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Insights

Practical guidance on cash management, forecasting, and financial operations.

April 2026

What Your PE Sponsor Actually Wants to See in a Cash Report

Most CFOs either over-deliver on the wrong things or under-deliver on the things that matter. Here's what your sponsor is actually looking for.

April 2026

How to Read an AR Aging Report (And What Most People Miss)

Most people check the total, flag anything over 90 days, and move on. That's checking a box — not managing receivables.

April 2026

Base, Upside, Downside: How to Think About Scenarios

Every forecast is a guess. The question is whether you're making one guess or three.

April 2026

Why Every Business Needs a 13-Week Cash Flow Forecast

A rolling 13-week window is the sweet spot between too short to be useful and too long to be accurate.

April 2026

The Case Against Macros in Financial Models

VBA has its place — but in shared financial models that get audited, it creates more problems than it solves.