Excel financial models and projections
=MODEL(assumptions) → statements
#Treatment plan
1Assumptions sheet
2Three statements
3Scenarios
4Review
5$15 per hour, estimate first
S15a · Symptoms
Signs you need excel financial models
- 1A lender wants three-year projectionsBy next week.
- 2Your model has hard-coded numbers everywhereSo changes break it.
- 3You cannot answer 'what if?' quicklyPrice, volume or hiring scenarios.
- 4Investors questioned your numbersAnd the model could not explain itself.
S15b · Treatment
How we handle it
S15.1
Assumptions sheet
Every driver in one place, clearly labelled.
S15.2
Three statements
P&L, balance sheet and cash flow, fully linked and balancing.
S15.3
Scenarios
Base, upside and downside switches.
S15.4
Review
Checks and a short guide for the reader.
S15c · Aftercare
What you get
- Linked three-statement model
- Assumptions and scenario controls
- Balance checks
- Summary outputs and charts
- Model guide
Price
S15d · Questions
$15 per hour. You get a written estimate of the hours before any work starts, and a timesheet with every invoice. See pricing.
Excel financial models FAQ
Often the better route — we review, fix and extend it.
We can match the format lenders typically expect.
Either; Excel is more common for lenders.
Get a free estimate — $15/hour
Jay replies within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
S15e · Related
Often booked together
Next step
Get an estimate for excel financial models
Tell us what is going on. You get a written estimate of hours at $15 per hour within one business day.