Event agency business plan financial model excel template
Event agency business plan financial model excel template

Do you dream of your own business, which you can please people with? Then you have a direct way to the organizers of the holidays. Today, event-agencies are very popular. According to experts, the crisis is going away, which means that many have become more willing to spend money on essential holidays like birthdays, anniversaries, weddings, etc. In addition to private events, festivals and educational projects are also in fashion. And if there is a demand for amusement, it is logical that entrepreneurs are thinking about how to gain a foothold in this segment.

Such a business is event marketing. Therefore there is always a demand and competitors. At the same time, experts warn that the financial threshold for entering this niche is different. So, private events for ten people require a minimum of knowledge and start-up costs, but city-wide festivals, developed for at least a thousand people, can already attract significantly more significant amounts of money. But, before undertaking the direct organization of the holidays, you need to develop a concept for your event agency and draw up a business plan for it.

We have developed several templates for event agencies with a 5-year forecast. They will help you organize and launch a successful commercial project. Using the services of professionals, you can not be distracted by complex financial calculations and devote time to marketing and developing a dialogue with your potential customers.

One can easily edit our event agency business plan by adding information himself. All parameters will be updated automatically after you made adjustments. Here you will find all the necessary information, including cash flow, breakeven, profit, and loss statements. A high-quality business plan for an event agency makes it possible to foresee a profit for several years to come. Thanks to it, you will understand whether it is worth making investments, or it is better to wait a while.

There is an opportunity to enter the event market, but the competition is excellent. It is essential to understand that if a person wants to launch an event agency, he must develop a unique product that will be popular. It is also useful to recruit a professional team with experience, established contacts, and a complete understanding of the processes. And nevertheless, first of all, it is vital to take care of developing a high-quality business plan that will help you open and manage your business.

Events Agency Financial Plan Template Will Help You

  • Plot your Startup Loans repayments
  • Easily Forecast Cash Levels
  • Create a Revenue projection for your agency
  • Drive count of employees based on customers’ count.
  • Make a complaint, 5-year Cost Assumptions Plan
  • Choose one of 161 currencies for settlements
  • Build a Sales Funnel
  • Spend Marketing Budget to get visitors
  • Use 161 Currencies for inputs and outputs
  • Creates a financial summary formatted for your pitch deck

Benefits of using a Events Agency Financial Plan Excel Template

Save Time and Money
Excel-Financial-Model allows you to start planning with minimum fuss and maximum of help. No writing formulas, no formatting, no programming, no charting, and no expensive external consultants. Plan the growth of your business instead of fiddling around with expensive techy things.

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.

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.

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.

Customers Lifetime
Short project lifecycle? Sounds familiar? Yeah, your customers will not stay with you forever. To cover this, you have the customer’s lifetime assumption in place. Adjust it to your needs by service kinds you provide. And the model will take care of the rest.

Forecast Personnel Demand
Count of new customers drives new employees? Sounds familiar? If so, this template has an option to forecast people who work directly with the customers. Just enter the employees’ ratio you require per one new/active customer to forecast the employees count needed. And don’t forget to enter for an annual salary, bonuses, and taxes.

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.

Key Metrics Analysis
Creates 5-year financial projections, proforma, financial statements, and financial ratios in GAAP or IFRS formats on the fly.

Events Agency Financial Plan Excel Template Reports

Update anytime
You can easily adjust inputs at the launch stage and throughout the further activities of your store to refine your forecast.

Get a robust, powerful Financial Model which is fully expandable
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.

Profit and Loss Statement
It indicates how much an enterprise earns, its income and expenses and its ability to gain money.

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.

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

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).

Cash Flow Statement
It is one of the most important reports because the main goal of each business is to generate cash flow. It shows how much you have consolidated money, how much is not enough when you need to attract additional financing.

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

Valuation Report
With just a few rate inputs in the Cost of Capital, we have a Discounted Cash Flow valuation calculated.

Operational performance graphs
Here you may visually track your key performance indicators in the form of charts.

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”.

Save Time and Money
Excel-Financial-Model allows you to start planning with minimum fuss and maximum of help. No writing formulas, no formatting, no programming, no charting, and no expensive external consultants. Plan the growth of your business instead of fiddling around with expensive techy things.

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