BestPractices

Showing 1-9 of 43 results
FinanceIcon ChevronFinance Processes

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
FinanceIcon ChevronFinance Processes

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
FinanceIcon ChevronFinance Processes

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
FinanceIcon ChevronInvestors & Funding

All in the Family - A Guide to Family Offices

by Greg Barasia, CFA

Family Offices are becoming increasingly popular and prominent in investment circles. Their rise is due to changing economic conditions and the increased flexibility and control that families wish to exert with their capital.

8 minute readContinue Reading
FinanceIcon ChevronInvestors & Funding

Equity Levels of Value: The Logic Behind Premiums and Discounts

by Nathan Krishnan S

Business value is much more than just the sum of discounted future cash flows. There are strategic elements related to equity control that also determine true worth. These factors manifest through control, liquidity, marketability, and synergistic discounts and premiums.

10 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Google Apps Script Tutorial for Mastering Macros

by Stefan Thelin

Google Apps Script may appear familiar to those with knowledge of Microsoft’s Visual Basic for Applications (VBA) language. However, Google’s coding offers more integrations and the ability to harness workflows seamlessly across spreadsheets, documents, and presentations.

11 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Why You Should Move to Google Sheets

by Stefan Thelin

Google Sheets offers a more collaborative and expansive approach towards spreadsheet management for finance professionals.

9 minute readContinue Reading
FinanceIcon ChevronRevenue & Growth

From Allbirds to Patagucci: The Ultimate Guide to Finance Fashion

by Natasha Ketabchi

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.

9 minute readContinue Reading
FinanceIcon ChevronFinance Processes

Digital Companies and the Valuation of Intangible Assets

by Surya Krishnan

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.

9 minute readContinue Reading

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