Consulting & Professional Services Firm

What should we charge, and who should we hire next?

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One-time purchase, immediate download
Institutional-quality model built in Excel (.xlsx)
Built from real private equity, real estate and M&A modeling

Model highlights

What it does

An operating model for consulting firms, agencies and other professional services businesses. It turns your team, rates and utilization into revenue, tracks project and retainer work, and shows margins and cash as you hire.

Independent consultantsPlan the jump from solo to firm.

Agency ownersPrice work and plan hires.

PartnersAgree on targets and payouts.

OperatorsTrack margin by service line.

What's included

Inside the model

Team roster with billing rates, salaries and utilization
Project and retainer revenue forecasting
Pipeline with win rates and start dates
Delivery costs, overhead and margins by service line
Hiring plan tied to capacity
Cash flow and owner distributions
One assumptions sheet that drives the whole model
Built-in error checks
Step-by-step guide and sample data

Questions

Frequently asked

Something else? Email patrick@patrickquigley.com.

Do I need advanced Excel skills?

No. If you can type numbers into a spreadsheet, you can use the model. Inputs are clearly marked and the guide walks you through each step.

What do I receive?

An Excel (.xlsx) file plus a short guide, delivered as a download after purchase.

Can you customize it for my business?

Yes. We build custom versions and fully custom models. Email us with what you need.

DisclaimerQuigley Capital does not provide financial, investment, legal, or tax advice. All templates, calculators, and content are for informational and educational purposes only. Outputs should be independently verified before use in any real-world decision.