Financial projections are essential for any business, but in the case of tech startups, a financial model is one of the most important and overlooked tools available to a founder. Venture-backed ...

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

The ongoing market downturn and layoffs at tech companies have caused a great deal of alarm across the startup and venture capital worlds, but growth-stage startups are expected to bear the brunt of ...

Ethan is the founder of SMB Finance, a fractional CFO service for early-stage tech startups. I have been a fractional CFO for several startups in the past couple of years, helping them prepare ...

A major trend in delivery system transformation is the explosion in Medicare and Medicaid of what we call “advanced primary care,” which comprises a high-touch care model focused on team-based care, ...

More than ever, higher education is high stakes. Evolving to keep up with the market is imperative for universities to remain competitive and financially stable. But this strategic shift presents ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

Customer needs and expectations have evolved dramatically in recent years—and they will continue to evolve in the coming decade. Factors including new technologies, economic pressures and the growing ...

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...