As a holding company owner seeking lender and investor-ready financial projections, look no further! Our user-friendly template guarantees precise financial performance analysis tailored to your unique business structure. Begin your journey now!
Template price: $
197
ProjectionHub has aided more than 50,000 enterprises in developing financial forecasts for loan submissions, strategic plans, and pitch decks. Our holding company financial projection template is specifically crafted to proficiently estimate your umbrella organization's comprehensive financials, considering each distinct entity's financials.
The template price: $
197
USD
100% money-back guarantee for 30 days!
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!
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
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.
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
The template price: $
197
USD
100% money-back guarantee for 30 days
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 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'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
A holding company works by owning and controlling shares or interests in other companies, known as subsidiaries. The primary purpose of a holding company is to manage and oversee its investments, rather than engaging in the day-to-day operations of the businesses it owns. Holding companies provide financial, legal, and strategic support to their subsidiaries, while benefiting from the income generated by these companies.
Limited liability: A holding company provides an additional layer of legal protection, as it separates the liabilities of the parent company from those of its subsidiaries.Financial and operational efficiency: A holding company can centralize certain functions like financing, legal, and accounting, leading to cost savings and increased efficiency.Easier access to capital: Holding companies can typically secure financing more easily due to their larger size and diversified revenue streams.Flexibility in managing investments: A holding company can buy, sell, or restructure its investments in various subsidiaries without disrupting their operations.Tax advantages: Depending on the jurisdiction, holding companies may benefit from tax advantages or favorable tax treatments.
Holding companies primarily make money through the income generated by their subsidiaries. This income can come in the form of dividends, interest, royalties, or capital gains from the sale of shares or assets. Additionally, holding companies can also generate revenue through fees for services provided to their subsidiaries, such as management or consulting services.
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