Here's Everything...

Watch this so you know exactly what to expect.

Course Description

This course is a pre-built template of a monthly three statement model.

It's the exact format I use with FP&A and Private Equity teams to manage portfolio companies.

The videos walk you through the structure and how to use it.  You can edit it as you see fit for your purposes.

Course Curriculum

  • 1

    Overview

    • Model Layout (PPT) - DOWNLOAD TEMPLATE HERE

    • Model Walkthrough (file)

  • 2

    Income Statement

    • Revenue, COGS, & Gross Profit

    • Opex Overview

    • Headcount Schedule

    • Income Tax Expense

    • EBITDA

  • 3

    Balance Sheet

    • Cash & Retained Earnings

    • Net Working Capital

    • Fixed Assets

  • 4

    Statement of Cash Flows

    • Statement of Cash Flows

  • 5

    Debt Schedule

    • Debt Schedule

    • Circularity Breaker

  • 6

    Covenants

    • Covenants

  • 7

    Returns

    • Returns

  • 8

    Summary

    • Summary

    • Error Checking

  • 9

    Thank You

    • Review & Affiliate Program

Standalone Price

  • $199.00

    $199.00Advanced 3 Statement Model Template

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or Consider Bundling...

  • $599.00

    $599.00All Courses

    Plus 1 Hour of Coaching
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  • $399.00

    $399.00All Courses

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  • $199.00

    $199.003 Statement Bundle

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