Podcasts about Financial modeling

Send us a textIn this episode of The Margin Method, Steve shares the turning point that changed everything during his time as CFO of a billion-dollar construction company. When margins tightened and chaos crept in, he built a tool that reshaped how he approached strategy and financial decisions. This episode unpacks the powerful intersection of finance and focus, revealing how understanding the right levers can create clarity, drive cash flow, and restore control. If you're tired of working harder with no increase in profit, this conversation will help you reframe how you lead and scale. Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

In this episode of the Startup CPG podcast, Daniel Scharff and Caitlin Bricker dive deep into how emerging brands are using AI for operations and back office support. Joined by two powerhouse founders—Yaminah Childress of YANY Beauty and Veronica Blue of Phenomenal Foods Co—they explore how small teams are using AI to scale smarter, save time, and simplify complex workflows.From AI-powered forecasting and document automation to personalized marketing and product costing, this episode breaks down the real-world tools that founders are actually using. Yaminah shares how she leverages tools like Perplexity AI and Contractor AI to manage agreements, expansion strategies, and even create AI assistants.Meanwhile, Veronica reveals how ChatGPT has become her go-to tool for recipe costing, unit economics, and preparing investor-ready projections—all as a solopreneur.Whether you're skeptical, curious, or already experimenting with AI, this episode will give you practical ideas and fresh inspiration to apply AI in your own business ops.Tune in now to learn how these founders are turning AI into their ultimate business partner. Listen in as they share about:Initial Skepticism Around AIAI as a Tool for Business EfficiencyAI as a Tool for Lean TeamsAI for Financial Modeling & ForecastingAI Building Internal Knowledge BasesLegal, Regulatory, and Forecasting UsesCustom Tools & SoftwareAI as a Creative PartnerEpisode Links:Website: https://yanybeauty.co/ LinkedIn: https://www.linkedin.com/in/iamyaminah/ Website: https://phenomenalfoodsco.com/ LinkedIn: https://www.linkedin.com/in/vblue/ Don't forget to leave a five-star review on Apple Podcasts or Spotify if you enjoyed this episode. For potential sponsorship opportunities or to join the Startup CPG community, visit http://www.startupcpg.com.Show Links:Transcripts of each episode are available on the Transistor platform that hosts our podcast here (click on the episode and toggle to “Transcript” at the top)Join the Startup CPG Slack community (20K+ members and growing!)Follow @startupcpgVisit host Daniel's Linkedin Questions or comments about the episode? Email Daniel at podcast@startupcpg.comEpisode music by Super Fantastics

Microsoft Excel: Der “Hidden Champion” jedes Unternehmens - Nun mit eigener WeltmeisterschaftMicrosoft Excel ist aus der modernen IT nicht wegzudenken. Datenbank-Hersteller sagen, dass Excel ihr größter Konkurrent ist. Es ist ein solch mächtiges Tool, es gibt fast nichts, was damit nicht abgebildet werden kann bzw. wurde. Und doch ist es eine Art Hass-Liebe – Besonders wenn die Files per E-Mail durchs Unternehmen geschickt werden oder wenn es darum geht ein mittelmäßig komplexes Excel Sheet auf einem Nicht-Windows-Computer zu öffnen.Jean Wolleh und Benjamin “Benny” Weber sehen Microsoft Excel mit anderen Augen. Sie sehen das Tool als Wettbewerb als kompetitiver E-Sport. Denn beide sind erfolgreiche Teilnehmer bei der Microsoft Excel Weltmeisterschaft. Und genau das ist das Thema dieser Episode.Mit Jean und Benny besprechen wir, was die Microsoft Excel Weltmeisterschaft eigentlich ist, wo die Unterschiede zwischen dem Financial Modelling und dem Excel eSports liegen, welche Arten von Herausforderungen gelöst werden sollen, was Map-Cases sind, ob man Cheaten kann, was klassische Fallstricke bei (komplexen) Excel-Aufgaben sind, was das ganze mit Advent of Code zu tun hat, ob man diese Art von E-Sport auch trainieren kann und welche Excel-Funktionen mehr Anerkennung verdient hätten.Wenn du dir nun denkst: Microsoft Excel Weltmeisterschaft - WTF?Dann ist diese Episode genau das Richtige für dich.Bonus: Microsoft Excel unterstützt inzwischen Python-ProgrammierungLokales DACH Chapter auf https://fmwc-dach.eu/Mit dem exklusiven Rabattcode "EngineeringKiosk", erhält jeder der sich über diesen Link anmeldet 50% Rabatt auf die Teilnahme im Jahr 2025 am localem DACH-Chapter.Unsere aktuellen Werbepartner findest du auf https://engineeringkiosk.dev/partnersDas schnelle Feedback zur Episode:

Bio As the founder of Real Estate Financial Modeling (REFM), Bruce Kirsch has trained thousands of students and professionals around the world in Excel-based projection analysis. In addition, REFM's self-study products, Excel-based templates and its Valuate® property valuation and investment analysis software are used by more than 100,000 professionals. Mr. Kirsch's firm has assisted with modeling for the raising of billions of dollars of equity and debt for individual property acquisitions and developments, as well as for major mixed-use projects and private equity funds. Mr. Kirsch has also maintained a blog on real estate financial modeling, Model for Success, authoring more than 500 posts, and he is the co-author of Real Estate Finance and Investments: Risks and Opportunities, along with Dr. Peter Linneman. Mr. Kirsch began his real estate career at CB Richard Ellis, where he marketed highrise New York City office buildings for re-development in the Midtown Manhattan Investment Properties Institutional Group. After CBRE, Mr. Kirsch was recruited to lead acquisitions at Metropolis Development Company, and later joined The Clarett Group, a programmatic development partner of Prudential. While at The Clarett Group, Mr. Kirsch was responsible for making development site recommendations for office, condominium and multi-family properties in the greater Washington, D.C. metropolitan area. In addition, Mr. Kirsch had significant day-to-day project management responsibilities for the entitlement, financing and marketing of the company's existing D.C.-area development portfolio. Mr. Kirsch holds an MBA in Real Estate from The Wharton School of the University of Pennsylvania, where he was awarded the Benjamin Franklin Kahn/Washington Real Estate Investment Trust Award for academic excellence. Prior to Wharton, Mr. Kirsch performed quantitative equity research on the technology sector at The Capital Group Companies. Mr. Kirsch served as an Adjunct Faculty member in real estate finance at Georgetown University School of Continuing Studies. Mr. Kirsch graduated with a BA in Communication from Stanford University. Show Notes Introduction and Podcast Format Introduction of Bruce Kirsch and the podcast format, including a traditional interview followed by a case study and discussion of AI tools. (2:40) Bruce Kirsch and REFM Bruce Kirsch's current role as the founder of REFM (Real Estate Financial Modeling), his 17-year career helping others with financial modeling in Excel, and his various activities including consulting, training, coaching, and creating tools (5:45) Early Life and Career Path Bruce Kirsch's upbringing on Long Island and early influences from his father (a civil engineer) and mother (an interior designer), as well as his childhood fascination with the Manhattan skyline (8:30) Bruce Kirsch's pursuit of a BA in Communication from Stanford University, his interest in visual arts and filmmaking, and his experience in the photography darkroom (12:50) The unexpected connection between his Stanford communication background and his current work in financial modeling, particularly in storytelling and visual communication (13:30) His experience taking a gap year between high school and college (14:45) His reasons for choosing Stanford, including the campus and the network (15:15) His career trajectory after Stanford: working in Hollywood and then in the mutual fund business (21:00) His experience during the tech bust while working in equity research (25:45) His decision to pursue an MBA at Wharton to gain a business education and his eventual focus on real estate after walks through Philadelphia (27:30) His relationship with Peter Linneman at Wharton and taking his real estate finance and investments course (29:05) His experience working for a developer in Washington DC during the red-hot condominium market of 2003 at Metropolis Development Company (30:50) Experiencing the downturn in the real estate market around 2007-2009 and being laid off (33:00) The role of desperation as a motivator in starting his business (35:00) Financial Modeling Principles Discussion on the role of projections in real estate investment decisions despite their inherent uncertainty, using the analogy of a flight plan (39:20) Acknowledging that financial analyses rarely align perfectly with actual outcomes and questioning if Bruce has ever had a proforma come true (40:30) Addressing the impact of externalities like inflation, the S&L crisis, 9/11, the Global Financial Crisis, and COVID-19 on real estate projections (41:30) Strategies for compensating for unpredictable events and the importance of stress testing models and having a cushion (45:00) The difficulty of modeling black swan events (48:00) Advice for individuals aspiring to enter the field of real estate financial modeling (50:40) What excites Bruce Kirsch about financial analysis and the importance of understanding the real estate business and transaction mechanics (52:00) His collaboration with Peter Linneman on the textbook "Real Estate Finance and Investments", which began through his teaching at Georgetown (53:00) "Valuate" software derivation (56:00) Bruce Kirsch's observations over the past 17 years, emphasizing the balance between precision and practicality in financial modeling (58:40) Growth is painful (59:00) Company as small as it has been...just him now (1:01:00) Advice is to learn from mistakes and maintain humility (1:03:30) Spreadsheet starts out blank and is a tool. Always increase knowledge of real estate business and ask why conventions like "waterfalls" are there. (1:07:45) AI in Real Estate Demonstration of Bruce Kirsch's analytical model and discussion of AI tools he has experimented with, highlighting challenges with trustworthiness and current limitations (he shares a multifamily acquisition model online) (1:10:00) Discussion on prompting AI and its effectiveness in refining assumptions. AI is "oversold" as a reliable tool currently. (1:12:15) Bruce Kirsch's dream scenario for AI's application in his work, such as auditing spreadsheets and automating grunt work (1:14:30) Discussion about the potential for custom AI models tailored to specific expertise (1:20:00) The importance of data quality and internal data troves for effective AI implementation (1:27:30) Dream scenario for Bruce is AI doing an audit on spreadsheets and reporting back the errors from inspection (1:29:00) Insights from Bruce's former interns on the most painful day-to-day tasks they'd like to offload to AI, such as pulling comps and market data (1:33:00) Exploring the potential of AI in collaborating on deal analysis and generating different scenarios for complex situations like restructurings and adaptive reuse (1:36:00) Analogy of AI tools to the Bloomberg terminal (1:38:50) Comparison of the current state of AI to the early days of the internet (1:39:30) Discussion about Khan Academy's AI tool, Khanmigo, and its domain-specific training for education. Salman Khan's book is "Brave New Words" (1:40:30) Experiences of an Iconic Journey in CRE member (Chris Caylor) with ChatGPT and Otter.ai for automation and note-taking (1:43:00) Hypothetical case study on how AI could assist in multifamily deal analysis (1:47:20) Concerns about the potential for AI to homogenize deal underwriting (1:48:45) The role of AI in standardizing data formats and creating more digestible reports (1:49:45) Bruce Kirsch's agreement on the potential of AI to improve clarity and liquidity in the real estate market (1:51:15) REFM Opportunities Bruce discusses the services (REFI) format (see below for course information and a discount) (1:53:00) He built the model for The Wharf DC, a 2+ million s.f. mixed use project (110 tabs) (1:56:00) Questionnaire about mixed use properties (1:58:00) Personal Reflections and Industry Perspective Bruce Kirsch's overall perspective on the real estate industry, highlighting it as a tremendous and multidisciplinary opportunity and the paramount importance of reputation and trust (2:00:30) Bruce Kirsch's message if he could put a sign on the Capitol Beltway: "Don't take yourself too seriously" (2:04:30) Courses Bruce is offering his courses at a discount to podcast listeners. First, take a free assessment at this link: https://courses.getrefm.com/shop/free-tools/free-assessment-tests/. When you've determined your level, go to this website: https://courses.getrefm.com/ and use the discount code "Iconic" at the checkout to get a 15% discount for the course. Similar Episodes Michael Broder David Kessler Brad Olsen Mike Bush

