Financial Model for Startups

This is a very simple and generic financial model for a start-up business. This model is to help you get a basic understanding of how utilizing a financial model can assist you in managing your business.  For this model, it is assumed that the start-up business will need financing from a lender or investor

We build customized financial models for every client during an engagement that includes proforma statement requirements or to help a business do "what if" financial planning for their business based on their specific business. This model does not include much of what is included in customized models such as; market size, pricing, and specifics for a particular business, as if more for information purposes.

If you are interested in having a financial model built for your business or want to find out more, be sure to contact us, fill in our form, and someone will be in touch.  When built for a business, they are in Microsoft Excel.

Note:  For a client engagement, 5 years of cash flow statements are also generated as well as 5 years of "monthly" proforma income statements in order to help provide more granular planning.

Enter the information below about your business and select whether you want to see the income statement or balance sheet. You will then see 5 years of generated statements. You can scroll back and make changes and see how a change in the model will affect your proforma (projected) financial statements.


Simple Startup Financial Model

 (Note: Every field must be filled with whole numbers (with the exception of one decimal place for percentages))

Other Resources

Our offices are located just outside Toronto within the GTA. We are able to provide many services to businesses across Canada remotely.

Our local service area includes:  Toronto, Peterborough, Bowmanville, Lindsay, Kawartha Lakes, Orillia, Clarington, Oshawa, Whitby, Ajax, Pickering, Port Perry, Uxbridge, Scarborough, Markham, Aurora, Newmarket, Bradford, Richmond Hill, Vaughan, Brampton, Mississauga, Burlington, Oakville and surrounding areas.

Contact us if you are outside our local service area and require service in person.

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