Basic Three-Statement Budget Template
Optimize your 2025 financial planning with our Basic Three-Statement Budget Template, written in Excel, designed specifically for CFOs and corporate finance professionals.
Link your income statement, balance sheet, and cash flow statements for visibility into 2025 and beyond. The Model provides clear features that you can adapt to your unique business and build a connected 3-statement model.
Need a more robust solution?
Check out our Premium & Customized solutions
Basic Model PLUS:
Debt & Covenant Schedules
Scenario analysis, including customizable drivers for revenue, gross margin, balance sheet & cash flow
Summary outputs, adaptable for Board Presentations
Premium Model PLUS:
5 hours expert consulting with the Keene Advisors team
We’ll teach you how to set-up the Model and customize it for your unique needs
The FASTEST solution for 2025
Past clients include
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The Basic 3-Statement Budget 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 Basic Three-Statement Budget Template (the “Model”) is a monthly model that includes 24 months of historic actual financials and 12 months of projected financials.
It includes a fully linked 3-statement model (income statement, balance sheet and cash flow statement).
If you need a more robust solution with accompanying debt schedules, covenant calculations, scenario analysis, and detailed outputs, consider purchasing our Premium Model or reaching out to us for a Customized solution.
All Models are 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 Basic 3-statement Model. We will provide an instantly downloadable MS Excel file, along with detailed instructions.
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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Yes! We know it’s crunch time. Please contact us to discuss a customized solution to meet your goals.
FAQs
About Keene Advisors
Our Experience
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
Advised on over $40 billion of M&A, capital raising and restructuring transactions over the last 20 years. We have built hundreds of 3-statement financial models and would be glad to help you build yours.
Strategic and Financial Advice, Global Impact
Keene Advisors was 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.
Keene was founded as a benefit corporation with a focus on advising mission-driven businesses.
Travis Borden, Founder & President