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What We Offer
Budgeting Support – Build effective annual budgets to align resources and measure performance.
Forecasting Solutions – Implement long-term and rolling forecasts to adapt quickly to changing market conditions.
13-Week Cash Flow Modeling – Gain short-term visibility into liquidity, ensuring you can plan ahead and manage cash with precision.
Value Creation Initiatives – Identify and execute strategies to enhance profitability, efficiency, and long-term enterprise value.
Why It Matters
Companies that leverage strong financial planning processes:
Improve decision-making with real-time insights.
Mitigate risks by anticipating challenges before they arise.
Increase investor and stakeholder confidence.
Unlock sustainable growth and higher business value.
Our Approach
We go beyond advisory—we partner with your team to implement systems, processes, and models that are actionable and scalable. Whether you’re stabilizing cash flow, preparing for growth, or building enterprise value, we ensure lasting results.
Add Implementation Quote to your cart and our team will reach out to schedule time to discuss a customized implementation solution…
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5-Year Annual Three-Statement Model
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.
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.
The best of short-term and long-term financial planning combined! Our Premium Financial Model Bundle includes:
Premium Monthly Three-Statement Model Template
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
Premium Annual Three-Statement Model Template
5 years of financial projections, P&L and cash flow scenarios
Drivers for the income statement (revenue, gross margin, operating expenses), balance sheet and cash flow items
Leverage, credit metrics and liquidity scenarios
Outputs and executive dashboards tailored for board and investor reporting
1-Hour Expert Modeling Consultation
Monthly & Annual Three-Statement Model Bundle
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.
About Keene Advisors
Travis Borden, Founder & President, Keene Advisors