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Leading Excel template for an integrate business plan forecast

Projecting your financials has never been easier

Our mission is to empower businesses with easy to use and professional grade financial capabilities

TALEM Financial offers an Excel template that can be used to forecast your financial statements as part of your business plan. Whether you’re looking to apply for a loan or funding, or if you’re a CPA/advisor looking to help your clients with a loan application, this Excel template is the easiest way to forecast a set of integrated financial statements.

There is a 3 step process to creating a professional 20+ page financial report:

  1. Enter your historical data
  2. Confirm projection assumptions that have already been assigned
  3. Print your report

Stand out when applying for a loan or funding with a professional report that shows how serious you are. The report produced by our excel template is not only more robust than standard templates, but allows you to highlight the insights of your business’s performance. 

Typical Excel templates are overwhelming and require Excel expertise, while. software as service solutions limit your flexibility. TALEM financial’s Excel template brings you the best of both world by offering step-by-step guidance while sticking to the basics of an excel template that is fully customizable.  Note: this template is most compatible with MS Excel 2013 and above.

The Excel template is designed for companies with at least 2-3 years of historical financials. All you need are your historical balance sheet and income statements and the template will guide you to create a complete set of projected financial statements. This template is not designed for start-up organizations.

A robust set of features

Step-by-step guidance

Step-by-step guidance

A step-by-step process not only guides you through the projection process, but also educates you on the fundamentals of financial statements

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Benchmark assessment

Benchmark assessment

Benchmark your financial and operational metrics against industry averages to help identify the insights on how your business is performing

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Project integrated financial statements

Project integrated financial statements

Project an integrates set of financials that include the income statement, balance sheet, cash flow statement, working capital and other schedules

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Valuation module

Valuation module

Discounted cash flow valuation for your private business that accounts for illiquidity and key person discounts

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Financial dashboard

Financial dashboard

A dashboard for ratio analysis that includes profitability, debt & liquidity, operational, and return ratios

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Report print-out

Report print-out

Print a 20+ page professional report from Excel that is ready to share with a cover page, table of contents, and detail related to the financial statements, dashboard, benchmarking and valuation

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TALEM Financial – Excel template

$49.00 $0.00

Description

Your purchase includes an instantly downloadable Excel template.

Copyright notice:

This Excel file and its content is copyright of TALEM Financial – © TALEM Financial 2017. All rights reserved.

Any redistribution or reproduction of part or all of the contents in any form is prohibited other than the following: You may print or download to a local hard disk extracts for your personal and non-commercial use only

You may not, except with our express written permission, distribute or commercially exploit the content. Nor may you transmit it or store it in any other website or other form of electronic retrieval system.

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