Montessori and Private School Financial Projections Template

Prepare comprehensive financial projections to support investor pitches, loan inquiries, and similar needs. This fully editable Excel template includes auto-generated 5-year financial statements, over 20 charts featuring 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

Our CPA-built spreadsheet helps you create realistic projections based on your unique private school business plan.

Create lender-ready projections in hours, not weeks.

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.

Built for private schools and Montessori schools specifically  — Our financial projection tools have been used by more than 50,000 businesses including over 500 child care and school centers so you can be confident the template is easy to use to produce your financial pro forma statements.

How it works?

Watch a demo of the template

Save time & money - get organized with our template!

Get the Private School template now for $99

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

Startup Private School Revenue Projections

  • The revenue forecast section of the Montessori and private school projection template will allow you to create hyper specific revenue forecasts for your new school. You will input information split between your different terms and between different grades, classes, programs, and even entire facilities so you can be specific about the number of students, typical paying rate, book fees, teacher ratios, and more by each program or facility. This will calculate your school's income and will automatically be placed onto your projected financial statements. You can also input custom payment related information as different schools have different payment structures based upon when different payments are made.

Montessori School Facility Expenses

  • The operating expenses section of the Montessori school template will enable you to plan your recurring expenses for your programs and facility and what they are for each month of the year and at what rate you estimate they will grow year after year. There is also a section where you can input expenses that will scale as a percentage of revenue or as your staff increase or decreases. All of the expenses will populate into your financial statements and will be used for other calculations determining profitability and cash flows.

Private School General Assumptions Tab

  • The first section of the Montessori School projection template will start with you inputting some general assumptions that will inform many parts of your startup school projections. You will provide some key information about fixed assets you own or will need to purchase, loans, investments and accounts payable. The template will then calculate loan amortization, interest expense, and depreciation expense for you. These details will populate your balance sheet and other areas too!

Startup School Staffing Spreadsheet

  • Filling out the staffing and salaries tab in the startup Montessori school projection template allows you to list every type of position on staff and how many of each position exists. The positions are split between those working inside classrooms and those working outside of the classroom. You will provide details like salary, benefits, average raises, employer taxes and more. You can also tell the model in which months different staff members are paid in the event they are not paid every single month. The model will then calculate the expenses and pass them onto the financial statements.

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

Montessori School Financial Summary Tab

  • The At-A-Glace tab shows you a financial pro forma through graphs, charts, ratios, and financial summaries, all ready to be inserted into a business plan for your new private school. 

Montessori School Projected Financial Statements

  • The private school projection template will generate 6 Financial Statement tabs that including annual income statements, cash flow statements, and balance sheets, and the monthly breakdowns of the same financial statements.

Investor & Lender Friendly Spreadsheet

  • This template was built with being able to share and report to lenders and investors with ease. The simplicity of how data and complex financial data is displayed makes it easy for any desired funders to be included. Any user granted access can manipulate variables in order to test new variables or scenarios.
 Income Projection Chart Example

Dashboards and charts include:

Tables, charts, graphs and dashboards include:

  • P&L at a glance table
  • Use of startup funds 
  • Key daycare ratios table ​​ 
  • Five years of monthly and annual statement financial 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 Private School template now for $99

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

How do private schools make money?

Private schools make money through tuition fees, donations, grants, and other fundraising efforts. How much the owner of the school can earn is entirely dependent on the capacity and tuition costs for students. Some reports state $60,000 salaries as an average but many private school owners make much more than that.

How much does it cost to open a school?

$50,000 to $3 million or more according to industry reports. The cost to open a school can vary widely depending on many factors such as location, size, type of school, and more. The largest cost is the facility and real estate itself if you plan to purchase or rent a location.

What qualifications do you need to start a school?

Qualifications to start a school can vary depending on the country, state or province, and local laws and regulations. In many cases, starting a school requires a teaching degree or educational qualifications, as well as business skills and experience.

Do private schools pay income tax?

Yes, private schools are required to pay income tax on their earnings. The specific tax regulations and requirements may vary depending on the country, state or province, and local laws and regulations.