THE BARATELLI INSTITUTE · Mentoring at Scale
THE BARATELLI INSTITUTE · MENTORING AT SCALE

Reference works for CFOs, controllers, RIAs, attorneys, family-office staff, and the principals and families they work with.

Long-form reference guides (100–500 pages each), free interactive tools, case studies, and Briefs.

Authored by Phil Baratelli, CPA. Former Family Office CFO and public-company CFO; corporate controller and treasurer in earlier roles. Currently a Principal, investing on his own behalf.

Six reader-routes below — pick the one that fits. If none of them fits, browse the full catalog.

FOUR KINDS OF WORK: Guides · Case Studies · Briefs · Field Notes. Same Library, different jobs.
How they fit together →
ROUTE 1 · $99 — $349
Specialist Practitioner
PE, CFO, controller, CPA, attorney, RIA, trustee, FO staff. The career-grade desk reference shelf.
CFO & Controller’s Guide · Private Equity Guide · Liquidity Event Playbook · AI Integration Decoded · LEP · Trust Admin
Show me what I should be doing →
ROUTE 2 · $99 — $349
Family Office
$5M+ NW principals and the advisor pack that runs the play. Charter, IPS, estate plan, treasure assets, next-gen.
Family Office Reference · Estate Planning Decoded · Trust Administration · Treasure Assets · Wealth Psychology · AWP
Show me what I should be doing →
ROUTE 3 · $99 — $349
Wealth Builder
30s-50s, self-employed, business owner, founder. Both sides of the M&A table, tax strategy, the investing first-principles.
Business Buyer’s Guide · Liquidity Event Playbook · Tax Strategy Decoded · First Principles · Gentrifying Small Towns
Show me what I should be doing →
ROUTE 4 · FREE — $249
Athlete
Pro, college NIL, HS, coach + parent, veteran second-contract. The Family Office at nineteen.
Athletes’ Wealth Playbook · 5 editions (4 free + Pro) · NIL Calculator · AWP Wealth Trajectory
Show me what I should be doing →
ROUTE 5 · $59 — $149
Working Adult
20s-30s, salaried, first apartment, first 401(k), the next thirty years of compounding starting now.
MR First Job · Decide. Act. Now. · You Are Wealthier Than You Imagined · Wealth Psychology · First Principles
Show me what I should be doing →
ROUTE 6 · $39 — $79
Student
HS, college, recent grad, first job. Compound interest, the Hidden Balance Sheet, the Roth as a tax-free lottery.
Money Reality HS · Money Reality College · Money Reality First Job · Money Reality HS (International)
Show me what I should be doing →
About this library
Print-quality books with companion Excel workbooks and 150+ free interactive calculators. Guides priced from $39 to $349 by depth and audience. Start with a free chapter extract; buy the guide you need, when you need it. Read 3 free chapter extracts →  ·  Browse all guides →  ·  The founder story →
THE BARATELLI INSTITUTE

Mentoring at scale — the library that meets you wherever your wealth is, from your first paycheck to your liquidity event to your legacy.

Print-quality books with companion Excel workbooks and 150+ free interactive calculators. Guides priced from $39 to $349 — by depth and audience. Start with a free chapter extract; buy the guide you need, when you need it.

New here? See how the four shelves fit together in 60 seconds →

Phil Baratelli ringing the NYSE Closing Bell as Corporate Controller and Treasurer of Armor Holdings
NYSE Closing Bell
Armor Holdings · Nov 4, 2003 · Corporate Controller & Treasurer.
"I've spent thirty-five years mentoring people, and there's only so many people one person can sit next to. The Institute is mentoring at scale — the guides are how I'd tell you to solve the problem in front of you if I were in the room."
— Phil Baratelli, CPA, MBA · Founder · Read the founder story →
★ Read the Work — 3 Free Chapter Extracts → No signup. Real chapters. The fastest 90-second read on the site.
The Brief · 7 issues, free → 150+ free tools → See all 18 guides → ★ Special Needs Families partnership → 🌐 Built to Travel · International Readers →
SUBSCRIBE TO THE BRIEF · FREE
One real practitioner problem, walked end to end. Twice a month. Sample piece sent immediately.

