Strategy Consulting

At Keene Advisors, our mission is to help business leaders accelerate success by exploring a variety of strategic directions. In today’s competitive environment, agility and informed decision-making are more important than ever.

Our strategy consulting practice works with founders, CEOs, and family-owned businesses to:

• Drive long-term growth and profitability

• Improve cost efficiency and operational agility

• Integrate sustainability principles

• Build dynamic financial projections that adapt as markets evolve

Value Creation Planning

Long-Term Value Creation Plan (VCP)

We collaborate with business leaders to identify strategic initiatives that maximize company value over a three- to five-year horizon. Together, we define value drivers, KPIs, and multi-year forecasts to translate strategy into measurable financial targets and allocate the resources needed to achieve them.

Exit-Focused Strategic Planning

For founders and owners preparing for a sale or investment, we design strategies that strengthen revenue, EBITDA, and balance sheet health, positioning your company to attract the right buyers or investors.

Capital Allocation Strategies

We guide you in developing a balanced capital allocation approach, whether that means investing in projects or acquisitions, reducing debt to lower risk, or returning capital through dividends or buybacks. Our team evaluates risks and rewards to align capital strategy with stakeholder goals.

Financial Planning & Financial Analysis

Cost Savings Strategies

We uncover opportunities to improve profitability, cash flow, and liquidity while positioning your business for sustainable growth.

KPI Development & Metrics

We work with you to define key performance indicators (KPIs) and financial metrics that reflect business health and track progress toward long-term goals.

Cash Flow Forecasting

Our team builds robust forecasting models to improve visibility, manage liquidity, and prepare for future financial needs.

Budgeting & Variance Analysis

We guide the annual budgeting process and conduct variance analysis to highlight gaps between projected and actual results, ensuring better-informed decisions.

Capital Cost & Financing Optimization

We analyze your cost of capital and financing options to help secure the most advantageous and cost-effective funding.

Data Analytics & Machine Learning Predictions

Data Analytics Integration

We apply data analytics tools to extract insights from financial and operational data—identifying trends, optimizing performance, and uncovering growth opportunities.

Machine Learning Predictions

By applying machine learning algorithms to supply chain, sales, and financial data, we generate more accurate forecasts and empower data-driven decision-making.

Financial Reporting & Management

Growth & Expansion Opportunities

We evaluate new markets, product launches, and expansion opportunities, providing feasibility analysis and financial impact assessments.

Monthly & Quarterly Reporting

We lead monthly financial reporting meetings and oversee quarterly recasts to ensure accurate, timely financial management and accountability.

Every business faces moments when outside expertise makes the difference between risk and opportunity. At Keene Advisors, we provide the trusted, independent advice leaders need to make the right decisions at the right time.