Articles, perspectives, and free templates for owners, investors, and management teams.
A plain-language look at what a QoE uncovers and why it moves deal terms.
The signs your business has outgrown its finance function — and what to do about it.
How to tighten up your books and reporting to protect value ahead of a transaction.
Practical templates from our team. Enter your email once to unlock all five downloads.
A rolling weekly cash model with built-in formulas and a summary — see your low point before it arrives.
Model any hire, equipment purchase, or initiative and see the impact on cash and ROI — with a 13-week view and a CEO dashboard.
A job-level work-in-progress schedule for contractors — with fade analysis, automated red flags, and a rolling cash bridge.
A phased post-acquisition checklist across every workstream, with owners, dates, and status tracking.
Frameworks and ready-to-use prompts to get better answers from AI on finance and deal work.
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