Existing Business Financial Projection Model

Formulate detailed financial projections to strengthen investor discussions and loan inquiries. This fully editable Excel template encompasses auto-generated 5-year financial statements, more than 20 charts displaying vital metrics, and a video tutorial.

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.

After helping thousands of new startups create financial projections for investors and startup loans for more than 70 different industries and business models, we decided to create a versatile financial projection template for existing businesses as well. This financial model makes it easy for established businesses to generate lender-ready financial projections as well as generate a rough valuation.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the versatile existing business projection template now for $197

The template price: $



100% money-back guarantee for 30 days!

Existing Business Template Details

ProjectionHub’s existing business forecast financial model allows you to enter in specific details about the business historical financials and its projected trajectory:

 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

Projecting Revenue for an Existing Business Expansion

When projecting revenue for an existing business expansion, it makes sense to start with the historical financials.  Our template gives you the ability to create a base to project off of using your historical financials.  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 based upon your businesses planned expansion. 

Projecting Expenses for a Existing Business Expansion

  • Similar to the revenue forecast, with expenses you will be able to establish a base level of expenses and costs of goods sold (COGS) 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 so you can scale your expenses as you expand the business.

Existing Business Projected 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 based upon the expansion of your existing business. 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 financial projection template is ideal for any existing business that is planning an expansion or new project for their business that would require additional funding such as an SBA loan. The structure of this template can accommodate any industry as it uses historical actual financial inputs to generate new projections.

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

Business Expansion Financial & Breakeven Analysis

  • The At-A-Glace tab will show you  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.

Business Expansion 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 investors will need in order to make a decision about your application or proposal. This template also performs some basic valuation calculations to provide an estimated business value.

 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
  • Estimated business valuation
  • 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.
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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 existing business projection template now for $197

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

What disqualifies you from getting an SBA loan? 

According to SBA.gov eligible businesses must operate for profit, operate in the United States or its territories, have equity to invest in the business, and attempt to secure financing through an alternative source first like from a bank. There is also a list of details that can render a business or person ineligible from receiving an SBA loan. Some of these include specific industries that are ineligible like gambling, lending, or illegal activities. And personal ineligibilities like if you've defaulted on a federal loan before or you have a criminal record including any felonies which can complicate the process of attaining an SBA loan.

How long do you have to own a business to get a loan? 

Many lenders will require for a business to be in operation for at least a year or perhaps even longer to be considered for a business loan. This is often because they will want to review some business tax returns during the application process. SBA microlenders are a good option for businesses that are brand new or less than a year old when needing a business loan.

What is the credit score requirement for an SBA 7a loan?

There is technically not a minimum credit score required for an SBA 7a loan, but the applicants credit score does significantly impact the likelihood of approval depending on the other strengths of your loan application and why certain blemishes may exist on your credit report. However, most SBA 7a lenders are also banks or have other lending programs which may require a certain credit score which the lender may apply to all lending programs. Often times a credit score of 640 or higher is necessary, but not required.

How much of a down payment do I need for a SBA loan?

Down payment amounts when trying to get an SBA loan may differ based upon the lender you are applying with and the strength of your specific loan application. Typically the minimum requirement by SBA standards is 10% but this could be higher based upon lender requirements or the predicted risk of your application. Also, different SBA loan types can have different down payment requirements.