Build a tailored financial model for your consulting firm and estimate your company’s value.

💼 Model highlights

This model is a complete financial model built specifically for consulting and professional services firms. It includes a full P&L, cash flow statement, and balance sheet – perfect for founders and partners who want to grow a profitable and scalable firm. It’s a powerful and easy-to-use tool for planning headcount, managing utilization, forecasting project revenue, and understanding your margins and cash position. Whether you’re modelling client growth, planning new hires, or estimating your runway and capital needs, this model helps you make data-driven decisions fast. Additionally, the model includes a valuation tab, allowing you to analyze the enterprise value of your firm – a valuable tool when fundraising, planning partner buy-ins, or exploring strategic exits. Build a professional-grade financial foundation — fast.

✅ What’s included

- 3-statement model: P&L, cash flow statement, and balance sheet

- Valuation: multiples-based and growth-based EV estimates

- Fully linked logic: no broken formulas, everything ties together

- Revenue forecasting: project-based and retainer-based models

- Cost structure: dynamic cost templates for salaries, overhead, and delivery

- Personnel planning: headcount, utilization, billable rates, and salaries

- Financing: model equity, debt, or partner capital injections

- Time views: monthly, quarterly, and annual projections

🎯 Perfect for:

- Founders building and scaling a consulting or agency business

- Operators planning utilization, headcount, and project capacity

- CFOs and finance leads managing margins, cash flow, and runway

- Investors evaluating or benchmarking consulting firm performance

📥 Instant Access – One-Time Purchase

- One-time payment — no subscriptions

- Free lifetime updates automatically distributed

- Immediate access after purchase

- Re-download anytime via your receipt email or account

- File format: .xlsx (Excel)

💬 FAQ

Q: Do I need Excel skills?

A: Basic Excel is enough — the model is fully plug-and-play.

Q: Can I use this for a non-consulting business?

A: Yes. While tailored for consulting, it can easily be adapted to agencies or service-based companies.

Q: Is this investor-grade?

A: Yes – this model has been used in real fundraises and internal financial planning for consulting and professional services firms.

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