BestPractices

Having the right look has always been important in finance. As dress codes are relaxing and the gamut of careers are expanding, what should one wear? From Allbirds to Patagucci, a style guide for financial services.

The move to a digital economy has coincided with a higher proportion of enterprise value - 84% of the S&P 500 - being derived from intangible assets, such as patents and software. Yet, accounting rules have not caught up with this shift and current disclosure practices can paint an incomplete picture for investors.

Running out of cash is one of the main reasons why startups fail. More established companies can also be affected. We outline the importance of managing cash, key metrics, and actions to improve performance.

Your company’s treasury team is a powerful function with the ability to influence all the levers of shareholder returns. Yet, often these teams are structured, staffed, and incentivized poorly.

Valuation for mature late-stage startups can be tricky: Too developed for guestimate methods, yet still without the depth of data offered by public market companies.

Valuation of private fintech startups is a step-by-step process that requires a holistic assessment of macro industrial factors and micro assumptions about the startup's future prospects. Learn how to value fintech companies in a practical step-by-step manner with this working example for payments unicorn Transferwise.

Buying out the business you work for and then running it yourself doesn’t have to be a pipe dream. Management buyouts (MBOs) have been popular since the 1980s and when aligned correctly are appealing propositions for owners and motivated management teams.

Compared to traditional financial services businesses, fintech startups require different valuation approaches. This article explores these differences and the best practices to apply when appraising a fintech investment.

While selling one’s company can seem like a daunting and difficult task, there exists a proven model and framework that drives valuation to maximum levels and leads to deals successfully getting done. This post is a guide for those contemplating a sale, as to what are the primary and secondary valuation drivers in a sale and how the process is conducted.