Financial modeling with Amanda Goodman

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Conquer your fears of finances by laying out a 3-year financial model for a business, with revenue, costs and cash flow.

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~30 minutes over 4 videos

About 2 hours of work to do it solo

Wuwundjeri land, Kulin nation

tag: money tag: business tag: ???

Resources Lesson Further reading

Lesson resources

1 Assumptions and revenue.

We’ll be starting with the most basic building blocks of a financial model: Some assumptions about your business and the main sources of revenue.

Assumptions and revenue.

Will and Amanda work through the first part of the template with you, using their 'Muffin shop' example.

2 Cost of goods sold.

Now that we have some revenue, it's time to work out our costs. We start with how much it costs to sell one of whatever it is you're selling. Depending on the sort of business you are running, these costs could either be a lot, or a little.

Costs of goods sold.

Will and Amanda work through the next part of the template with you, using their 'Muffin shop' example.

3 Operating costs.

Next, we work out what are all the other costs that go into operating your business. Depending on the sort of business you are running, these costs could either be a lot, or a little.

Operating costs.

Will and Amanda work through the next part of the template with you, using their 'Muffin shop' example.

4 Capital expenses, interest, depreciation, and tax.

In the final section of the model, Amanda helps you pull together the CapEx expenses, interest and depreciation as well as tax. This gets a bit complicated but will help you finish up your model.

Capital expenses, interest, depreciation, and tax.

Will and Amanda work through the final part of the template with you, using their 'Muffin shop' example.

Experimenting with your model.

Now that your model is complete, it's time to start playing with it. This is the real power of the models - Will takes you through three different scenarios with the muffin shops and runs through the possible financial ramifications.

EBIT Multiplier.

As a bonus, if you're feeling super excited about business finances, Will takes you through how to calculate an EBIT Multipler. This is an important number for valuing a buisness for a sale.

Further reading

Teaching guide

There is currently no teaching guide for this lesson.

If you are interested in one, please contact hello@fitzroyacademy.com

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