then the term if it's going to be a 15 year term you can change it there as well so you can change these two you can change interest rate you can change the term and the payment will change ingly and again this will also wrap into your income statement and your 12-month profit and loss so back up to where we were so we got an equity investment if your equity investment is going to be 50 000. you can change it right there if your loan amount is going to be 450 000 you can change it right there just keep in mind when you change these two numbers right here the total of the total needs to add up right here so it's got to be the same number so if you're going to invest from 500 000 into your food hall then by golly g this needs to reflect 500 000 so we're going to go ahead and bump this back up to 100 000 or 75 000 and this way the 450 and the 75 000 equals to 525 so we're good the next step is you can go ahead and change the typical um prices excuse me the typical prices for the startup cost so your startup cost right here your initial build out you can change it here working capital you can change it here these titles do not change those titles because it wraps into your depreciation so keep those titles static and then make the changes right here for the numbers these numbers right here you can go ahead and change to your hearts to light you can change these titles and you can change these dollar amounts as well what you cannot do is add lines do not add any lines here this this is static again you can change the titles and you can change the dollar amounts but don't add lines don't subtract lines either just just you know if you're not going to use supplies then zero it out zero zero it out and and go from there and then you can hide this line if you want i don't recommend it but you can do that just don't add lines whatever you do do not add lines next it could be your fixed cost your monthly fixed cost so whatever your rent's going to be if you're buying then of course you're not going to have rent so we deserve i zeroed that out whatever your utilities are going to be your office expenses insurance accounting and legal advertising and other for this section right here you just put the numbers whatever your numbers are going to be and it'll sum it up here this number the titles cannot be changed do not change the titles because again that wraps into the um pro forma profit and loss statement for the next 12 months and also wraps into the income statement so don't change any of the titles but you can change these numbers to your heart's delayed again next is going to be miscellaneous information section tax rate i estimate all my incomes to all my projections a tax rate of 20 percent if it's if your tax rates can be a little bit higher a little bit lower feel free to change it this section right here is your growth rates so right here i've got your growth rate so this is saying that your growth rate for year ones could be about 20 percent growth rate for revenues for year two is going to be 15 growth rate for revenues year three seven percent growth rate year four three and a half percent growth rate year five three percent you can again change these numbers however you see fit to whatever you anticipate your growth to be for your organization these numbers right here are just tied to growth rates for your various categories such as cost of goods salary labor advertising office utilities legal insurance and other so you can change these and again the your um your growth rates will change as well and for the cost of goods i believe this doesn't start kicking in until year three so just keep that in mind that the cost of goods sold um the growth rate that's not going to start kicking in at a percentage like this until year three um year one and year two it's going to be static all right and finally we already went over the loan information so we already talked about that how to change this this number right here is not to be changed um you can change that number by changing it right here so that is tied together interest rate you can change that again to your heart's delayed and term if this could be a 15 year or 30 year whatever it's going to be you can put it right there 20 years 10 years five years three years um i just won't go into fractions all right and that's gonna once you make those changes it's gonna give you your payments and then once you make all of your changes on this document right here like i said your financial projection summary page all these numbers are updated and then your profit and loss statement quarter one quarter two quarter three quarter four is updated and then your income statement is updated as well so once you are done with your financial model the next thing you're going to do is you're going to open up the business plan itself the template and you're going to scroll all the way down to the little bitty bottom keep going keep going this is all the food model template it's all information all updated for you and all you got to do is make the changes and you're going to want to go ahead and go to the financial projection section first so once you get to the financial projections section you're going to go ahead and highlight your old um profit loss model this is for month one through month three you're going to get rid of it you'll backspace it then you're going to go over to the profit and loss tab of the new model that has the updated numbers you're going to go down right to here you're going to hit control c which is copy you're going to take it to your fi um you're going to take it to your um business plan template and you're going to paste it in there and then when you paste it it comes in just like this and so now all of your numbers are updated you'll do that for quarter two quarter three and quarter four and then once you get to the income statement you'll delete this as well then you'll go over to your financial model and you'll do your income statement and you do the same thing you're going to highlight the income statement the new income statement with a new number you hit control c come over here to the pro forma income statement hit ctrl v and now your numbers are updated the last step that you need to do for this model is to go all the way back up to the executive summary section and in the executive summary section we do have executive summary executive summary in the executive summary section we do have financial highlights this right here is where you're going to want to make your changes for your financial highlights as well as your funding request so for example we've got a for the next year we project revenues of approximately 855 000. well based on our numbers that we've changed if we go to our projections tab we now have numbers of nine hundred twenty eight thousand twenty four dollars and we're going to find that information for the first three lines um here so on the projections tab year one the first three numbers right here is what we care about annual revenues for the next year nine hundred twenty eight thousand twelve and twenty four dollars so we're gonna come right here and we're gonna change this number to nine hundred and twenty eight thousand zero twenty four the estimated expenses will be we're gonna again go to our financial model projections cost seven hundred eighteen thousand and eighty five dollars so we're going to come over here and we're gonna change this number to 718 thousand eighty-five dollars and then finally right here is our net profit year one we're going to change our net profit to 146 767 so we're going to come over here and we're going to get rid of this bad boy and we're going to change this to 146 776 dollars and then if we need to change our startup cost so if our startup cost has changed there at five to 525 thousand we'll take a look at our startup costs startup costs are still 525 000 so we don't need to change anything in the funding request all right so guess what that is it um what the financial model has been updated we've changed the numbers to our hearts delight and we've also updated the information in the business plan and we were able to do that in 18 minutes and 37 seconds so that's not too bad of a deal to have your financial projections ready i promise you in less than 30 minutes it's actually less than 20 minutes where you're going to be able to have it updated if you are interested in purchasing my food hall business plan temple which includes the financial model that we just went through just go to quality business plan dot com forward slash food hall business plan template and on that web page you can go ahead and purchase my business plan template which again does come with a word document also comes with the excel model that we just covered what it does not come with is free phone support so please i love to answer any questions you have about the template before you buy it but after you buy i will refer you to the um the tutorial right here that we just went through to answer any of your questions all right so as always have a great day and go out make a little bit of money thank you
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