
Learning to build a 3-statement model is a huge milestone, and you should be proud. It forms the foundation for many other types of advanced models, such as discounted cash flow (DCF), mergers & acquisitions (M&A), and leveraged buyout (LBO) models.
Always remember that a financial model is a key strategic decision-making tool, but it will only achieve its intended purpose if the core model was built well and supported with solid assumptions, that lead to reliable outputs.
A well-built model is just the beginning; as finance professionals, our real task is using it to craft a compelling story that drives business success.
If you enjoyed this course, please consider leaving a 5-star review. Also, if you’re ready to move on to the next step, which is building an advanced monthly operating model to actually run a business, please check out the course on Mastering the 3-Statement Operating Model.
Congratulations on completing this course, and best of luck to you on your journey and in your continued professional growth. Model on!
Welcome to 3-statement financial modeling! Learn how to build a 3-statement financial model that dynamically links the Income Statement, Cash Flow Statement, and Balance Sheet. We follow a simple 5-step framework to build a model that is as simple as it is elegant.
What sets this course apart from others on the market is its unique approach. Unlike other courses that force you to sit through hours of lengthy videos, we've distilled complex concepts into concise, to-the-point videos, accompanied by a detailed e-guide that allows you to study at your own pace.
This essential skill for any finance professional integrates the income statement, balance sheet, and cash flow statement into one dynamically linked, comprehensive model. It allows you to thoroughly evaluate a company’s financial health and forecast its future profitability, asset position, and cash outlook. It is a key decision-making tool and forms the foundation for many other types of models, such as discounted cash flow (DCF) and merger models. Ultimately, everything in business and finance connects back to these three financial statements, as they form the bedrock for analyzing performance and driving strategic decisions.
Whether you're an FP&A leader, a private equity professional, or a student launching a finance career, this course provides the foundation and knowledge you need to begin building effective three-statement models. Happy modeling!