Lex interviews Scott Woody, CEO and founder of Metronome, a usage-based billing platform. Scott shares his journey from academia to entrepreneurship, detailing his experiences at UC Berkeley, D.E. Shaw, and Stanford, where he studied biophysics. His tenure at Dropbox, where he tackled billing system challenges, inspired the creation of Metronome. The discussion highlights Metronome's real-time billing data capabilities, which aim to improve business efficiency and customer experience. Scott also explores the broader implications of AI in fintech, emphasizing the shift towards usage-based business models and the importance of real-time data. Notable discussion points: Metronome emerged from firsthand frustrations at Dropbox, where Scott Woody experienced how rigid billing systems slowed growth, confused customers, and blocked real-time insights. He built Metronome as a flexible, real-time billing engine that merges usage data with pricing logic—powering the monetization infrastructure for top AI companies today. Real-time billing isn't just about invoices—it's a strategic revenue lever. For AI and SaaS businesses alike, Metronome enables teams to run dynamic experiments, optimize GPU allocation, and make last-minute decisions to hit quarterly targets—turning billing into a core growth engine. The rise of AI is accelerating a shift to usage-based models. As AI becomes specialized labor across verticals (from loan collection to customer service), companies are rapidly replatforming, and entire industries may flip from seat-based to outcome-based pricing within quarters—Metronome is positioned as the "payment processor" for this AI economy. MENTIONED IN THE CONVERSATION Topics: Metronome, Dropbox, Datadog, OpenAI, AI, AGI, machine learning, pricing models, financial services, business optimization, operational frameworks, analytics, financial modeling ABOUT THE FINTECH BLUEPRINT 

Want to improve your financial modeling skills? This episode of Corporate Finance Explained dives into the essential techniques and best practices used by corporate finance professionals to build accurate, structured, and decision-driven financial models.What You'll Learn:- What is financial modeling? How companies use it for budgeting, valuation, and risk analysis.- Key components of a financial model – Historical data, assumptions, and financial statements.- Best practices for building strong models – Accuracy, structure, flexibility, and transparency.- Common pitfalls to avoid – Overcomplicated formulas, poor assumptions, and lack of error checks.- Real-world corporate finance examples – Microsoft's $68.7B acquisition of Activision Blizzard, Airbnb's pandemic survival strategy, Tesla's cash flow forecasting, and Apple's stock buyback program.Whether you're in FP&A, investment banking, private equity, or corporate finance, mastering financial modeling is a critical skill for making data-driven decisions. Learn how to build robust, practical, and strategic models used by top finance teams worldwide.#FinancialModeling #CorporateFinance #FinanceTips #BusinessStrategy #InvestmentBanking #FP&A #Microsoft #Tesla #Apple #Amazon #CFI

In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI's impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world.Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology.In this episode, you will discover:How AI is revolutionizing Excel and what that means for finance professionals.The role of AI in data cleansing and automation, making finance and analytics work more efficient.Why the best coders may not be the most valuable team members in the future of finance.Insights on Copilot in Microsoft 365 and how it's changing financial modeling and reporting.The story behind Tom's Excel Minesweeper project—how he built a game in VBA using AI.As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom's journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise.Follow Tom:LinkedIn - https://www.linkedin.com/in/tomhinkleclt/Website - https://excel-cafe.teachable.com/Minesweeper Game - https://www.thefpandaguy.com/new-page-3Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn: https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:46] - Introduction to the Episode[03:36] - Meet Tom Hinkle[06:07] - The Future of AI in Finance[11:53] - AI's Impact on Excel and Financial Modeling[15:31] - The Skills Professionals Need in an AI-Driven World[24:02] - Building Minesweeper in Excel with AI[29:51] - Exploring Microsoft Copilot & AI Coding Assistants[33:07] - The Importance of Storytelling in Data Analytics[36:54] - Fun Segment & Tom's Personal Quirk[40:53] - Closing Thoughts

In today's episode, Christin Cifaldi explores the role of a financial data scientist. What is their primary focus, and what types of data do they work with? How do they use machine learning in finance, and what skills are key for success in this field?

Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of the podcast is to detail whatever business we're covering that day. But when you think about the best investors, the best business builders, they're constantly borrowing insights from the success stories that are happening around them.  We start with a high-level theme and then explore a business's life cycle, from establishing a niche with Gartner to building a culture at Live Oak to refining operations via the lens of Trane. We go through the good and bad of business transformations told through the stories of Rolls Royce and D.R. Horton. And we cover what a clean financial model looks like through Inditex. Lastly, we wrap up with management stories that are underappreciated via Motorola and Winmark. Please enjoy this Breakdowns recap.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:34) Hierarchy of Consumer Preferences (00:06:10) Gartner's Niche Beginnings (00:07:48) Operational Excellence at Trane (00:10:43) Understanding Customer Needs (00:11:46) Vulcan Materials: A Case Study (00:13:26) Logistics in Construction Aggregates (00:16:29) High-Touch Customer Experience at Live Oak Bank (00:19:33) Transitioning Business Models to Financial Models (00:20:18) Insights from Ed Wachenheim on Home Builders (00:22:14) The Case for Asset-Light Strategy (00:23:27) The NVR Model: A Success Story (00:24:10) Horton's Transformation (00:25:54) Rolls Royce: A Shift in Business Model (00:28:51) Financial Modeling and Long-Term Success (00:30:09) Understanding Payout Ratios (00:33:21) Greg Brown's Leadership at Motorola (00:37:13) Winmark's Unique Operational Approach (00:40:05) Matt's Wrap Up

In this engaging episode of FP&A Tomorrow, host Paul Barnhurst, the FP&A Guy, sits down with Mark Hansen, CFO of Entrata. Their conversation explores financial planning and analysis (FP&A), strategic business decision-making, and the evolving role of finance teams in organizations. This episode provides valuable insights into how FP&A professionals can align metrics, foster relationships, and utilize data to empower strategic growth.Mark Hansen brings a wealth of experience as the CFO of Entrata, a comprehensive ERP platform for the multifamily housing industry. Prior to this role, Mark held pivotal finance positions at Pluralsight and Skullcandy, leading finance teams through periods of significant growth. A CPA with a master's in accounting from the University of Utah, Mark combines technical expertise with a strategic vision, making him a thought leader in the financial industry.Expect to LearnUnderstanding the transition from accurate forecasting to strategic decision-making.Why FP&A is positioned as the "center of the universe" for organizational data.Practical advice on aligning and rolling forward metrics to track business performance.How to leverage diverse experiences (the "bingo card" approach) to achieve career growth.Insights into hiring, mentoring, and fostering curiosity and technical skills within finance teams.Here are a few relevant quotes from the episode:"Understanding unit economics, gross margin, and other granular financial details helps inform better business decisions." - Mark Hansen"Understanding SEC reporting is like leveling up in financial knowledge. It's the major leagues of financial reporting." - Mark Hansen"FP&A teams of the future will not just focus on budgeting and forecasting but also on data analytics and business modeling." - Mark HansenIn this insightful episode, Mark shares valuable advice on career development, stressing the importance of building strong relationships, acquiring diverse skills, and being proactive in one's career progression. Mark's focus on curiosity, technical skills, and business partnering provides a roadmap for any finance professional looking to elevate their impact.Plan Smarter with Workday:Workday Adaptive Planning empowers organizations with AI-driven insights, advanced data visualization, and powerful reporting tools. Make smarter decisions faster and elevate your budgeting, forecasting, and modeling. Learn more at http://www.workday.com/fpaguyFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Mark:LinkedIn - https://www.linkedin.com/in/mark-hansen-7b79045/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyWorld-class Digital FP&A Course Bundle: Signup for over ten hours of video content with 4 different courses and 8 modules on FP&A topics including: Business Partnering, Data Analysis, Financial Modeling

Send us a textDiscover how Steve turned early struggles into a roadmap for financial mastery. From building multimillion-dollar businesses to creating over $1 billion in value, Steve shares the seven steps that transformed his financial IQ.Packed with personal stories, surprising lessons (including a hilarious twist involving a Spanish class), and practical insights, this episode will inspire you to take charge of your financial future.Your financial journey starts here—listen now and take the leap today!Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for the free Measure What Matters Webinar here: https://www.coltivar.com/measure-what-matters-webinar Support the show

Send us a textDoes what you wear to work on Wall Street matter? How much? Why? What exactly are you supposed to wear, anyway? Who makes those decisions? And how can you express your personal style in a way that elevates your career?In this inspiring conversation with former finance PR specialist-turned-fashion-founder Kerry O'Brien, the CEO of Commando, we learn how to navigate all of these questions in a fun, freeing way.Kerry gives us insight into her innovative, technology-forward approach to fashion, her personal philosophy about taking risk, and her solutions for some of the classic problems we run into when it comes to fashion in finance.Kerry O'Brien is the visionary founder, CEO, and designer behind Commando, a brand renowned for its unique blend of technical innovation and elevated design. After a successful career in financial public relations in New York City, Kerry set out to redefine the way women experience intimate apparel, transforming her passion for problem-solving into a game-changing endeavor.With no formal background in design, Kerry launched Commando in 2005, introducing the industry's first ever raw-cut, elastic-free, invisible undergarments. What began as a mission to deliver exceptional comfort and confidence has evolved into a brand synonymous with innovation, with Kerry holding two patents for her groundbreaking work in hosiery and slips.  In 2012, Kerry was inducted into the Council of Fashion Designers of America (CFDA), solidifying her status as a pioneer in the industry.  Today, Commando's designs are seen on red carpets, runways, and magazine covers worldwide, making it a trusted favorite among stylists and celebrities alike. Under Kerry's leadership, Commando has grown from its pioneering signature raw-cut intimates to a full ready-to-wear collection that continues to push boundaries in technical fabrics and modern aesthetics. Kerry has applied commando's raw-cut and comfort-obsessed philosophy to many corners of your closet by designing long lasting, timeless wardrobe essentials that you can wear on repeat season after season. This commitment to excellence and ingenuity earned her a Femmy in 2024 for Brand Evolution, the intimate industry's highest award. A sixth-generation Vermonter, Kerry lives in Burlington with her husband and three children. Her products are available in over 500 premium retailers, including Bergdorf Goodman, Bloomingdale's, Neiman Marcus, Net-a-Porter, Nordstrom, Saks Fifth Avenue, and at https://www.wearcommando.com.Links to shop items discussed on the podcast:https://www.wearcommando.com/collections/ceo-collection-chic-easy-outfitsSign up for our FREE LIVE MASTERCLASS on Excel and Financial Modeling here: https://courses.thewallstreetskinny.com/masterclass-registration-page-excelfmTo get access to the $25 Masterclass click HEREJoin the waitlist for our flagship course on IB and PE fundamentals!https://the-wall-street-skinny.mykajabi.com/waitlist-opt-in-IBDOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Send us a textIn this episode of Boosting Your Financial IQ, Steve dives into an engaging Q&A session fueled by real questions from listeners who took the Financial IQ Assessment at BYFIQ.com.From bootstrapping your business and mastering financial strategies to overcoming setbacks and seizing opportunities, Steve shares his personal journey, practical tips, and inspiring insights to help you level up your financial acumen, business savvy, and life strategies.Tune in to learn how to make smarter decisions and unlock your full potential in business and life.Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for the free Measure What Matters Webinar here: https://www.coltivar.com/measure-what-matters-webinar Support the show

