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Insights

Recent Insights

Charts and graphs of financial information on a digital screen

Article

April 25, 2025

Updated: June 3, 2026

Understand revenue forecasting and its benefits. Explore common models, tips to improve accuracy and pitfalls to avoid for more reliable projections.

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Webinar Recording

June 1, 2026

Learn how New Markets Tax Credit projects are structured, including capital stacks, stakeholder alignment, and strategies to attract NMTC allocation.

Article

May 27, 2026

Explore SBA PPP loan reviews and what they mean for borrowers and financial institutions, including key review focus areas and how to remain prepared.