Brewery & Distillery Financial Projection Template

Develop comprehensive financial projections essential for investor pitches, loan applications, and more. This fully editable Excel template comes with automatically generated 5-year financial statements, over 20+ charts and key metrics, and a video guide.

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 Brewery & Distillery Income Statement template enables you to create professional projections based on your unique assumptions.

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

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.

Built for breweries and distillery specifically  — our ProjectionHub software has been used by over 1,500 breweries to develop financial projections. Based on this experience we decided to create a customized microbrewery & craft distillery profit margin template that makes creating SBA and investor-ready financial projections for breweries incredibly simple.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get a brewery+distillery template now for $99

The template price: $



100% money-back guarantee for 30 days!

 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!

Download Now

Step 2: Enter your assumptions on the input tabs

The Revenue Model

  • The revenue model will help you predict three types of revenue: taproom beer sales, wholesale beer sales, and food and other beverages sales in the taproom.​
  • The model covers five years and incorporates growth rates for many variables including capacity of taproom filled per month and expected spend per customer in the taproom, and number of wholesale customers and their expected purchase quantities.
  • ​The revenue model also helps you calculate direct labor expense.

The Operating Expense Model

  • You will be guided to enter your other expenses in the operating expense model, which includes some suggested line items and amounts to help you get started.
  • This model will populate the expenses and cash flows on the financial statements for you. You can enter your monthly expenses as either fixed amounts or you can set them as a percentage of revenue for variable items like payment processing fees.
  • The first three months of the model are broken out separately so that you can enter your distillery or brewery startup financing expenses.

The General Assumptions Model

  • The general assumptions model will guide you to enter balance sheet items such as fixed assets, loans, investments, inventory assumptions, and accounts receivable assumptions.
  • The model will have you input some basic data and then it will calculate the difficult things for you: loan amortization, interest expense, depreciation expense, inventory purchases, etc.

The Salaries And Distributions Model

  • The salaries and distributions model helps calculate monthly expenses for salaried employees, including items like employer taxes and benefits.
  • This model also helps you plan for distributions (dividends, owner draws) made to owners.

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

At-A-Glance Tab

The At-A-Glace tab shows you a financial snapshot in the form of graphs, charts, ratios, and financial summaries, all ready to be copied into a pitch deck.

Financial Statement Tabs

There are six Financial Statement tabs: 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 Friendly

This template makes it incredibly easy to not only generate the information necessary for investor consideration, but you can also provide access to a copy of the template for investors to modify the assumptions themselves which are great especially for brewery startup financing. The different pro forma statements delivered are exactly what funders and lenders are looking for.

 Income Projection Chart Example

Tables, charts, graphs and dashboards include:

Tables, charts, graphs and dashboards include:

  • Microbrewery & distillery profit margin 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 a brewery+distillery template now for $99

The template price: $



100% money-back guarantee for 30 days

Back to Top

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

You may also like these templates

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

Is a microbrewery business profitable?

Yes. The brewery industry has increased in size tremendously in the past decade. Research shows average craft beverage shops can expect 14.7% profit margin. Your specific operating income depends on many factors that our brewery financial projection template can help you organize and visualize your projected profitability. 

How much money does it take to start a brewery?

According to 2ndkitchen research, significant capital is required to start a brewery business. Typically the initial investment can range from $500,000 to $1,000,000. However this can vary greatly depending on your business plan, your production facility size and your choice of location. Our projection template can give your investors more confidence as you start this process.

Are Taprooms profitable?

Yes, typically a taproom is the most profitable sales channel for a brewery because you are cutting out the various middlemen involved in distribution. Taprooms are unique in the brewery industry in that they directly serve the consumers instead of going through retailers or distributors. Our projection template can give you a better understanding and estimate of your specific brewery model.

How much does a brewery owner make?

According to justbeerapp, the average owners make around $51,000 a year. However, as your business becomes larger in scale, your yearly income can increase.  To get an understanding of your upside and potential downside, we recommend going through a financial modeling exercise in order to understand how the finances of a brewery business work. 

How hard is it to start a brewery?

Some of the challenges that breweries face, in addition to finding investors and fighting competitors, include the complex navigation of different state and federal laws regarding alcohol. As with any business, starting a brewery would entail long hours and hard work for the owner, especially in the beginning. Our projection template can help you get started with this process and save you some money by providing a reliable projection tool to help you decide the direction of your business model.