Offline Business Models in Excel – Practical Guide

Practical guide for Business Analysts and Consultants how to do financial and business modeling

What is the aim of this course?

What you’ll learn

  • Create business models in Excel.
  • Analyze offline business models in Excel.
  • You will understand what is important in your business.
  • You will know what KPI you should look at and what are the benchmarks.
  • You will learn how to analyze strategies using business models in Excel, especially during management consulting projects.

Course Content

  • Introduction –> 4 lectures • 8min.
  • Retail Business Model –> 8 lectures • 49min.
  • B2C Services Business Model –> 7 lectures • 35min.
  • B2B Services Business Model –> 7 lectures • 20min.
  • FMCG Business Model –> 11 lectures • 22min.
  • Commodity Business Model –> 10 lectures • 29min.
  • Conclusions –> 1 lecture • 1min.

Offline Business Models in Excel - Practical Guide

Requirements

  • Basic or intermediate Excel.
  • Basic knowledge of economics or finance.

What is the aim of this course?

This course will help you drastically improve your knowledge and skills in creating business models in Excel for traditional offline business such as: Retail, B2C services and products, B2B services and products. It is designed for those who want to become consultants, business analysts and people who need to be able to analyze any business in Excel. In the course you will learn 4 things:

  1. What your business model is about, what to concentrate on and what are the most important KPIs for you?
  2. How to translate your business model into Excel and evaluate it?
  3. How to draw conclusions using your business model in Excel?
  4. Estimate what will be the impact of specific changes that you may consider in your business

The course is based on my 12 years of experience as a consultant in top consulting companies and as a Board Member responsible for strategy, improvement and turn-arounds in biggest companies from FMCG, SMG, B2B sector that I worked for. On many occasions I had to build business models in in Excel in order to estimate what is the value of the business and find ways in which I can improve it. Business models are also useful for internal purposes: planning, looking for opportunities, analyzing performance, business development.  On the basis of what you will find in this course I have trained over 100 consultants, business analysts and managers who now are Investment Directors, CEO, COO, Partners in PE, Operational  Directors, Directors in Consulting Companies, Board Members etc.

I teach through cases so most of the lectures are case studies showing how to present the business model in Excel. To every lecture showing a business model in Excel you will find attached (in additional resources) the Excels shown in the Lecture, so as a part of this course you will also get a library of ready-made business models that you can, with certain modification, apply in your work. The examples we will be showing here are heavily used in management consulting as well as PE, VC and strategic departments.

Why I decided to create this course?

Most consultants and business analysts struggle with building the business models in Excel as it requires a mixture of knowledge about the business, some fluency in simplification and presentation in Excel the logic behind the business. By training modeling your business in Excel you gain in-depth knowledge about your business and you can spot faster the links between seemingly unrelated issues. This course is designed to fill in the gaps and turn you into expert in business modeling. I strongly recommend this course to people who want to be in charge of the business as it will empower you to move your business forward.

To sum it up, I believe that if you want to build or to find improvements in any business you should master techniques related to modeling the business in Excel. That is why I highly recommend this course not only to consultants or business analyst that have to advice their customer but also to owners, founders  of businesses as well as investment directors.

In what way will you benefit from this course?

The course is a practical, step by step guide loaded with tones of analyses, tricks, hints that will significantly improve the speed with which you analyze and create business models in Excel. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will know:

  1. How to build the model in Excel for your business
  2. How to identify important issues for your business and how to reflect them in Excel
  3. How to find ways in which you can significantly increase value of the business
  4. How to calculate the impact of proposed changes in Excel

You can also ask me any question either through the discussion mode or by messaging me directly.

How the course is organized?

The course is divided currently in 6 sections and will be adding new section to address other important issues. Currently you will find the following sections:

  • Introduction. We begin with little intro into the course as well as some general info on production
  • Retail. In the second section I will discuss the business model of Retailers. I will show you the main challenges they are facing, KPIs that matter in Retail, examples of companies. Since more and more Retailers operate also on-line I will also show you the details of e-commerce business model. I will show you how to model traditional retail as well as e-commerce in Excel
  • B2C Services. In this section I will discuss the business model of B2C services i.e. hairdresser, restaurant chains, plumber, electricians etc. I will show you the main challenges they are facing, KPIs that matter in B2C service, examples of companies. We will go into more details when it comes to restaurant chain and I will show you how to model it in Excel.
  • B2B Services. Next we will move on to business model of B2B services. They behave a little bit differently than the B2C service. I will show you the main challenges they are facing, KPIs that matter in B2C service, examples of companies. At the end I will show you how to model consulting business in Excel.
  • FMCG. In this section we will move to products. The first one to be discussed are FMCG products. I will show you the main challenges they are facing, KPIs that matter in B2C service, examples of companies. As an example I will show you how to model in Excel Cosmetics business.
  • Commodity. On the other scale are products for which the brand is not that important and that are simply selling well known, not differentiated product. . I will show you the main challenges they are facing, KPIs that matter in B2C service, examples of companies. As an example I will show you how to model in Excel production of plywood

I will be adding new sections and lectures in the coming months

 

You will be able also to download many additional resources

  1. Models in Excel show in lectures
  2. Links to books worth reading
  3. Presentations of different business models
  4. Links to additional presentations and movies

 

At the end of my course, students will be able to…

  • Pick the right business model for their business idea
  • You will understand what is important in your business
  • You will know what KPI you should look at and what are the benchmarks
  • You will be able to write down your business model in the form of an Excel model and to draw conclusion out of it

Who should take this course? Who should not?

  • Management Consultants
  • Business analysts
  • Investment Directors
  • Small and medium business owners
  • Startups founders
  • Controllers

What will students need to know or do before starting this course?

  • Basic or intermediate Excel
  • Basic knowledge of economics or finance
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