Market Insights
How to Build Internal Controls Before an External Audit
How to Build Internal Controls Before an External Audit. Professional analysis of reconciliations, approvals, evidence and segregation, with practical metric.
Market Insights
Market notes on commodities, trading houses and structured finance themes that affect how deals are underwritten.
Market Insights
How to Decide When to Move From QuickBooks to an ERP
How to Decide When to Move From QuickBooks to an ERP. Professional analysis of entity complexity, inventory, reporting and integrations, with practical metri.
Market Insights
How to Build a Finance Transformation Roadmap for a Mid-Market Company
How to Build a Finance Transformation Roadmap for a Mid-Market Company. Professional analysis of people, process, systems, data and reporting, with practical.
Market Insights
Budget Versus Forecast: What Management Should Use for Each Decision
Budget Versus Forecast: What Management Should Use for Each Decision. Professional analysis of annual resource allocation versus rolling expectations, with p.
Market Insights
How to Prepare Working Capital Data for an Asset-Based Lender
How to Prepare Working Capital Data for an Asset-Based Lender. Professional analysis of AR aging, inventory, dilution, concentration and reporting, with prac.
Market Insights
How to Build a Debt Maturity Schedule for Management and Lenders
How to Build a Debt Maturity Schedule for Management and Lenders. Professional analysis of principal, interest, covenants, maturity and security, with practi.
Market Insights
Fractional CFO Services for Capital Raising Mandates
Fractional CFO Services for Capital Raising Mandates. Professional guidance on finance function support around institutional fundraising with the financial.
Market Insights
How to Build a Debt Service Model for a New Credit Facility
How to Build a Debt Service Model for a New Credit Facility. Professional analysis of interest, amortization, fees, cash sweep and maturity, with practical m.
Market Insights
How to Build a Finance Dashboard for an Executive Team
How to Build a Finance Dashboard for an Executive Team. Professional analysis of cash, margin, growth, leverage and operating KPIs, with practical metrics, c.
Market Insights
Fractional CFO for Businesses With Seasonal Cash Flow
Fractional CFO for Businesses With Seasonal Cash Flow. Professional analysis of peak liquidity modeling and financing readiness, with practical metrics, cont.
Market Insights
Fractional CFO for Commercial Loan and Credit Facility Applications
Fractional CFO for Commercial Loan and Credit Facility Applications. Professional analysis of lender financial package and forecasting, with practical metric.
Market Insights
How to Prepare a CFO Pack for Private Credit Underwriting
How to Prepare a CFO Pack for Private Credit Underwriting. Professional analysis of historicals, monthly reporting, model, debt schedule and KPI analysis, wi.