Finance Processes

Showing 1-8 of 145 results

How to Approach Financial Data Visualization

by Archil Lursmanashvili

Looking to make your financial models more effective with better data visualization? Design principles can be effective tools in corporate decision-making.

9 minute readContinue Reading

Unwrapping the Mysteries of Brand Valuation

by Greg Barasia, CFA

Brand value is the value a business can sell an item above the price that the supply/demand curve dictates. This value is embedded into the company’s share price but can be uncovered using PEG analysis.

10 minute readContinue Reading

Consultant Toolbox: Frameworks for Solving Anything

by Alex Graham, CFA

When something is not right in a business, it can be confusing knowing where to start to fix it. Objective frameworks like issue trees, funnel analysis, and business canvases provide an organized and data-driven way of getting to the root of a problem and give cast-iron evidence toward plotting a route forward.

13 minute readContinue Reading

Seller's Market - Financial Due Diligence Questions to Ask

by Saveen Kumar

How can you easily assess whether your business is ready for sale? Key questions need to be answered to make the sales process as smooth as possible. A checklist can help managers prepare.

14 minute readContinue Reading

Financial Forecasting When Modeling with Missing Data

by Sean Kae Siang Lim

A financial forecast is a map that leads investors to the end goal. Most forecasts fail because they assume the ability to capture a market without detailing the assumptions to get them there. Startup financial models must be granular, with no missing steps from points A to Z.

9 minute readContinue Reading

How to Recreate the Resources of a Bloomberg Terminal for Free

by Elizabeth J. Howell Hanano, CFA

We polled the Toptal Finance Expert network to find out how they access Bloomberg terminal-quality data without paying $25,000. One website we uncovered looks and feels exactly like FactSet—and costs nothing.

< 5 minute readContinue Reading

Valuation Ratios: The Key Metrics Finance Experts Need To Know

by Elizabeth J. Howell Hanano, CFA

Not sure when to use which valuation ratio for which situation? In this article, we’ll delve into the must-know metrics and provide heuristics of when to use which measure.

7 minute readContinue Reading

Analyzing the Effects of Negative Interest Rates Across Five Economies

by Alex Graham, CFA

What happens when interest rates drop below zero - are you really paid to borrow money? Japan, Sweden, Denmark, Switzerland, and the Eurozone have all experienced negative rates and their experiences give pointers towards the effectiveness of such strategies.

12 minute readContinue Reading

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