FEATURED CASE STUDY · PUBLISHED 24 HOURS AFTER S-1
SpaceX S-1 · A practitioner reading of the $1.75T IPO ask
16-page memo · 17-slide IC deck · NOL-adjusted model · Library Crosswalk. Base case $1.55T. Free downloads.
Read the case →
NEW · FEATURED TOOL · THE TRANSPARENT ALTERNATIVE
Retirement Readiness Score · 12 questions, full math shown, 0–150 composite
Same questions Fidelity / NerdWallet / SmartAsset ask — every number visible. 4% & 3.3% withdrawal rules side by side, top-3 gap-closers ranked by leverage, cross-links to the deeper Institute tools that fix each gap.
Get your score →
★ FEATURED FREE REFERENCE · 110 PAGES · NO EMAIL GATE
Special Needs Family Financial Planning · the free practitioner reference
Trust architecture (1st-party d(4)(A), 3rd-party, pooled), ABLE accounts, the SSI / Medicaid rules, ILIT funding mechanics, lifecycle birth-through-parental-death, and 6 state-by-state appendices (PTI/CPRC, AT Act, Title V CYSHCN, Health/Disability/Advocacy). Four free companion calculators ship with the reference.
Open the reference →
THE FOUR FLAGSHIP GUIDES
Four reference guides for the practitioners who run the operations, do the deals, steward the wealth, and protect the next generation that depends on it all.
Family Office Guide cover
FLAGSHIP — FAMILY OFFICE · THE POWER OF THE PACK
The Family Office Reference Guide
"Each advisor is strong. All advisors properly led are unstoppable."
37 chapters · 23 matter-workflow playbooks
+ EXCEL WORKBOOK + 23 WORKFLOWS + SCORECARDS
A family office isn't a department — it's an advisor pack. The estate attorney, the CPA, the wealth advisor, the trustee, the insurance broker, the art appraiser, the investment manager. The Family Office CFO is the quarterback who runs the play. This is the playbook for that seat — charter, governance, IPS, bill-pay, insurance, AI policy, family-meeting facilitation, household staff, next-gen stewardship.
$349
Preview the listing →
CFO Guide cover
FLAGSHIP — CFO & CONTROLLER · THE FLOORS-OF-PEOPLE DESK
The CFO & Controller's Reference Guide
"I used to joke that other companies had floors of people to do what I handled."
38 chapters · persona-routed
+ EXCEL WORKBOOK + KPI DASHBOARDS + AI PROMPTS
At a Fortune-100 the CFO function lives across a dozen siloed teams. At a mid-cap public company they all sit on one desk. This is the reference written from that desk — treasury, capital markets, M&A buy-side accounting, derivatives, SEC reporting, ASC 718 stock comp, the §382 NOL math, FP&A cadence, audit prep, AI integration, and the people-side topics textbooks miss.
$349
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PE Guide cover
FLAGSHIP — PRIVATE EQUITY · THE WORK INSIDE EVERY WRAPPER
The Practitioner's Guide to Private Equity
38 chapters

"Whether you are in a PE firm, or growing company, you will eventually be executing PE strategies."

+ EXCEL WORKBOOK + 9 DEAL MODELS + BELLWETHER SAMPLE
For PE GPs, operating partners, LPs — and the mid-cap CFO running tuck-ins, the corporate-development VP, the family-office direct-investing team, and the strategic-buyer CFO doing their first deal. The wrapper changes; the work doesn't.
$349
Preview the listing →
Athletes' Wealth Playbook cover
FLAGSHIP — ATHLETES & NIL · THE FAMILY OFFICE AT NINETEEN
Athletes' Wealth Playbook
5 editions (Pro · College/NIL · HS · Coach-Parent · Veteran)

"An athlete is essentially a Family Office in their late teens and early twenties now."

+ EXCEL WORKBOOK + NIL CALCULATOR + 5 EDITIONS FREE
NIL created a generation of college athletes who will never see a pro locker room — but graduate with a six- or seven-figure nest egg, a brand, an LLC, multi-state tax exposure, and a thirty-year horizon to build on top of it. The AWP is the family-office playbook applied to that audience. And for parents, coaches, NIL collective directors, agents, and advisors who serve them.
$249
Preview the listing →
See the full library — 18 guides total →  ·  Read the work — 3 free chapter extracts →  · 
PLUS 10 SPECIALTY GUIDES
FOUNDERS' SYNTHESIS
First Principles of Master Investing
Distilling Buffett, Munger, the Outsiders.
CFOs · allocators · founders · serious DIY investors Liquidity Event Playbook
Buy the dream car. You earned it.
Founders 6–36 mo from sale · CFOs · bankers Business Buyer's Guide
The educated buyer changes the broker dynamic.
SBA · search-fund · ETA · brokers Estate Planning Decoded
Like air in the family-office room.
Estate attorneys · CPAs · FO staff Trust Administration
The five-fiduciary-duty operating manual.
Corporate trustees · FO staff · family trustees Wealth Psychology
Shirtsleeves to shirtsleeves in three generations.
Principals · spouses · rising-gen · therapists Treasure Assets
The corporate-asset discipline for the collection.
Collectors · FO staff · auction specialists Gentrifying Small Towns
Urban mining for the next-decade builder.
Developers · mayors · small-town allocators Business Owner's Playbook
For the LMM operator running the business.
LMM owners · fractional CFOs · advisors AI Integration Decoded
Audit-defensible AI for the practitioner desk.
CFOs · CPAs · controllers · FO staff Money Reality · HS / College / First Job
The financial-literacy series, free.
Students · first-job · parents
See the full library — 18 guides total →