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The Baratelli Institute · Mentoring at Scale · For the Practitioner

The reference on the CFO's desk.

For the people who run the finance function, do the deals, and sign their name to the numbers.

At a Fortune-100 the finance function lives across a dozen siloed teams. At a mid-cap it all sits on one desk — yours. These are the references written from that desk: the close and the capital, the deal, the cross-border reporting, the AI you'll have to defend to your board and your regulator, and the capital-allocation framework underneath all of it. Each ships with a live Excel workbook.

The desk reference

The CFO & Controller's Reference Guide

Close calendars, three-statement modeling at PE depth, working capital, covenants, FP&A cadence, treasury, audit prep — and the people-side topics textbooks skip.

Do the deal

The Practitioner's Guide to Private Equity

Whether you're in a fund or running tuck-ins from a portco, the end-to-end deal reference — valuation governance, IC process, operating cadence, exit — with 9 deal models.

Cross borders

The US GAAP ↔ IFRS Bridge

Move between the two reporting systems in plain practitioner English — 25 difference topics with worked examples and journal entries, not 1,500 pages of tomes.

Allocate the capital

First Principles of Master Investing

The owner-mindset capital-allocation framework behind the Outsiders — buybacks, concentration, intrinsic value — for the CFO deciding where the next dollar goes.

Most finance content is either free and shallow or a 1,500-page technical tome nobody reads cover to cover. These are the third thing: practitioner-grade references written from the seat, in plain English, that you actually keep on the desk — each with the live workbook that does the math.

For fractional CFOs & CPA firms

Equip every client engagement with the same free tools, under your name. Co-brand the calculators and hand clients a standard your firm stands behind.

Co-brand the tools with your name →

Free to try right now

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Educational references and tools — not legal, tax, accounting, or investment advice, and not a recommendation to buy or sell any security. Consult a qualified professional about your specific situation. © 2026 The Baratelli Institute.