Business Expansion Planning: Financial Analysis & Strategy
Felipe Delgado
Financial Analyst
Business Analyst
Business Consultant
Google Sheets
Microsoft Excel
Tableau
I developed a comprehensive financial and strategic plan for Fit Evolution’s expansion, including investment analysis, revenue projections, and operational cost modeling. This data-driven plan provided clarity on the required capital, expected profitability, and growth opportunities, ensuring a successful and sustainable business expansion.
Objective
• Analyze the feasibility of Fit Evolution’s gym expansion.
• Identify capital investment needs and operational costs.
• Develop financial projections and measure expected profitability.
• Present a clear roadmap for the expansion to potential partners and stakeholders.
Process
1. Data Collection & Feasibility Analysis
• Gathered data on current operational performance, costs, and revenues.
• Assessed the financial feasibility of the new location.
2. Capital Investment Planning
• Created a detailed list of required equipment, renovation costs, and initial expenses.
• Forecasted capital needs to achieve a smooth launch.
3. Revenue & Cost Projections
• Built a 12-month financial projection model to estimate revenues, expenses, and profits.
• Conducted scenario analysis to measure risks and opportunities.
4. Operational Cost Analysis
• Calculated monthly fixed and variable costs, including new staff salaries, rent, and utilities.
5. Strategic Roadmap Presentation
• Created a professional presentation for partners and stakeholders, highlighting:
• Revenue and profitability forecasts.
• Expected ROI and break-even analysis.
• Business growth strategies and new methodologies (e.g., training programs like “Cadence”).
Results
• Clear Financial Roadmap: Identified capital requirements and expected profitability.
• Partner-Ready Presentation: Secured confidence from stakeholders with a solid plan.
• Optimized Cost Structure: Defined efficient ways to manage new operational expenses.
• Strategic Growth Path: Positioned Fit Evolution for successful and sustainable expansion.
