Premium Three-Statement 5-Year Financial Model Template
$199
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 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.
Premium Features
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Connected worksheets to build your income statement, balance sheet & cash flow schedule
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Tools for tracking your debt schedule & loan covenants
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Run scenarios for changing revenue, gross margins, balance sheet & cash flow drivers
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See summarized results for your income statement, balance sheet, and cash flow scenarios.
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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.
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The Model comes with a 7 day satisfaction guarantee.
Not ready for Premium? Explore our Free Basic Three-Statement Budget Model to get started.
Past clients include
Our team of experts can work with you to offer guidance on the dynamic model or even build a bespoke model to meet your needs.
Contact us today to set-up a complimentary consultation and receive a detailed estimate.
Prefer a customized solution?
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The 5-Year Three-Statement Financial Model Templates were 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 5-Year Three Statement Financial Model (the “Model”) is an annual 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 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 financial projection model, along with detailed instructions. With basic knowledge of MS Excel you will be able to incorporate your historic financial performance into the 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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The model supports US Dollar (USD) based businesses. At this time, additional currencies are not supported.
FAQs
About Keene Advisors
Strategic and Financial Advice, Global Impact
Keene Advisors was 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.
Keene was founded as a benefit corporation with a focus on advising mission-driven businesses.
Travis Borden, Founder & President
Our Experience
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
Advised on over $40 billion of M&A, capital raising and restructuring transactions over the last 20 years.