Get Your Free Pro Forma Template Excel for Procurement Today

Free pro forma template excel for Procurement

hey all my name is paul broski and i am the owner of quality business plan and what i'd like to do today is to show you all how to quickly and easily create brewery pro forma financial projections for your business plan so in order to get your brewery pro forma financial projections done quickly and easily i do recommend using my brewery business plan template in my brewery business plan template it comes with a word document which is actual business plan but it also comes with a basic financial model and if you make just some few easy adjustments which i'm going to show you right now if you make just a few easy adjustments you can have your customized brewery business plan are a customized brewery pro forma financial projections already a pretty darn quick 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 about me who i am what i do and why i do it from that point in time we are then going to walk through my my financial model that is customized for the brewery industry and within a few minutes you're going to be able to see that once you make some adjustments the pro forma financial projections are going to be ready for you to copy and paste and put into your business plan all right so as promised a little bit about me again paul borowski mba owner of quality business plan i am a professional writer specifically a business plan writer if you all want to avoid all the fun and excitement of writing your own brewery business plan or doing your own brewery financial projections please feel free to pick up the phone of me call somebody text send me email be delighted to write the business plan for you or even do the pro forma financial projections for you or heck you can do both just let me know also i am a published author on amazon.com and yes my books are related to business plan writing as well as financial statements understanding them and completing them finally i am an adjunct professor and subject matter expert in both business and finance so my passions for academics are also aligned with my passion for real world work which is writing and writing business plans and creating financial models all right enough about me let's go ahead and talk about the star of the show so to start the show when you do if you do buy my brewery business plan template and i will give you a link at the end of the video but if you do buy my brewery business plan template you're going to get a couple of documents you're going to get a word document which is going to be this right here say hello word document so this is the work document and there's a separate tutorial to help you fill that out and then the second document is going to be the financial model which is this in the excel in the excel file you are going to have four tabs you're going to have the information tab this is where you're going to make your changes anywhere in the darker colored cells these are the cells that you're going to change and when you update that information in those cells then your projections will update ingly so all this information will update your financial highlight chart will update and then also your pro forma projections monthly for the for next 12 months this information will update and then your income statement tab your projections annually for the next five years all this information will update as well all right this seems a little small here we go and one more all right yeah so let's see here let's get this a little bit bigger too oops that's smaller and then finally okay so the information tab this is the heart and soul of my financial model any changes that you make to the information page will update to the profit loss statements as well as income statements and on this page i also provide you all with categories as well this is your revenue category your labor startup cost fixed monthly cost miscellaneous information which is your whatever your tax rate is going to be your growth rates whatever your growth rates are going to be you can change those here and then your loan information so for the daily sales what do we do is we're going to um estimate what your average customer sales are going to be number is going to be how many customers you're going to be servicing a day for this example we're saying you're going to be working with 67 customers and then the average price per customer that they're going to drop at your establishment for this example 20 bucks and then the variable cost how much money does it make cost you to make a um to service your 20 um the 20 the customer is going to spend so whatever your variable cost is you're going to put it right here all right once you make these changes for example if you your perk problem customer price could be about 25 and you change it to 25 but your variable cost might be 25 so you change that and then as you can see these numbers right here and the financial models are going to be updating um the the next portion is going to be the how many days are you going to be working per week if you're going to be open seven days put seven if it's six put six if it's five put five however many days per week you're going to be working just put it there next is going to be the labor how much money do you want to pocket every month put it right here 3 500 if you want to pocket 4 000 then budget 4 thousand if you want to budget 2 000 then budget 2000 just make the change right here and then employees how many employees employees i'm missing a plea p here all right so if employees i mean the number of employees you're gonna put it right here and then for the um pay rate average per employee you're going to put it right here and then 172 hours that just averages a 40 hour work week um if they're going to be part time to make the change here ingly next is your startup cost for the first two lines this is the money coming out of the pocket how much money do you get need to spend to get this party started and i break it up into two categories equity investment is the money coming out of your pocket and then your loan amount is going to be how much money you're going to borrow so once you um once you make any information once you make any changes to the loan amount 150 000 that immediately updates right down here so if we have a loan of 125 that'll immediately immediately populate right here and then you can change the interest rate expected in the term once you make these changes then the payment will update and also that will populate throughout your business plan on your financial model as well to your 12-month profit and loss as well as your income statement the next categories right here these are just typical categories for a brewery feel free to update the titles right here and then i update the um the numbers here but for the build out and the working capital don't make any changes to those and you're going to put that information right here but these two titles right here static as well as these two here monthly fixed costs each one of these titles are static um they don't change but your monthly fixed cost can change so if your rent's going to be two thousand dollars instead instead of 17.50 then you'll make that there and then this um chart right here this is just a bonus chart um it may or may not be here um but if it's they're fantastic but if um if you make any changes here it'll populate there next is going to be your miscellaneous information which is going to be a tax rate and then these are your growth rates your sales growth rates and such all right so hopefully this information is um helpful and y'all can see that just just make some real quick changes to your brewery financial model is going to help you complete your pro forma financial projections i'm pretty darn quick and my most humble of opinions all right so let's go ahead and wrap it up and sum it up alright so in summary if you do want to buy my brewery business plan temple which includes the financial model we just went over then just zip over to qualitybusinessplan.com forward slash brewery business plan template and feel free to buy it there it's it's it's downloadable um the the brewery business plan template does come with the word document which i showed you and it also comes with the basic financial model which we just went through um keep in mind it is these documents are not compatible with google docs they are not compatible with apple products also if you do have questions about the brewery business plan template or financial model before you buy um please pick up the phone give me calls maytag send me email be delighted to have a great conversation about my brewery business plan template and how it can help you however after you purchase the business plan template there is no free phone support um if you want me if you need help finishing that on the brewery business plan template be delighted to do it for you um there is a fee for it also um if you do want to um yeah so if there is a fee if you want me to complete the template for you however i do offer you several free tutorials on completing the business plan template in the financial model and they're free to review or watch you know anytime just go to my link right here these are my business plan tutorials to help y'all with your um completing the models and then finally if y'all don't want to mess around with um tutorials you don't want to mess around with templates you just want your business plan done well i do offer custom business plan writing all you have to do is just go to my website qualitybusinessplan.com for slice business plan prices number three and uh at that link i do have several affordable business plan packages you can purchase and have me write it up for you all right hopefully this information was helpful as always go out make a little bit of money and have a great day thank you