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5-Year Annual Three-Statement Model
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.
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.
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
1-Hour Expert Modeling Consultation
Monthly & Annual Three-Statement Model Bundle
Board-Ready Financial Modeling That Saves Time
“Keene's model was a game-changer. It saved me 50+ hours in our annual budgeting process and gave me the ability to quickly evaluate multiple scenarios across growth, profitability, cash flow, liquidity, and covenants. The outputs were board ready and held up to investor and lender scrutiny. Finally, a model built for real decision making in a private equity environment.”
— Jason Pierce, CFO at MPP
FAQs
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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.
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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.
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You do not need advanced MS Excel or financial modeling skills to use the Three-Statement Model Template. Upon checkout, we will provide an instantly downloadable Excel file with 19 paginated sheets key to building your budget forecast, along with detailed instructions. With basic knowledge of Excel you will be able to incorporate your historic financial performance into the 3-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 a single currency. Units are in US Dollars (USD) . At this time, the model does not support multiple currencies.
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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.
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.