Digital ToolsCFO-Grade Tools,
CFO-Grade Tools,
Ready to Use Today
Practical templates, scorecards, and financial models built from real CFO experience. Implement immediately — no consultant required. Each tool will eventually be bundled into its corresponding course chapter.
PDF Guide
Exit Readiness Scorecard
A self-assessment tool to benchmark your business against what buyers and investors actually look for. Know where you stand before they do.
- —Score your business across 8 key buyer readiness dimensions
- —Identify your highest-priority gaps before going to market
- —Benchmark against what acquirers and investors actually evaluate
- —Includes a prioritized action plan to close readiness gaps
$27Buy Now
Financial Model + Guide
The Rolling Forecast — Founders Edition
A complete financial model paired with a narrative guide on the forecasting process — built for founder decision-making. Know where your business is headed, not just where it's been.
- —Pre-built rolling forecast financial model — plug in your numbers
- —Narrative guide explaining the CFO forecasting methodology
- —Scenario planning built in — best case, base case, downside
- —Designed for founders who make decisions, not just report results
$199Buy Now
Need More Than a Template?
Our digital tools are a starting point. If you need a CFO to implement, interpret, and drive results — book a call to explore our advisory services.