How to Build a Small Business Financial Model: Step-by-Step

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Last updated on March 26, 2025 12:11 pm
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What you’ll learn

  • Step-by-step process of building a financial operating model from scratch in Excel
  • Acquire the knowledge and confidence needed to independently construct a financial model for your business
  • Utilize an operating model for informed business decisions and strategic planning
  • Practical skills and tips using spreadsheet tools

Learn how to build a dynamic financial operating model in Excel from scratch just like the investment bankers do it. We make it super simple by taking you step by step through each line using the example of a lemonade stand. Whether you’re a finance professional or a business amateur, this course simplifies the complex, ensuring a practical and hands-on learning experience that equips you with valuable financial modeling skills.

In this course, you will learn from:

Nihaar Sinha

Strategy & Analysis, Netflix
Investment Banking

Nihaar has built a career at the intersection of finance, strategy, entrepreneurship, and Media & Entertainment. His experience includes working as Head of New Business Development for Sean ‘Diddy’ Combs, in the Content Strategy & Analysis Group at Netflix, and in investment banking. Nihaar holds a B.S. in Finance from the Wharton School at the University of Pennsylvania.

What people are saying about this course…

“Great information and I can see how this will be key to success. Can’t wait to use this tool to model revenue improvements as we apply certain marketing tactics!”

“Clear examples and guidance with formulas.”

“Combined with the “How to Read Financial Statements” content, this is a really powerful video series for a startup.”

Who this course is for:

  • Entrepreneurs and Business Owners
  • Finance Professionals
  • Start-up Founders
  • Individuals from various backgrounds interested in learning financial modeling

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    How to Build a Small Business Financial Model: Step-by-Step
    How to Build a Small Business Financial Model: Step-by-Step
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