Startup Business Plan - Consulting Firm
Originally published: 24/05/2021 05:07
Publication number: ELQ-83244-1
View all versions & Certificate

Startup Business Plan - Consulting Firm

If you dream to start a Consulting Firm Business, the template is the first step in making your dream into reality

What is Investment Consulting?
An investment consulting is a financial professional who provides investors with investment products, advice and planning. Investment consulting do in depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals

General overview
It is not secret that starting any business plan from scratch is not easy.

If you dream to start a Consulting Firm Business, the template is the first step in making your dream into reality, it is constructed based on solid experience and highly analytical skills that will lead to guaranteed your success

The model clearly shows the profit and loss result, the required capital for startup, the fixed assets needed to start, the use of the funds, the operating expenses description needed to run the operation, etc.

This plan is also essential document to the bank when applying for a loan, or to investor when applying for equity funding, having a well thought out business plan shows you have analyzed your idea and help give investors an overview of the risk and potential rewards of investing

Very simple to use, the user only needs to fill the green cells in the green tabs and the outputs are updated instantly
So, a quick overview of the model, in the contents sheet you can see the structure of the model and by clicking on any of the headlines will automatically redirected to the relevant sheet
Erase all the data in the green cells only
Update the general info in the Front Page
Fill the green cells only in the green tabs

The data will dynamically flow in to the following below

-Profit and loss statement by month including 3 major component, gross profit, EBITDA and net profit
-Balance sheet by month including total assets, total liability and owners’ equity
-Cash flow by month with 3 outputs such as operating cash flow, investing cash flow and financing cash flow
-Ratios with 4 main components, such as profitability ratio, efficiency ratio, liquidity ratio and solvency ratio
-Break-even point including value as well as margin of safety
-Profit and loss statement for 10 years including 3 major component, gross profit, EBITDA and net profit
-Business valuation using discounted cash flow, with 2 main outputs such as intrinsic value and market capitalization
-Calculation for the WACC and capital required
-Regular and discounted payback period
-Financial summary
-Dashboard summary

Conclusion and customization
This is a highly versatile, very sophisticated financial model template, and is also user-friendly.
If you have any inquiries, modification request or other requests of assistance to customize the model template for your business case please contact us here:

This Best Practice includes
Excel Template

Acquire business license for $95.00

Add to cart

Add to bookmarks



  • Be the first to review this Downloadable Best Practice

    Write a review

People using this Best Practice also downloaded


More Best Practices from ECF Consultancy

See all

Any questions on Startup Business Plan - Consulting Firm?

The user community and author are here to help. Go ahead!

0.0 / 5 (0 votes)

please wait...