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 Reference · Free · Updates on the filing calendar

Elon Daily — the six Musk companies, and what is actually knowable about each

SpaceX's first 10-Q as a public company, Tesla's latest quarter, and the four entities that file nothing. Every figure is tagged Filed, Reported, or Estimated, and the cells with no defensible source are left empty on purpose.

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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.

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Featured Tool · $99 PAID NEW

Pro Sports Practitioner Toolkit

8 Excel tabs · 19-page methodology · $99

Model the after-tax take-home per team, per player, per contract. Jock tax, residency sourcing, IRC §114, and the Brunson-anchored worked example. MLB, NBA, NFL, NHL, MLS.

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BTHE BARATELLI INSTITUTE · Mentoring at Scale
THE FULL CATALOG

Every tool, organized by job to be done.

The full library — 474+ 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.

Institute Kindle Library

The Baratelli Institute Kindle books — every volume in print

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Treasure Assets — Kindle cover
Family Office Series
Treasure Assets
$9.99 · View on Amazon →
 Gentrifying Small Towns — Kindle cover
Frontier Series
Gentrifying Small Towns
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 The Diversified Empires — Kindle cover
Historical Series · Vol 3
The Diversified Empires
$9.99 · View on Amazon →
 Running an Attraction — Kindle cover
Operations Series
Running an Attraction
$9.99 · View on Amazon →
 Steel Oil Ships — Kindle cover
Historical Series · Vol 1
Steel Oil Ships
$9.99 · View on Amazon →
 The Deal Makers — Kindle cover
Historical Series · Vol 2
The Deal Makers
$9.99 · View on Amazon →
 Estate Planning in Plain English — Kindle cover
Plain English Series · Vol 1
Estate Planning in Plain English
$9.99 · View on Amazon →
FEATURED THIS WEEK
Nine tools the Institute leans on most.
NEW
The Fee Stack
What an entertainer's advisory team actually costs. On ordinary rates, the artist nets zero while everyone else is paid in full.
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.
FULL TOOL CATALOG

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