Financial statements are key to understanding the underlying drivers of a business—i.e., how your business is growing, what the margin profile is, how much cash it is generating and using and from ...

Financial modeling predicts a company’s financial performance using historical data. Financial modeling aids in decision-making for budgeting, investing, and valuation. Models can apply to diverse ...

You have an idea you’re excited about, maybe even early users or interest, and then someone asks a deceptively simple ...

Investment banking is part of the overall financial industry that focuses on evaluating the worth of companies. Its primary purpose is to create capital for corporations, governments, and other ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Michael is a former senior editor of investing and trading products for ...

Excel, VBA, basic math skills and background finance knowledge provide a good foundation for using financial models. Suitable for financial projections of all types, models identify and display ...

Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...

Small- and medium-sized medical groups are confronted with questions of survival on an ever-increasing basis. Health systems are acquiring physician practices, and it is becoming more difficult for ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Amy Soricelli ...