Finance Strategist. I share expert insights on financial modeling, finance, M&A, and strategy - and guides to help you confidently navigate deals and investment decisions.
Finance
Financial derivatives are contracts whose value is derived from an underlying asset, index, or rate. These assets can include stocks, bonds, commodities, currencies, or interest rates. While derivatives may seem complex, understanding the basics of futures, forwards, options, and swaps is essential for anyone in finance. This guide breaks down
Finance
Introduction: Why Audits Matter in Business In business, trust and transparency are the foundation of long-term success. Companies must ensure their operations are sound, their financial reporting is accurate, and they comply with regulations. This is where auditing plays a critical role. You’ve likely heard of audits, but what
Strategy
How do you make informed choices when faced with a multitude of internal and external factors? This is where strategic analysis frameworks come into play. SWOT analysis, PESTEC analysis, and Porter's Five Forces analysis are three powerful tools that provide structure and insight for understanding your business environment
Finance
Accounting is often called the language of business, but like any language, it has different dialects. Two of the most important are financial accounting and management accounting. While both deal with financial information, they serve very different purposes and audiences. In this post, we’ll break down what makes them
Financial Models
Variance analysis is a core management accounting technique that compares budgeted vs actual results, calculates the difference (variance), and explains the underlying causes. By pinpointing whether changes were driven by price, volume, efficiency, or external factors, businesses can evaluate performance, refine forecasts, and make data-driven decisions. This guide covers: * What
Financial Models
Ever looked at a company’s consolidated financial statements and noticed a line item called Non-Controlling Interest (NCI)? At first glance, it may seem like accounting jargon. But understanding NCI is essential for investors, analysts, and anyone studying corporate ownership structures. In this guide, we’ll explain: * What non-controlling interest
Financial Models
Securing a business loan is a critical step for growth, but many borrowers overlook the bank covenants in loan agreements, the legally binding conditions that can shape financial flexibility. Understanding these covenants is essential for maintaining compliance, protecting your business’s financial health, and building a strong borrower-lender relationship. What
Financial Models
Relying on a single financial forecast is like navigating a storm with just one compass reading. What if interest rates spike? What if a key supplier goes out of business? What if demand for your product suddenly skyrockets? This is where scenario planning in finance becomes essential. By creating multiple
Finance
Numbers tell a story, and in the world of business, financial ratios are the key to deciphering that story. These ratios allow you to analyze a company’s performance and financial health, providing insights that guide smarter decisions for investors, business owners, lenders, and suppliers. In this guide, we’ll
Financial Models
Financial models are essential tools for forecasting, planning, and decision-making. But let’s face it: the future is uncertain. Every financial model relies on assumptions, and these assumptions are rarely set in stone. What if sales grow slower than expected? What if interest rates rise? What if costs spike? Sensitivity
Finance
When it comes to evaluating investments, Net Present Value (NPV) and Internal Rate of Return (IRR) are two of the most widely used metrics in financial modeling. While both provide insights into the profitability of a project, they approach the analysis from different angles. Understanding their nuances, strengths, and limitations
Finance
Introduction Capital is the lifeblood of any business — it fuels growth, stabilizes operations, and provides strategic flexibility. But not all capital is created equal. From equity instruments like common stock to hybrid tools like mezzanine debt, each form of financing carries unique risks, rewards, and strategic implications. Broadly, capital falls
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