First 100 Days as CFO

The first 100 days in the CFO seat represent a decisive inflection point. A disciplined plan ensures you hit the ground running and set yourself up for success.

This guide is for newly appointed CFOs to build credibility, establish control, and create long-term value.

A New CFO’s Roadmap to Strategic Impact and Success

First 100 Days as CFO | Keene Advisors

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THE FIRST 100 DAYS

on the road to success

The modern CFO operates far beyond the boundaries of traditional finance. Your role as equal parts strategist, communicator, operator, and financial transformation leader demand a solid launch plan.

The First 100 Days as CFO Roadmap provides a detailed framework, and includes key activities, and clear objectives to:

  • ASSESS: listen, learn & diagnose

  • DEFINE: define vision, and financial strategy

  • DELIVER: execute your plans, communicate, and repeat

  • SUSTAIN: provide measurable results and sustain momentum

Your first 100 days are about mastering complexity, building trust, and laying the groundwork for long-term impact.

We’ll never spam you or share your email address.

About Keene Advisors

Strategic and Financial Advice, Global Impact

Keene Advisors is an independent investment bank and strategy consulting firm built to serve private, 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 mergers & acquisitions (M&A), capital raising, and restructuring transactions, our team brings unparalleled insights and a proven track record of success to our clients.

Travis Borden | Keene Advisors

Travis Borden, Founder & President

Explore our Professional-Grade Excel-based Financial Models. Ready to use in Minutes.

For CFOs and corporate finance teams who need to make progress quickly, explore our collection of Digital Solutions.

DCF Valuation Model
$119.00

Professional Grade Valuation Made Simple

Easily calculate business value with our DCF model template in Excel, designed for company founders, CEOs, CFOs, private equity and venture capital investors, and investment bankers. This ready-to-use financial model helps you project future cash flows and estimate enterprise value with precision.

Key Features

  • Built in Excel – Fully editable and easy to customize.

  • 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.

Why Use This Template?

  • Save time with a pre-built, reliable valuation tool.

  • Enhance decision-making with accurate, transparent projections.

  • Gain credibility when presenting to investors, boards, or buyers.

  • Adaptable for startups, growth companies, and established enterprises.

Download Your Excel DCF Model Today

Empower your strategic decisions with our Discounted Cash Flow Model Template—a proven tool for financial planning, investment analysis, and valuation.

Monthly Three-Statement Model
$199.00

Accelerate your budgeting process today! Our Premium Three-Statement Model Template includes:

  • Connected balance sheet, income and cash flow statements

  • Dynamic revenue and expense drivers

  • Debt & covenant schedules, scenario tracking, and detailed summary outputs

  • Performance tracking with board, investor, and lender-ready outputs

Designed for Founders, CEOs, CFOs, private equity and venture capital investors, and other corporate finance professionals to confidently plan and allocate resources to drive growth and profitability in the year ahead.

Competitor Benchmarking Report
$399.00

Gain a clear view of your competitive landscape with our Competitor Benchmarking Report, designed by experienced investment banking professionals. This in-depth analysis leverages public data from peer companies to deliver objective, actionable insights you can trust.

What’s Inside:

  • Comprehensive peer comparisons across financial, operating, and valuation metrics

  • Expert framework built by former investment bankers with decades of deal experience

  • Data-driven insights sourced from public company disclosures and Wall Street analyst estimates.

  • Practical insights to support value creation planning, fundraising, or M&A planning

Whether you are preparing for investor discussions, evaluating growth opportunities, or validating your business strategy, this benchmarking report provides the transparency you need to make smarter decisions.

Purchase today to access the competitive insights your team needs to stay ahead. After checkout Keene’s team will reach out to you to discuss next steps and timing to complete your report.

Past clients include

  • Everest logo
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