Free Three-Statement Model Template for Excel | 2025-2026

Professional Grade Valuation Made Simple

A clean, easy-to-use three-statement model for quick 2025–2026 budgeting. Designed to help you enter assumptions, view linked outputs, and build your own forecast easily.

Free version features:

  • Built for CFOs and corporate executives
  • Executive-Friendly Design
  • Save 50+ hours with a ready-to-use, customizable Excel model
Premium models include advanced schedules, scenario tools, and long-term planning.
Over 2000 downloads
   
Instant download

Upgrade to the Full Premium Model

For deeper analysis, scenario planning, and investor-ready outputs. One-time, upfront payment, $199.

  • Dynamic revenue & expense drivers
  • Detailed debt & covenant schedules
  • Board & investor-ready outputs
  • Scenario analysis for deeper insights
  • Dynamic performance tracking
  • Priority support for model questions

Frequently Asked Questions

What is the difference between Free and Premium?

The Free model provides a foundational three-statement model, while the Premium model offers advanced drivers, scenario planning, and investor-ready outputs.

Is there a free trial for the Premium model?

Currently, we do not offer a free trial for the Premium model. However, the Free model allows you to experience the core functionality. Premium is one-time, upfront payment for the model.

How do I get support for the models?

Premium users receive priority support for all model-related questions.

Who Builds Digital Solutions?

Keene Advisors delivers investment-banking–grade financial modeling tools and advisory support to help businesses make confident, data-driven decisions. Our team is composed of seasoned finance professionals with backgrounds in investment banking, private equity, corporate finance, and FP&A.

We are dedicated to building robust, user-friendly models that empower CFOs, founders, and finance teams to achieve their strategic goals.

Travis Borden | Keene Advisors

Travis Borden, Founder & President

Unlock Deeper Insights With the Premium Three-Statement Model

Built for CFOs, founders, and FP&A teams who need advanced forecasting tools, deeper drivers, and presentation-ready financial outputs.

  • Full driver-based revenue & expense modeling
  • Multi-scenario analysis (best / base / downside)
  • Detailed debt, interest, and covenant schedules
  • Working capital & cash conversion modeling
  • Long-term projections for strategic planning
  • Board-, lender-, and investor-ready outputs
Feature Free Premium
Linked 3-Statement Model ✓ ✓
Advanced Drivers & Schedules ✓
Scenario Planning ✓

Explore Premium Model

“Used by finance leaders at private equity–backed and growth-stage companies.”

Keene offers this foundational model for free to help finance teams get started quickly. Upgrade to Premium for advanced insights and long-term planning.