15 Wall Street-formatted Excel templates (DCF, LBO, Merger, Comps, Precedents, Football Field, WACC, SOTP, Recap, Roll-Up, Take-Private, Distressed, Waterfall, Attribution, Sensitivity) plus a 30-page methodology PDF. Built by CPAs, MBAs, and career practitioners. Competes with Rosenbaum & Pearl and Wall Street Prep at an order-of-magnitude lower price.
See the toolkit →Long-form practitioner references, written by a working CFO — delivered as PDF (plus Excel tools and workbooks where noted). Single-user license. Backed by a 30-day money-back guarantee. The company pays for it the way it pays for the software and data the team already runs on.
Code-cited operating references for the people who carry the work and the liability — CFOs, controllers, CPAs, attorneys, trustees, and family offices. Firm and team licensing available on request.
You need a loan — here’s the workbook and a short guide to get it. Not reading material; the deliverable of a $2,000–$10,000 packager, productized and SBA-rule-specific (SOP 50 10 8). Each is a plain-English guide plus a fill-in Excel toolkit that builds your actual loan package on your own numbers. Start free with the SBA roadmaps and free tools →
For brokers, lenders, CDCs & SBDCs: these can be co-branded with your name — send clients a prepared, lender-ready file. Ask about co-branding →
You don’t set the price — the buyer and their lender do, from your numbers. The sell-side mirror of the SBA toolkits: recast to true owner benefit, price to a financeable multiple, survive diligence, and see your after-tax net proceeds.
For the forensic CPA, the testifying expert, and the litigator: nine real disputes worked through the Six Lenses, plus an 18-tab expert toolkit (lost profits, reasonable royalty, WACC/DCF, DLOM, solvency, Daubert & FRCP 26 scaffolding). A tool, not an opinion — the expert supplies the judgment.
The accessible line: one real problem, solved in plain English by someone who does the work — no finance degree required. The friendly front door to the library.
The 213-page synthesis of how five masters actually think — and the clearest public proof of how the Institute thinks.
The other ways in: the behavioral title, the operator’s field manual, and the Money Reality life-stage series.
More education and free titles — the free Foundations references and interactive tools — in the full catalog and the free library.
Questions before you buy, firm or team licensing, an advisor cobrand, or a press inquiry — reach Phil Baratelli directly. Real replies, from the person who wrote the guides.
philbaratelli@gmail.comThe Baratelli Institute · Philip A. Baratelli, CPA, MBA, Founder