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 Model Template (the “Model”) is a a monthly financial model that includes 24 months of historic actual financials and 12 months 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 2025 budget, 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.

The model supports US Dollar (USD) based businesses. At this time, additional currencies are not supported.

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.