Free Three-Statement Model Template for Excel
Professional Grade Financial Modeling - Save 40+ hours
A clean, easy-to-use three-statement model for quick budgeting and forecasting. Designed to help you enter assumptions, view linked outputs, and build your own forecast easily.
Free version benefits & features:
Built for CFOs and corporate finance executives
Connected P&L, balance sheet & cash flow statements
Save 40+ hours with a ready-to-use, customizable Excel model
Easy-to-follow format allows you to get started quickly
Instant download
Premium models include advanced schedules, scenario tools, and long-term planning.
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.
Upgrade to Premium for More Features & Better Customization
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.
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
5-Year Annual Three-Statement Model Template
5 years of financial projections
Drivers for the income statement (revenue, gross margin, operating expenses), balance sheet and cash flow items
P&L and cash flow scenarios
Leverage, credit metrics and liquidity scenarios
Summary outputs and executive dashboards tailored for board and investor reporting
Past clients include
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The three-statement model is appropriate for CFOs, corporate finance executives and team members at private companies. As well, it’s built for venture or private equity investors, Board members and more.
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The 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.
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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.
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You do not need advanced Excel or financial modeling skills to use the Free 3-Statement Model. The template downloads instantly, along with detailed instructions.
If you would like personalized support, please contact us. We’re glad to offer financial consulting services to complement your efforts.
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Yes! Please contact us to discuss a customized solution to meet your goals. We work quickly to help you meet your deadlines.
FAQs
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.
About Keene Advisors
Our Experience
With over 200 strategy and investment banking engagements for clients ranging from Fortune 50 companies, to private equity firms, hedge funds and family offices across North America, Europe and the Middle East, Keene has advised on over $45 billion of M&A, capital raising and restructuring transactions spanning more than 20 years.
Strategic and Financial Advice, Global Impact
Keene Advisors is a full-service investment banking and strategy consulting advisory firm with over $45 billion in successful mergers & acquisitions, capital raising, leveraged buyouts, and financial advisory experience.
We were founded in 2015 to provide world-class investment banking and strategic advice to founders, CEOs, CFOs, Boards of Directors, family businesses, private equity firms and other institutional investors.
Travis Borden, Founder & President