Premium Three-Statement Budget Model Template
$199
Accelerate your budgeting process today! Our Premium Three-Statement Budget Model Template includes 19 connected sheets in MS Excel, including balance sheet, income and cash flow statements, as well as debt & covenant schedules, scenario tracking, and detailed summary outputs
Designed specifically for CFOs and corporate finance professionals to link growth, cost savings and cashflow improvements to value creation opportunities for 2025 and beyond. With built-in formulas and easy-to-edit categories, the premium three-statement model template allows you to confidently plan and allocate resources to drive growth and profitability in the year ahead.
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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Dynamically track your company’s actual performance versus budgeted expectations
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See summarized results for your income statement, balance sheet, and cash flow models as well as key performance metrics, financial ratios, total liquidity, and your chosen scenarios.
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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 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 Model to get started.
Past clients include
Our team of experts can work with you to offer guidance on the three-statement model or even build a bespoke financial 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 2025 Three-Statement Budget 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 Premium Three-Statement Model Template (the “Model”) is a a monthly 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.
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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 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.
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The model supports US Dollar (USD) based businesses. At this time, additional currencies are not supported.
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Yes! We know it’s crunch time. Please contact us to discuss a customized solution to meet your goals.
FAQs
About Keene Advisors
Strategic and Financial Advice, Global Impact
Keene Advisors is a full-service investment banking and strategy consulting advisory firm with over $40 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
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 $40 billion of M&A, capital raising and restructuring transactions spanning more than 20 years.