Model Highlight
Five-year horizon pro forma budget for the event planner business for early-stage startups to impress investors and raise capital. Use Event Planner Pro Forma to get funded by banks, angels, grants, and VC funds. Unlocked - edit all - last updated in Sep 2020.
Model Overview
No matter where you are in the business development stage, a sophisticated three way financial model for the event planner will help you. Excel knowledge or financial planning experience is NOT required!
FINANCIAL MODEL ADVANTAGES
- Determine If You Need To Make Adjustments Like Cutting Expenses
- Estimate Event Planner Expenses For Next Periods
- Prove To Lenders Your Ability To Repay On Time
- Create Flexible, 5-Year Expense Assumption Plan
- Event Planner Budget Financial Model For Tax Planning
- Document Your Event Planner Revenue Model
- Be Able To Project Forward How Much Cash You'Ll Have
- Raise A Capital With Event Planner Financial Model Excel Spreadsheet
EVENT PLANNER THREE STATEMENT FINANCIAL MODEL KEY FEATURES
Manage accounts receivable.
By creating a cash flow pro forma that takes invoices and bills into account, you'll be more easily able to identify who is systematically paying late. You could even go on to model different payment dates on overdue invoices to see the real effect of late payments on your cash flow.
Better decision making
Make better operational decisions with the help of creating Cash Flow scenarios in your Excel Template. Perhaps you have to choose between new staff members or investment in equipment, and you are wondering which decision to chose. Variants forecasting will give you the information you need to make these decisions with confidence that you know what impact they will have on your cash balance.
Get it Right the First Time
Funding is a binary event: either you succeed or you fail. If you fail, most investors won’t give you a second chance. Learn about the pros and cons with Event Planner 3 Way Forecast.
Track your spending and staying within budget
Have you written a vague idea of cash inflows and cash outflows on the back of a napkin? All is well and good. Looking at the profit and loss pro forma will give you a snapshot of the past business performance, but it won't show the future in terms of the cash flow. With a cash flow statement projection, you can plan future cash inflows and cash outflows and compare it to the budget, which can be invaluable information.
Simple-to-use
A very sophisticated Event Planner Financial Projection Model Template, whatever size and stage of development your business is. Minimal previous planning experience and very basic knowledge of Excel is required: however, fully sufficient to get quick and reliable results.
Run different scenarios
A Projected Cash Flow Statement shows you what your cash balance will look like taking into account the numbers you put into the template. It means you can play with the various variables that impact your cash flow forecast, i.e., wages, sales inflow, supplier payments, taxes, and so on. By adjusting the input amounts, you will be able to see what impact they will have on your businesses' cash flow and when this impact is likely to occur. A well-known example of this is the ability to forecast the effect a new member of staff might have on your cash flow over different periods. Increase the wage costs and see what happens to your cash flow. Running different scenarios in your Projected Cashflow Statement can have several benefits.
WHAT WILL I GET WITH EVENT PLANNER PROFIT LOSS PROJECTION?
Dashboard
In this 3 Way Forecast Model, users will find a Dashboard with core financial metrics relevant to their business. This financial dashboard is a snapshot of all critical financial metrics at a particular point in time. In particular, on this dashboard, you will see your core financials, such as revenue breakdown by years, pro forma cash flow projection, profitability forecasts, and cumulative cash flows.
Operational KPIs
Our Event Planner Cash Flow Proforma Template has convenient, informative, and easy-to-use operational performance graphs. Here you may visually track your company's key operational performance indicators (KPIs) in the form of charts. These operational performance graphs show the stakeholders the financial information related to the company's liquidity, revenues, expenses, cash flows, and other financial metrics. This financial information in the form of graphs will help a business owner to create presentations for banks and investors with minimum efforts.
Valuation
This Event Planner Financial Projection contains a valuation analysis template that will allow users to perform a Discounted Cash Flow valuation (DCF). It will also help users analyze such financial metrics as residual value, replacement costs, market comparables, recent transaction comparables, etc.
All in One Place
This Event Planner Financial Projection Model Excel is key for investors. You will need a Financial Projection Model Template to validate how much money you need to start-up with and how much your investor can make on this investment. Remember that investors are not tolerant to start-ups that do not have a business plan or a financial plan.
Cap Table
The Cap table template in our Event Planner Financial Model Excel Spreadsheet includes four rounds of financing, and it shows how the shares issued to new investors impact the investment income. After each round of financing, the Cap table shows users the ownership structure and the percentage of changes, i.e., the dilution.
Liquidity KPIs
Quick Ratio or Acid-Test Ratio. The quick ratio or acid-test ratio uses a firm's balance sheet data to analyze if it has sufficient short-term assets to cover its short-term liabilities. This metric ignores less liquid assets like such as inventory.
Top Revenue
This Startup Financial Model has a tab for a detailed analysis of the company's revenue streams. With this template, users can analyze the revenue streams by each product or service category separately.
