Brewery Pro Forma
Consumer Excel Template (Free Download)
Turn brewing capacity, product mix, distribution channels, and ingredient costs into a projected brewery pro forma.
professionals from Deloitte
About this pro forma
This pro forma translates a craft brewery's production plan into projected sales, margins, cash flow, and value. Production capacity constraints, packaged and taproom channels, pricing, volume, and inflation in hops and grains remain visible in the forecast.
Use the output to evaluate a brewery launch, capacity expansion, distribution strategy, or acquisition. The full Excel engine connects inventory, staffing, operating costs, capex, and DCF outputs for owners, investors, and lenders.
What every model includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Brewery Pro Forma
- Projected production volume and capacity utilization
- Revenue by wholesale, distribution, taproom, and other channels
- Channel-specific pricing, margins, and ingredient cost inflation
- Operating expense, labor, capex, and EBITDA forecast
- Inventory, working capital, and unlevered cash-flow outputs
- DCF enterprise value and equity value decision outputs
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
Who is this brewery pro forma for?+
Brewery founders, operators, investors, lenders, and buyers assessing production or growth plans.
Does it model capacity constraints?+
Yes. Production and sales are tied to brewing capacity and channel assumptions.
Can I compare sales channels?+
Yes. Volume, pricing, and margin differences by channel flow into the projected mix and EBITDA.
What is the final decision output?+
The model projects EBITDA, free cash flow, enterprise value, equity value, and funding requirements.
Have more financial modelling questions? Contact us
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