Flagship
The Practitioner's Guide to Private Equity
The end-to-end reference a PE practitioner actually uses. Fundraising, sourcing, IC process, valuation governance (ASC 820), portfolio operating cadence, exit, fund admin, and back-office. Includes 9 fully-built deal-type sample models (LBO, roll-up, add-on, dividend recap, take-private, growth equity, distressed, real estate, software/SaaS) plus a complete IC memo, populated full model, and IC presentation deck for a sample deal.
Flagship
The CFO & Controller's Reference Guide
The reference a sitting CFO actually keeps on the desk. Close calendars, three-statement modeling at PE-grade depth, capital allocation, working-capital management, debt covenants, KPI dashboards, FP&A cadence, treasury, audit prep, ERP/tech stack, AI integration, and the people-side topics (hiring, comp, board management, CEO partnership) that don't appear in textbooks. 15 chapters include inline AI-tool prompts.
Flagship
The Family Office Reference Guide
How a single-family or multi-family office actually operates — from charter and governance, to investment policy, to bill-pay and cash management, to insurance and risk, to AI policy, to family-meeting facilitation. Includes 23 matter-workflow playbooks for the recurring operations a family office runs. Cyber, AI, vendor, and household-staff scorecards built in.
One reference for one seat in two settings — the Family-Office Risk Architect and the Corporate CFO. How an insurance and risk program is actually built and run: coverage architecture, carrier selection, captives and excess towers, D&O / EPL, cyber, transaction risk, and the annual renewal. Two parallel running cases (Stillwater Family Office and Patterson Industries) carry the mechanics end to end.
Specialty
The Liquidity Event Playbook
The eight planning mechanisms that capture $5M-$15M of value before a sale closes — and the procedural detail to implement each. QSBS qualification and stacking. F-reorg structure. State-residency change with audit defense. Charitable substitution (CRT, CLT, donor-advised funds). Working-capital methodology negotiation. R&W insurance procurement. ESOPs as alternative exit. Founder transition design. Each mechanism walked end-to-end with sample documents.
Specialty
The Business Buyer's Guide
The other side of the Liquidity Event Playbook — what a buyer needs to know to identify, value, structure, finance, and close on a small or lower-middle-market business acquisition. Search and sourcing, valuation under Bharara-grade scrutiny, SBA 7(a) underwriting and equity injection, asset vs. stock vs. §338(h)(10) structure tax math, working-capital peg negotiation from the buyer's seat, escrow and R&W, day-1 and day-100 operating cadence.
Specialty
Estate Planning Decoded
Federal $15M / $30M post-OBBBA permanent exemption, 22-state estate-tax overlay, the NY cliff trap, generation-skipping (GST) mechanics, qualified disclaimers, portability elections, and the practitioner judgment behind which trust does what. Includes AI inline sections in chapters and an AI Tool Prompts appendix.
Specialty
Trust Administration Guide
Once the trust is signed, somebody has to actually administer it. This is the operations manual — distribution accounting, fiduciary income vs. principal, the Uniform Principal & Income Act, beneficiary reporting, trustee fees, accounting standards (NICA), IRC §645 election, when to terminate, the Rockefeller Trust deep-dive case study, and the AI tools that speed up trust ops.
FO Companion
Treasure Assets Reference Guide
The reference for managing collections as actual financial assets. Acquisition due diligence, basis tracking, total cost of ownership (insurance + storage + service + opportunity cost), auction-house economics, freeport storage with FBAR/8938 implications, agreed-value vs. ACV insurance settlement gap, the four exit paths (sell now / sell later / pass to heirs / charitable donation) with tax math for each, and the collector lifecycle from novice to estate disposition. Real-world named examples throughout (Sotheby's, Christie's, RM Sotheby's, Heritage, Octavian wine vaults, UOVO, Hagerty).
Specialty
Athletes' Wealth Playbook
The financial playbook for an athlete's career window — the 3-15 year period when income is enormous and decisions made are nearly impossible to undo. Career-window economics, post-career strategy, NIL deal structure (Schedule C vs. E routing), reasonable comp for S-corp NIL, agent and advisor selection, mental-health resources, NCAA compliance, and the four free editions for College / HS / Coach-Parent / Veteran second-contract audiences.
Specialty
Wealth Psychology Guide
The behavioral and family-systems work that determines whether wealth survives a generation. Money scripts, intergenerational money trauma, the "shirtsleeves to shirtsleeves" pattern, identity formation post-liquidity-event, partner conversations about money, and the practitioner-grade frameworks for facilitating family-wealth conversations as an advisor without becoming a therapist. Reviewed by a clinical psychologist specializing in wealth psychology.
