Franchise Financial Projections Model

PBT Consulting

"A compelling and polished business plan can open doors, a poorly written one can close them forever"

Tel: (925) 676-0693 or (925) 768-1805

Our proprietary Franchise Financial Projections Model is for existing franchise chain operators (franchisors) or individuals planning on starting their own franchise operation.

To view the Franchise Financial Projections Model screen shots click here: SCREEN SHOTS

The Franchise Financial Projections Model was developed by a former CFO for a franchise operation and business consultant for a broad range of clients from business startups to more developed existing businesses.

We have taken much of the guesswork and complexity out of developing financial projections for a franchise chain. Our Franchise Financial Projections Model is very user-friendly and created using Microsoft Excel. Fully integrated and encompassing numerous features and capabilities.

The Franchise Financial Projections Model includes four separate modules. Some of the features and capabilities are as follows:

FINANCIAL PROJECTIONS MODULE:

Startup Capital Expenditures Template - This is where you enter your startup costs.
Profit & Loss Statements - Includes detail and summary P&L statements. The detailed P&L are for the first two years and includes months 1 though 24. The summary P&L includes SIX years of projections.
Cash Flow Statement - Includes detail and summary cash flow statements. The detailed Cash Flow Statements are for the first two years and includes months 1 though 24. The summary Cash Flow Statement includes SIX years of projections.
Balance Sheet - Includes Six years of Balance Sheet projections.
Breakeven Analysis - Shows your breakeven point in tabular and colorful graph form.
ROI and Payback Analysis - Includes six years of projections so that investors and institutional lenders can see the "big picture" and most importantly the cash-on-cash ROI and payback period for the investors and principals.
Graphs and Charts - Lots of graphs and charts to highlight and analyze data in dramatic visual form.

AREA FRANCHISEE MODULE:

If you have master or area franchisees, or planning on issuing master or area franchises, this module will allow you to project area franchisee franchise fees and includes:

Unit Franchisees Signed Up - Designate up to 42 territories (states, regions or whatever you want this to be).
Area Franchisee Counts - Counts the number of area franchisees.
Area Franchisee Franchise Fees - Designate area franchise fees and total area franchise fees earned.

UNIT FRANCHISEE MODULE:

This allows you to project each unit franchisee store. Projections by TERRITORY. Up to 42 territories plus FOUR extra ones if you need them. Here are some of the features:

Unit Franchisee Assumptions Template - This is where you enter the revenue assumptions for your unit franchise stores.
Unit Franchisee Store Openings by Territory - Up to 42 territories plus FOUR extra ones if you need them.
Unit Franchisee Counts - Shows the cumulative unit franchise store counts by month going out six years.
Unit Franchisee Franchise Fees - Shows the amount of franchise fees by month going out six years.
Unit Franchisee Franchise Fee Split - If you are splitting the Unit Franchisee franchise fees with the master of Area Franchisees, this will show you the split amounts by month going out six years.
Unit Franchisee Regular Royalties - Shows the regular royalties for the unit franchise stores by month going out six years.
Unit Franchisee Advertising Royalties - If you collect a separate royalty for advertising, this will show the amounts by month going out six years.
Combined Royalties - This combines regular and advertising royalties for the Unit Franchise stores and shows the amounts by month going out six years.
Product Sales - This shows sales to the Unit Franchise stores for FIVE major categories of products or services.
Product Cost of Goods - This shows the cost of gods to the Unit Franchise stores for FIVE major categories of products or services.
Graphs and Charts - Lots of GRAPHS AND CHARTS for that dramatic visual look.

PAYROLL MODULE:

This allows you to show OWNERS/OFFICERS, REGULAR EMPLOYEES and two categories of INDEPENDENT CONTRACTORS. You can include any number of employees or contractors. Here are some of the key features:

Automatic Raises - The module automatically calculates raises based on date of hire.
Scalability - The Payroll Module can be easily scaled to handle any number of employees.
Head Counts - Personnel head counts automatically tracked by month by owners/officers, regular employees and contractors.
Payroll Costs - Payroll costs automatically tracked by month by owners/officers, regular employees and contractors.
Graphs and Charts - Lots of GRAPHS and CHARTS for that dramatic visual look.
Integration - The Payroll Module is automatically linked to the Financial Projections module.

GENERAL FEATURES ALL MODULES:

Detail and Compressed Views - Allows users to condense P&L and Cash Flow Statements for summarized views. This is also a great way to conserve paper when printing.
Fiscal or Calendar Years - Choose from calendar or fiscal years.
Columnar Dating - Automatically changes the name of the month in each column and report headings.
Report Headings - The franchisors name automatically appears on all reports and graphs.
Printing - Automatically formatted for printing.
Number of Periods - Includes SIX years of financial projections.
Integration - All modules linked so that making a change in one this automatically updates the data in the Financial Projections Module.

We are very confident that our Franchise Financial Projections Model will handle what you will need right out-of-the-box. We can also customize your model to meet the specific requirements of you franchise at reasonable cost. Just let us know your requirements.

You would like us to prepare your franchise financial projections, just let us know and we will give you a quote.

To view the Franchise Financial Projections Model screen shots click here: SCREEN SHOTS

Please call for additional information and pricing at (925) 768-1805.

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