3-Statement Model Template: Case Study and Excel Download

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This case study includes a free 3-Statement Model template in Excel that you can download and customize for your own analysis. The template links the income statement, balance sheet, and cash flow statement into one integrated 3-statement model, so you can plug in assumptions, forecast results, and see the impact on financial performance.

What’s Included in the 3-Statement Model Template

• Fully linked income statement, balance sheet, and cash flow statement.
• Assumptions section for key drivers (revenue growth, margins, capex, working capital).
• Supporting schedules for PP&E, debt, and working capital.
• Integrated checks to help you keep the model balanced.

This page focuses on the 3-statement model template and the case study that goes with it. If you want a full walkthrough of how to build and structure a 3-statement model in Excel from scratch, see our three-statement model guide.