Advanced Three Way Integrated Financial Model (Excel XLSX)

Completly editable Financial Model Excel Template

Organizations utilize an Integrated Financial Model as a tool for predicting and analyzing their financial performance. This type of model consolidates data from various financial sources, such as income statements, balance sheets, and cash flow statements, to provide a comprehensive overview of the organization's financial state.

The model typically incorporates revenue, expense, and other significant financial metrics projections. This enables users to gain a broader perspective and understand how various factors influence the financial well-being of the business. Flevy has hundreds of Integrated Financial Models that cater to specific types of organizations and companies (e.g. Manufacturing, SaaS Startup, Energy, etc.). However, general Integrated Financial Models that can be customized to any organization are also available.

In addition, Integrated Financial Models offer users the ability to simulate different scenarios and perform "what-if" analyses. This helps to identify potential risks and opportunities, as well as assess the financial ramifications of various decisions on the business's performance. This capability can be particularly beneficial for organizations operating in rapidly evolving or uncertain environments, where accurately evaluating the financial implications of various actions can be crucial.

Integrated Financial Models serve a wide range of purposes, including budgeting, forecasting, and decision making. Furthermore, by utilizing the data-driven analysis provided by the financial model, management can make strategic decisions more confidently and reliably.

The provided template establishes a 3-statement financial model that interconnects the income statement, balance sheet, and cash flow statement in a dynamic manner.

This model serves as the foundation upon which more sophisticated financial models can be constructed, including discounted cash flow (DCF) models, merger models, leveraged buyout (LBO) models, and numerous other financial models.

The model is constructed on a single-sheet format, making navigation easier for the user and reducing the possibility of incorrect formula linkages, while also allowing for greater consolidation of multi-business enterprises.

Formulas within the model are displayed in black, while hard-coded numbers are in blue. The user is required to input solely the blue numbers, as the remaining portions of the model will update automatically.

Content:
•  Assumption Sheet
•  Income Statement
•  Balance Sheet
•  Cash Flow Statement
•  PPE Schedule
•  Debt Schedule
•  DCF
•  LBO
•  FCEE
•  PE Returns
•  WACC

Key Words:
DCF Model Example, Financial Analysis, Financial Management, Financial Modeling, Financial Ratio Analysis, Financial Ratios Calculator, Financial Ratios Template, Financial Statement Analysis, Financing, M&A , M&A (Mergers & Acquisitions)

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