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Monthly Three-Statement Model Template
Accelerate your budgeting and financial modeling process today! Our Premium Three-Statement Model Template includes:
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
Designed for Founders, CEOs, CFOs, private equity and venture capital investors, and other corporate finance professionals to confidently plan and allocate resources to drive growth and profitability in the year ahead.
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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The Three-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.
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The Premium Three-Statement 5-Year Forecast Model Template (the “Model”) is a annual financial model that includes 3 years of historic actual financials and 5 years of projected financials.
The Premium solution includes a fully linked three-statement model (income statement, balance sheet and cash flow statement) along with accompanying debt schedules, covenant calculations, scenario analyses, and detailed outputs.
The Model is based on US Generally Accepted Accounting Principals (“GAAP”) with simplifying assumptions to narrow the scope of the forecasting process.
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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 with 19 paginated sheets key to building your 5-year forecast, along with detailed instructions. With basic knowledge of Excel you will be able to incorporate your historic financial performance into the three-statement model and use the existing model drivers to create a 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.
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No. The model only supports a single currency. If you need additional currencies, please contact us for a customer solution.
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Yes! Please contact us to discuss a customized solution to meet your goals. We are expert financial modelers and can deliver a customized forecast model to you quickly.
Want Help Customizing Your Model?
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:
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 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
