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.
Strategy
Leadership in today's high-tech environment demands a more sophisticated, continuous approach to performance management. It involves establishing a framework for strategic oversight, proactive intervention, and ensuring that every segment of the organization is aligned, accountable, and accelerating towards enterprise objectives. The Granularity of Oversight: Aligning Review Cadence with
Strategy
Revenue growth isn't just about pushing more products or services out the door. It's about a strategic, multi-faceted approach that optimises existing streams, explores new avenues, and enhances customer value. Understanding and implementing practical revenue growth strategies is key to long-term success. Let's explore
Strategy
Gross margin is the percentage of revenue that's left after accounting for the cost of goods sold (COGS). A healthy gross margin means an organization is efficiently turning its inputs into outputs, and has sufficient resources left over to cover operating expenses and generate net profit. Let'
M&A
Deciding to sell a company is one of the most significant decisions a leader can make. To maximise the outcome and ensure a smooth transition, careful preparation and a deep understanding of the various considerations are paramount. This post will highlight the critical financial, operational, and strategic factors that should
Finance
Board meetings are an integral part of corporate governance. These meetings are where strategic decisions are forged and performance is reviewed. The Multifaceted Purpose of Board Meetings Board meetings serve a crucial, multi-faceted purpose that underpins the success and sustainability of any organization. * Strategic Direction and Oversight: Boards are responsible
Finance
For organization's, particularly those with external stakeholders or regulatory requirements, the audit process is a vital exercise in transparency, accountability, and trust. It's not just a yearly check-up; it's a structured journey with distinct stages, each playing a crucial role in ensuring the financial
Strategy
What separates a business that dominates its market from one that constantly fights to survive? Strategy expert Hamilton Helmer argues it comes down to seven rare powers that create a lasting competitive edge. Known as the 7 Powers Framework, this model explains why some companies — from Apple to Amazon — achieve
Strategy
Why Market Sizing Matters Whether you’re an investor evaluating a pitch deck, a founder mapping growth, or an executive planning expansion, understanding a market’s true potential is crucial. Market sizing provides the framework to estimate opportunities, set realistic goals, and secure investor confidence. Market sizing involves three key
Finance
Without trust and transparency, markets can become playgrounds for fraud and manipulation, leaving everyday investors vulnerable. This is why the U.S. Securities and Exchange Commission (SEC) exists. The SEC is a critical independent federal agency responsible for protecting investors, maintaining fair, orderly, and efficient markets, and facilitating capital formation.
Finance
The Federal Reserve, often referred to simply as the Fed, is arguably the most powerful economic institution in the United States, if not the world. Its decisions ripple through every corner of the economy, influencing everything from interest rates on mortgages to the value of investments and the availability of
Finance
When you pull out a crisp dollar bill, you're holding a symbol of the U.S. financial system. And behind that symbol, stands the United States Department of the Treasury. Often overshadowed by the Federal Reserve, the Treasury plays an equally vital, yet distinct, role in the fiscal
Finance
A carry trade is a strategy that involves borrowing in a currency with a low interest rate and investing in a currency with a high interest rate. The goal is to profit from the difference in these interest rates, often referred to as the interest rate differential or carry. It&
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