NEW · PRACTITIONER TOOLKIT

Baratelli Financial Modeling Toolkit — $99

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 →
The Baratelli Institute · Guides & Pricing

Every guide, every price, one page.

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.

Firm / team licensing → Questions? Contact →
Professional & Practitioner References

The flagship library

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.

The CFO & Controller’s Reference Guide
493 pages + Excel tool suite. The single-volume operating manual for the finance function — org design through the close, reporting, controls, and the major ASC standards applied with worked entries.
Also: $599 CFO Toolkit Edition
$449
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The Practitioner’s Guide to Private Equity
~600 pages. The deal end-to-end — the IC memo, the LBO model, the value-creation plan, sponsor reporting, and add-on M&A on 12-week cycles.
Also: $599 LP/GP Edition
$449
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The Family Office Reference Guide
The operating knowledge family offices don’t publish — governance, allocation, consolidated reporting, and staffing the seat.
$449
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Insurance & Risk Architecture
Building and running an insurance & risk program — for the family-office risk architect and the corporate CFO. 39 chapters, two running cases, companion workbook.
$349
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Estate Planning Decoded
302 pages, OBBBA-current. The estate, gift, and GST mechanics worked end-to-end, with the numbers recomputed for the new exemption.
Also: $549 Advisor Edition
$399
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Tax Strategy Decoded
362 pages + workbook. Owner-and-advisor tax planning, code-cited, with the worked math behind each move.
Also: $499 Owner+Advisor Edition
$349
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Trust Administration
268 pages. The trustee’s operating manual — funding, fiduciary accounting, distributions, and compliance.
Also: $499 Trustee Edition
$349
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International Tax & Cross-Border Wealth
Cross-border structuring, treaty positions, expatriation, and the reporting regime for globally-placed wealth.
$349
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The Cross-Border Wealth Playbook
The applied-planning companion — named families, country corridors, and the planning sequences for a life lived across borders. 40 chapters + 10-model workbook.
$349
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Liquidity Event Playbook
The exit, worked — QSBS, the exit-tax math, deal structure, and what to do before and after the close.
$349
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Business Buyer’s Guide
Buying a company — sourcing, diligence, deal structure, financing, and the first hundred days.
$349
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Family Business Succession
Transferring the business — governance, preparing the next generation, and the transaction itself.
$249
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Treasure Assets
122 pages. Art, watches, wine, cars, and jewelry — valuation, tax, custody, and cross-border movement.
Also: $399 Collector / Advisor Edition
$199
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Athletes’ Wealth Playbook
The athlete’s finances from first contract to career end — cash-flow runway, tax, and the people around the money.
$249
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The US GAAP ↔ IFRS Bridge
The standard-by-standard bridge between US GAAP and IFRS, with a fully worked reconciliation and a conversion-adjustment workbook.
$99
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SBA Loan Toolkits

Get the SBA loan — a toolkit for every deal

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 →

SBA 7(a) Acquisition Toolkit
Buying a business. The recast, the change-of-ownership valuation, the global DSC, and the full 7(a) loan package a lender says yes to.
Plain-English guide + fill-in Excel toolkit + Word business-plan template
$349
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SBA 504 Commercial Real Estate Toolkit
Buying your building with ~10% down across two loans. The 50/40/10 sources & uses, occupancy and job tests, and the consolidated package.
Plain-English guide + fill-in Excel toolkit + Word business-plan template
$349
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SBA 7(a) Working Capital Toolkit
Capital to grow, refinance costly debt, or buy out a partner. Use-of-proceeds discipline, the monthly cash model, and the coverage a lender needs.
Plain-English guide + fill-in Excel toolkit + Word business-plan template
$349
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SBA CAPLines Toolkit
A revolving line for seasonal or contract cash-flow swings — the asset-based borrowing logic and the package, not a term loan.
Plain-English guide + fill-in Excel toolkit + Word business-plan template
$349
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SBA Franchise Buyer Toolkit
Buying a franchise. Reading the FDD Item 19, the validation-call math, the ramp and cash trough, and the SBA Franchise Directory check.
Plain-English guide + fill-in Excel toolkit + Word business-plan template
$349
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For brokers, lenders, CDCs & SBDCs: these can be co-branded with your name — send clients a prepared, lender-ready file. Ask about co-branding →

Selling a Business

Sell the business — and keep what it’s worth

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.

Sell the Business, Get Paid — the Seller’s CFO Toolkit
The whole sell-side package on your own numbers: the recast, the valuation, the data room, the CIM, and the after-tax proceeds — in 16 fill-in tabs plus a plain-English guide.
Plain-English guide + 16-tab Excel toolkit + Word CIM template
$349
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Forensic & Litigation Support

Disputes Decoded — the numbers behind the fight

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.

