3-Statement Financial Model Template

Create your own 3-statement model - balance sheet, income statement, and cash flow statement

Author: Kevin Henderson
Kevin Henderson
Kevin Henderson
Private Equity | Corporate Finance

Kevin is currently the Head of Execution and a Vice President at Ion Pacific, a merchant bank and asset manager based Hong Kong that invests in the technology sector globally. Prior to joining Ion Pacific, Kevin was a Vice President at Accordion Partners, a consulting firm that works with management teams at portfolio companies of leading private equity firms.

Previously, he was an Associate in the Power, Energy, and Infrastructure Investment Banking group at Lazard in New York where he completed numerous M&A transactions and advised corporate clients on a range of financial and strategic issues. Kevin began his career in corporate finance roles at Enbridge Inc. in Canada. During his time at Enbridge Kevin worked across the finance function gaining experience in treasury, corporate planning, and investor relations.

Kevin holds an MBA from Harvard Business School, a Bachelor of Commerce Degree from Queen's University and is a CFA Charterholder.

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Reviewed By: Patrick Curtis
Patrick Curtis
Patrick Curtis
Private Equity | Investment Banking

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity Associate for Tailwind Capital in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an MBA in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

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Last Updated:October 6, 2023

Download WSO's free 3-Statement Financial Model template below!

This template allows you to create your own 3-statement model for a company - specifically, the balance sheet, income statement, and statement of cash flows.

The template is plug-and-play, and you can enter your own numbers or formulas to auto-populate output numbers. The template also includes other tabs for other elements of a financial model.

According to the WSO Dictionary,

"The financial statements are broken down into three different statements:

  • Income Statement – shows the income and expenditure of the company, including things such as depreciation, income tax, interest income etc.
  • Balance Sheet – shows the assets, liabilities and shareholders equity of a firm; it must always balance (i.e. assets = liabilities + shareholders equity).
  • Cash Flow Statement – shows the inflows and outflows of cash and shows whether the firm is actually making or losing money."

A screenshot below gives you a sneak peek of the template.

3-Statement Financial Model Template

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3-Statement Financial Model Template.xlsx 143.4 KB 143.4 KB