Financial Modeling helps build financially successful businesses. But what if your model doesn't match reality?!    Sarah and Producer Chelsea are discussing the importance of regularly comparing your models to your actual business outcomes, how to identify if your model doesn't match reality (because as you'll hear it is not always obvious!) and, of course, what to do about it.     Sarah shares a recent instance where she recognized that a founder's model and reality weren't matching up, how a Good Food Founder identified that labor costs were higher than modeled causing profit margin and cash flow issues, and the steps she's taking to get her business back on track.    Whether you're a modeling expert or novice, this episode provides valuable insights for aligning your theoretical models with real-world data so you can make informed decisions, mitigate risks, and position your business for long-term success.   From Our News Segment Farm Stops Create New Markets for Small Farms   Stay Connected! Instagram: @TheGoodFoodCFOYouTube: @thegoodfoodcfo Join us in The Good Food CFO Community   

Dr. Andreas Schlatter is a classically trained physicist (EPFL, Princeton) with a decidedly heretical approach to physics. Though deeply mathematical in his approach, he dispenses with the purely field-based approach to understanding the building blocks of nature, and asks far deeper question about what the mathematics is telling us about the hidden structures of nature. Rather than take the positivist approach, which suggests that anything that cannot be experimentally encountered is not worth considering, Schlatter follows in the tradition of Gödel and the other mid 20th century logicians, who believed that a layer of the universe beyond the visible is available to us if we can reason our way to it. By following this path, Schlatter has reached the conclusion that the only viable interpretation of quantum mechanics is the transactional one. Unlike the other transnational theorists we've had on the show, Schlatter has gone one step further to propose that there is a transactional interpretation of gravity just as is there is for quantum mechanics. He calls it entropic gravity, and in this episode we explore the convoluted path he took to physics, how he found the transactionalists, and how he and Ruth Kastner formulated an entropic explanation for spacetime. PATREON: get episodes early + join our weekly Patron Chat https://bit.ly/3lcAasB MERCH: Rock some DemystifySci gear : https://demystifysci.myspreadshop.com/ AMAZON: Do your shopping through this link for Caver Mead's Collective Electrodynamics: https://amzn.to/4e01Slj (00:00) Go! (00:05:28) Andreas Schlatter's Academic Journey (00:10:39) Exploration of Mathematics in Physics (00:25:51) The Vienna Circle and Logical Positivism (00:30:04) Einstein's Transition in Theoretical Approach (00:37:37) Philosophical Inquiry in Physics Education (00:41:08) The Quest for Understanding in Logic and Set Theory (00:48:02) Transition from Academia to Finance (00:56:02) Challenges of Financial Modeling (01:09:59) Trust and Economic Stability (01:16:10) Light and Gravity Intersect (01:23:02) Entropy and Information Theory (01:31:07) Absorption and Entropy Dynamics (01:37:22) Exploration of Quantum Transactions (01:46:30) Transactional Approach to Gravity (01:56:31) Light Clocks and the Nature of Time (02:04:13) Multiverses and Quantum Realms #Physics, #QuantumMechanics, #Mathematics, #PhilosophyOfScience, #LogicalPositivism, #EmpiricalScience, #TheoreticalPhysics, #Einstein, #Newton, #QuantumReality, #Entropy, #Cosmology, #Multiverse, #GravityTheory, #EconomicStability, #TransactionalInterpretation, #ScienceEducation, #Philosophy, #QuantumGravity, #FinanceAndPhysics, #ScientificUnderstanding #sciencepodcast, #longformpodcast Check our short-films channel, @DemystifySci: https://www.youtube.com/c/DemystifyingScience AND our material science investigations of atomics, @MaterialAtomics https://www.youtube.com/@MaterialAtomics Join our mailing list https://bit.ly/3v3kz2S PODCAST INFO: Anastasia completed her PhD studying bioelectricity at Columbia University. When not talking to brilliant people or making movies, she spends her time painting, reading, and guiding backcountry excursions. Shilo also did his PhD at Columbia studying the elastic properties of molecular water. When he's not in the film studio, he's exploring sound in music. They are both freelance professors at various universities. - Blog: http://DemystifySci.com/blog - RSS: https://anchor.fm/s/2be66934/podcast/rss - Donate: https://bit.ly/3wkPqaD - Swag: https://bit.ly/2PXdC2y SOCIAL: - Discord: https://discord.gg/MJzKT8CQub - Facebook: https://www.facebook.com/groups/DemystifySci - Instagram: https://www.instagram.com/DemystifySci/ - Twitter: https://twitter.com/DemystifySci MUSIC: -Shilo Delay: https://g.co/kgs/oty671

Key Questions01:25) How did you get to where you are today?(05:22) How do you get in front of people that are looking to either sell and/or get their business appraised?(09:17) Do you do business just on the West Coast or can you go everywhere type of thing?(13:16) Are there usually some common mistakes, if you will, that I tend to make, that people tend to make when they come to you, or misconceptions, stuff like that?(15:07) You work with B2C companies as well, yes?(15:19) What are some of your big goals in the next year or two?(16:38) So how would those goals of growth and stuff affect your business?(18:23) What do you think is your number one roadblock for helping you reach those (19:32) What's the best advice you've ever received?(21:18) What's the best advice you have ever given?(23:06) What would you like to share with us regarding value-added behaviors for service businesses?(24:32) Is there anything that we haven't talked about yet that you would like to touch on?(26:02) Where can we go to learn more about you and what you do? Episode NotesGuest: Jordi Pujol, financial modeling expert and appraiser at ObjectiveBackground: MBA from Wharton School, BA from Swarthmore College, CFA CharterholderKey Topics Discussed:The journey from equity research to business valuationHow Jordi helps bridge the gap between business value and market priceThe importance of forward-looking financial planning for business valuationHow networking and maintaining industry relationships drive business growthThe role of entrepreneurial operating systems (EOS) in scaling a businessKey advice for entrepreneurs: Simplify processes and focus on client needsTips on managing a business for value, not just sales or profitConnect with Jordi: LinkedIn or via email at jordi.pujol@objectiveibv.com Jordi Pujolwww.objectivecp.comhttps://www.linkedin.com/in/jpujol1/https://www.linkedin.com/company/objective-investment-banking-and-valuation/mycompany/Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.com

Our nerdiest episode ever, and we're darn proud of it.  Today we're diving into Microsoft Excel and its role in Investment Banking.  We're discussing financial modeling, Excel culture, mechanics, best practices, and productivity enhancing tools like Macabacus, the gold standard for Investment Bankers around the world.Kristen gives a crash course in how to set yourself up for success, answering questions like "do I need to use a Mac or a PC?", "do I need an external keyboard?", "how can I memorize shortcuts?", and of course: "how do I get faster in Excel?".We then sit down with Macabacus founder and CEO Ryan MacGregor and Rahul Gill, Director of Product & Customer Enablement, to explore the role of productivity add-ins that will make you feel like an insider before you ever set foot in an Investment Bank. Tools like these can be the critical edge for a candidate looking to differentiate themselves and get up the curve faster than the competition.Ryan MacGregor is a serial entrepreneur and former investment banker (Credit Suisse and Lehman Brothers), who earned an MBA from the University of Chicago Booth School of Business after serving in the U.S. Navy as a submarine officer. He founded and served as CEO of Macabacus, which was acquired by Corporate Finance Institute® (CFI) in 2021. Ryan currently heads CFI's enterprise software division and is the driving force behind Macabacus' business, sales, and product strategies.For a free trial of Macabacus, click here:  https://macabacus.com/free-trial?_gl=1*s5fo4c*_up*MQ..&gclid=EAIaIQobChMIoKvq8qDBiAMV8jnUAR377wk3EAAYASAAEgJiTPD_BwE&gbraid=0AAAAADpwqK6JTQnNUUfvywGjdwkBhWVjpCheck out Public.com at the link HEREFollow us on Instagram and Tik Tok at @thewallstreetskinnyhttps://www.instagram.com/thewallstreetskinny/Public Disclosure: All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Public Investing, member FINRA & SIPC. Not investment advice. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Curious about what's going on behind our latest investment in the 134 acres of Hocking Hills? We're diving into why we told our construction team to stop, how we're preparing to approach private money lenders, and the fun (and challenges) we're facing with this glamping project. We also discuss how we approached working with someone to create financial models, lessons learned, and our next steps. We can't wait to see how this project unfolds and catch you up again soon!(00:01:08) #STRShareSunday: @thecliffs_hockinghills(00:04:29) Project Update: What's Going on At Our Hocking Hills Investment Property(00:16:24) Growing Pains & Lessons In Team Communication(00:23:16) Progressing The Project Forward with Financial Modeling(00:33:09) The Reality of Balancing Time & Finances & Why You Should Check Your Insurance PolicyResources:• Rich Hollow Retreat Instagram: @richhollowretreat• #STRShareSunday: @thecliffs_hockinghills• Submit your property for our next #STRShareSunday at strshare.com• Airbnb Essentials Checklist: hostchecklist.comThanks for Visiting is produced by Crate Media.Mentioned in this episode:Doors to our membership are open: thanksforvisiting.com/businessHosting Handbook | Get everything you need to fast track your way to Superhost at thanksforvisiting.com/handbookSuperhog | Visit superhog.com/thanks-for-visiting and book your FREE demo today!Host Checklist | Grab our Airbnb Essentials Checklist and make stocking your Airbnb a breeze – we've got all your hosting needs covered!

