Email: or Phone: (317) 296-4816
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.
Only $199 

Do you have more questions or need something else?
 Sign up for a free 15-minute consultation and talk with our CPA. 

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  Phone: 317-296-4816