Resources
The four most useful tools we have built for owner-operators. Download what is relevant, ignore the rest, unsubscribe from the email follow-up at any time.
Free
Seven things your banker reads first, and three lines that get most owners politely declined. A short, practical read before your next renewal, raise, or sale.
Best for: owners with a bank renewal, raise, or sale on the horizon.
Download the guide (PDF) →Free
Excel and Word template for the quarterly banker meeting. Trailing 12-month performance, current pipeline, working capital position, and the one-page management commentary that makes bankers say yes faster.
Best for: owners with a banker meeting on the calendar in the next 60 days.
Download the template →Free
15-page PDF walkthrough of what owners should fix each year before listing the business. Year 5 to year 1 sequencing. Actual numbers. The work that produces a 4.5x multiple instead of a 3.2x multiple.
Best for: owners thinking about sale in 24 to 60 months.
Download the guide →Seven things your banker reads first, and three lines that get most owners politely declined. Free, and no email required.
Download the guide (PDF)Once every two weeks. Tactical finance content for owners, anonymized client stories, and the occasional polarizing take.
A 25-minute discovery call costs nothing and tells us both whether a Diagnostic is the right next step. If it is not, we will say so and point you in the right direction.
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