Is Your Shareholder Liquidity Plan Ready for What's Next?
Shareholder Liquidity Primer for Family-Owned Businesses
Decisions about when and how to provide liquidity for shareholders can have significant implications for a company’s growth, operations, and culture. Whether driven by a generational transition, or a desire for diversification, the method(s) for providing liquidity can shape a company for generations.
3 Critical Steps: Building a Shareholder Liquidity Strategy for Private Family-Owned Businesses
Learn how to build a proactive shareholder liquidity strategy for private and family-owned businesses, including liquidity event planning and capital structure considerations.
How Do I Find an Investment Bank That Specializes in Family-Owned Businesses?
For many founders and family-owned businesses, a sale, recapitalization, or other liquidity event for their company is one of the most significant decisions they will ever make.
Before hiring an investment bank to help guide your process, make sure you review these key considerations.
Liquidity Primer for Family-Owned and Founder-Led Businesses
Liquidity events for private companies are not limited to acquisitions or IPOs. Family- and founder-led companies face unique succession and shareholder dynamics, making long-term liquidity planning essential to protect company value and preserve a founder’s legacy.
The First 100 Days as a CFO
A CFO's Roadmap to Strategic Impact
The first 100 days in the CFO seat represent a decisive inflection point — the period where credibility is either firmly established or quietly undermined. Master your first 100 days as CFO to build credibility, establish control, and create long-term value.
Keene Advisors Insights Series: Cash Flow & Liquidity Management
An in depth discussion about cash flow and liquidity management for private companies. From generating a short-term 13-week cash flow model to longer-term liquidity management strategies, the Keene Advisors’ team provides practical management advice.
AI-Generated Financial Models: Should You Trust an AI-Model with your Business Decisions?
AI chatbots now generate financial models instantly, but founder-owned businesses need transparency, not black boxes.
But can you defend a model you didn't build? Discover why Excel templates may be a better solution and learn how to get started quickly.
Tightening Credit Spreads Create Favorable Refinancing Conditions
The credit spread environment remains favorable for refinancing existing credit facilities and originating new corporate credit. Companies with existing credit facilities maturing in the next 12-24 months should consider refinancing in the current credit spread environment, as doing so may generate substantial savings in long-term borrowing costs.
Case Study: Value-Based Pricing Strategy for Nonprofit and Mission-Driven Organizations
Case Study: How Keene Advisors built a data-driven, pricing model for a client that prioritizes sustainability and mission. Our team recommended a value-based pricing strategy designed to align pricing with outcomes, streamline internal operations, and reward revenue-driving customer behaviors.
Founder’s Guide to the Best M&A Deal: Understanding Acquisition Structures
Deal structure is just as important as the headline price when selling your business. Asset sale, stock sale or merger - what you ultimately decide impacts your final net proceeds.