Disputes Decoded — Guide + Workbook
Nine financial fights and how they resolve — lost profits, earnouts, working-capital true-ups, purchase-price allocation, auditor negligence, rev-rec, trustee surcharge, principal vs. income, and valuing the illiquid estate. Sold as one package: the guide and its companion expert workbook together.
$179
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The Litigation Support Toolkit
The expert edition — 18 testimony-grade tabs with a source field on every assumption: damages, valuation, solvency, fiduciary, and the Daubert / deposition / FRCP 26 report scaffolding.
Guide and expert toolkit are sold separately — buy either on its own.
$399
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Plain-English Playbooks · $49 each

Plain English — the whole problem, none of the jargon

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.

What a family office is, whether you need one, the four models, what it really costs, and how to build, staff, and run it — for the family, with sidebars for the advisor. A fill-in worksheet in every chapter.
$49
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Real Estate in Plain English NEW
Buying a home, owning it well, selling for the most you keep, and your first rental — the real-estate decisions a normal person actually faces, in plain English. A fill-in worksheet in every chapter.
$49
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Insurance in Plain English NEW
Home, auto, umbrella, life, and disability — plus how to cover the jewelry, art, and collector car a standard policy quietly leaves exposed. A fill-in worksheet in every chapter.
$49
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Estate Planning in Plain English NEW
Wills, trusts, powers of attorney, beneficiaries, and settling an estate — the plan everyone needs, in plain English. A fill-in worksheet in every chapter.
$49
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Investing & Retirement in Plain English NEW
Accounts, fees, the people who protect you, and turning savings into a retirement paycheck — be the confident client. No jargon, no stock tips.
$49
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Financing a Home in Plain English NEW
The mortgage decoded for borrowers — loan types, the 4 Cs, points and PMI, reading the Loan Estimate, and the laws that protect you.
$49
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Contracts & Business Law in Plain English NEW
Contracts, business formation, employment & IP basics, leases, and disputes — the transactional law a small business actually faces.
$49
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Family Law in Plain English NEW
Divorce, custody, support, property, prenups, and mediation — a calm, clear guide for a hard transition. Education, not legal advice.
$49
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Bankruptcy & Debt Relief in Plain English NEW
What bankruptcy really is, Chapter 7 vs. 13, what you keep, and the hopeful life after — a calm, honest guide for anyone drowning in debt.
$49
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Immigration in Plain English NEW
How the system works, the paths and statuses, the green-card and citizenship journey, and how to avoid notario fraud — calm and clear.
$49
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The Owner-Operator’s Tax Playbook NEW
What’s deductible, what’s not, and what to ask your accountant — the plain-English small-business tax guide, with an A–Z Deduction Finder. 2026 figures.
$49
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Named in the Will: The Executor’s Playbook
Just been named executor? Exactly what the job is and how to settle an estate in the right order — plain English, no law degree. Ships with an Excel estate workbook.
$49
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Moving Upmarket
The agent & advisor field manual for moving upmarket — how to win, write, and keep high-net-worth clients. Scorecard + worked account.
$49
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Your Equity Just Got Liquid
Your company went public or got acquired — now what? RSUs, options, the tax bombs, the lockup, and what to sell before the window closes.
$49
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También disponible en español: La Oficina Familiar en Lenguaje Claro · Bienes Raíces en Lenguaje Claro · Psicología del Patrimonio · más referencias gratuitas en español. Vea la biblioteca en español →
The Investing Synthesis

First Principles of Master Investing — not another Buffett book

The 213-page synthesis of how five masters actually think — and the clearest public proof of how the Institute thinks.

First Principles of Master Investing
Where every other book on the masters gives you the philosophy, this gives you the math. A 213-page synthesis of how Buffett, Munger, Ackman, Fisher, and Klarman actually think — reading a business, owner’s earnings, moats, concentration, valuation, and where the masters were wrong — with every principle worked on a named case and built into a companion workbook you run on your own numbers.
$249
$99
Introductory
Buy →
Entry & Education

More on-ramps — primers & life-stage titles

The other ways in: the behavioral title, the operator’s field manual, and the Money Reality life-stage series.

Wealth Psychology
The behavior behind the money — why we sabotage, stall, and overspend, and how to stop. Available in English and Spanish.
$99
Buy →
Business Operators Blueprint (2 volumes)
The SMB operator’s two-volume field manual. $39 / $49 per volume.
$79 set
Buy →
Money Reality — College Edition
The money the college years actually require — in plain numbers.
$59
Buy →
Money Reality — High School (US)
First-money literacy for the high-school reader.
$39
Buy →
Money Reality — High School (International)
The high-school edition, adapted for readers outside the US.
$39
Buy →

More education and free titles — the free Foundations references and interactive tools — in the full catalog and the free library.

Contact

Talk to the Institute.

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.com

The Baratelli Institute · Philip A. Baratelli, CPA, MBA, Founder