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Elite DCF Model + Consultation Bundle
The best of DCF planning combined! Our Premium DCF Elite Model Bundle includes:
Premium Discounted Cash Flow (DCF) Model:
Integrated Financials – Link revenue, expenses, and cash flow drivers into clear forecasts
DCF Valuation Output – Automatically calculates enterprise value, equity value, and sensitivity analysis
Investor-Ready Design – Professional layout trusted by PE, VC, and investment banking professionals
60 Minute Consultation with DCF Modeling Expert
Our team is ready to support you and will help you set up your model during a 60 minute video call
Whether you need help getting the most out of one of our existing financial model templates, want to explore custom modeling needs, or have questions about how to adopt a more robust budgeting or value creation process, our team is ready to support you.
Accelerate long-term value creation with our premium three-statement 5-year financial model. The model includes 5 years of financial projections with drivers for the income statement (revenue, gross margin, operating expenses), balance sheet and cash flow items. The model also includes detailed scenario analysis and key outputs.
Designed for Founders, CEOs, and CFOs to build long-term financial models and value creation plans. With built-in formulas and easy to edit categories, you can easily plan and allocate resources to accelerate growth and value creation.
1-Hour Expert Modeling Consultation
Annual Three-Statement Model Template
Board-Ready Financial Modeling That Saves Time
“Keene's model was a game-changer. It saved me 50+ hours in our annual budgeting process and gave me the ability to quickly evaluate multiple scenarios across growth, profitability, cash flow, liquidity, and covenants. The outputs were board ready and held up to investor and lender scrutiny. Finally, a model built for real decision making in a private equity environment.”
— Jason Pierce, CFO at MPP
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The DCF Model Template was designed for private companies, including those in the consumer discretionary, consumer staples, industrial, information technology, communication services, and certain healthcare and energy industry segments.
It’s not recommended for publicly traded companies, banks, insurance companies, biotech or real estate companies or companies in industries that use industry-specific metrics.
If you’d like help in those sectors, please contact us for a bespoke solution.
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The Premium DCF Model Template (the “Model”) is an annual financial model that includes 3 years of historic actual financials and 5 years of projected financials.
The Premium model includes detailed cash flow drivers, a separate working capital schedule, a weighted average cost of capital (WACC) calculator, and detailed scenario analyses.
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You do not need advanced Excel or financial modeling skills to use the DCF Model. Upon checkout, we will provide an instantly downloadable Excel file with detailed instructions. With basic knowledge of Excel you will be able to incorporate your historic financial performance into the DCF model and use the existing model drivers to create a forecast.
If you would like more hands-on support, please contact us . We’re glad to offer financial consulting services to compliment your efforts.
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No. The model only supports a single currency. If you need additional currencies, please contact us for a custom solution.
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Yes! Please contact us to discuss a customized solution to meet your goals. We are have deep modeling and valuation experience.
Want Help Customizing Your Model?
Whether you need help getting the most our of our financial model templates, have questions about custom modeling needs, or want to adopt a more robust budgeting or value creation process, our financial modeling experts are ready to support you.
In a 1-hour consultation, we will help:
Tailor the model for your business
Validate your assumptions
Provide deeper insights and analytics
Explore your short- and long-term value creation drivers
Whether you need help getting the most out of one of our existing financial model templates, want to explore custom modeling needs, or have questions about how to adopt a more robust budgeting or value creation process, our team is ready to support you.
About Keene Advisors
Trusted by Founder and Family-Owned Businesses
Keene Advisors is an independent investment bank and strategy consulting firm built to serve privately held, founder-led, and family-owned companies. Our focus and experience gives us a deep appreciation for the unique dynamics that drive private, family-owned and mission-driven enterprises.
With hundreds of successful client engagements and experience advising on over $45 billion in M&A, capital raising, and restructuring transactions, our team brings unparalleled insights and a proven track record of success.
Travis Borden, Founder & President, Keene Advisors