Featured Reference · Free · Updated quarterly

WACC Reference Library — 73 public companies

Weighted Average Cost of Capital for Apple, Microsoft, NVIDIA, SpaceX, Berkshire, Coca-Cola, ExxonMobil, and 66 more. CAPM methodology, source-cited, walked through.

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Featured Tool · $99 PAID

Baratelli Financial Modeling Toolkit

26 Excel tabs · 45-page methodology · $99

Wall Street-standard practitioner templates. LBO, DCF, Trading Comps, Precedent Transactions, SOTP, Waterfall, 3-statement. Built by CPAs, MBAs, and career practitioners.

Browse the Toolkit →
BTHE BARATELLI INSTITUTE · Mentoring at Scale
THE FULL CATALOG

Every tool, organized by job to be done.

The full library — 309+ free practitioner-grade calculators, grouped by the work you're trying to do: buying a business, selling one, running one, planning personal wealth, leaving a legacy, or reaching for the reference workbench. Each tool runs your specific scenario in the browser and produces a personalized, quantified report you can print or PDF.

No signup, no download. For a guided audience-and-scenario walkthrough, use the Library Atlas (homepage). Every tool here is a companion to one of the 31+ reference guides — the math from the guide chapter, run on your numbers.

FEATURED THIS WEEK
Eight tools the Institute leans on most.
SBC Reality Check
Separates phantom dilution from real share-count change.
§1202 QSBS Calculator
Post-OBBBA tiered exclusion, 11-state conformity, family stacking math shown end-to-end.
Trust Type Selector
GRAT, IDGT, SLAT, ILIT, Dynasty, CRT/CLT — decision tree with state overlay.
NEW
Retirement Readiness Score
Composite 0–150 score, Bengen 4% + Pfau 3.3%, top-3 gap-closers ranked.
Three-Statement Quick-Builder
IS + BS + CFS, 3-year forward, validates by accounting identity.
Liquidity Event Simulator
Sell-now vs hold with tax sequencing, charitable substitution, residency planning.
NEW
Cost-of-Living Comparator
BEA RPP + state tax + housing. Income-equivalence between 30 US metros.
CapEx Justification
NPV / IRR / MIRR / payback scoreboard, MACRS, §168(k) bonus, GO/NO-GO.
LEVEL UP · FROM TOOL TO REFERENCE

The tool answers the question. The guide teaches the discipline.

Every tool below is free. When you need the deeper reference — the practitioner-grade context behind the calculator — these are the paid guides that go 300–500 pages into the work.

CFO & CONTROLLER
CFO & Controller’s Reference Guide
Three-statement modeling, ASC 842 / 606, treasury, M&A, SEC reporting. Companion to the modeling and finance tools. $449
FAMILY OFFICE
Family Office Reference Guide
Advisor coordination, IPS discipline, family charter, next-gen stewardship. Companion to the trust selector, IPS builder, and estate tools. $449
PRIVATE EQUITY
Practitioner’s Guide to Private Equity
Deal architecture, LBO mechanics, waterfalls, MOM/IRR discipline. Companion to the LBO simulator and QSBS calculator. $449
ATHLETES & NIL
Athletes’ Wealth Playbook
5 editions — Pro / College-NIL / High School / Coach-Parent / Veteran. Companion to the NIL calculator and athlete tax tools. $299
ESTATE PLANNING
Estate Planning Decoded
GRAT, IDGT, SLAT, ILIT, Dynasty, CRT/CLT, §6166, §303. Companion to the trust selector, GRAT calculator, and estate tax tools.
LIQUIDITY EVENT
Liquidity Event Playbook
Sale process, tax structuring, post-close wealth setup. Companion to the liquidity event simulator and SBC tools.
See all 31+ practitioner guides → See pricing →
FIND YOUR TOOLS · CLICK YOUR SUBJECT
10 M&A & Liquidity 36 CFO & Operators 8 E-commerce 16 Tax & Estate 6 Family Office & Treasure 17 Real Estate (RED) 16 Nonprofit & Donor 21 Athletes & NIL 6 Creators 7 Special Needs Families 6 Medical Crisis & Caregiving 31 Money Reality
Tools are also grouped by job-to-be-done below: Buying / Selling / Running / Wealth / Estate / Workbench / Next Gen.
FOR INDEPENDENT ADVISORS
Co-brand any tool with your name, photo, and brokerage — free.
RIA · CPA · attorney · M&A advisor · real-estate · mortgage. 60-second URL builder. How it works (PDF).
Build your cobrand URL →
DISTRIBUTION CHANNEL FOR INDEPENDENT ADVISORS
Any advisor can co-brand these tools.

Print the tool with your logo, your phone number, and a "prepared for <client name>" header. The math stays the Institute's; the relationship stays yours. Free for any advisor — RIA, CPA, attorney, agent.

Open the co-brand builder →
INDEPENDENT WEALTH & FINANCIAL
  • Independent RIAs (solo & small ensemble)
  • CFP® planners in private practice
  • Single-family-office staff (personal capacity)
  • Independent insurance brokers
  • Solo retirement / 401(k) consultants
  • Independent trust officers
SOLO TAX & LEGAL
  • Solo & small-firm CPAs
  • Enrolled agents in private practice
  • Solo estate & trust attorneys
  • Solo M&A / business attorneys
  • Independent tax-resolution practitioners
  • Independent bookkeepers & controllers
BOUTIQUE M&A & FINANCING
  • Boutique M&A advisors (1–15 person)
  • Solo investment bankers / IB consultants
  • Independent business brokers
  • Search-fund operators & ETA principals
  • Independent SBA-7(a) loan officers
  • Fractional CFOs (independent practice)
INDEPENDENT VALUATION
  • Solo business-valuation firms (ASA, ABV, CVA)
  • Independent estate-tax appraisers
  • Solo real-estate appraisers (MAI, SRA)
  • Independent fine-art appraisers (AAA)
  • Collector-car / watch / wine appraisers
  • Independent damage & litigation experts
INDEPENDENT REAL ESTATE
  • Independent Realtors / agents
  • Independent real-estate brokers
  • Independent mortgage brokers / LOs
  • Solo real-estate attorneys
  • Independent title agents
  • Boutique commercial RE brokers
SPECIALTY (INDEPENDENT)
  • Sports agents (independent practice)
  • NIL collective directors
  • Boutique auction house staff
  • Independent athlete CPAs
  • Family-business succession consultants
  • Civic CFOs (for the Gentrification tools)

If you're an independent practitioner or work at a small firm, you can co-brand the tools without asking us. If you work at a Big-4, a wirehouse, a top-50 RIA, or any firm with a centralized brand-review process — check with your firm first. We'd rather you not co-brand than create a problem with your compliance officer.

← Back to the Library Atlas (homepage)