Your Business Numbers Coach....Go to Your Next Level

Financial Model Tool Kit


Get the tools you need to plan the financial success of your business.



With the new Financial Model Tool Kit from Trillium Financial, you will get the tools that you need to build a financial model to help plan and operate your business. Knowing and tracking key financial measures helps you make better decisions.

This easy to use and cost-effective tool kit includes the following:

  • Basic 12 Month Financial Model: A simple model that helps you document your business financial plan and cash flow
  • Breakeven Analysis: This model shows you the minimum amount of sales to breakeven
    Professional Service Firm Model: Provides a financial plan for a professional service firm with key criteria such as bill rate and capacity
  • Affordable Growth Rate Model: Every company has a “speed limit”; do you know yours?
  • Z Score Model: Documents whether a vendor or customer is a viable credit risk