General Use 3-Statement Financial Model: 5-Year Startup   Excel template (XLSX)
$45.00

General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
Flevy is the marketplace for business best practices.
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
General Use 3-Statement Financial Model: 5-Year Startup (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

General Use 3-Statement Financial Model: 5-Year Startup (Excel XLSX)

Excel (XLSX)

$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

VIDEO DEMO

ENTREPRENEURSHIP EXCEL DESCRIPTION

This product (General Use 3-Statement Financial Model: 5-Year Startup) is an Excel template (XLSX), which you can download immediately upon purchase.

Here you have a general 3 statement model template with formulas that are in tact for how the income statement, balance sheet, and statement of cash flows all work together. The most advanced logic in this sheet would be for inventory and it is just a general off-set relative to inventory COGS line items. Most of the data is hard-coded in on the income statement and a few other schedules that will then flow to the balance sheet and statement of cash flows.

If you are new to creating connected financial statements on a monthly and annual level, this template will give you guidance on the general approach and how all the calculations work in order to stay balanced (assets = liabilities + owners equity).

The output summaries are in a monthly and annual format for up to 5 years. This template is designed to fit as many different financial forecasts as possible.

The user can simply drop in their revenues, cost of goods sold, and operating expenses into the monthly income statement and the Net Income, Balance Sheet and Cash Flow Statement will update automatically.

Other configurable inputs include start year, exit month, income tax rate, capital gains tax rate, and a 'yes/no' selector to pay dividends.

The user can also configure amortization terms for senior debt, CapEx (including building / equipment) and the useful life. The depreciation expense will auto-populate.

Another set of available inputs include:

•  Up to 7 investment rounds (amount / date of fundraising / valuation)
•  Terminal value (based on multiple of trailing 12-month revenue)
•  % of exit value assigned to comprehensive income. Any value not applied to comprehensive income will go against equipment sales and a capital gains taxable event.

Inventory logic (if purchases happen in 'x' months advance of when things actually sell). There is a specific COGS line that references this logic.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Entrepreneurship, Integrated Financial Model Excel: General Use 3-Statement Financial Model: 5-Year Startup Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 195
Terms of usage (for all documents from this author)

I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.

I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success ... [read more]

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor "

– Michael Duff, Managing Director at Change Strategy (UK)
 
"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I "

– M. E., Chief Commercial Officer, International Logistics Service Provider
 
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The "

– Roderick Cameron, Founding Partner at SGFE Ltd
 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience


Your Recently Viewed Documents

Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Entrepreneurship Business Continuity Planning Financial Analysis Human Resources Business Impact Analysis Strategy Development Example Project Management Progress Report Corporate Culture COVID-19 Strategic Planning

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.