Branding agency business plan financial model excel template

Do you know well how to bring useful changes to the brand strategy and develop a new management concept? Do you want to help other people create a fundamentally new understanding of world-class brand marketing communications? Then it’s time to organize your branding agency, for which we are ready to offer a quality business plan.

The brand is born inside the company that has received an order to create it. The agency does this through the development of a product or service that a specific target audience needs. A professional branding agency should have considerable experience and knowledge of the market to confidently express its expert opinion on issues related to brand development.But you should always start a project with a high-quality and understandable business plan. We decided to save your time and energy by developing a detailed template for such a document. Moreover, it would be best if you had a branding agency business plan to attract investment and credit. Our financial model includes all the required reports and calculations.

In the business plan of the branding agency, one will find a summary of profit and loss, cash flow, breakeven point. You will also be able to understand when the return on investment will come, which will help to control your start-up effectively. All our templates are available in .xls, .pdf, .ppt, and other popular formats, and they are easy to adjust and use.

Now, to start your business in the field of branding, you do not need to invite expensive financial specialists. After all, the business plan of a branding agency will help you to use finances correctly, will give a forecast for them for five years, and will accompany you both at the time of launching the project and throughout its life cycle.

Branding Agency Financial Plan Template Will Help You

  • Schedule your Startup Loan’s repayments
  • Forecast Revenues and Expenses
  • Create a Revenue projection for your agency
  • Use Customer Lifetime in the revenue forecast
  • Make a complaint, 5-year Cost Assumptions Plan
  • Plan the costs for opening and operating activities
  • Spend Marketing Budget to get visitors
  • Drive count of employees based on customers’ count.
  • Identify your Strength and Weaknesses
  • Use 161 Currencies for inputs and outputs

Benefits of using a Branding Agency Financial Plan Excel Template

Currency for inputs and denomination
Define any currency code or symbol and preferred denomination (e.g. 000s).

Starting Point
Do you need to assume for existing clients in your forecast? Just put the numbers to the right of service names, and you are ready for the next steps.

Forecast Revenues
Does your agency charge a flat monthly fee from customers? Great! This template built especially for this kind of agency with the flat fee-based business model. Just enter flat fee by years and by service. And your agency revenue forecast is ready.

Marketing Budget
Well, agencies spend marketing budgets to acquire new customers. Surprised? That is a fact. You would need to enter a marketing budget and a cost per visitor (lead). This way, you will forecast the count of visitors (leads) for your agency.

Most agencies have to adapt to seasonality trends. This template will help you adjust to seasonality. Just enter 100% in total for a year by month to distribute the marketing budget, which drives the newly acquired customers.

Customers Distribution
If your agency provides multiple services, then you need to distribute newly acquired customers by services. And yes, your customers might use two or more services. That is why you are not limited to 100% in total.

Sales Funnel
Visitors (Leads) to Customers conversion ratio essential for you too? That is why this template has a sales funnel where leads are converted into customers. So, why don’t you use a 3-step sales funnel integrated into the model to make correct assumptions about your sales funnel?

Simple and Incredibly Practical
Simple-to-use yet very sophisticated financial planning tool. Whatever size and stage of development your business is, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results. Additionally, you will receive uncompromised after-sales service and access to valuable tutorial videos and blog posts.

Branding Agency Financial Plan Excel Template Reports

Confidence in the future
Using our financial model, you can effectively plan, prevent risks, manage stocks and cash flows and foresee your prospects for the next 5 years.

Financial performance KPIs
Here is where you can track your core financial performance indicators in the form of charts.

Industry benchmarks
Comparison of performance indicators in the model and in the industry.

Get a robust, powerful financial model which is fully expandable
This well-tested, robust and powerful Excel template is your solid foundation to plan a wide range of different business models. Advanced users are free to expand and tailor all sheets as desired, to handle specific requirements or to get into greater detail.

All in One Place
Includes all required forecasting reports containing assumptions, profit and loss accounts (income statements), cash flow projections & statements, balance sheets, performance reviews and summaries for months, quarters and years (incl. numerous graphs and KPIs).

Capitalization table
Shareholder’s ownership dilution is calculated here. This tab consists of 4 rounds of financing.

Top Expense Category Report
It is very important to plan costs so that your company is profitable. It is necessary to analyze what are the highest costs and always work on their optimization. This report summarizes 4 biggest expense categories and the rest of the expenses as the “other”.

2 valuation methods
DCF with Long Term Growth DCF with Multiple The standard and most traditional methods according to which a company is worth the cash that it’s going to generate in the future.

Pre-built Integrated Financial Statement Structure
all of the core financial statements (Balance sheet, income statement, cash flow and statement of shareholder’s capital) are precisely defined and connected with the inputs.

All-in-one Dashboard
Consists of Income Statement, Balance sheet and Cash flow statement monthly and annual information, presented both with figures and charts.

Balance sheet
It shows the owner and investors where the funds have been invested, what property the business has, what obligations it has and the value of the company as a whole.

Simple and Incredibly Practical
Simple-to-use yet very sophisticated financial planning tool. Whatever size and stage of development your business is, with minimal planning experience and very basic knowledge of Excel you can get complete and reliable results. Additionally, you will receive uncompromised after-sales service and access to valuable tutorial videos and blog posts.




500+ Financial Model Templates—

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium


Marketing to Software Engineers on Twitter Is an Expensive Good Idea

Should Mantry Change Its Name?

Top 5 tips for the best automated reply messages for your business

The Simple Way To Mine Your Life For Help Content

Tools for Data Analytics

4 Steps to Create Awesome Interactive Content

make your content interactive

How to Get More Clients With This Easy Rule of Marketing

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store


500+ Financial Model Templates—

More from Medium

Underestimating email marketing loses money and more

Email marketing is underestimated


3 Ways to Get Experience in Digital Marketing as a Fresher in 2022

“Do you want more sales? Market like an OnlyFans creator”​