  If you're looking to leverage AI to find the best real estate deals faster than ever, today's podcast is for you.   Olivia Ramos, founder and CEO of Deepblocks, shares how her AI-powered platform transforms months of real estate analysis into mere seconds, enabling you to instantly spot prime investment opportunities nationwide.   Here's how Deepblocks helps you find opportunities:   • AI-Driven Zoning Analysis: Quickly narrow your search by consolidating zoning data across 250 cities. • Custom Investment Algorithms: Identify prime opportunities using tailored algorithms based on your specific criteria. • Real-Time 3D and Financial Modeling: Instantly create and adjust 3D models and financial projections for initial feasibility insights. • Market and Demographic Insights: Analyze population trends, housing prices, crime rates, and more to refine your investment strategy.   I'm often asked how AI can help sponsors, brokers, and other professionals analyze large datasets to find deals. Deepblocks is your answer.   Tune in to discover how Olivia built this groundbreaking platform, how it works, and how you can secure deals before your competition even wakes up. ***** The only Podcast you need on real estate and AI.   Learn how other real estate pros are using AI to get ahead of their competition.   Get early notice of hot new game-changing AI real estate apps.   Walk away with something you can actually use in every episode.   PLUS, subscribe to my free newsletter and get: • practical guides, • how-to's, and • news updates   All exclusively for real estate investors that make learning AI fun and easy and insanely productive, for free.   EasyWin.AI

There's so many different ways people participate in real estate, and for many, it's often a journey. In this episode of "REady2Scale," Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, explores this strategic shift with Justin Goodin, from value-add to now the CEO of Goodin Development. They delve into the challenges and opportunities in today's competitive multifamily market, offering valuable insights for investors for each strategy. Key Points: -Discover the reasons behind Justin's transition from value-add multifamily investments to ground-up development. -Learn how to navigate the current market's rising construction costs and competition. -Understand the role of partnerships with municipalities in making development projects viable. -Gain tips on evaluating underwriting models and assessing cap rates for smarter investing. -Explore the benefits of staying laser-focused on one strategy in real estate development. Mentioned investment opportunity: www.bluelake-capital.com/btdallas  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Multifamily Real Estate 00:37 Meet Justin Goodin: From Value Add to Development 04:16 Challenges and Strategies in Multifamily Development 11:28 Insights on Financial Modeling and Underwriting 20:52 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing #multifamilydevelopment Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Careers in Finance on FinPod, we sit down with Brian Egger, Global Head of Financial Modeling at Bloomberg LP. Brian brings a wealth of experience from his time at Goldman Sachs and Bloomberg, where he has developed and led the Bloomberg Interactive Calculator financial modeling platform. Brian talks about the complexities of equity research, such as his analysis on Las Vegas airline service capacity in the late 1990s, which challenged conventional thinking and demonstrated the critical interplay between demand and airline service. He also discusses the importance of modern data analytics, highlighting the role of coding and tools like Bloomberg Query Language (BQL) in enhancing financial modeling.Listeners will learn about the essential skills for equity research, including meticulous attention to detail, the ability to synthesize data into clear viewpoints, and effective communication tailored to different audiences. Tune in to learn from his expertise and gain insights into equity research and financial modeling.

There are two reasons why cultivators need proper financial modeling: For licensing. Most states require some form of a  plan that illustrates that you understand what your operating costs will be and that you have enough capital to fully fund operations. For investors and operators alike, modeling is incredibly important to ensure that there is a plan for a successful outlook for the business based on actual information and experience vs guessing. But creating a comprehensive financial model for a Cannabis business is no easy task. From understanding the true costs of cultivation to navigating complex regulations and market fluctuations, there are countless factors to consider. Overlooking key details or making overly optimistic assumptions can lead to missed targets, cash flow problems, and disappointed investors. In this episode, Andrew shares the essential considerations and tools needed for creating robust, realistic financial models that can help you navigate the unique challenges of the Cannabis industry. During this podcast, you'll learn: The critical importance of understanding best-case, worst-case, and realistic scenarios in your financial projections Key factors to consider when modeling the true costs of Cannabis cultivation, processing, and distribution How to account for often-overlooked expenses and potential roadblocks to profitability Strategies for building flexibility into your financial model to adapt to changing market conditions and regulations The vital role of understanding Cannabis grow cycles and industry-specific metrics for accounting professionals ... and more! Whether you're a Cannabis entrepreneur looking to create a solid financial foundation, an investor aiming to make informed decisions, or an accounting professional seeking to better serve your Cannabis clients, this podcast is packed with valuable insights you won't want to miss. --- Send in a voice message: https://podcasters.spotify.com/pod/show/dopecfo/message

Welcome to a special episode of our podcast! Today, we're thrilled to bring you an exciting Podswap. We are sharing an episode from Financial Modeler's Corner. Stay tuned for an engaging conversation you won't want to miss. Here are the show notes from our previous episodes.Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Cameron and Nicholas Hay to discuss dynamic arrays in financial modeling. Cameron and Nicholas share their experiences and insights on using dynamic arrays to build fully dynamic models, avoiding common pitfalls, and the benefits of this approach.Cameron and Nicholas are seasoned financial modeling experts and co-founders of Finomatic Consulting. Their practical advice and innovative tips have helped countless professionals enhance their modeling skills.Key takeaways from this week's episode include:Use dynamic arrays to reduce the number of formulas and potential error points. Clearly separate inputs, calculations, and outputs into distinct sheets. This enhances clarity and ease of use.Ensure uniform column and row structures across sheets. This consistency minimizes errors and simplifies formula management, making models easier to audit and understand.Mixing traditional Excel formulas with dynamic arrays reduces the benefits. A complete commitment ensures better performance and error reduction.Using graphs and charts helps quickly identify trends and anomalies, making it easier to ensure realistic assumptions and accurate models.Establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.Implementing dynamic arrays can drastically reduce the file size and complexity of models, making them more efficient and manageable.Issues like mixed calculations and unrealistic assumptions emphasize the importance of thorough checks and realistic inputs in financial modeling.Download a sample fully dynamic 3-statement model Excel Files — The FP&A Guy (thefpandaguy.com), courtesy of Cameron and Nicolas Hay. Quotes:Here are a few relevant quotes from the episode on financial analysis and modeling:"A blank Excel workbook doesn't have any errors in it until you add data and formulas. Minimizing the number of formulas should reduce the error potential of the file.”“With business, if you can understand how cash flows around a business, that's you can get in and really understand a business.”“If you're going to dip your toe into dynamic arrays, you've got to make sure you commit fully with 100% commitment.”Follow Cameron and Nicholas:Cameron Hay LinkedIn - https://www.linkedin.com/in/cameron-hay-ca-a31b4752/Nicholas Hay LinkedIn- https://www.linkedin.com/in/nicholas-hay-1992/Website -

Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Cameron and Nicholas Hay to discuss dynamic arrays in financial modeling. Cameron and Nicholas share their experiences and insights on using dynamic arrays to build fully dynamic models, avoiding common pitfalls, and the benefits of this approach.Cameron and Nicholas are seasoned financial modeling experts and co-founders of Finomatic Consulting. Their practical advice and innovative tips have helped countless professionals enhance their modeling skills.Key takeaways from this week's episode include:Use dynamic arrays to reduce the number of formulas and potential error points. Clearly separate inputs, calculations, and outputs into distinct sheets. This enhances clarity and ease of use.Ensure uniform column and row structures across sheets. This consistency minimizes errors and simplifies formula management, making models easier to audit and understand.Mixing traditional Excel formulas with dynamic arrays reduces the benefits. A complete commitment ensures better performance and error reduction.Using graphs and charts helps quickly identify trends and anomalies, making it easier to ensure realistic assumptions and accurate models.Establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.Implementing dynamic arrays can drastically reduce the file size and complexity of models, making them more efficient and manageable.Issues like mixed calculations and unrealistic assumptions emphasize the importance of thorough checks and realistic inputs in financial modeling.Download a sample fully dynamic 3-statement model Excel Files — The FP&A Guy (thefpandaguy.com) courtesy of Cameron and Nicolas Hay. Quotes:Here are a few relevant quotes from the episode on financial analysis and modeling:"A blank Excel workbook doesn't have any errors in it until you add data and formulas. Minimizing the number of formulas should reduce the error potential of the file.”“With business, if you can understand how cash flows around a business, that's you can get in and really understand a business.”“If you're going to dip your toe into dynamic arrays, you've got to make sure you commit fully with 100% commitment.”Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code “Podcast” to save 15% when you register.  Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit. View and download the Financial Modeling Code at financial-modelling-code.ashx...

Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Gary Knott, to discuss invaluable insights and tips on avoiding common Excel pitfalls, structuring workbooks for success, and the importance of consistency and clarity.Gary is a seasoned financial modeling expert and author of "Avoid Excel Horror Stories." He shares his golden ground rules for Excel modeling. With a background at Deloitte and his successful consultancy, Gary's practical advice and innovative tips have helped countless professionals enhance their modeling skills.Key takeaways from this week's episode include:Organize workbooks with clear, logical structures. Separate inputs, calculations, and outputs into distinct sheets. Use consistent naming conventions and separator sheets to enhance clarity and ease of use.Maintaining a consistent design throughout the workbook. Use uniform column and row structures across sheets. Consistency minimizes errors and simplifies formula management, making models easier to audit and understand.Formal training in financial modeling is crucial. It establishes a solid foundation, ensuring you learn best practices early on, which prevents the development of bad habits and enhances overall modeling skills.Real-life horror stories highlight common errors, such as improper data copying and pasting. Ensuring consistent data formats and understanding the intricacies of your calculations are essential to avoid costly mistakes.Use Macros for repetitive tasks like generating output sheets, not for complex calculations. They help automate processes and reduce manual errors but should be applied judiciously to maintain model integrity.Implement data validation to restrict inputs. This minimizes user errors by ensuring only valid data entries are made, such as positive numbers or specific date ranges, enhancing the reliability of your models.Regularly test models to ensure accuracy. Use master check sheets to consolidate checks and quickly identify errors. This proactive approach helps maintain the model's integrity and reliability over time.Quotes:Here are a few relevant quotes from the episode on financial analysis and modeling:"Consistency is key." I think of all the rules there are, that's the one. If you follow that one, that can bring you a long way in terms of getting a reliable model.“Certainly, getting trained early, not trying to learn it yourself, but taking some formal training course so you can learn the basics.”“I'm always a very keen fan of putting checks in models, collating them all on a master check sheet, and then adding them all up.”"If the difference is zero, then your balance sheet balances. You can send that through to a master check sheet. Then if you add them all up, all the checks up and they're totally zero, then you haven't identified any issues"Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code “Podcast” to save 15% when you register.  Go to

This Podcast Is Episode 578, And It's About  Utilizing The Power Of Financial Modeling In The Construction Industry n the ever-evolving world of construction, financial modeling is a game-changer. It drives intelligent decision-making, minimizes risks, and ensures the revenue health of projects. Crafting precise and insightful financial models is a valuable tool for construction companies. It offers a panoramic view of the asset landscape and enables proactive planning and strategic management.   Financial models are invaluable tools designed to help you understand and protect your business's economic health. By simulating different scenarios and examining potential outcomes based on various inputs, such as sales growth, margins, and cash flow, these models provide a comprehensive picture that aids in informed decisions.   1. Precise Cost Forecasting and Budgeting Financial modeling empowers construction companies to predict costs accurately, considering many factors such as material costs, labor expenses, equipment outlays, and overheads. Companies can develop precise project budgets by creating detailed financial models, spot potential cost overruns, and implement strategies to monitor expenses. This foresight allows for proactive cost management, preventing financial surprises that could impact project profitability. Start by creating a base financial model incorporating your current financial data. Input variables such as projected sales, estimated expenses, and planned investments allow you to forecast your financial performance across different scenarios. By simulating best-case, worst-case, and most-likely scenarios, you'll be better prepared to navigate potential challenges and seize opportunities. Action Tip: Develop your initial model using spreadsheet software or financial modeling tools. Regularly update it as new data becomes available. 2. Streamlined Cash Flow Management Effective cash flow management is crucial in construction, where substantial capital outlays are often needed before revenues are realized. Financial modeling enables companies to map out cash flows over the project's lifecycle, identifying potential bottlenecks and ensuring adequate liquidity is maintained to support ongoing operations. By optimizing cash flow through meticulous financial modeling, construction companies can enhance their financial stability and seize growth opportunities. Presenting a detailed financial model can significantly enhance your credibility with lenders and investors. It demonstrates your understanding of your business's financial position and showcases your preparation for future growth. Action Tip: When seeking financing, ensure your model includes comprehensive projections showing how the funds will be used and the expected return on investment. 3. Informed Decision-Making through Scenario Analysis Financial modeling allows construction companies to conduct scenario analysis, assessing the potential impact of various factors on project outcomes. Whether it's changes in material costs, fluctuations in interest rates, or delays in project timelines, scenario analysis helps companies evaluate the financial implications of different situations and develop contingency plans to mitigate risks. This proactive approach to risk management is invaluable in an industry where unforeseen challenges can have significant financial repercussions. Financial models serve as robust decision-support tools. They help you evaluate the economic implications of various choices, whether setting pricing strategies, launching new projects, or considering investment opportunities. Action Tip: Before making substantial business decisions, use your financial model to conduct a cost-benefit analysis. This will help you weigh the pros and cons and align decisions with your financial goals. 4. Assessing Project Feasibility and Profitability By incorporating revenue projections, cost estimates, and financing structures into their financial models, companies can gauge the financial viability of potential projects and make informed decisions about resource allocation. This thorough assessment of project feasibility helps companies refrain from investing in financially unviable ventures and focus on opportunities with the most significant potential for success. It's crucial to create detailed and comprehensive financial projections. This includes estimating costs for materials, labor, equipment, and permits and factoring in potential risks and market fluctuations. Additionally, conducting sensitivity analysis and scenario planning can help assess the project's financial resilience to various external factors. Utilizing industry-specific Key Performance Indicators (KPIs) and benchmarks can provide valuable insights into the project's economic viability. Action Tip: Set up regular financial reviews—monthly or quarterly—to compare projected versus actual performance. Use these reviews to refine your model and strategies continually. 5. Setting and Achieving Goals and Monitoring Performances Defining specific financial goals for the construction business, such as increasing revenue, improving profitability, or managing cash flow effectively, is essential. These goals should be realistic, measurable, and aligned with the business strategy. It involves a detailed representation of the construction company's economic situation, including income, expenses, assets, and liabilities. This model is a valuable tool for analyzing different scenarios, identifying potential risks, and evaluating the impact of strategic decisions on the company's finances. Establish clear, achievable financial goals based on your model's insights. By tracking your progress against these goals, you can focus strategically on growth and profitability while identifying improvement areas. Regularly comparing your actual financial performance with your model's projections is essential. This practice helps identify deviations, assess their causes, and make the necessary adjustments to keep your business on track. Action Tip: Break down long-term goals into smaller, manageable milestones. Regularly review and adjust these goals based on your actual performance and market conditions. Strategic Financial Planning and Risk Mitigation Financial modeling is the cornerstone of strategic financial planning for construction companies, providing a roadmap for long-term financial management and risk mitigation. By creating comprehensive financial models, companies can pinpoint potential financial vulnerabilities, develop risk mitigation strategies, and make informed decisions that align with their long-term financial objectives. This proactive approach to financial planning is essential for navigating the industry's inherent complexities and uncertainties. Construction businesses can make more accurate cost projections and optimize their financial resources by incorporating various factors such as material costs, labor expenses, and overheads (LMOS™) into the financial model. Once the financial model is in place, it's essential to regularly review and update it to reflect changes in the business environment, market conditions, or project parameters. This ensures that the construction business stays on track toward achieving its financial goals and can adapt to evolving circumstances. In conclusion The potential of financial modeling in the construction industry is immense. By harnessing financial modeling tools and techniques, construction companies can gain invaluable insights into their financial landscape, make informed decisions, and proactively manage financial risks. Ultimately, the ability to develop accurate and insightful financial models is a crucial differentiator for construction companies looking to achieve financial resilience, profitability, and sustainable growth in a friendly, competitive, and dynamic industry. PS  We offer free resources to help you save time and money that you can download and print now.  About The Author: Sharie DeHart, QPA, co-founded Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations. She offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com  

"Lots of people don't have eyes to see how good and important their work is." — Jeff Haanen Listen in on our spring book club interview as Women Scholars and Professionals book club host Jasmine Obeyesekere conducts an online discussion with author and leader Jeff Haanen where they talk about the ways inner transformation impacts our work and vocation. Are you tired of living a disintegrated life? Do you want to feel whole, be an integrated self? Jeff Haanen shows how we can seek deep spiritual health rather than be formed by our culture that influences us to live fragmented lives. He encourages us to life our inner and outer lives with integrity, both oriented towards God. He emphasizes the work of inner transformation that leads to external transformation, including how we view and participate in our work. In this finale of our Spring Book Club, we engage in conversation with Jeff Haanen about his book Working from the Inside Out: A Brief Guide to Inner Work That Transforms Our Outer World. You'll enjoy this rich conversation even if you weren't able to participate in the book club! Jeff Haanen founded the Denver Institute for Faith & Work — a community of conveners, teachers and learners offering experiences and educational resources on the gospel, work and community renewal. He led the Denver Institute as CEO for ten years before stepping down in 2022. His milestone achievements include  launching their first gathering of Women, Work & Calling in 2016 and Business for the Common Good in 2017. Jeff has published cover stories for Christianity Today in October 2018 and February 2019. Apart from his book Working from the Inside Out, Jeff has also published An Uncommon Guide to Retirement: Finding God's Purpose for the Next Season of Life. Jeff graduated from Valparaiso University and has a Master of Divinity from Denver Seminary. He is also a Financial Modeling and Valuation Analyst. Today, Jeff works with servant-leaders in positions of influence in business, investing, and higher education who want to embody “love God and love your neighbor as yourself” in their work and arenas of influence. He lives in Denver with his wife and four daughters and enjoys the outdoors and travel. Programming Note: We'll be taking a two-month summer break here at The Women Scholars and Professionals Podcast. Our team will be resting and reconnecting and planning for the future during June and July, so we encourage you to catch up on back episodes, get some rest yourself if you can, and watch for our next season to begin in August. So jump right in! We're so glad you're here. — Ann Boyd For show notes or more information please visit our article at The Well. If you'd like to support the work of InterVarsity's Women Scholars and Professionals, including future podcasts such as this episode, you can do so at givetoiv.org/wsap. Thank you for listening!

In the midst of meme stock craziness, Robinhood CEO Vlad Tenev shared his most eye-opening insights from running the company that transformed the game for retail investors. He talks about Robinhood's new Gold Card, his views on crypto, the media side, how artificial intelligence could change finance, and more. (00:00) Intro(03:27) The Origin of the Name 'Robinhood'(08:43) Navigating the GameStop and Meme Stock Saga(10:52) Rebuilding Trust and Brand Impact(19:10) Crisis Communication and Leadership Lessons(23:54) Industry Insights and Future of Trading(31:00) AI and Financial Services(33:34) Crypto and Regulatory Challenges(40:14) The Viral Launch of Robinhood(47:01) The Gold Card Launch and Customer Strategy(50:08) The Vision Behind Robinhood's Credit Card(53:50) Building vs. Buying: The X1 Acquisition(56:12) Integrating X1 into Robinhood(57:11) The GM Structure and Its Benefits(58:42) Challenges and Trade-offs of Decentralization(01:01:08) Financial Modeling and Customer Economics(01:04:48) Navigating Remote Work and Returning to the Office(01:09:14) Managing Stock Price Expectations(01:13:23) Hiring and Retaining Talent(01:17:11) Fundraising and Investor Relations(01:31:09) Launching Sherwood Media(01:38:56) Reflections and Future Aspirations Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Welcome to the Financial Modeler's Corner (FMC), where we discuss the Art and Science of Financial Modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Stephen Aldridge, to discuss developing and implementing Financial Modeling standards and best practices, including insights from his work on the Financial Modelling Code. This conversation is packed with practical advice and fascinating anecdotes.Stephen, the founder of Numeritas, has over 20 years of experience in Financial Modeling. Stephen has worked with and for top firms like KPMG and Deloitte. With a background in engineering, sales, and corporate management, he offers a unique perspective on Financial Modeling standards and best practices.Key takeaways from this week's episode include:Standards in Financial Modeling ensure consistency and reliability in financial models. Having an agreed-upon approach within a firm allows for seamless transitions when different individuals work on the same model, promoting accuracy and ease of understanding.Financial modeling involves various acceptable methodologies, making consensus on best practices challenging. Flexible guidelines, like the Financial Modeling Code, help streamline processes and ensure consistency across different approaches.Prototyping in Financial Modeling bridges the gap between modelers and users by creating early mock-ups of input areas. This approach ensures the model meets user expectations and captures necessary inputs accurately, saving time and resources in the long run.Human factors, such as biases and assumptions, significantly impact financial modeling. Effective communication and understanding stakeholder interactions are crucial for creating accurate and practical models.In implementing Modeling Standards, Firms should adapt modeling standards to their specific needs with a focus on basic principles like avoiding hard coding and maintaining consistency to enhance model quality and reliability.Quotes:  Here are a few relevant quotes from the episode on financial analysis and modeling:“I suppose a few things within a firm, you probably want a house style, at least an agreed approach, so that if somebody else picks up the model, has to work on it or somebody leaves, then you've got continuity.”“Prototyping helps the user to see what they like to get. If they think, oh no, this isn't what I would imagine, what about these things then? You're getting all that out in the open before you start coding.”“It's very important to think about the human aspect of modeling and what goes around it as well, and the assumptions we make and the bias that can creep in and all these sorts of things.”“Keep the user at the center of everything you do, keep them at the center of your thinking, and that way you'll produce a model that's much easier to use, and likely to have a longer life.”Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use...

