
Restaurant Finance Templates Start the discussion!
What is a Restaurant Financial Plan?
Simply put, a Restaurant Financial Plan is a type of evaluation of the current and future finances for a restaurant company. It is an important document as it helps to decipher the level of finance that your business needs, whilst also predicting the viability of business operations. When creating a financial plan, it is common to meet with a finance professional in order to calculate tax and assets, among other things.
What is important in a Restaurant Financial Plan?
There are a number of key aspects to a Restaurant Financial Plan. It is normal to include:
A pro forma profit and loss statement. This is also known as a pro forma income statement and is simply a statement of revenue and expenses that are made by the business.
A break-even analysis. This analyses the amount needed to be collected in revenue in order to cover business costs.
A capital requirements budget. This is the budget for large or substantial expenses that are to be made. For a restaurant, this could be costs such as, purchasing cooking equipment, or restaurant furniture and fixtures.
Within these sections, there are a range of financial predictions and costings that need to be made. This can include:
- Calculating rental costs, electricity, permits, and licensing
- Costing and pricing of the menu
- Revenue forecasting, prediction and objectives for the quantity of food and beverages to be sold.
What types of Restaurant Financial Plan Templates are there?
There are a number of useful calculations that can be made to aid the creation and running of a restaurant business:
A declining balance sheet, this is a type of document which, when calculated, shows how much can be spent each day, keeping record of expenses. It therefore shows remaining budget.
Food Inventory Management sheet. It is essential for a restaurant owner or manager to keep track of their food and beverage stock levels. Using an inventory management sheet is thus an extremely useful tool for doing so.
Restaurant Financial Model. This model helps to calculate the viability of a restaurant business, running predicted finance data to give a clearer understanding of the potential figures.
To find out more, please refer to these sites which offer useful information into starting and running a restaurant business:
Chef's Resources offers a wealth of information in running a restaurant
This webpage gives a step by step method of creating a business plan for your restaurant business
Find out about the main areas for capital budgeting for your restaurant with this webpage
If you'd like to download ready-to-use restaurant templates, look no further than the wealth of available tools below on Eloquens.com. To contact us, please message the Eloquens Team via our channel page
Most popular Templates
- The Restaurant Financial Model provides a framework to forecast the Income, cash flows, IRR; NPV3,2511add_shopping_cart$25.00
by Jair Almeida
Pizza and Mediterranean Food Financial Projections
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Restaurant Financial Projection Template
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Food & Beverage/Restaurant/Bar/Coffee Shop Forecast Financial Excel Model
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Ultimate Spreadsheet, Dashboard, and Chart Template Super Pack for the Restaurant and Hospitality Industry
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The Complete Kitchen Costs Management Bundle
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Shared Use Kitchens Financial Model
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Excel model for a start up or already operating restaurant business for you to download and use.686Discussadd_shopping_cart$49.00by Big4WallStreet
Deli Restaurant Budget Template in Excel
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Restaurant Business Financial Plan / Model
Restaurant Business Financial Plan / Model134Discussadd_shopping_cart$129.00by MACH BS
priced Templates
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Juice Bar Financial Plan
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Ultimate Spreadsheet, Dashboard, and Chart Template Super Pack for the Restaurant and Hospitality Industry
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Pizza and Mediterranean Food Financial Projections
Incredibly detailed and extensive financial model for your pizza or Mediterranean restaurant or takeaway.2,0132add_shopping_cart$89.00by Mahender K. Punhani
Coffee Shop Pro-forma Template
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Fine and Casual Dining - Financial Projection Template
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Food Truck Financial Model
Purchase Food Truck Financial Projection Template. Excel Template for your pitch deck to convince Investors.1,4172add_shopping_cart$129.00by Henry Sheykin
Cafe Financial Projection Template
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Catering Budget Template
Check Our Catering Pro-forma Template. Excel template - robust and powerful. This is your solid foundation1,451Discussadd_shopping_cart$129.00by Henry Sheykin
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Get Your Restaurant Financial Model Template. Spend less time on Cash Flow forecasting and more time on your products.4,1918add_shopping_cart$129.00by Henry Sheykin
Recipe Costing Worksheet
