EFM Financial Model
Originally published: 28/06/2021 08:05
Last version published: 16/08/2021 09:33
Publication number: ELQ-86340-2
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EFM Financial Model

EFM Excel Financial Model Template Is designed for a startup or existing agency pitch deck to convince Investors.

Description
Before starting, Enterprise Feedback Software service, and helping companies to have an actionable, comprehensive, and accurate enterprise-wide outlook, you need to have all the aspects of financial performances to enable better financial decisions within a firm. If you have difficulty decoding financial plans and forecasting, Oak Business Consultant has prepared this comprehensible financial framework.

EFM financial model can be used in strategic planning to test various scenarios, how to allocate resources, and projections. It consists of all relevant financial statements and performance metrics, which enable the user to make sound decisions by considering all operational and financial risk factors.

The EFM Excel Financial Model is highly adaptable and dynamic for forming a 5-year monthly and yearly 3 statement (Income Statement, Balance Sheet, and Cashflow Statement) financial projection for a startup or existing agency. This model also consolidates a discounted cash flow valuation calculation by using the projected Free Cash Flows.

The EFM Financial Model also calculates the main relevant financial performance ratios and KPIs required by banks and investors to estimate business profitability and liquidity.

One can easily edit our EFM financial model with basic knowledge of excel and finance by adding information itself. All metrics will be updated automatically after made adjustments in the input sheet. Here you will find all the necessary financial and valuation reports, including Cash flow, break-even, Startup Cost plan, Balance sheet, and the income statement. A high-quality financial model for an event agency makes it possible to foresee a profit for the future to come and enables the user to make wise decisions.

EFM Financial Model has these elements:

1: The growth rate of Customers, at what percentage of your customers are purchasing your services.
2: Percentage of Converted Repeat Customers – At what percentage of new total customers come to your website repeatedly.
3: Average Payable and Receivable days your business is following.
4: Cost of Good Services.
5: Average Price of different categories of services.
6: Percentage of each product category purchase by customers related to the total customers.
7: The number of Hours average customer takes while taking brainstorming consultation.
8: Tax Rate

Key Features of EFM Excel Financial Model

1: Input Sheet

This financial model template contains inputs that, when changed, impact the calculations and, therefore, the changes are applied to all relevant sheets. This financial model always has built-in flexibility to display different outcomes or final calculations based on this sheet’s changes.

2: Startup Summary

This sheet provides you and your investors an analysis of all the investment requirements of a new start-up. It helps the business present a snapshot of the company to prospective investors and raise capital.

3: Monthly & Yearly Income Statement

The monthly Income Statement sheet of the EFM Excel Financial Model is perfect for those who require regular reporting and details. Additionally, the income statement contains all revenue streamlines with gross earnings and net earnings linked with a revenue analysis sheet to ensure accurate reporting. Oak Business Consultants understands every EFM business’s goal. Therefore, we have developed a mechanism that helps business owners determine whether they are making profits or otherwise.

Furthermore, the Yearly Income Statement gives you complete insights into revenue and general & administrative expenses. The Yearly Income Statement also contains several graphs, assumptions, ratios, margins, net profit, earnings, cost of services, and profit after tax.

4: Balance Sheet

This balance sheet enables you to analyze your position of current assets, fixed assets, liabilities, and equity. This also allows you to monitor your accounts receivable, accounts payable, accrued expenses, etc. Therefore this specific, financial model gives you the perfect space to analyze your key financial balance accounts.

5: Cash Flow statement

The Cash Flow statement is one of the most important financial statements because each business’s main goal is to generate cash flow. This shows how much business has consolidated money and how much is not enough to attract additional financing. This sheet also contains a dedicated sheet to monitor and analyze your company cash-ins and out.

This cash flow statement is based on several key inputs, such as Payable and Receivable Days, yearly income, working capital, long-term debt, net cash, etc. This calculation then computes your net cash flow, beginning and end cash balances. This is a perfect template for your company’s cash flow management.

6: Break-Even Analysis

The break-even analysis will help you know at a glance the profits generated at the various sales levels. The Break-Even Analysis refers to the point where your total sales contribution refers to fixed cost at zero profit and loss. This Technique is primarily based on marginal costing, which behaves differently at various levels of output activity.

7: Project Evaluation

Since the table calculates Return on Investment, Investor’s Future Equity Share, and Cash Burn Rate Analysis, analyzing its performance becomes easy to capture potential investors.

8: Diagnostic Sheet

This Diagnostic sheet automatically calculates the data such as the Profitability ratio, Net operating expense ratio to expense, etc., which will provide financial commentary about its financials.

9: Dashboard

Users and readers respond and process visual graphs better than data. Furthermore, This dashboard provides you a graphical management tool that enables you to track all your relevant financial KPIs, improve cash flow management, and track expenses, sales, and net revenue in detail to meet and outperform the financial objectives of your business.

This Best Practice includes
1 Excel File

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