Holding Company 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 hold co forecast template was developed by our own CPA

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 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.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Holding Company Template now for $197

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

Holding Company Revenue Forecast Model

  • The holding company revenue projection model provides a straightforward and precise method to produce an in-depth income forecast for your holding company. Simply input relevant factors such as child company revenues and more to automatically generate the compiled financial statements.

Parent Company Operating Expenses Plan

  • Organize your holding company's monthly expenditures with the operating expenses section of the template. Configure expense line items to increase based on a fixed sum or a percentage of revenue, ensuring that expenses align with your business's expansion. The computed expenses will be displayed on the projected financial statements.

Holding Company General Assumptions

  • The assumptions segment of the holding company template is essential for constructing a precise balance sheet. Input elements like loans, assets, assets to be acquired, and grant funding, and the template will compute factors like amortization, depreciation, and interest expenses to produce the balance sheet.

Parent Company Employee Planning

  • Plan for the necessary parent company employees using this section of the template. Define specific months for employee compensation and details such as salary, taxes, benefits, and raises. This section also computes employer taxes, benefits, and dividends.

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

Holding Company Financial Overview

  • The At-A-Glance tab presents a comprehensive view of your holding company's financials, featuring an array of visualizations, ratios, and summaries such as break-even analysis. It's an ideal addition to a loan application or investor pitch.

Holding Company Financial Pro Forma Statements

  • There are six distinct Holding Company Financial Statement tabs: the annual formats of the income statement, cash flow statement, and balance sheet, as well as the month-by-month breakdowns of the same financial statements. Our balance sheets always balance, automatically.

Investor & Lender Friendly

  • The holding company template simplifies the process of presenting your financial statements and forecasts to prospective lenders, investors, and stakeholders. They can delve into the specific assumptions of your plan and make adjustments to explore possible 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 Holding Company 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.
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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

How does a holding company work?

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.

What some benefits of forming a holding company?

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.

How do holding companies make money?

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.