Goosehead Insurance

Business Plan with Financial Model

Business & Professional Services - Accounting & Insurance

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Powerful Tool for Success

Our meticulously designed franchise business plan and financial model empower you to make informed decisions about potential franchise investments, providing a clear path to success.

Financial Projections

Estimate the outlook of your franchise investment.

Business Planning

Establish a solid foundation for your strategy.

Equity Raising

Present a compelling case to potential investors.

SBA Loan Applications

Navigate the loan process confidently.

financial-model

How to benefit from the model?

For potential franchise owners and investors seeking clear financial insights, this easily accessible model is designed for individuals with basic financial understanding.

User-Friendly Input

Easily input data, even without

financial expertise.

Tailored Projections

Customized for each franchise,

maximizing relevance.

Insightful Analysis

Delve into clear revenue, expense,

and profitability projections.

Decision-Ready Data

Gain confidence for informed financial

choices.

Detailed Explanations

Notes and videos clarify line items,

calculations, and inputs.

What’s inside

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Frequently asked
questions

Have some doubts? See the most frequently
asked questions

Yes, completely free!

It is a result of our efforts to increase transparency and we just request that you please send us any feedback, positive or negative, so that we can continue to make improvements that enable them to be as useful and informative as possible.

Absolutely! Our franchise business plans are designed to be user-friendly and pre-built, making them accessible even if you're not an Excel expert.

Key Features:

  • Easy-to-Use Templates: Our templates are straightforward and require minimal Excel knowledge.
  • Tutorial Included: We provide a comprehensive tutorial to guide you through using and customizing the template.
  • Editable Assumptions: You can easily change assumptions without worrying about breaking the template.

Yes, our financial model templates are ideal for meeting your bank's financial plan requirements.

How our franchise business plans can help:

  • Comprehensive financial plans: Our templates include 5-year financial projections for your Profit-and-Loss statement, Balance Sheet, and Cash Flow statement.
  • Versatile formats: Easily generate both PDF and Excel versions of your financial plan to meet different lender requirements.

Lender requests may include:

  • Profit-and-loss statement: Essential for most financial plan requests.
  • Full financial statements: Some lenders require all three major financial statements.
  • Projection periods: Typically, banks ask for 3 to 5 years of financial projections.
  • Document formats: While some banks accept PDF summaries, many prefer the underlying Excel files for detailed analysis.

Yes we support potential and current franchisees with financing.

Please visiting our financing page here to fill out the application form.

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