Financial Projection Model (3-5 Year)

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