Built for HVAC installation contractors specifically — Helping more than 50,000 businesses creating their financial projections, including hundreds of contractors and subcontractors, allowed us to specialize a template just for HVAC installers and repair companies to make it easy to create 5 year pro forma financial statements.
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!
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 HVAC Installer pitch deck or business plan.
The HVAC company projection template will take your custom inputs and automatically generate 6 organized pro forma statements including the annual formats of the income statement, cash flow statement, and balance sheet, and the month-by-month breakdowns of the same financial statements.
Investors and lenders find our templates incredibly informative and simple to use. Any blue fields can be edited by anyone with access to the model in order to play with the outcomes including your stakeholders.
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
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: $
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
Profit margins in the HVAC industry can vary greatly, influenced by factors such as geographic location, business size, operational efficiency, and the mix of services provided. Generally speaking, HVAC companies might anticipate gross profit margins in the range of 25% to 35%. Net profit margins, taking into account all expenses, taxes, and interest, typically land within the 5% to 10% range. For the most accurate and up-to-date information, consulting with a financial advisor or industry expert is highly recommended.
Yes, launching an HVAC business can indeed be worth it, given the year-round demand for HVAC services across residential, commercial, and industrial settings. As with any business venture, however, it does require investment, expertise, and hard work. Comprehensive market research, a solid business plan, necessary HVAC skills and certifications, and the readiness to adapt to market changes are crucial for success in this industry.
Earning potential in the HVAC sector can be found in various areas: