Finance

Showing 1-9 of 43 results
FinanceIcon ChevronFinance Processes

Remote Reinvention: Finding Your Finance Consultant Niche

by Alex Graham, CFA

How do you get started as a remote finance consultant? Finding your niche is the first step toward building a brand for a consulting venture.

< 5 minute readContinue Reading
FinanceIcon ChevronFinance Processes

How to Prepare a Cash Flow Statement Model That Actually Balances

by Pierre-Alexandre Heurtebize

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.

8 minute readContinue Reading
FinanceIcon ChevronInvestors & Funding

Human vs. Machine: The Next Frontier of Wealth Management

by Ankur Chandra

Since the introduction of index funds in the 1970s, the investment management industry has embraced the use of software to enhance its decision-making. With robo-advisors reaching further prominence, will machines replace humans in the world of wealth management?

8 minute readContinue Reading
FinanceIcon ChevronRevenue & Growth

Doing Business in the European Union

by Paul Ainsworth

The EU economy is worth $15.5 trillion, 24 million companies operate within it, and there are 300 million online shoppers. Is this a market you should be in? If so, how do you serve the EU market while balancing customer service, cost, and complexity?

11 minute readContinue Reading
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 ChevronProfitability & Efficiency

Strategies To Recession-Proof Your Business

by Alex Graham, CFA

Some industries like healthcare and utilities are naturally recession-proof. However, if you operate in more cyclical sectors, there is a range of initiatives that you can implement to make your business more resilient to economic shocks.

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 ChevronProfitability & Efficiency

The 6 Most Recession-Proof Industries

by Alex Graham, CFA

Recession-proof industries either provide an absolute necessity that consumers will always keep purchasing, or have characteristics that are conducive to experiencing increased demand in downturns.

6 minute readContinue Reading
FinanceIcon ChevronProfitability & Efficiency

Digital Banking Innovation in the Age of Disruption

by Nirvikar Jain

To understand the recent decline in prominence of large banking conglomerates we must first understand the innovation history of the industry. This provides clues towards the paths banks must take for an innovative future.

11 minute readContinue Reading

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