BestPractices

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How to Prepare a Cash Flow Statement Model That Actually Balances

When a cash flow statement model doesn’t balance, it can cause immense frustration and wasted time. The root cause of this problem most commonly resides in models being built with inconsistent and contradictory data sources.

7 minute readContinue Reading
Pierre-Alexandre Heurtebize

Pierre-Alexandre Heurtebize

How to Approach Financial Data Visualization

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

8 minute readContinue Reading
Archil Lursmanashvili (FMVA)

Archil Lursmanashvili (FMVA)

Unwrapping the Mysteries of Brand Valuation

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
Greg Barasia, CFA

Greg Barasia, CFA

Consultant Toolbox: Frameworks for Solving Anything

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.

12 minute readContinue Reading

Toptal Talent Network Experts

Top Pitch Deck Mistakes

Toptal Finance Expert and fundraising guru Jeffrey Fidelman put together a list of the top 5 pitch deck mistakes he sees most often. Within these common mistakes, Fidelman also highlights best practices and shows you how to write a perfect pitch deck.

5 minute readContinue Reading
Jeffrey Fidelman

Jeffrey Fidelman

Seller’s Market: Financial Due Diligence Questions to Ask

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
Saveen Kumar

Saveen Kumar

How to Recreate the Resources of a Bloomberg Terminal for Free

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
Elizabeth J. Howell Hanano, CFA

Elizabeth J. Howell Hanano, CFA

Valuation Ratios: The Key Metrics Finance Experts Need to Know

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
Elizabeth J. Howell Hanano, CFA

Elizabeth J. Howell Hanano, CFA

All in the Family - A Guide to Family Offices

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.

7 minute readContinue Reading
Greg Barasia, CFA

Greg Barasia, CFA

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