Description

The Historical 3-Statement Financial Model is a professionally built Excel template designed for finance professionals, analysts, consultants, and accountants who need a clean and comprehensive structure for historical financial reporting and analysis. It offers a fully integrated Statement of Comprehensive Income, Statement of Financial Position, and Statement of Cash Flows, all linked using FAST Standard design principles and compliant with IFRS reporting standards.

This model provides unparalleled flexibility, offering monthly, quarterly, and annual reporting resolutions. For each timing resolution, both current period and year-to-date formats are included. These allow users to gain detailed insights into the historical performance of a business over different time intervals. The model is ideal for companies needing internal financial analysis, reporting to boards or investors, or preparing documentation for lenders and due diligence processes.

Included within the model are dynamic common-size financial statements and detailed ratio analysis. These analytical sections help users interpret key performance indicators, financial health metrics, and trends over time. In addition, the model features a dedicated section for historical enterprise value and equity value analysis, making it suitable for valuation and transaction-related purposes.

To ensure clarity and usability, the model follows a strict color coding scheme. Blue text indicates references from other sheets (imports), yellow cells with black text and white borders are reserved for editable inputs, red text highlights export cells that link to other sheets, and bold black text is used for subtotals and section headers. Custom cell styles and number formats have also been applied throughout the workbook to maintain consistency and user-friendliness.

Template sheets are included for monthly (Temp.M), quarterly (Temp.Q), and annual (Temp.A) reporting, along with a Blank template for custom sheet creation. All assumptions and constants are housed in a dedicated Input sheet, which simplifies model auditing and makes updates more efficient.

This digital download includes the full Excel workbook file with all template sheets, financial statements, and analysis tools. It is offered under a single-user license for professional or business use and is not intended for resale or redistribution.

If you’re looking for a robust and reliable historical financial model that meets the highest standards in the industry, this model is the ideal choice. It is available for instant download and can be used immediately upon purchase to support your financial planning, reporting, and analysis needs.