Chris Reilly is a finance expert with a robust background in corporate finance, consulting, and private equity. Starting his career at FTI Consulting during the 2008 financial crisis, he notably worked on the Lehman bankruptcy. He later joined Hilton Worldwide, focusing on FP&A and treasury roles, before moving into middle-market private equity in Denver. In 2020, Chris founded Financial Modeling Education, where he offers tailored M&A and FP&A consulting services. He also educates through his Financial Modeling for Private Equity course and shares his expertise with over 25,000 LinkedIn followers. His contributions to financial modeling are recognized by Wharton Online, Wall Street Prep, and LinkedIn Learning. Financial Modeling Education is a specialized training program designed by an experienced middle-market financial modeler to address common challenges faced in the industry. The course targets issues like working with incomplete data, unfamiliar financial structures, and the absence of standardized templates or market data. It teaches participants how to efficiently transform limited data into comprehensive financial models, balance sheets, and cash forecasts, while also focusing on assumption documentation and error elimination techniques. This education program aims to equip financial professionals with the skills to make confident, defendable recommendations, eliminate the need for all-nighters, and become go-to experts within their companies. Recognized by institutions like Wharton Online Certificate Programs, Wall Street Prep, and LinkedIn Learning, Financial Modeling Education offers practical, job-relevant skills that promise to enhance credibility and confidence in financial modeling. Meet Financial Modeling Education: https://www.financialmodelingeducation.com/ Watch the Full Interview: https://youtu.be/eF_NcI-Hd8w Unlock career success with "Riderflex Guide 2.0: Mastering Job Interviews." Over 30 years of recruitment expertise. Strategies for new graduates, seasoned professionals. Master virtual interviews,  and challenging questions. Get your copy today at: https://tinyurl.com/Mastering-Job-Interviews Listen to real stories from successful business leaders, CEOs, and entrepreneurs on the Riderflex podcast hosted by CEO Steve Urban. The Riderflex Podcast: https://www.youtube.com/channel/UC5NDLaxEqkMsnlYrc5ntAPw Trust Riderflex, a premier headhunter and employment agency based in Colorado, to recruit top talent for your team. Visit https://riderflex.com/ to learn more about our executive recruiting services. Podcast Sponsor: Kura Home Services, Air Duct Cleaning & Home Maintenance. For All your Home Maintenance needs!  https://www.kurahomeservices.com/ #FinanceExpert #FinancialModelingEducation #MasterTheModels #CareerGrowth #riderflexpodcast #careeradvice #entrepreneur #ColoradoRecruitingFirm #Colorado #National #Riderflex #TalentAcquisition #Employment #JobTips #ResumeTips --- Support this podcast: https://podcasters.spotify.com/pod/show/riderflex/support

Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in an interaction with Carolina Lago and discusses the essential tips for transforming data into actionable insights and the strategic approach to avoiding common modeling pitfalls. This discussion offers valuable wisdom that will enhance your analytical skills and financial acumen.Carolina, a seasoned FP&A professional with over 15 years of international experience, shares profound insights from her extensive career, including her role in a significant IPO and leading software implementation across global departments.Key takeaways from this week's episode include:An early career encounter with a poorly designed financial model, filled with hard-coded numbers, underscores the necessity for creating flexible and dynamic financial models that can adapt to changing business needs.The discussion highlights the critical need to avoid hardcoded data and external links in financial models, which can lead to rigidity and errors.Insights from the financial modeling newsletter and courses show a wide range of professionals benefiting, from newcomers to seasoned directors. This variety demonstrates the widespread need for improved modeling skills.The discussion focuses on the importance of transforming data into actionable insights. It's stressed that without the ability to analyze and interpret data effectively, its value is minimal.The conversation sheds light on techniques for deriving actionable insights from complex data, crucial for any financial modeler. It also discusses the value of formal certifications like the Advanced Financial Modeler Certification as tools for professional development and skill validation.Quotes:  Here are a few relevant quotes from the episode on financial analysis and modeling:“I inherited one, and I had to try to change it. I spent probably a couple of weeks trying to make it better, and I couldn't. It was just too full of hardcoded numbers and I had to find everything the way around and no design at all.”“The first thing I learned about financial modeling was not to use hard codes and don't link outside of the spreadsheet.”“Data is only useful if it can be transformed into actionable insights.”“The TACTIC is (Targets, Assets, Calculations, Tools, Insights, and Correlations.) You start with the target which is the question that you need to answer with that financial model.” “That's why I like financial modeling so much because it can transform data into something. So you can make decisions on top of that data.”Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.  Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit....

As a CPG founder, it's necessary to understand where you want to go in your business in order to get there. Financial Modeling, Forecasting, Budgeting are crucial steps to turning your strategic vision into actionable steps.Join me for a conversation with Brad Ebenhoeh, CEO of Accountfully as we break down how to do each of these for your business.Need help with your finances? Accountfully specializes in working with CPG brands. Explore how they can help: Accountfully.comStartup to Scale is a podcast by Foodbevy, an online community to connect emerging food, beverage, and CPG founders to great resources and partners to grow their business. Visit us at Foodbevy.com to learn about becoming a member or an industry partner today.

Here's how I can help you: Courses https://www.dickersoninternational.com/courses Mentorship https://www.dickersoninternational.com/mentorship Connect with me here: Facebook: https://www.facebook.com/pg/thegregdickerson Instagram: https://www.instagram.com/thegregdickerson LinkedIn: https://www.linkedin.com/in/agregdickerson Twitter: https://twitter.com/agregdickerson YouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1 Podcast: https://www.dickersoninternational.com/podcast #realestatedevelopment #realestateinvesting #realestate Financial Modeling & Underwriting - A Comprehensive Guide Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed-use subdivisions and started 12 different companies from the ground up. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in the process. Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today. Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.  This channel is all about Entrepreneurship, Real Estate Investing and Real Estate Development *Nothing in this video or podcast is meant to be construed as legal or investment advice, it's for entertainment purposes only. The video is accurate as of the posting date but may not be accurate in the future. WATCH OUT FOR SCAMMERS IN THE COMMENTS I do not have a telegram, discord or any tother type of paid group. I will not contact you here or on other platforms. Scammers are using my name and picture. My real profile has a dark background around my name. I will not ask you to contact me, ask you for money or give you any contact info. Do not contact anyone in the comments. PLEASE HELP BY REPORTING AND DELETING ALL THESE SCAMMERS. Thank you! How to invest in real estate, how to develop real estate, build to suit, how to flip houses, how to flip land, how to develop land, how to become a real estate developer, how to wholesale houses, how to flip houses, how to invest in commercial property, how to invest in commercial real estate, how to buy apartment building, how to buy commercial property, real estate investing courses, real estate investing career, how to raise capital, how to find private investors, how to fund real estate deals Real Estate Development, Real Estate Development 101, Real Estate Development process, Real Estate Development career, Real Estate Development company, Real Estate Development finance, Real Estate Development process, Real Estate Development funding, Real Estate Development degree, Real Estate Development course, Real Estate Development vs investment, Real Estate Land Development, Real Estate Development Company, Real Estate Development Analysis, BiggerPockets, how to buy apartment buildings How to start a business, How to buy a business, how to grow and scale a business, how to be an Entrepreneur, entrepreneurship, leadership, how to manage people, motivational videos, leadership videos, mindset --- Support this podcast: https://podcasters.spotify.com/pod/show/greg-dickerson/support

Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst.Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally. https://www.abacum.ioIn today's episode, Paul engages in a conversation with Geoff Robinson, to discuss the financial modeling world, blending technical skills with behavioral economics to enhance decision-making in finance.Geoff Robinson, founder of TheInvestmentAnalyst.com and seasoned financial modeler with a rich background in investment banking and education, notably as a former managing director at UBS.Key takeaways from this week's episode include:An unconventional entry into investment banking at 43, highlighting how the background in education enriches the approach to financial analysis and modeling, emphasizing the crossover skills between teaching and financial analysis. This highlights how teaching skills are transferable and beneficial in the financial analysis and modeling sectors.An anecdote about a significant error in a financial model, which failed to detect a $29 billion discrepancy, underscoring the critical importance of rigorous validation and diagnostic checks in financial modeling.In the role of behavioral factors in financial modeling, adopting a stance of professional skepticism and the need for understanding and questioning the assumptions underlying a model before trusting its output.For simplicity and planning in financial modeling, the most effective models are those that are straightforward, well-planned, and can communicate complex financial insights in an accessible manner.Strategies for mitigating bias, such as incorporating different perspectives and rigorous testing of hypotheses, as the influence of cognitive biases on financial modeling to enhance the reliability of financial models.Quotes:Here are a few relevant quotes from the episode on financial analysis and modeling:"The diagnostic on this model was said if total assets equal total liabilities and equity, okay. So no matter what happened, your balance sheet, even if it was mashed up, the diagnostics said it was fine and when you went into the detail, there was a $29 billion hole in that balance sheet.""Financial models are a real kind of insight and window into the personality of the modeler. You can see how they think, you can see how they overcomplicate things. You can see if they're sloppy."“Models are question-asking tools. One of your questions was is it a primary decision maker, a financial model? I don't think models are decision-makers. I think models are the way you test a hypothesis.”"I suppose the blunt thing to say is don't trust anything until you understand it."Follow Geoff:LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalystWebsite - https://theinvestmentanalyst.comFollow Paul:Website - https://www.thefpandaguy.com LinkedIn - https://www.linkedin.com/in/thefpandaguyFor an experienced-based approach to financial modeling, emphasizing skepticism, the effective communication of complex financial data, and the intersection of analytical rigor, educational techniques, and behavioral economics, visit FMI at www.fminstitute.com/podcast and use code ‘Podcast' to save 15% when you register. Contact Paul Barnhurst for further details.In today's episode:(01:58) Introduction(02:44) Guest Introduction(03:00) Horrifying Financial Models(04:01) Joking on Big Numbers(04:24) Approach to Financial Modeling(05:14) Behavioral Insights in Modeling(05:56) Best Practices and Lessons Learned(42:40) Rapid-Fire Question...

