Blog
A 𝗰𝗵𝗲𝗮𝘁 𝘀𝗵𝗲𝗲𝘁 for the Sources & Uses:
A 𝗰𝗵𝗲𝗮𝘁 𝘀𝗵𝗲𝗲𝘁 for the Sources & Uses ↓ Step 1: value the company (usually a multiple of EBITDA).Step 2: pull EBITDA from the financialsStep 3... more »
5 Little Excel Shortcuts I Didn't Know Existed...
1. Apply the General number format.Ctrl+Shift+Tilde sign (~)2. Apply the Time format with the hour and minute, and AM or PM.Ctrl+Shift+At sign (@)3.... more »
What's With These EBITDA Adjustments?
In this blog post we are going to walk through (and defend, maybe?) all the different EBITDA adjustments in the schedule below: EBITDA is a calculation... more »
How Passive Income Changes the Game
I remember when I first started this business I was just cranking out a bunch of Excel models, working hourly. Even though I was "working for myself,"... more »
I Know What EBITDA is... But Why Is It Built That Way?
I see a ton of posts on what EBITDA 𝘪𝘴, but how about 𝘸𝘩𝘺??Start with, it's an approximation of the operating cash flow of a business.This cash flow... more »
How I build Private Equity "roll-up" models...
A Private Equity firm's first investment is typically called a "platform." From there, more companies are acquired and are usually called "add-ons." A... more »
5 Must-Have Skills for Success if You're A New Financial Analyst
I learned about 5% of my accounting skills in the classroom and 95% from building financial models. Start with a spreadsheet to learn the building... more »
Interview with Josh Aharonoff!
One of the things I'm most excited about for this email series is providing access to other business owners in Finance. Everyone is building a business... more »
The Actual Big 4
This issue is brought to you by Genius Sheets . Tired of copy/pasting CSV files into your financial model? I was too. Then I found Genius... more »
Charging Hourly vs. a Retainer - Which is Better?
Ah yes, the age-old question. Should I charge by the hour or a monthly retainer? The truth is they both have their ups-and-downs. Let's talk through... more »
Getting Traffic to Your Website
A fundamental theme I talk about a lot in this email series is people need to know you exist. And as a Finance Solopreneur, it starts and ends with... more »
Build a Basic Website
This is the last step to getting your "core foundation" setup. You've had social media practice, hopefully some reviews, and you've been listening to... more »
An Intro to Automation - Where To Start?
This issue is brought to you by Thinkific, the platform I've used to help generate over 6 figures in passive income, so I can vouch for it... more »
Are You Productive or Busy?
Just want to warn you about this early on -- there is a distinct difference between being "busy" and "productive." When we load our day with... more »
A Core Structure for all Your Models
This issue is brought to you by Genius Sheets. Tired of copy/pasting CSV files into your financial model? I was too. Then I found Genius Sheets.... more »
The Easiest Place to Find Your First Client
This issue is brought to you by ConvertKit. Once you begin building a client list, you'll need a regular way to stay in touch and provide updates... more »
The Biggest Mistake I Made Since Starting My Company
This issue is brought to you by The Operating System: Grow & Monetize Your LinkedIn Audience by Justin Welsh. This is the exact course I... more »
The Dark Side of Private Equity
I've been passionate about private equity for as long as I can remember, but it has a dark side too. Let's explore that a bit... It begins and ends... more »
What is Private Equity and How Does It Work?
What is Private Equity? Private equity is a type of capital investment made by an individual or institution into a privately held company. It can take... more »
7 Ways to Forecast Revenue and Generate Growth
Forecasting Revenue is an essential part of running a successful business. By predicting how much Revenue your company will generate in the future, you can... more »
Various Approaches to Budgeting
Budgeting is an essential part of any business. It allows a company to plan its financial resources and allocate them in a way that helps it achieve its goals... more »
How to use the SUMIF function in excel
If you work with data in Excel, then you know that there are a lot of different ways to calculate sums and totals. The SUMIF function in Excel is one... more »
A Beginner's Guide to the Basics of SEO
Search engine optimization, or SEO, is the practice of increasing the quantity and quality of traffic to your website through organic search engine results.... more »
Forecasting Accounts Receivable to Ensure Financial Health
Forecasting accounts receivable is an important task for any business that needs to understand their cash flow and liquidity. The ability to accurately predict... more »
This super basic Excel trick has saved me from so much pain
This super basic Excel trick has saved me from so much pain.Take a look at the picture on this post ↑I'm adding up 4 numbers.However, BEFORE I sum... more »