Valuation Template
A starter valuation template for consulting. Download the .xlsx, then ask the Deckary AI Excel Agent to fit it to your numbers, your reporting structure, and your output sheets.
Free download. No signup required.
Sheets in this workbook
- Business Inputs
- Revenue Multiple Approach
- SDE Multiple Approach
- Client Concentration Analysis
- Owner Dependency Scorecard
- Valuation Summary
About valuation templates
Valuation templates give you the DCF, comparables, and precedent-transaction structure already laid out. Drop it into Excel and ask the agent to run a DCF on your projected free cash flow, add a sensitivity grid, or audit the terminal value math.
What a good valuation template should include
Most template downloads stop at the file. The useful part is whether the workbook has the sections, checks, and formulas needed for real Excel work.
Valuation method tabs
Assumptions and sensitivities
Summary output
How to use this template in Excel
Start by choosing the valuation method that fits the decision. A DCF needs forecast cash flows and discount-rate assumptions; comparables need peer data; precedent transactions need transaction multiples and context.
Build the operating forecast before relying on valuation outputs. Ask Deckary to connect revenue, margin, capex, working capital, taxes, and free cash flow so enterprise value is based on visible assumptions.
Add sensitivity tables early. Valuation is usually a range, not a single number, so the workbook should show how WACC, terminal growth, exit multiple, margin, or revenue assumptions change the result.
Customize these inputs first
- Forecast free cash flow and terminal value method.
- Discount rate, WACC, tax rate, and capital structure assumptions.
- Comparable companies, metric definitions, and multiple selection.
- Net debt, cash, options, and equity bridge items.
- Sensitivity tables for major valuation drivers.
Check before you rely on the output
- Enterprise value, equity value, and per-share value are clearly separated.
- DCF cash flows tie to the operating forecast.
- Comparable multiples use consistent fiscal periods and metrics.
- Sensitivity ranges are plausible and labeled.
When to use this Excel template
Start with the closest workbook, then let Deckary adapt the structure to your actual data and reporting cadence.
DCF analysis
Business sale or acquisition review
Investor or board presentation
Common mistakes to avoid
These are the problems that usually make an Excel template look complete while still being hard to trust, update, or explain.
Treating valuation as one precise answer
Mixing inconsistent multiples
Not bridging to equity value
What the template will not solve by itself
A valuation template will not create a defensible valuation from a weak forecast. Free cash flow, margin, growth, capex, working capital, discount rate, and terminal value assumptions need to be explicit and reviewable.
It also will not choose perfect comparables. Peer companies, precedent transactions, fiscal periods, growth profiles, margins, and metric definitions need judgment before multiples can support a valuation range.
The useful output is a range, not false precision. Use the template to show how assumptions move value, then decide which cases are reasonable for the transaction, investment memo, or strategic discussion.
Templates get you 30% there.
The other 70% — fitting it to your business, your data, your actuals, your reporting structure — is what the Deckary AI Excel Agent does.
Available valuation templates by industry
Pick the closest industry starter, download the .xlsx, then ask the Deckary AI Excel Agent to adjust line items, formulas, and outputs to your business.
- Consulting
- Restaurant
- Construction
- Hotel
- Law Firm
- Nonprofit
- Real Estate
- Auto Repair
- Healthcare
- Trucking
- Ecommerce
- Electrical
- Moving Company
- Pest Control
- Photography
- Retail
- Roofing
- Cleaning Service
- Coffee Shop
- Daycare
- Event Planning
- Landscaping
- SaaS
- Veterinary
- Wedding Planning
- Car Wash
- Food Truck
- Manufacturing
- Personal Training
- Dental Practice
- Accounting Firm
- Church
What to ask the agent once you've opened the template
Templates handle the layout. Paste any of these into the Deckary AI Excel Agent and it will do the customization, audit, or output work for you.
Run a DCF using my projected free cash flow and a 10% WACC.
Add comparable-company and precedent-transaction tabs.
Audit the terminal value calculation and growth assumptions.
Build a sensitivity grid for WACC and terminal growth.
Generate a one-page valuation summary for the deck.
Valuation Templates FAQ
Keep going inside Excel
The template is the starting point. The Deckary AI Excel Agent builds on it, audits it, and reshapes it to match your business.