The Basic 3-Statement Model Template was designed for private companies, including those in the consumer discretionary, consumer staples, industrial, information technology, communication services, and certain healthcare and energy industry segments.

It’s not recommended for publicly traded companies, banks, insurance companies, biotech or real estate companies or companies in industries that use industry-specific metrics.

If you’d like help in those sectors, please contact us for a bespoke solution.

The Free Three-Statement Model Template is a monthly model that includes 24 months of historic actual financials and 12 months of projected financials. 

It includes a fully linked 3-statement model (income statement, balance sheet and cash flow statement).

If you need a more robust solution with accompanying debt schedules, covenant calculations, scenario analysis, and detailed outputs, consider purchasing our Premium Monthly Three-Statement Model, our 5-Year Three-Statement Model, or our Premium Bundle that includes both!

All Models are based on US Generally Accepted Accounting Principals (“GAAP”) with simplifying assumptions to narrow the scope of the forecasting process.

You do not need advanced MS Excel or financial modeling skills to use the Free 3-Statement Model. We will email you an instantly downloadable Excel file, along with detailed instructions.

If you would like more hands-on support, please contact us. We’re glad to offer financial consulting services to compliment your efforts.

Yes! We know it’s crunch time. Please contact us to discuss a customized solution to meet your goals.