Insights & resources

Practical thinking on deals and finance.

Articles, perspectives, and free templates for owners, investors, and management teams.

Free templates

Tools you can put to work today.

Practical templates from our team. Enter your email once to unlock all three downloads.

Excel

13-Week Cash Flow Forecast

A rolling weekly cash model with built-in formulas and a summary — see your low point before it arrives.

Excel

100-Day Integration Plan

A phased post-acquisition checklist across every workstream, with owners, dates, and status tracking.

PDF

AI Prompting Guide

Frameworks and ready-to-use prompts to get better answers from AI on finance and deal work.

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