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A financial projection template built for family medicine.
Create investor and lender-ready projections in less than 1 hour!
Our ProjectionHub software has been used by nearly 500 medical practices 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 family medicine model.
We have done the hours of research so that you don't have to.
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 physician your time is incredibly valuable.
Save yourself dozens of hours of Excel pain and get the projections you need completed today.