Pet Care Pro Forma
Healthcare Excel Template (Free Download)
Turn clinic growth, per-clinic economics, M&A funding, and exit assumptions into a five-year veterinary roll-up pro forma.
professionals from Deloitte
About this pro forma
This pro forma translates the Excel model into a projected decision view for a PE-backed veterinary clinic platform. It follows clinic counts, medical, retail, grooming, and boarding revenue, then carries costs, EBITDA, acquisition debt, and sponsor returns through Year 5.
Use it to evaluate acquisition pace, platform scale, capital deployment, and exit-multiple sensitivity. The workbook is the calculation engine; this pro forma is the projected operating and investment output for underwriting and review.
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 Pet Care Pro Forma
- Five-year clinic count and acquisition roll-forward
- Medical, retail, grooming, and boarding revenue forecast
- Platform EBITDA, EBIT, tax, and net income projection
- Acquisition spend, sponsor equity, and PIK debt schedule
- Exit enterprise value, sponsor IRR, and MOIC outputs
- Entry-to-exit multiple arbitrage and return sensitivities
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
What does this pet-care pro forma project?+
It projects clinic growth, four revenue streams, platform profitability, acquisition funding, and sponsor returns over five years.
How are acquisitions funded?+
Acquisition spend is split between sponsor equity and acquisition debt, with interest accruing on the cumulative debt balance.
How is sponsor return calculated?+
The model compares annual sponsor equity contributions with Year 5 exit equity proceeds after cumulative debt.
Can I change the clinic assumptions?+
Yes. Adjust clinic additions, closure rates, per-clinic economics, costs, purchase multiples, and exit assumptions in Excel.
Have more financial modelling questions? Contact us
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