Acquisition Financial Projection Template

When you are looking to acquire a business you will likely be asked to provide a set of financial projections for the business by your lender. In fact, the Small Business Administration (SBA) will require a set of financial projections for business acquisitions that are financed with SBA loans. The SBA wants to know that the business can cash flow the loan payment.

How it works?

Template price: $


  • 5 Year Projected Financial Statements
  • CPA Developed & Completely Customizable
  • Video Guide Included
  • Free Support & Projections Review
  • Compatible with Google Sheets

Our CPA developed template enables you to create professional projections based on your unique assumptions.

Create investor- and lender-ready projections in hours, not days.

With a decade of experience helping new startups create financial projections and the development of our financial projection template library with over 70+ industry specific financial models, we decided to create a financial model built specifically for creating projections for a business acquisition.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the versatile acquisitions template now for $297

The template price: $



100% money-back guarantee for 30 days!

Business Acquisition Template Details

ProjectionHub’s acquisition financial model allows you to enter in specific details about the business and details related to the acquisition such as:

 Revenue Projection Template Example

Step 1: Purchase and download the template

After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!

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Step 2: Enter your assumptions on the input tabs

Projecting Revenue for a Business Acquisition

When projecting revenue for an acquisition the best place to start is typically the historical financials.  Our template gives you the ability to create a base to project off of.  You can input up to 5 years of historical data including monthly detail for the current year.  From there you can select how you would like to project revenue for each revenue line item.  Your revenue forecasting options include:

  • Annualize current year revenue
  • Average current year and last year
  • Average last 3 years revenue
  • Average last 4 years revenue
  • Average last 5 years revenue
  • Manually set a base monthly revenue

Once you have a base monthly revenue calculated, you can increase or decrease each revenue line by a percentage or manually forecast revenue. 

Projecting Expenses for a Business Acquisition

  • Similarly with expenses you will be able to establish a base level of expense for each expense based on historical data or manual entry. From there you can increase or decrease expense line items by a percentage, or forecast expense line items as a percentage of revenue.

Projected Acquisition Financial Statements

  • The deliverable will include a set of 5 year financial projections with an integrated income statement, cash flow forecast and projected balance sheet. You will receive both annual summary reports as well as monthly detail to satisfy the SBA and other lender requirements.

Flexible & Reusable for any Industry

  • This template is prefect when assessing any potential acquisition project and generating reliable financial pro forma forecasts. As the deal or proposal changes, this template makes it easy to create multiple iterations or analyze more than one project.

Step 3: The model is automatically updated based on your assumptions

Acquisition Financial & Breakeven Analysis

  • The At-A-Glace tab will show you a few financial details such as an annual profit and loss summary including key financial percentages and ratios. As well as a break even line graph, monthly sales forecast, and more.

Acquisition Financial Pro Forma Statements

  • There are six different Financial Statement tabs that will automatically be generated: the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically. 

Investor & Lender Friendly

  • The financial reports and information are outlined and organized in a way that lenders are familiar reviewing. The acquisition financial pro forma statements display all of the necessary information that lenders or ivnestors will need in order to make a decision about your application or proposal.

 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Profit and loss at a glance table
  • Use of start-up funds graph
  • Key ratios table ​​
  • Cash generated from operating activities graph
  • 5 years of monthly and annual income statement, cash flow and balance sheet reports
  • Profit and loss at a glance table

  • Use of start-up funds graph

  • Key ratios table

  • ​Cash generated from operating activities graph

  • Investor dashboard

  • 5 years of monthly and annual income statement, cash flow and balance sheet reports

Step 4: If you need help, we're here

We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.

When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.

Contact us in the most convenient way for you. We're here to help you

If the model doesn’t work for you, we’re happy to provide a refund.

Questions? Get in touch.
Contact Us

What ProjectionHub Customers Think

The cost of the template is estimated at $ 2000

If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.

20 hours X $100 = $2,000 value

But we've already done all the work and you don't need to hire a CPA

Save time & money - get organized with our template!

Get the versatile acquisitions template now for $297

The template price: $



100% money-back guarantee for 30 days

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Our Projection Protection Guarantee

Love it or Swap it
If the template you purchase is not the perfect fit, our team will help recommend the right template and swap your template for no extra charge. You can rest assured we'll make sure you are using the right template.
Expert Review
After you fill out your template, you can upload your projections to our team where we will do a complete review and then send you a custom video recording of us providing feedback so you can feel confident your projections are investor & lender ready.
See How
Help as You Go
Our team will be standing by so you can get help as you fill out your projection template. Through email and custom video recordings, we will make sure you understand how to complete your projections.
See How

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The ProjectionHub Team

Grace Cisna, CPA

Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.

As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.

Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.

Adam Hoeksema — Co-founder ProjectionHub

Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.

Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.

Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.

Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.

We are available to help you complete your projections


We'll answer your questions about how the template works


We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services

Frequently Asked Questions

How much can I borrow from SBA for an acquisition loan?

The SBA 7a program, which can be used for business acquisitions, has a maximum loan size of $5 million according to the SBA

What is a seller’s note for a business acquisition?

A seller’s note is a loan that the seller provides to the buyer in a business acquisition.  For example, a buyer and seller might agree to an acquisition price of $1 million.  The buyer might invest $100,000, secure a loan from the SBA for $800,000 and the seller might agree to a seller’s note for the remaining $100,000.  The seller would receive $900,000 of the $1 million purchase price at the time of sale, and would receive the remaining $100,000 according to the terms of the seller’s note. 

Does the SBA require a seller’s note to be on full standby?

Yes. The SBA will require that any seller’s note is on full standby to the SBA’s loan. 

What does full standby mean for a seller’s note?

Full standby for a seller’s note, which is required by the SBA in a business acquisition, means that the SBA loan will need to be repaid in full before the seller can start to be repaid according to the terms of the seller’s note. 

How many years of projections does the SBA require for an SBA acquisition loan?

The SBA will require at least 3 years of financial projections for a business acquisition loan.  They will also require at least the first 18 months of projections to be monthly projections.