5 Year Forecast Model with computer output.png
Premium 5 Year Forecast Model.png
5 Year Forecast Model with computer output.png
Premium 5 Year Forecast Model.png

5-Year Three-Statement Forecast Model

$199.00

Accelerate long-term value creation with our premium three-statement 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.

Accelerate long-term value creation with our premium three-statement 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.

2026 Monthly Three-Statement Model Template
2026 Monthly Three-Statement Model Template
$199.00
Implementation Quote
Implementation Quote
$0.00
1-Hour Expert Consultation
1-Hour Expert Consultation
$199.00

Premium Features

  • Connected worksheets that link your income statement, balance sheet & cash flow schedules giving you visibility into the impact of various assumptions on growth, cash flow and value creation potential.

  • Tools for tracking debt schedule and loan covenants to provide visibility into future financing and liquidity needs.

  • Incorporate scenarios for revenue, gross margins, balance sheet and cash flow drivers so you can anticipate the impact of different business and market changes on your growth, cash flow and value creation plans.

  • Upon checkout, we will provide an instantly downloadable MS Excel file with 19 paginated sheets key to building your 5-Year financial plan, along with detailed instructions on how to use the Model.

  • The Model comes with a 7 day satisfaction guarantee.

FAQs

  • 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.

  • 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.

  • You do not need advanced MS Excel or financial modeling skills to use the Model. Upon checkout, we will provide an instantly downloadable MS Excel file with 19 paginated sheets key to building your 5-year forecast, along with detailed instructions. With basic knowledge of MS 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.

  • No. The model only supports a single currency. If you need additional currencies, please contact us for a customer solution.

  • 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.

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