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A financial projection template built specifically for dentists
Create investor and lender-ready projections in less than 1 hour!
Our ProjectionHub software has been used by nearly 500 dentists to develop financial projections. Based on this experience we decided to create a customized Excel template that makes creating SBA and investor-ready financial projections for dental offices incredibly simple.
Step 1: Start with our industry standard dental office model.
We have done the hours of research so that you don't have to, and we cite our sources in the template. Our sources include:
Step 2: Customize assumptions based on your specific plan.
You can quickly customize dozens of assumptions including:
Equipment: Buy vs. lease
Financing Terms: Loan and investment terms
Growth Rates: Change your growth rates
Margins: Adjust your expected gross profit margins
Reimbursement: Adjust your expected fee reimbursement rates
Hiring: Change the salaries and timeline for hiring employees
Step 3: Every customer gets a free 30 minute call.
Grace Cisna, our CPA, and financial modeling guru, will jump on a call with you to:
Review your projections
Answer any questions you have
Provide suggestions for improvement
Ensure you are lender and investor-ready
What is included in the model?
Unlocked Excel file: All equations are visible and editable
5 years: Monthly and annual summary projections for 5 years
3 Statements: Income statement, cash flow, and balance sheet included
Sources: We cite our data sources in comments throughout the model
SBA Ready: The model will meet the requirements for an SBA loan
Graphs, tables and charts: Includes helpful summary graphs and charts
As a dentist your time is incredibly valuable.
Save yourself dozens of hours of Excel pain and get the projections you need completed today.