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How to Be an Amazing Financial Consultant

by Elizabeth J. Howell Hanano, CFA

Fewer than 3% of applicants make it through Toptal Finance’s rigorous screening process. How do the best of the best become such effective financial consultants? We sat down with one of Toptal’s most on-demand financial consultants, Jeffrey Fidelman, who shared his proprietary methods for ensuring success for his clients and how he has grown his own business exponentially.

11 minute readContinue Reading
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Private Equity Succession Planning Do’s and Don’ts

by Melissa Lin

While growing investor enthusiasm has contributed to a historic $3 trillion of fundraising over the last five years, the PE industry faces increasing competition amongst firms, record-high multiples and other factors making it difficult to generate attractive returns. One aspect for consideration is succession planning, especially since CEO turnover at portfolio companies occurs at a rate of 73% and can increase hold times and decrease returns. This article defines succession planning, and examines the best practices and mistakes to avoid in succession planning for PE portfolio companies. It also explores succession planning within private equity firms themselves, something PE firms have been uncharacteristically proactive about confronting recently.

13 minute readContinue Reading
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How to Build and Utilize a High-Impact Advisory Board

by Patrick E. Donohue

Advisory boards are undoubtedly controversial. While many articles sing their praises, others condemn them as mere headshots in pitch decks. The truth is that advisory boards are usually not silver bullets. Still, they can be powerful tools and yield strong ROI—if executed properly. This article includes an overview of advisory boards, their economics, when they can and should be used, and a step-by-step guide to building one.

16 minute readContinue Reading

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