Founders' Synthesis
First Principles of Master Investing
Where other books on the masters give you the philosophy, this gives you the math — worked on real cases and built into a companion workbook you run on your own numbers. The synthesis volume distills Buffett, Munger, the Outsiders CEOs (Henry Singleton, Tom Murphy, Katharine Graham, John Malone), Philip Fisher, and a global cast — Li Lu, Wang Chuanfu (BYD), 3G Capital / Jorge Paulo Lemann, Japanese sogo shosha — into the first principles that travel across decades and continents. Every chapter pairs the principle with a named case study, a "show the math" intrinsic-value walk, and a buyback / capital-allocation example. International by design.
New · International
The US GAAP ↔ IFRS Bridge
Move between the two reporting systems in plain practitioner English — the readable alternative to the 1,500-page technical tomes. Twenty-five difference topics each with a worked example and journal entries, a group-reporting workflow, two footing US GAAP→IFRS reconciliations, fifteen industry cases, conversion playbooks, and a one-page “which differences apply to my industry” matrix. Ships with a free companion Excel conversion workbook.
You need a loan — here’s the workbook and a short guide to get it. SBA-rule-specific (SOP 50 10 8): the recast, valuation, sources & uses, DSC, and the full package a lender approves. 7(a) Acquisition, 504 CRE, Working Capital, CAPLines, and Franchise — each a fill-in toolkit, not airplane reading.
You don’t set the price — the buyer and their lender do, from your numbers. Recast to true owner benefit, price to a financeable multiple, build the data room and CIM, survive quality-of-earnings, and see your after-tax net proceeds.
Nine real financial fights worked through the Six Lenses, plus an expert toolkit with a source field on every assumption: lost profits, reasonable royalty, WACC/DCF, DLOM, solvency, and Daubert / FRCP 26 scaffolding. A tool, not an opinion — the expert supplies the judgment.
What’s deductible, what’s not, and where the gray areas are — in plain English. Home office and mileage without the audit myth, the heavy-vehicle write-off with the hype stripped out, the S-corp salary move, the 20% QBI deduction, retirement plans, estimated taxes, and what actually triggers an audit. Built on 2026 post-OBBBA figures.
Coming soon
Exactly what the job is, what to do first, and how to settle an estate in the right order — in plain English. Stepping in as the family-office CFO for someone who has died: the asset hunt, the debts, the taxes, the ‘Pack’ of advisors, and keeping records that protect you. Ships with a companion Excel workbook that builds the deceased’s personal balance sheet and contacts hub.
The plain-English field manual for the agent or advisor moving from the middle market to the high-net-worth one. How wealthy buyers think and why they fire agents, the coverage gaps they actually have, the life-product and excess-liability conversations that build trust, and how to become the advisor in the room rather than another quote. Includes a client-readiness scorecard and a fully worked account.
What to do when your equity becomes real money — in plain English, before the lockup expires. RSUs vs. options vs. ISOs, the tax bombs hiding in each, the lockup and the 10b5-1 plan, concentration risk, what to sell and when, and how not to let a once-in-a-career windfall slip through bad timing. Written for the liquidity wave from recent and upcoming IPOs.
Money Reality
Money Reality — High School Edition
Financial literacy written for the student, not at the student. Compound interest as the most powerful force in finance, the "Hidden Balance Sheet" of activity-derived intangibles (sports, music, friend groups, alumni networks, social media, AI skills, optimism + confidence), nominal vs. real returns, housing and car creep, the Roth as a tax-free lottery, sales-as-skill, the rejection cascade. Phil-attributed quotes throughout. Designed to travel with the student.
Money Reality
Money Reality — College Edition
Volume II of the Money Reality series. First apartment, first real paycheck, first 1099, the Hidden Balance Sheet of campus activities and alumni networks, the no-parental-health-insurance pathway, the Roth as the tax-free lottery the freshman should max out, and the rejection cascade as the actual skill of every career. Direct voice. Real math. College-life examples.
Money Reality
Money Reality — First Job Edition
The merged Vol III of the Money Reality series. Phil’s call: the post-secondary financial reality is the same regardless of which path the reader took, so one volume serves both audiences with branching where the paths diverge (student loans for the college grad; trade-school ROI and earlier paychecks for the post-HS worker).
Money Reality
Money Reality — High School (International)
The same architecture as the US edition, rebuilt so it travels — every currency, every country. The intangibles framework, the compounding lessons, the Hidden Balance Sheet, the sales-and-rejection chapters all apply universally; the tax-specific content is replaced with the universal mechanism (tax-advantaged savings as it exists in the reader's country, housing-creep math expressed as a ratio, currency-agnostic compounding tables). Built for the same student, anywhere.