Excel template for calculating the costs and finances of your recipes and ingredients.2,720Discussadd_shopping_cart$5.00by Chef David Buchanan
Sales Mix, Menu Mix and Menu Engineering Spreadsheet
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Inventory and Food Cost Monthly Template
Food inventory management tool to track your inventory on a monthly basis1,816Discussadd_shopping_cart$10.00by Chef David Buchanan
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Bakery Business Plan
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CEO First 100 Days Plan
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Themed Restaurant Financial Model Template
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Sushi Restaurant Financial Projection to Identify Cash Gaps
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Shaved Ice Beverage Financial Plan
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Organic Restaurant Financial Projection
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Mexican Restaurant Financial Model
Download Mexican Restaurant Financial Model Template. There's power in Cash Flow Projections and the insight they can pr12Discussadd_shopping_cart$129.00by Henry Sheykin
Five Year Mediterranean Restaurant Pro Forma Projection
Buy Mediterranean Restaurant Financial Plan. Spend less time on Cash Flow forecasting and more time on your products.New!Discussadd_shopping_cart$129.00by Henry Sheykin
Italian Restaurant Pro-forma Template
Get Italian Restaurant Financial Model Template. Fortunately, you can solve Cash Flow shortfalls with a bit of effort.New!Discussadd_shopping_cart$129.00by Henry Sheykin
Deli Restaurant Budget Template in Excel
Get Your Deli Restaurant Pro Forma Projection. Sources & Uses, Profit & Loss, Cash Flow statements, KPIs and 30+ graphs13Discussadd_shopping_cart$129.00by Henry Sheykin
Chinese Restaurant Financial Projection Template
Discover Chinese Restaurant Budget Template. Enhance your pitches and impress potential investors with the expected finaNew!Discussadd_shopping_cart$129.00by Henry Sheykin
Beer Bar Budget Template
Get the Best Beer Bar Financial Plan. Create fully-integrated financial projection for 5 years. With 3 way financial staNew!Discussadd_shopping_cart$129.00by Henry Sheykin
With Wine Bar Financial Model Template
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3 Statements Trattoria Financial Model
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Full catalog
Bakery Financial Projection
Shop Bakery Budget Template. Solid package of print-ready reports, including P&L and cash flow statements,939Discussadd_shopping_cart$129.00by Henry Sheykin
Candy Store Pro Forma Projection
Order Candy Store Financial Model Template. Sources & Uses, Profit & Loss, Cash Flow statements, KPIs and 30+ graphs Ins562Discussadd_shopping_cart$129.00by Henry Sheykin
Juice Bar Financial Plan
Get Your Juice Bar Financial Model. Impress bankers and investors with a proven, strategic business plan that impresses1,604Discussadd_shopping_cart$129.00by Henry Sheykin
Bar Financial Model
Bar Financial Model is designed to be simple to forecast an up to 60-month operating budget and cash flows.406Discussadd_shopping_cartUltimate Spreadsheet, Dashboard, and Chart Template Super Pack for the Restaurant and Hospitality Industry
Super Pack of Excel Templates for the Hotel and Restaurant Industry.4721add_shopping_cart$299.00by Steve Lindsey
Pizza and Mediterranean Food Financial Projections
Incredibly detailed and extensive financial model for your pizza or Mediterranean restaurant or takeaway.2,0132add_shopping_cart$89.00by Mahender K. Punhani
Coffee Shop Pro-forma Template
Download Coffee Shop Financial Model Template. Allows you to start planning with no fuss and maximum of help4,482Discussadd_shopping_cart$129.00by Henry Sheykin
Restaurant Financial & Business Plan
Restaurant Financial & Business Plan consists of a financial model in excel and a business plan in PowerPoint for the op362Discussadd_shopping_cart$139.00by Big4WallStreet
Fine and Casual Dining - Financial Projection Template
A financial projection template built specifically for fine and casual restaurants861add_shopping_cart$99.00by Adam Hoeksema
Restaurant Business Financial Plan / Model
Restaurant Business Financial Plan / Model134Discussadd_shopping_cart$129.00by MACH BS
Food Truck Financial Model
Purchase Food Truck Financial Projection Template. Excel Template for your pitch deck to convince Investors.1,4172add_shopping_cart$129.00by Henry Sheykin
Food Cafe Business Plan Example
A complete food cafe business plan example to plan your food startup354Discussadd_shopping_cartfreeby Vinay kevadia
Cafe Financial Projection Template
Check Our Cafe Budget Template. Creates a financial summary formatted for your Pitch Deck. Ready to Raise Capital.1,004Discussadd_shopping_cart$129.00by Henry Sheykin
Catering Budget Template
Check Our Catering Pro-forma Template. Excel template - robust and powerful. This is your solid foundation1,451Discussadd_shopping_cart$129.00by Henry Sheykin
Restaurant Financial Projection Template
Get Your Restaurant Financial Model Template. Spend less time on Cash Flow forecasting and more time on your products.4,1918add_shopping_cart$129.00by Henry Sheykin
Recipe Costing Worksheet
Excel template for calculating the costs and finances of your recipes and ingredients.2,720Discussadd_shopping_cart$5.00by Chef David Buchanan
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