Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Projecting the three statements in a financial model is crucial for several reasons, such as preparing a comprehensive financial forecast for a company to assess expected financial performance, ...

Think strategically and stress-test your financial models when making decisions to expand your franchise. In one of my previous roles, I had the opportunity to be involved with a company that was a ...

Entrepreneurs often chase revenue, but few pursue freedom. However, there’s a big difference between building a business that ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

Healthcare has always been a highly dynamic industry. But leaders today face an environment in which marketplace, technology, and economic shifts occur on a near-weekly basis. To ensure stability, ...

A financial plan starts with one question: What do you hope to achieve? Think broadly as you create your family financial plan, considering the near and far future and things that may not seem related ...