Existing Private School Financial Projection Template

Construct comprehensive financial projections for investor pitches, loan applications, and other purposes. This Excel template is fully customizable and incorporates automatically generated 5-year financial statements, over 20 charts with 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

This powerful template for established schools was built by our own CPA projections expert

Create investor- and lender-ready projections in a matter of hours

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.

ProjectionHub has helped more than 50,000 different businesses create financial projections for their business plans, loan applications, and pitch decks, including to established private schools. Our private school financial projection template is designed to be effective in easily and accurately projecting the financials of any school organization based upon historical financial data.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Existing Private School Template now for $149

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!

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Step 2: Enter your assumptions on the input tabs

Private School Revenue Forecast Model

  • The existing private school business revenue projection model provides the ability to generate a detailed income forecast year round. Inputs such as 5 year historical income, student, rate per student, calendar year, and more are automatically used for calculations and then plugged into projected financial statements.

Private School Operating Expenses Planning

  • The operating expenses section for this private school business enables you to create a detailed plan of your expected monthly expenses based upon historical expense actuals. You can create expense line items that are set to increase either a static amount, or a percentage of revenue to ensure that expenses accurately scale with the school's growth. The calculated expenses will be directly listed on the projected financial statements.

Existing Private School Assumptions

  • A key part of financial projections for an operating private school is to build an accurate balance sheet. The assumptions section of the private school template will collect items like loans, assets, assets to be purchased, grant funding, and more. The template will then calculate items like amortization, depreciation, and interest expenses in order to create the balance sheet.

Private School Employee Planning

  • The employee planning section of the Existing Private School template is very important given how many faculty and staff it can take to operate a school effectively. The employment structure of private schools can also be tricky based on the timing of the school year. This section will allow you to set which months of the year specific employees are paid as well as all of the details surrounding their employment like salary, taxes, benefits, raises, and more. This section will also calculate things like employer taxes, benefits, and dividends.

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

Private School Projection Overview

  • The At-A-Glace tab showcases a financial overview specifically tailored for a Private School business. This includes a range of visualizations, ratios, and summaries such as break even analysis, making it easy to include in a grant application, board report, or loan appliaction.

Established School Financial Projections

  • The template will produce six different financial statement tabs all out to 5 years. The pro forma statements include annual formats of the income statement, cash flow statement, and balance sheet, as well as month-by-month breakdowns of the same financial statements.

Investor & Lender Friendly

  • By using this template, schools can easily present their financial statements and projections to potential lenders, school boards, and grant funders. With a copy of this template in hand, stakeholders can gain insight into the unique assumptions of the school's plan, and make modifications to see the potential outcomes.
 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.
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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 Existing Private School Template now for $149

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.
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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