Financial Projection Model (3-5 Year)

Complete 3-statement financial model with income statement, balance sheet, and cash flow projections for exit preparation.

Premium Tool

Overview

A credible financial projection is essential for any exit process. This 3-statement model provides the foundation for buyer discussions, valuation analysis, and strategic planning.

What Is Included

  • Income Statement projections with revenue and expense drivers
  • Balance Sheet forecasting with working capital modeling
  • Cash Flow Statement automatically generated from P&L and BS
  • Driver-based assumptions for easy scenario modeling
  • Visualization dashboards with charts and KPI summaries
  • Comparison views showing historical vs. projected performance

Who Should Use This

  • Owners 2-5 years from exit who need to model their path forward
  • Those preparing management presentations for potential buyers
  • Business owners working with advisors who need a starting template
  • Anyone wanting to understand the financial impact of growth initiatives

How to Use

  1. Enter historical data - Populate the last 3 years of actuals
  2. Define revenue drivers - Set growth rates, pricing, and volume assumptions
  3. Model expenses - Input fixed vs. variable cost structures
  4. Review projections - Examine the 5-year outlook
  5. Run scenarios - Adjust assumptions to see impact on outcomes

Related Topics

Financial Projections 3-Statement Model Exit Planning

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Tool Details

Format
xlsx
Complexity
advanced
Time to
Complete
4-6 hours
Version
1.5
Last Updated
Nov 2025
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