Free LBO Model Template for Excel
Professional Grade Valuation Made Simple
Professional leveraged buyout (LBO) model template. Ready-to-use with no coding required. Trusted by Fortune 50 companies, investment bankers, and finance professionals.
Free version features:
- Models entry and exit valuations using an EBITDA multiple
- Projects revenue, EBITDA, and cash flows
- Clear sources & uses of funds
- Includes a debt schedule for modeling interest expense
- Instant download - works with basic Excel knowledge
Frequently Asked Questions
What type of transactions is this LBO model designed for?
The model calculates investor returns (cash-on-cash multiples and IRR) based on entry and exit valuations using EBITDA multiples.
How does the LBO model handle debt financing and leverage?
The LBO model includes comprehensive debt modeling capabilities including:
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Sources & uses breakdown showing equity vs. debt financing at entry
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Debt paydown schedule tracking principal reduction over the holding period
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Interest expense calculations at a customizable interest rate
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Cash sweep functionality that applies excess free cash flow to debt repayment
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Credit metrics monitoring including Debt/EBITDA and Interest Coverage ratios
You can adjust the initial debt amount, interest rate, and debt paydown assumptions to model different capital structures and their impact on equity returns.
What financial metrics and returns does the LBO model calculate?
The model outputs key performance metrics for evaluating investment opportunities:
Investor Return Metrics:
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Cash-on-Cash Multiple (MoIC): Shows total cash returned divided by initial equity investment
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Internal Rate of Return (IRR): Annualized return percentage on equity investment
Credit & Financial Health:
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Debt/EBITDA ratio: Measures leverage levels
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EBITDA/Interest expense coverage: Assesses debt service capacity
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Levered Free Cash Flow: Available cash after debt service and capex
The LBO model projects these metrics over a 5-year period to help assess deal viability and risk.
Are advanced Excel or financial modeling skills required?
With basic knowledge of Excel you will be able to incorporate your assumptions into the LBO model to run scenarios and calculate returns.
If you would like more support, please contact us. We’re glad to offer implementation services to compliment your efforts.
I need a more detailed LBO modeling. Can you help?
Do you offer other financial modeling solutions?
Who Builds Digital Solutions?
Keene Advisors delivers investment-banking–grade financial modeling tools and advisory support to help businesses make confident, data-driven decisions. Our team is composed of seasoned finance professionals with backgrounds in investment banking, private equity, corporate finance, and FP&A.
We are dedicated to building robust, user-friendly models that empower CFOs, founders, and finance teams to achieve their strategic goals.
