Free Professional Services Financial Model Generator (Excel)
A professional-services financial model projects fee revenue from billable hours × rates plus retainers, against a payroll-heavy cost base near 45% of revenue, producing linked statements with cash flow and valuation. Generate the full 15-sheet Excel model free for up to 5 years.
⚡ Generate my Professional Services model — free (requires JavaScript)
Key drivers pre-loaded in this template
| Billable hours × rate | Utilization-driven fee revenue |
| Retainer stream | Recurring contracted income |
| Payroll ~45% of revenue | People-cost-dominated structure |
| Low CAPEX | Asset-light services profile |
What you get
A 15-sheet, fully formula-linked Excel workbook: Assumptions, Revenue, OPEX, CAPEX & Depreciation, Debt, Tax (with loss carryforward), Income Statement, Cash Flow, Balance Sheet, DCF Valuation, Sensitivity tables, a charted KPI Dashboard and an Integrity Check. Free 15-sheet linked Excel download for models up to 5 years (annual or quarterly, no sign-up). Models from 7 to 25 years are a one-time $29 premium download.
Frequently asked questions
How do I model utilization?
Drive revenue as units × price — units representing billable hours and price the blended rate.
What margin is typical for services firms?
Well-run consultancies target 15–25% EBITDA margins; the linked statements show yours instantly.
Is 5 years enough?
Yes for most partnerships and agencies — the free tier covers it fully.
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