Financial Reporting Package (P&L, Cash Flow, Balance Sheet) Template for LMM Private Equity

In the fast-moving world of M&A, having the right tools at your disposal can significantly streamline the transaction process, making it more efficient for both buyers and sellers. 

We built this template because we understand how properly presented financials can streamline the M&A process for all companies. Our Financial Package Template is designed to cater to the needs of companies working with investors either in due diligence or post-close management.

At PEmarketplace, we pride ourselves on facilitating smooth and efficient M&A transactions. Our Financial Package Template is just one of the many tools we offer to support both buyers and sellers in the M&A process. 

Strong Points of the Financial Package Template

  1. Comprehensive Coverage: Our template covers the three financial statements giving an overview of the financial health of a business. This is essential for facilitating productive conversations amongst investors, business owners, and board members.
  2. User-Friendly Design: The template is designed with clarity and ease of use in mind, making it accessible to both financial experts and novices. We built this template because many financial packages are too complicated and do not make it easy for viewers to quickly understand the key trends in a business.
  3. Customizability: While comprehensive, the template is also flexible, allowing users to tailor it to their specific needs and industry requirements. Please contact us at if your team needs assistance with customizing this template / building a repeatable financial reporting process. We have an in-house consulting team to support you. 

Download and Maximize Your M&A Success

1️⃣  Download BLANK Financial Package Template

2️⃣  Download FILLED Financial Package Example

Quick Tips for Using the Template

  1. Gather Accurate Data: Ensure all financial data entered into the template is accurate and up-to-date to reflect the true financial health of your business.
  2. Customize as Needed: Take advantage of the template's flexibility to add or remove sections that are particularly relevant to your industry or specific business model.
  3. Review and Analyze: Use the Summary section to review key metrics and financial highlights. This can be particularly useful for identifying trends and making strategic decisions.
  4. Consult with Experts: While the template is designed to be intuitive, consulting with financial or M&A experts can provide additional insights and help optimize the use of the template for your specific business. Please contact us at if your team needs assistance with customizing this template / building a repeatable financial reporting process. 

For Business Owners: A Closer Look at the 3 Statement Financial Package Template

Our Financial Package Template is designed to encompass all the essential financial documents required for a prospective investor or your current PE sponsor. 

  • Summary: A consolidated overview of the key financial highlights and metrics, providing a quick snapshot of the company's financial performance and position.
  • Profit & Loss (P&L) Statement: Provides a detailed overview of the company's revenue, expenses, and profits over a specified period, offering insights into the company's operational efficiency.
  • Balance Sheet: Presents a snapshot of the company's financial health, detailing assets, liabilities, and shareholders' equity at a specific point in time.
  • Cash Flow Statement: Combines the P&L and Balance Sheet and tracks the flow of cash in and out of the business, highlighting the company's liquidity and its ability to generate cash.


We’ve shared our proprietary template that we think is a great fit for buyers and sellers. Additionally, our in-house team of FP&A resources can work with you to customize this template and connect it to your general ledger. Please just ping us at to set up an intro call.