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Model review
What does the financial model of a product called Private Counseling include?
The private financial model is an editable five-year Excel workbook combining the capacity of the practitioner, use, session price, scenarios, financial statements and management reports.
Use your workbook to plan the availability of advisors, monthly session capacity, use, price execution, operating costs, staff, capital needs and funding under a five-year forecast.
Practicers and service line establishments, which can be editable, are the source of calculations linking session activity with revenue, costs, cash flow, financial statements, comparison of scenarios and management reporting.
Built around the capacity of practitionersThe opening and use dates shall specify when each category of advisors becomes available and how quickly its ability to provide services contributes to revenue.
revenue engine private advice
How does the private advice financial model calculate revenue?
The model calculates maximum sessions of the number of practitioners and monthly capacity, uses the use, prices of expected sessions, respects the active months and combines revenues on different service lines.
01
Practicer's kit
Specify the categories of advisors, the number of practitioners, service lines and the opening or availability dates.
02
Set session capability
Most practitioners count according to the maximum monthly service for each practitioner for each revenue source.
03
Use it
In order to estimate the expected service units, the percentage of use or ramp to the maximum power shall be used.
04
Active services in prices
Multiplies of expected service units in average price achieved and active months for each flow.
05
Total revenue
Total of calculated revenues per category of advisors and service lines for forecast.
Basic formulaRevenue = Expected service units × Average realised price × Months of assets
01 / Revenue
How are the private advice revenues structured?
The income spreadsheet organises categories of practitioners, starting dates, number of therapists, maximum monthly treatments, use and average prices that drive revenue from advisory services.
Revenue
The revenue view shows the categories of practitioners, starting dates, number, session capacity, prices and data usage.
02 / COGS & OPEX
How are the costs of private advice organised?
The COGS & OPEX spreadsheet separates the direct costs of providing services, variable operating costs and fixed general costs, thus allowing cost assumptions to flow to margins and financial statements.
COGS & OPEX
According to COGS & OPEX, the assumptions for direct, variable and fixed operating expenses are separate.
03 / Scenarios
What can you compare the scenarios to?
The review of scenarios compares low, base and high levels of revenue, gross margin, coverage margin and EBITDA over a five-year advisory forecast.
Scenarios
The scenarios compare low, base and high paths for revenue and profitability measures.
04 / Dashboard
What Does the Dashboard Bring Together?
You can use the navigation desktop to review scenarios, basic finance, a mix of advisors' revenues, profitability, cash flow and return rates in one place.
Dashboard
The navigation desk shows screenplay checks, basic financial results, revenue mix, profitability, cash flow and recovery period.
Product adjustment
Is the financial model of private advice suitable for your planning needs?
the model is in line with the forecast of the ability of practitioners, while the significantly different logic of invoicing, operational dependency or reporting structures may require individual modelling.
Model ready
It fits perfectly
Your revenue depends on the number of advisors, monthly capacity to service, use and implement session prices.
You use opening dates and months of activity to control when you have the ability to advise.
You need an edited mix of practitioners, session abilities, usage, prices, costs, staff and assumptions about time.
You need five-year financial statements, low / base / high value scenarios and reports from your navigation desktop related to operational assumptions.
Order structure
Think about the model
Your revenue depends on subscription, booking, capitalisation or other substantially different invoicing structure.
Your planning or resource constraints require a wide variety of dependency, allocation rules or time structures.
Reporting requirements require a significantly different structure than statements and management views in the workbook.
Your service lines require calculations that do not track the number of practitioners, monthly ability, use, price and time.
The indicator is the starting point for planning, not a guarantee of performance.
Financial modelling service for orders
Do you need a pattern that meets your requirements?
The Financial Models Laboratory may build or adapt the model where a different revenue logic, operational timetable or financial reporting than the finished structure is needed.
After purchase you receive an editable Private Financial Advisory Model in the form of immediate download with five-year forecasts, low / base / high scenarios, reporting in the navigation desktop and related financial statements.
01
Editable workbook
Working in an editable workbook of Excel, where product pages s indicate the compatibility of Google Sheets.
02
Five-year forecast
combine the assumptions of the practitioner, use, prices, costs and staff with financial results over time.
03
Analysis of scenarios
Compare low, base and high cases to see how alternative assumptions change model results.
04
Financial statements
Browse through the navigation desktop with the profit and loss account, cash flow, balance sheet, summary and chart results.
Before purchase
Private financial advice FAQ
The basic answers are visible in their entirety, without the need to click on the accordion.
01
How does the private advice financial model calculate revenue?
Calculates the maximum service units from the number of advisers and monthly capacity, uses, multiplys expected services through the prices and active months and then connects service lines.
02
Which assumptions can I change?
You can edit categories and numbers of advisors, opening dates, maximum monthly services, usage, average prices realized, active months, service lines and seasonality when they are present.
03
What can I compare between Low, Base, and High scenarios?
A comparison can be made of how alternative cases change revenue, gross margin, contribution margin and EBITDA over the five-year period of forecast.
04
What financial results are included in the workbook?
The workbook contains a Navigation Desktop, summary, profit and loss account, cash flow, balance sheet, scenarios, charts and additional reporting cards.
05
Can the Financial Models Lab adapt the model to individual requirements?
Yes. the Financial Models Lab offers individual financial modelling when you need different revenue logic, operational timetable or reporting structures.
06
Is the workbook a prediction or a guarantee?
It is a planning forecast based on edited assumptions and not a guarantee of business performance, financing, profitability or return.
What Does the Private Counseling Financial Model Contain?
This budgeting spreadsheet for a therapy business includes everything you need to build a comprehensive financial plan from the ground up.
All-in-one Dashboard
Core inputs and core outputs
Low/Base/High
Three scenario analysis
Professional Charts
Presentation ready
ROE Components
DuPont analysis
Revenue Inputs
Researched revenue assumptions
Bank-Ready Reports
Lender-friendly financial outputs
Revenue Breakdown
Revenue stream detailed view
KPI Dashboard
Performance metrics benchmark
Choosing a selection results in a full page refresh.
Revenue
COGS & OPEX
Scenarios
Dashboard
