Image 1 of 3
Image 2 of 3
Image 3 of 3
You Might Also Like
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
Premium Bundle Features
-
Gain control of your annual budget and long-range financial planning with connected income statement, balance sheet & cash flow schedules in a monthly three-statement budget model and long-term 5-year three statement model.
-
Advanced tools for tracking your debt schedule & loan covenants. Evaluate the monthly and quarterly liquidity and credit metrics in your annual budget and the long-term changes to your credit and liquidity position in the 5-year three-statement model.
-
Run scenarios for changing revenue drivers, adjusting gross margins, and balance sheet & cash flow drivers
-
Dynamically track your company’s performance versus expectations and model longer-term scenarios
-
See summarized results for your income statement, balance sheet, and cash flow models as well as key performance metrics, financial ratios, total liquidity, and your chosen scenarios.
-
Upon checkout, we will provide an instantly downloadable zip file with your bundle: a Monthly Three-Statement Model Template and a 5-Year Three-Statement Model Template. You can easily unzip to access your Excel files.
FAQs
-
Our Three-Statement Model 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.
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 Premium Three-Statement Model Template is a a monthly financial model that includes 24 months of historic actual financials and 12 months of projected financials.
The Premium 5-Year Three-Statement Model Template is an annual financial model that includes 3 years of historic actual financials and 5 years of projected financials.
The 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 Excel or financial modeling skills to use the Model. Upon checkout, we will provide an instantly downloadable Excel file with paginated sheets key to building your budget model and your 5-year plan, along with detailed instructions. With basic knowledge of Excel you will be able to incorporate your historic financial performance and use the existing model drivers to create the budget / forecast.
If you would like more hands-on support, please contact us. We’re glad to offer financial consulting services to compliment your efforts.
-
Our models supports a single currency. Units are in US Dollars (USD). At this time, the model does not support multiple currencies.
-
Yes! We know it’s crunch time. Please contact us to discuss a customized solution to meet your goals. We are expert financial modelers and can deliver a customized model to you quickly.
Want Help Customizing Your Model?
Tailor the model for your business
Validate your assumptions
Provide deeper insights and analytics
Explore your short- and long-term value creation drivers
Whether you need help getting the most our of our financial model templates, have questions about custom modeling needs, or want to adopt a more robust budgeting or value creation process, our financial modeling experts are ready to support you.
In a 1-hour consultation, we will help:
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.
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