A robust financial model is an indispensable tool in the business planning process. The Enhanced SWOT-Driven Financial Roadmap integrates qualitative insights from a SWOT analysis with dynamic financial projections, offering a toggle option between 3, 4, or 5-year horizons for adaptable scenario planning.
It also features five unique valuation methodologies that provide a comparative analysis of your business’s worth, ensuring a holistic view of financial and strategic health.
This model is designed for startups and established businesses looking to validate their business concepts, secure funding, or create strategic growth plans. By combining internal and external SWOT ratings with financial variables, such as the cost of capital, the model bridges the gap between qualitative strategic insights and quantitative financial metrics, ensuring a data-driven, investor-ready business plan.
Incorporating a financial model into the business planning process is not just about numbers; it’s about strategy. This model aligns non-financial SWOT insights with financial drivers, enabling businesses to:
The inclusion of five valuation methodologies, such as DCF, NAV, and EBITDA multiples, ensures comprehensive and credible analysis for funding applications, growth planning, and investor presentations.
| Component | Description |
| Integrated SWOT Analysis | Evaluates over 60 factors, with ratings that influence financial metrics, including cost of capital. |
| Comprehensive Financial Statements | Includes Income Statement, Balance Sheet, and Cash Flow with integrated dashboards. |
| Cost of Capital Calculation | Adjusts for SWOT insights, dynamically influencing the valuation outcomes. |
| Five Valuation Methods | DCF, NAV, Equity Value, Revenue Multiple, and EV/EBITDA Multiple for comparative analysis. |
| Business Model Canvas | Summarises key strategic elements, providing a roadmap for decision-making. |
| Pre-Populated Scenarios | Includes sample data to demonstrate functionality, allowing users to visualise real-world applications. |
| High-Quality Visuals | Over 10 interactive charts and graphs for easy stakeholder communication. |
| Full Transparency and Editability | All formulas in the model are fully visible and editable, allowing users to track calculations, understand the linking between sheets, and customise the model as needed. This ensures transparency, auditability, and adaptability for unique requirements. |
| No Advanced Knowledge Required | Users do not need to know, input, or alter any of the sheet linkages or underlying formulas. All complex calculations have been pre-programmed into the model, ensuring smooth navigation and user-friendly input fields. |
| Automatic Calculations | All mathematical computations, including cost of capital, working capital, and free cash flow, are automated. Once data is inputted, the model instantly updates key figures across projections, financial statements, and valuation scenarios, removing the need for manual calculation and minimising potential errors. |
| Sanity Checks for Accuracy | Built-in sanity checks ensure that the model, particularly the balance sheet, stays in balance throughout. These checks alert users to any discrepancies, ensuring data integrity and reliable projections as you progress through the model. |
| Dashboard Overview | The Dashboard serves as the primary hub for managing financial projections, providing intuitive toggles, input fields, and high-quality visualisations. It consolidates financial performance insights, allowing users to adjust assumptions, toggle time periods, and review key metrics dynamically. |
| Financial Statements | Income Statement, Cash Flow, Balance Sheet – The model includes comprehensive, automated monthly projections for the first 12 months, with options to toggle projections for any period between 3 and 5 years, providing remarkable flexibility. Users can generate precise projections, informed by key financial statements, for up to 5 years, facilitating short-term and long-term strategic planning. |
| Product/Service Forecasting | The model allows up to 10 individual products or services, with each having distinct revenue and cost forecasting capabilities. Users can set cost of sales either as a percentage of sales or on a per-unit basis, allowing granular control over profitability projections. |
| Detailed Debt Repayment | Full debt repayment schedules are included, with monthly breakdowns of interest and principal repayments, considering the moratorium period if applicable. The model automatically updates debt repayment terms, allowing users to clearly understand long-term financial obligations and cash outflows. |
| Master Input Sheets | Funding, Depreciation, OPEX, Labour – Detailed input sheets capture specific funding sources, depreciation schedules, operational expenses, and workforce planning. These master input sheets include up to 35 operational expense items and 35 distinct job roles, ensuring granular customisation. |
| Guided Input for Easy Navigation | Throughout the model, each YELLOW-SHADED cell with BLUE TEXT marks an input area, guiding users on where to enter data. Next to these input cells, you’ll find “Read Note” sections—strategically placed helpful hints designed to provide additional guidance and clarity at every step. These notes make using the model straightforward and ensure you have the support you need without extra guesswork. |
| Pre-Populated Mock Scenario | To assist with ease of use and provide a clear understanding of the model’s functionality, each purchased model file comes pre-populated with a mock scenario. This sample data demonstrates how the model operates in real-time, guiding users through its features and calculations. When ready to start, simply delete the BLUE TEXT in the YELLOW-SHADED input cells and replace it with your specific business data—making setup quick and intuitive. |
The use of this financial model is solely at the user’s own risk. Best Financial Models provides the template as a tool to assist users in their business planning and decision-making processes. However, the responsibility for adhering to the model’s instructions and guidelines lies entirely with the user. Best Financial Models cannot and will not be held liable for any inaccuracies, errors, or unintended outcomes resulting from the user deviating from the prescribed usage, including but not limited to the deletion, addition, or modification of rows, columns, formulas, or any other components of the model. Users are strongly advised to exercise caution when making any changes to the model to ensure its integrity and reliability are maintained.
| Business Type | All Businesses |
|---|---|
| File Format | Microsoft Excel |
This model transforms business planning by combining SWOT analysis, financial projections, and valuation methodologies, creating a robust framework for decision-making and stakeholder engagement. The flexibility to toggle between 3, 4, or 5 years ensures your projections match the unique demands of your industry, investors, or internal strategy. Whether crafting a business plan, preparing for funding, or driving growth, this model delivers the strategic and financial insights your business needs to thrive.
With five valuation methodologies and integrated cost of capital adjustments, this model equips you with the tools to communicate your business’s true value while addressing risks and opportunities head-on.
A summarised user guide is included with each model.
R2,999.00
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Partner with JTB Consulting, one of the world’s most trusted Business Planning experts, with a proven track record of helping businesses succeed since 2006.