Why listen to our interview with Chris Reilly15+ years of experience, began during the 2008 financial crisis, working on Lehman Brothers' bankruptcy. With self-taught expertise in LBO financial models, Chris spent nearly a decade in middle-market private equity in Denver. An influential LinkedIn figure with 85,000+ followers, Chris simplifies the intricate finance landscape, sharing his extensive knowledge of private equity, FP&A, and financial modeling.and more see below

Video version available here Are markets efficient, and if not, can causal models help us leverage the inefficiencies?Do we really need to understand what we're modeling?What's the role of symmetry in modeling financial markets?What are the main challenges in applying causal models in finance?Ready to dive in? About The GuestAlexander Denev is the CEO of Turnleaf Analytics. He's an author of multiple books on financial modeling and a former Head of AI (Financial Services) at Deloitte. He lectures at the University of Oxford and has worked for organizations like IHS Markit, The Royal Bank of Scotland (RBS), and the European Investment Bank. He has over 20 years of experience in finance, data science, and modeling. His first book about causal models was published well ahead of its time.Connect with Alexander:- Alexander on LinkedIn- Alexander's web pageAbout The HostAleksander (Alex) Molak is an independent machine learning researcher, educator, entrepreneur and a best-selling author in the area of causality.Connect with Alex:- Alex on the InternetFull list of links can be found here.#machinelearning #causalai #causalinference #causality #finance #CauslBanditsPodcastClimate ConfidentWith a new episode every Wed morning, the Climate Confident podcast is weekly podcast...Listen on: Apple Podcasts SpotifySupport the showCausal Bandits PodcastCausal AI || Causal Machine Learning || Causal Inference & DiscoveryWeb: https://causalbanditspodcast.comConnect on LinkedIn: https://www.linkedin.com/in/aleksandermolak/Join Causal Python Weekly: https://causalpython.io The Causal Book: https://amzn.to/3QhsRz4

Join Karen Rands on a deep dive with finance maven Chris Reilly where they unpack essential business strategies and financial modeling insights. Whether you're an avid investor, a business owner, or just finance-curious, this episode is a treasure trove of practical wisdom.  Financial modeling is fundamental to understanding the future potential of a startup, what the exit opportunities might be when a company is growing, and how to leverage the value of a company to reap the biggest return when expanding through acquisition.   In this episode of the Compassionate Capitalist Show, you will gain keen insights in the following.  1. **Leveraged Buyouts (LBOs)** - The structure of LBOs and their implications for business owners looking to semi-retire. - Strategies for preserving the existing company culture and team while adding corporate sophistication. - The role of financial modeling in decisions related to investment, expansion, or acquisition. - Differentiating between speculative angel/VC investing and the more calculable nature of LBOs. 2. **Financial Literacy in Business Leadership** - The need for CEOs and CFOs to understand financial statements. - The value of training or hiring a CFO with expertise in financial modeling. - The significance of preparing for private equity infusion or company transition. - Additional considerations for early-stage companies, including soft dollar expenses. 3. **Preparing for the Future through Financial Models** - Detailing the three-statement model forecast and its role in predicting a company's profitability. - Understanding when revenue is earned through the income statement. - The necessity of learning which elements to include and exclude in forecasts. At the height of the financial crisis, a fresh college graduate named Chris Reilly embarked on his career in an environment fraught with uncertainty and disarray. In the fall of 2009, just a year after the iconic Lehman Brothers' collapse sent shockwaves through the global economy, Chris joined FTI Consulting, tasked with the formidable challenge of cleaning up after one of the largest bankruptcies in history.  Chris's journey into the intricate world of private equity, and his subsequent mission to educate others on the art of financial modeling, is both inspiring and a blueprint for success in the nano market ecosystem. Chris Reilly is the Founder of Mission Capital Consulting and the brains and vision behind digital courses marketed as Financial Modeling Education.  To learn more about financial modeling education and certification he offers, visit: https://www.financialmodelingeducation.com/and https://www.missioncapitalco.com/   Available on YOUTUBE:  https://youtu.be/ul1FtqFdhnM to watch all the action About Karen Rands: Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  Or use http://KarenRands.co and get your free gift and get on Karen's mail list.  The Compassionate Capitalist Show™ is a Podcast on YouTube and available on all major podcast players.  Please visit and subscribe and share.  http://bit.ly/linkCSS  Social Media links can be found here as well.  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and own a piece of multiple small businesses.  Get access to this powerful digital course that brings Karen's best selling book to life.   Currently with over 25 lessons and more being added every week to provide a step by step way to learn to invest for Purpose, Passion and Profit with the  new Compassionate Capitalist Wealth Maximizing System.    Learn More at http://dothedeal.org    

Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Scott Rostan, Founder of Training The Street.Scott found his passion for finance with his dedication to teaching and has been driving innovation in financial training ever since. As CEO of Training The Street and as an adjunct professor at UNC Kenan-Flagler Business School, he inspires the next generation of finance professionalsThrough his leadership as CEO of Training The Street, Scott has reshaped the landscape of financial education, equipping individuals with the skills and knowledge needed to thrive.In this episode, expect to learn:The significance of technical skills, such as financial modeling, accounting, and Excel proficiency, in the finance industryHow specialized training programs can help individuals enhance their financial knowledge and technical abilitiesThe evolving role of AI in finance and how it complements human expertise rather than replacing itThe balance between technical proficiency and interpersonal skills to excel in their careersHow individuals can build trust with clients, colleagues, and stakeholders, ultimately contributing to the integrity and credibility of the finance profession.Quotes:  “It's really easy to start throwing stuff together and writing a nasty old nested if formula or whatever it might be, but that doesn't always mean it's clean or effective or meets those requirements we talk about.”“And when you get good with the prompt engineering typing, questions, and answers, you can get a lot more productive and faster.”“It's not ideal because circular references can make your model more complex and harder to understand, but in certain situations, they're necessary for accuracy.”“If you just blindly took the financial information from this database, it could be off by a big factor. So again understanding what's going on, understanding the nuance, understanding the limitations is going to be much more valuable.”“They're going to trust you and value you to distill what's important and then present it in an easy-to-digest way so that they can understand in simple terms what is happening. The analysis comes from the model, but the story is going to come from you.”Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.  Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit.  Follow Scott:    LinkedIn - https://www.linkedin.com/in/scott-rostan-86b44417aWebsite - https://trainingthestreet.com/ Follow Paul: Website - https://www.thefpandaguy.com/   LinkedIn - https://www.linkedin.com/in/thefpandaguy/  TikTok - https://www.tiktok.com/@thefpandaguy  YouTube - https://www.youtube.com/@thefpaguy8376  Follow Financial Modeler's Corner  LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true  Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984  In today's episode:  [00:45] Introduction;[01:00] Scott's horror story of the worst Financial Model;[01:58] The KISS principle;[03:53] Scott's...

In this episode of AlchemistX Innovators Inside, host Ian Bergman sits down with Logan Burchett, co-founder and CEO of Forecastr, to explore the transformative impact of financial modeling on the startup ecosystem. Their conversation reveals how Forecastr's innovative platform is making financial planning and analysis accessible to startups and small businesses, challenging the traditional reliance on tools like Excel. Logan's journey from identifying a market need through customer discovery to overcoming potential competitive conflicts and securing funding for Forecastr serves as a testament to the power of preparation and strategic risk-taking in entrepreneurship. The episode delves into the critical role of financial models beyond fundraising, positioning them as essential strategy tools for startup success. Logan shares invaluable insights on the right timing for financial planning, the significance of facing the worst-case scenario, and how embracing calculated risks can lead to generational wealth and success. This discussion contrasts the agility and innovation of startups with the static nature of larger corporations, highlighting Forecastr's goal to become the go-to operating system for financial planning in the venture-backed space. This installment of AlchemistX Innovators Inside offers a profound look at navigating the challenges and opportunities within the tech startup landscape. By charting Forecastr's path and sharing key strategies for entrepreneurial success, Ian and Logan provide a blueprint for founders looking to innovate, pivot, and thrive in an ever-evolving market. For more episodes and resources, visit https://www.alchemistaccelerator.com/podcasts. Connect with Logan Burchett LinkedIn Forecastr --- Send in a voice message: https://podcasters.spotify.com/pod/show/alchemistinnovatorsinside/message

Are you curious about what happens to solar panels when they are no longer usable? Maybe your crazy uncle's statements from last Thanksgiving about how solar doesn't work are still echoing.Well, look no further. Today, we are speaking with Adam Saghei, Founder of WeRecycleSolar, and we are discussing the end of life for solar panels.How circular can we make the supply chain? What can OEMs learn about their products' end-of-life? What is the REAL lifespan of a solar panel? How is this reality affecting investor returns? How are solar panels being refurbished and resold? And how are investors getting early upgrades to make a higher return despite the additional capex?Let's get into it.

Part 1 of 3. My guest for this week's episode is Terry Lo, President and CEO of Vizgen. Vizgen is developing and commercializing the next generation of genomics tools to expand on the capabilities of spatially resolved transcriptomics. Vizgen's technology will aid the acceleration of biological research and discovery to advance human health

Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In today's episode, Paul engages in a conversation with Roderick McKinley, blockchain & Tokenomics advisor of Rmckinley.netRoderick, a crypto expert, discusses financial modeling in the crypto space, highlighting challenges like token volatility and treasury management. He emphasizes aligning incentives for healthy exchanges and discusses his online course on Tokenomics Modeling and fundraising. Roderick also offers strategic guidance, product development, and Tokenomic design services for various blockchain applications, including DeFi, blockchain games, and Layer 1 protocols. He assists in developing tokenized business models, designing token utilities, and structuring token allocations for successful capital raises.In this episode, these are your learnings:Understand the integration of finance and blockchain and Tokenomics and strategic guidance for blockchain projects.Gain insights into challenges and opportunities in transitioning from traditional finance to the crypto space.Learn how to navigate complexities like token volatility and incentive alignment in blockchain projects.Obtain practical tips on developing tokenized business models, designing token utilities, and structuring token allocations for successful fundraising.Acquire valuable knowledge for navigating the evolving landscape of blockchain and cryptocurrency.Quotes: “Financial modeling often has a lot to do with client and industry expectations. What passes as good work or what passes as enough can change very dramatically from country to country and sector to sector.”“Some of the stuff they teach you is that, well, the world's this way because it can't be any other way. And you pass exams sort of like explaining why it's impossible to fix things but suddenly blockchain technology actually gives you a completely different kind of tool chest that opens that up again.”“Try and look for the shortest and most efficient way to express your calculations. Try and maximize the speed of your model.”Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'.Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit.Follow Roderick McKinley: Linkedin: https://www.linkedin.com/in/roderickmckinleyWebsite: https://rmckinley.net/Follow Paul:Website - https://www.thefpandaguy.com/LinkedIn -

