Basic Financial Model Template (free)
Our company offers a few basic financial models free of charge. These models cover all the basic functions, allowing you to experiment with numbers and get a feel for your business.
Income Statement
The income statement shows the company's revenue, expenses, and profitability over a specific period.
Cashflow Statement
The cash flow statement shows how much cash a company has generated or used during a specific period, from operating activities, investing activities, and financing activities.
Balance Sheet
The balance sheet is a financial statement that shows a company's assets, liabilities, and equity at a specific point in time, providing a snapshot of its financial position.
Financial Model Structure
Assumption Sheet
In this section, you input all of the crucial assumptions for the financial plan, such as prices, costs, and investments. This table acts as the central control for the entire financial model.
Calculation Sheet / Model Sheet
The calculation tab is where all the number crunching takes place, organized into different blocks such as Revenue, Cost of Goods Sold, Staff, Depreciation, and more.
Annual Financial Statements
The financial plan outlines the expected income, cash flow, and assets and liabilities for a period of 5 years through the Income Statement, Cash Flow Statement, and Balance Sheet.
Excel File / Google Sheets
We provide you with an editable Excel financial model file, which includes all the relevant segments and formulas for reconciliation. You'll be able to update the model yourself and make changes as needed.
PDF Reports
Our financial models are designed to be easily printable, making it easy for you to share your plan with partners, banks, and investors.
Our financial modeling services
Remote / Onside Meetings
We offer both remote and on-site services at your location, using effective tools such as Teams, Zoom, and Excel Live to guarantee a smooth and productive work process.
Simply formulas & calculations
We offer a service that prioritizes simplicity and user-friendliness in financial modeling. Our models are designed to be easily followed and edited by our clients, without the use of overly complicated formulas.
Industry best practice
We offer a comprehensive business case development service, ensuring accuracy and informative results. Our financial model checklist guarantees the correct form and logical flow in the creation of the business case.
Modular Design Approach
We provide customized financial modeling services for your business. Our process involves utilizing pre-built and proven "Building-blocks" for about 70% of the model, while the remaining 30% will be tailored specifically to meet the unique requirements of your business model.