Coaching Practice 5 Year Financial Model: Dashboard, 3 Statements, Program Mix, Hiring Plan

Description
A fully linked five year financial model for a coaching or consulting practice that sells a mix of one to one work, group programs, courses and workshops. It answers the question every coach eventually hits: what the offer mix does to revenue and to cash, and at what point the practice stops depending on the founder's calendar. Revenue is built from four offers, each with its own volume, monthly growth, direct cost percentage and a capacity ceiling: one to one clients times a monthly fee, group seats times a program fee, course sales times price, and workshops times average net. The ceiling on one to one clients models the coach's real hours, so growth saturates the way it does in life rather than compounding into a number nobody believes. That single constraint is what makes the case for group and course revenue visible in the numbers. Fifteen linked worksheets: Start Here, Dashboard, Inputs, Revenue, COGS, Payroll, Opex, CapEx, P&L, Cash Flow, Balance Sheet, Break even, Scenarios, Funding and Checks. Monthly across 60 months with annual summaries. One input tab, blue on yellow cells, everything else calculates. A hiring roster for an assistant, a second coach and support staff, with start and end months and wage inflation. Course production and equipment as capital expenditure with depreciation. Base, Best and Worst on a single switch. Benchmarks beside your own numbers: marketing as a share of revenue, pay as a share of revenue, EBITDA margin. A Checks tab proves the balance sheet balances in every one of the 60 months. Excel 2016 or later and Google Sheets, no macros. Includes a one page quick start guide with a Google Sheets copy link.