Benjamin Tagoe is currently a Chief Executive Officer at Objective Management Group, bringing experience from previous roles at Fairfield Enterprises. Benjamin Tagoe holds a 2013 - 2015 Master Of Business Administration @ Harvard Business School. With a robust skill set that includes Financial Modeling, Consulting, Hedge Funds, Fixed Income, Strategy and more, Benjamin Tagoe contributes valuable insights to the industry.SHOW SUMMARYIn this episode of Selling From The Heart, Larry Levine and Darrell Amy are joined by Benjamin Tagoe, CEO of Objective Management Group (OMG), to delve into the latest trends in sales and unveil the secrets behind driving sales success. Through decades of data analysis on millions of sales professionals, Benjamin shares unparalleled insights into the key competencies that differentiate top performers from the rest. From the importance of self-awareness to the critical role of adhering to sales processes and manager accountability, this episode provides actionable strategies for sales professionals looking to elevate their game in 2024.KEY TAKEAWAYSSelf-Aware Selling: Sales success hinges on self-awareness, allowing sales professionals to focus on understanding the prospect's needs and overcoming personal limitations.Adherence to Sales Process: Sticking to a milestone-centered sales process is vital for consistent success, yet many teams struggle with implementation despite heavy investments.Manager Accountability: Effective sales management involves holding sales people accountable, coaching them, and providing strategic guidance, fostering an environment of growth and development.QUOTES"Selling from the heart comes down to selling with self-awareness.""The process is your friend. Follow it, add value to your clients, and watch your success soar.""Top performers want to be challenged and held accountable. They thrive on structure and strategic guidance."Learn more about Benjamin Tagoe: LinkedIn: https://www.linkedin.com/in/btagoe/Learn more about Darrell and Larry: Darrell's LinkedIn: https://www.linkedin.com/in/darrellamy/Larry's LinkedIn: https://www.linkedin.com/in/larrylevine1992/Website: https://www.sellingfromtheheart.net/Please visit BarnesandNobles to order your copy of the rerelease of the Selling from the Heart book. SUBSCRIBE to our YOUTUBE CHANNEL! https://www.youtube.com/c/sellingfromtheheartPlease visit WHY INSTITUTE:https://whyinstitute.com/Please go to WORK BETTER NOW:https://www.workbetternow.com/Click for your Daily Dose of Inspiration:https://www.sellingfromtheheart.net/dailyGet your Insiders Group FREE PASS here:https://www.sellingfromtheheart.net/free-pass

Welcome to the Financial Modeler's Corner (FMC), where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by the Financial Modeling Institute (FMI), the most respected accreditation in Financial Modeling globally.In this episode, Paul is joined by Ian Bennett, Partner, Deals Modelling team at PwC, Australia.With over 20 years of experience as a professional financial modeler, Ian has constructed and assessed models critical for major transactions, infrastructure projects, and routine forecasting and reporting. Today Ian leads the deal modeling practice for Pwc Australia.In addition to being a world class Modeller Ian is incredibly dedicated to diversity, inclusion, and wellbeing (DI&W). This has propelled him through various positions within PwC and beyond. As a proud LGBTIQ+ ally, he serves on the Steering Committee of Shine@PwC, the firm's LGBTIQ+ employee network, and currently holds the role of wellbeing lead for the Financial Advisory business.In this episode, expect to learn:Why understanding the stakeholders involved in a project is vitalWhy it's essential to listen actively to clients, understand their needs, and ask the right questionsHow to analyze the success and effectiveness of the financial modeling processWhat are the tools and technologies available in the marketWhat are the new technologies and methodologies for financial modelers to stay effective and successful in their rolesQuotes: “You need a desire to understand the power of the things you have in front of you and not be scared.”“Every model tells a story, and that story is known at the start of the project, and the questions that the model will be able to answer.”“Models are built for a single primary purpose at the time that they are conceived'Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'.Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit.Follow Ian Bennett: Linkedin: https://www.linkedin.com/in/ianrbennettWebsite: https://www.pwc.com.au/deals/modelling.htmlFollow Paul:Website - https://www.thefpandaguy.com/LinkedIn - https://www.linkedin.com/in/thefpandaguy/TikTok - https://www.tiktok.com/@thefpandaguyYouTube - https://www.youtube.com/@thefpaguy8376Follow Financial Modeler's CornerLinkedIn Page-

In this episode, Paul Barnhurst is joined by Lance Rubin, who has a wealth of financial modeling experience including working for PwC & KPMG, Investec Bank Corporate Finance & Advisory, National Australia Bank, and starting his own practice.Lance spent two decades working for corporations (PwC & KPMG, Investec Bank Corporate Finance & Advisory, National Australia Bank). It was during this time he gained a love of modeling. Lance was previously the CFO of fin-tech start-up Banjo (SME lender) and Sequel CFO whilst founding Model Citizn, a financial modeling, analytics, and automation consultancy firm following his 20 years in corporate. He has delivered a number of online training workshops in financial modeling and Power BI whilst also being a certified trainer for the FMI and he wrote a large portion of the CA (ANZ) study guide on financial modeling. He was also a judge at the world's first Financial Modeling Innovation Awards and he presented at the Power BI Global Summit in 2022. Listen to this episode as Lance shares:  His learning from the worst models he has come across.His journey into Financial Modeling and how he fell in love with modeling.The key to Financial Transformations.The HACK Framework.The importance of Power BI and similar tech.His advice on the use of tools and shortcuts.His position on controversial modeling issues, including circular references, dynamic arrays, modeling standards, AI in modeling, and more.Quotes:  “Financial Transformation is the combination of process, tech, and people. With people being the most important.” “The HACK Framework (Hygiene, Automation, Capability, Knowledge) allows you to bring technical skills and soft skills. together...You need to develop capability and knowledge and you need to bring that together with hygiene and automation.” “Data Modeling and Financial Modeling sound the same but are fundamentally quite different.”  Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.  Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit.  Follow Lance:    Website - https://www.modelcitizn.com/LinkedIn - https://www.linkedin.com/in/financial-modelling/Follow Paul: Website - https://www.thefpandaguy.com/  LinkedIn - https://www.linkedin.com/in/thefpandaguy/ TikTok - https://www.tiktok.com/@thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 In today's episode:  (00:22) Intro;(00:47) Welcoming Lance;(01:00) The worst financial model Lance has ever seen;(05:14) Takeaway from the worst financial model;(08:02) Lance's background;(11:27) Key to Finance Transformation;(17:37) The Hack Framework;(18:43 - 19:29) Validate your Financial Modeling Skills with FMI's Accreditation Program (ad);(19:30) What led to Lance's love for Modeling?;(22:38) The most interesting model;(26:30) Importance of Power BI and similar Tech;(31:51) AI and Financial Modeling;(36:10) The learning that saved Lance a lot time while Modeling;(41:16) Rapid Fire;(46:58) Connect with Lance;(48:15) Outro;

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditation in Financial Modeling globally. In this episode, we have a special treat for you with multiple guests who attended the Microsoft Excel Collegiate Challenge (MECC). At the beginning of November, Paul had the opportunity to spend a day at the University of Arizona campus and watch these students compete and talk to commentators, spectators, competitors, and faculty, and we have brought you a few of those interviews. Listen to this episode as: Excel MVPs, Oz Du Soleil and Jon Acampora share why they attended the show, what they love about the competition, and the magic of Power QueryThe host of this competition, Prof David Brown talks about MECC.The winner, Patrick Chatain and 3rd-place finisher Benjamin Weber share their experiences.Missy and Teresa from Salve Regina University, talk about why they started with Excel as they were building out a data analytics business program.Craig Hatmaker shares everything about LAMBDA's and 5G modeling components.Quotes: “[How does MECC benefit students in the real world] Sometimes we get sponsors to actually write cases that are based on what they do . S o it gives them real-world experience of what they would be doing, which is invaluable w hen you're interviewing for a job . ....... ” - Professor David Brown “ [Do you feel like you're better in Excel today for having competed] When I started competing, I didn't even know what Lambda, let alone dynamic arrays and all of that was. Now I know most of them and I think those are pretty good functions with pretty good use cases. So I think that made me a much better user in Excel. ” - 3rd Place Finisher Benjamin Weber Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register. Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit. Follow Oz du Soleil : YouTube - https://www.linkedin.com/in/ozdata/ LinkedIn - https://www.youtube.com/channel/UCZgOVykPoRbSZQfY9YysiRQ Follow Jon Acampora : Website - https://www.excelcampus.com/ LinkedIn - https://www.linkedin.com/in/jonacampora Follow David Brown: LinkedIn - https://www.linkedin.com/in/dr-david-c-brown/?trk=public_post_feed-actor-name Follow Craig Hatmaker : LinkedIn: https://www.linkedin.com/in/craig-hatmaker-4449879/ Website: https://sites.google.com/site/beyondexcel/home YouTube: https://www.youtube.com/@CraigHatmakerBXL Building with Fast + 5G- https://www.youtube.com/watch?v=8Zl3yURsvdE&t=1s Demo using 5G Components- Intro 5G - Watch an Excel Model do something incredible using 5G methods - YouTube Gist site to download Craig Hatmakers LAMBDAs for 5G modeling- https://gist.github.com/CHatmaker Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy/ TikTok - https://www.tiktok.com/@thefpandaguy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 In today's episode: (00:43) Intro; (01:44) Interview with Oz Du Soleil and Jo n A campora ; (19:51) Everything about MECC with David Brown; (25:43 - 26:30) Validate your Financial Modeling Skills with FMI's Accreditation Program (ad); (27:30) Interview with Benjamin Weber ; (36:34) Interview with Patrick Chat ain ; (41:28) Interview with Missy and Teresa ; (48:38) Interview with Craig Hatmaker; (54:00) Outro.

Register here for the webinar on Financial Modeling a Self-Funded SBA Acquisition:https://bit.ly/48NzEYZThe cemetery services biz Philip Blackett bought in 2019 was finally squeezed to insolvency & shuttered 2 months ago. Topics in Philip's interview:Searching locally due to having twinsBuying a cemetery management businessThe downside of flat monthly billingIncreasing expenses straining his bottom lineCovid deaths affecting his customersWorking a second job for a yearUnforeseen weather challengesTaking high-interest loans to keep the business goingImportance of a support systemHis decision to close the businessReferences and how to contact Philip:LinkedInTwitterBusiness Wealth Without RiskBook your free tax strategy session for business buyers today:Steed - book your free sessionLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter

Guest: Daniel Kim, VP of Product Development and Content at CEO Coaching International, where he oversees the creation of Making BIG Happen tools, methodologies, and skills. Dan also serves as a resource to coaches and clients for challenges related to finance, banking, M&A, PE/VC/IPO, industry benchmarks, and reporting issues. Previously, Dan was VP of Corporate Development at several firms and a head of research and technology analyst in the investment banking industry for 25 years.  Quick Background: Entrepreneurs and CEOs rarely love managing their business' finances as much as they love running their businesses. But leaders need to have comprehensive data at their fingertips and a team that can use that data to enhance the company's strategic planning and execution. On today's show, Daniel Kim discusses the critical role of accurate financial data in Making BIG Happen, including real-world examples of how money management can either drive growth or unravel your company's culture.

Register here for the webinar on Financial Modeling a Self-Funded SBA Acquisition:https://bit.ly/3H8PotxIn a world of tight labor supply, Tyrel Sulzer & Bob Boniface saw the benefits of buying a school that trains truckers.Topics in Tyrel and Bob's interview:Choosing to do a partnered searchWhy they chose a traditional search fundInterviewing prospective investorsPotential in blue collar businessesThe future of trade schoolsBuying a CDL schoolThe demand for CDL trainingJob opportunities for graduates of their CDL schoolHigh turnover in long-haul truckingCompetition in the CDL training industryReferences and how to contact Tyrel and Bob:TransTechBob Boniface LinkedInTyrel Sulzer LinkedInConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on Twitter Get complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a complementary pre-acquisition HR & PEO review for your target business:Contact mark@aspenhr.com or visit Aspen HR