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Annual Three-Statement Model Template
Accelerate long-term value creation with our premium three-statement 5-year financial model. The model includes 5 years of financial projections with drivers for the income statement (revenue, gross margin, operating expenses), balance sheet and cash flow items. The model also includes detailed scenario analysis and key outputs.
Designed for Founders, CEOs, and CFOs to build long-term financial models and value creation plans. With built-in formulas and easy to edit categories, you can easily plan and allocate resources to accelerate growth and value creation.
Whether you need help getting the most out of one of our existing financial model templates, want to explore custom modeling needs, or have questions about how to adopt a more robust budgeting or value creation process, our team is ready to support you.
The best of short-term and long-term financial planning combined! Our Premium Financial Model Bundle includes:
Premium Monthly Three-Statement Model Template
Connected balance sheet, income and cash flow statements
Dynamic revenue and expense drivers
Debt & covenant schedules, scenario tracking, and detailed summary outputs
Performance tracking with board, investor, and lender-ready outputs
Premium Annual Three-Statement Model Template
5 years of financial projections, P&L and cash flow scenarios
Drivers for the income statement (revenue, gross margin, operating expenses), balance sheet and cash flow items
Leverage, credit metrics and liquidity scenarios
Outputs and executive dashboards tailored for board and investor reporting
1-Hour Expert Modeling Consultation
Monthly & Annual Three-Statement Model Bundle
Board-Ready Financial Modeling That Saves Time
“Keene's model was a game-changer. It saved me 50+ hours in our annual budgeting process and gave me the ability to quickly evaluate multiple scenarios across growth, profitability, cash flow, liquidity, and covenants. The outputs were board ready and held up to investor and lender scrutiny. Finally, a model built for real decision making in a private equity environment.”
— Jason Pierce, CFO at MPP
FAQs
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Our Premium Elite Bundle Templates are designed for private companies, including those in the consumer discretionary, consumer staples, industrial, information technology, communication services, and certain healthcare and energy industry segments.
The bundle is 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.
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The Premium DCF Model Template is an annual financial model that includes 3 years of historic actual financials and 5 years of projected financials.
The Premium model includes detailed cash flow drivers, a separate working capital schedule, a weighted average cost of capital (WACC) calculator, and detailed scenario analyses.
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You do not need advanced Excel or financial modeling skills to use the Model. Upon checkout, we will provide an instantly downloadable Excel file key to building your DCF model, along with detailed instructions.
With the Premium Elite Bundle, you’ll schedule a 60-minute call with a DCF modeling expert to get you started quickly.
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Our models supports a single currency. Units are in US Dollars (USD). At this time, the model does not support multiple currencies.
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A member of our expert DCF valuation modeling team will contact you within 1 business day. We’ll schedule a video call to help you set-up your model and get started.
If you want to get started right away, please contact us at General@KeeneAdvisors.com
Trusted by Founder and Family-Owned Businesses
Keene Advisors is an independent investment bank and strategy consulting firm built to serve privately held, founder-led, and family-owned companies. Our focus and experience gives us a deep appreciation for the unique dynamics that drive private, family-owned and mission-driven enterprises.
With hundreds of successful client engagements and experience advising on over $45 billion in M&A, capital raising, and restructuring transactions, our team brings unparalleled insights and a proven track record of success.
About Keene Advisors
Travis Borden, Founder & President, Keene Advisors