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.
Build the Best M&A Deal: Understanding Acquisition Structures as a Business Owner
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.
Keene Advisors Insights Series: Mergers and Acquisitions for Business Owners and CFOs
Explore Keene Advisors' detailed guidance on how business owners, CFOs, and executive team leaders can manage the Mergers and Acquisitions (M&A) process to maximize a sale of your company.
Free Guide on Mergers & Acquisitions
Business owners and founders - are you thinking about selling your company? The Keene Advisors team of investment bankers has compiled our top advice into a free whitepaper to provide you with for a roadmap to a successful exit. Prepare now to maximize your outcome.
Corporate Credit Spreads Have Widened, but Credit Facility Financing Still Remains Attractive
Corporate credit spreads have started to widen, but they remain well below long-term averages. For CFOs, that means refinancing a credit facility may still offer strategic advantages like locking in terms, reducing interest expense, and improving liquidity. Acting now, before spreads rise further, could be a smart financial move.
Navigating the M&A Process: Key Steps to Closing the Sale of Your Business
The closing phase of a business sale is one of the most underestimated stages in the M&A process. Executive leadership and M&A advisors work diligently to ensure a smooth, timely close by managing key stakeholders and verifying legal and financial conditions. This helps sellers minimize liability and achieve an optimal outcome.
Finding the Right Buyer for Your Business: M&A Acquirer Profiles
Choosing the correct buyer is the most critical decision when deciding to sell your business. We detail the types of M&A buyers–strategic vs financial - and how business owners can best navigate the sale process.
5 Steps for CEOs and CFOs to Mitigate the Impact of Tariffs and Economic Uncertainty
During periods of economic volatility, business leaders must proactively identify and manage risks that can threaten profitability, liquidity, and long-term survival. Here are 5 proven steps to identify and evaluate business risks, assess their impact and likelihood, and develop actionable strategies to ensure financial and operational resilience.