Moving Company Pro Forma
Operating Businesses Excel Template (Free Download)
Turn crew capacity, local and long-distance demand, pricing, brokered jobs and claims into a projected moving-company decision view.
professionals from Deloitte
About this pro forma
The underlying Excel model is the engine for local hourly moves and long-distance tariff-priced moves sharing one finite crew-hours pool. Hiring lag, brokered overflow, Full Value Protection, claims reserves, wages, fuel, maintenance, capex and working capital remain mechanically linked.
The pro forma shows how capacity constraints affect revenue mix, EBITDA margin, liquidity and valuation. Moving operators, lenders, sponsors and logistics investors can test hiring pace, demand growth, coverage attach and claims severity.
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 Moving Company Pro Forma
- Crew roll-forward and available-hours capacity
- Local hourly and long-distance tariff revenue
- Brokered overflow and revenue-mix outputs
- Full Value Protection and claims-reserve schedule
- Fuel, wages, maintenance, insurance and overhead forecast
- Capex, working capital, free cash flow and DCF valuation
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
How are move types priced?+
Local jobs use hourly crew pricing while long-distance jobs use weight, distance and tariff-rate drivers.
What happens when crews are constrained?+
Local jobs are served first and excess long-distance demand is brokered at a lower fee rate.
Is the claims reserve included?+
Yes. Full Value Protection claims are incurred and paid through a linked reserve roll-forward.
Who uses this output?+
Moving-company owners, lenders, sponsors and logistics investors use it for fleet and hiring decisions.
Have more financial modelling questions? Contact us
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