Q1 2026 M&A Activity: Large Deals Drive Volume
Enthusiasm for M&A in 2026 started strong, but total volume has been driven by large deals. Learn how family-owned businesses are navigating the M&A environment and what you can do today to prepare for a sale.
Leadership Succession and Exit Planning: A Guide for Family-Owned Businesses
Family-Owned Business Succession Planning: for family business owners, the question isn't whether you'll exit - it's whether you'll exit on your terms. Actively take control of your legacy. This guide covers the succession and exit planning strategies that protect your legacy, reduce tax exposure, and give your business the best chance of thriving when you step back.
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.