Free Resources

Practical guides for owners making financial decisions.

Three guides written from the operator side. Download the one that fits where your business is right now.

Free Guides

Written for owners, not accountants.

For Business Owners $1M–$50M

The Business Owner's Guide to Fractional CFO Services

How to Evaluate, Engage, and Get Real Value from a Fractional CFO

How to evaluate, engage, and get real value from a fractional CFO. A plain-English guide for business owners at the $1M to $50M stage who are asking whether the timing is right.

What's inside
  • What a fractional CFO actually does
  • CFO vs. controller: the distinction that matters
  • Fractional vs. full-time: how to decide
  • What good engagements cost and what you get
  • Six mistakes owners make when evaluating
  • Financial readiness self-assessment
Download Free
For Business Owners $1M–$10M

The Small Business Financial Visibility Guide

How to Get Real Financial Visibility Without a Full-Time Hire

Built for business owners who have accurate books but are still flying blind. Covers the reports, forecasts, and planning tools that turn your accounting into a management tool.

What's inside
  • What FP&A means for a business your size
  • The five reports you should have but probably don't
  • Building a cash flow forecast that works
  • Budgeting when you've never had a real budget
  • What FP&A support costs
  • FP&A readiness self-assessment
Download Free
For Owners Planning to Sell

The Business Owner's Exit Planning Guide

How to Prepare Your Business for Sale and Maximize What You Walk Away With

Written for owners with a 1 to 3 year exit horizon. Covers the financial preparation work that moves your EBITDA number, passes buyer scrutiny, and gets you to closing at the price you want.

What's inside
  • Why most owners start too late
  • What buyers actually evaluate
  • The EBITDA work that moves your number
  • Quality of earnings explained
  • The 24-month preparation timeline
  • Due diligence preparation checklist
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Questions about your specific situation?

No form, no sales process. Just a direct conversation about where your business is and what would actually help.

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