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.

The Basic solution is DIY. We provide a downloadable MS Excel Model that you can customize to produce your income statement, balance sheet, and cash flow statement.

The Premium and Customized solutions are much more robust. The Basic Model is 1 page where the Premium Model is 19 connected pages in MS Excel that will allow you to build a dynamic financial Model.

The Customized solution is a product + service offering. It includes the Premium model along with 5 hours of consultation to teach you how to customize the Model to meet your unique corporate budgeting needs.

Each Budget Template (the “Model”) is a a monthly model that includes 24 months of historic actual financials and 12 months of projected financials. 

The Basic Solution includes a fully linked three-statement model (income statement, balance sheet and cash flow statement). The Premium & Customized Solutions include the Basic model 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 for the Premium & Customized Solutions, 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 model and use the existing model drivers to create a budget forecast. 

For the Customized solution, our team will also provide consultation to review your financials and build your model.

If you would like additional 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 2025 corporate budget solution to meet your goals.