BTHE BARATELLI INSTITUTE · Mentoring at Scale
NEW · PRACTITIONER TOOLKIT · JULY 2026
Baratelli Financial Modeling Toolkit — $99
15 Wall Street-formatted Excel templates (DCF, LBO, Merger, Comps, SOTP, Recap, Waterfall, and 8 more) plus a 30-page methodology PDF. Built by CPAs, MBAs, and career practitioners.
See the toolkit →
THE BARATELLI INSTITUTE · MENTORING AT SCALE
🇪🇸 Léalo en español →

The corporate finance reference library — practitioner-grade and source-cited.

Corporate acquisitions, WACC and valuation, family office and estate frameworks, CFO and real estate practice, bond math, NFL and NBA business, athletes’ wealth. 47 guides · 352+ tools · 26 case studies · 91+ acquisition records & ledgers · 73 WACC pages — everything a CPA + MBA-run finance library publishes. Paid guides fund the free reference, or browse the full catalog →

Philip A. Baratelli, CPA + MBA since 1995 — from the public-company finance seat to the family-office CFO’s chair; a principal investor and entrepreneur today.

See the acquisition records →or browse guides & pricing →

Built for the global community — the frameworks travel across countries, currencies, and traditions, with religious and ethical perspectives given equal billing, not treated as an afterthought. Built to travel → · Lea en español →

🇪🇸 ¿Prefiere leer en español? La biblioteca en español → | Dinero Inteligente · Hojas K–12 →
Where practitioners start · Pick the destination that matches your need
Sports Division · Featured
Pro-sports and college-sports finance, treated as the practitioner discipline it is.
Pro franchises · NFL/NBA/MLB/NHL team valuations · College football NIL disclosures · House v. NCAA revenue-share tracker · Athletes' Wealth Playbook.
Team valuations NFL · NBA · MLB · NHL College NIL Athletes' Wealth Playbook
Enter the Sports Division →
Entertainment Division
Music catalogs, studios, and IP rights — the corporate finance they deserve.
40 entertainer references · UMG · Paramount/WBD · Family Office Case Studies (Kelce/Swift, Kardashian, Bieber).
Enter Entertainment →
Berkshire Read · First Flagship Franchise
Buffett to Abel — capital allocation as a practitioner discipline.
Flagship Case 1: the $8.5B Taylor Morrison acquisition (1.08x book, 6.6x EBITDA, owner-CEO retained). Plus the “If We Ran Berkshire” series (Penske, Copart, Comcast NBCU) and reads on equity positions (Alphabet, Delta, Coca-Cola). Combined PDFs, Excel models, and decks — all free.
$8.5B TMHC case If We Ran Berkshire Equity-position reads
Open the Berkshire Read →
Disney Read · Second Flagship Franchise
An MBA in one ticker — eighteen businesses, three D’Amaro pillars.
The Business Map treats Disney as parks + movies + streaming + ESPN + cruises + international + IP-as-intangible-asset — each mapped to the guide that teaches the discipline. Now includes quarterly SOTP, capital-allocation rollforward, and Q3 FY26 refresh.
Open the Disney Read →
Acquisitions Atlas · Free Reference · 91+ Records
Every deal, every compounder, since 1868.
Berkshire · LVMH · Danaher · Nestlé · AB InBev · Constellation · Slim · Prosus · Reliance · SoftBank · Samsung — source-cited living records. Reads from 62 countries.
Browse the records →
Flagship Paid Product · $99
The Baratelli Financial Modeling Toolkit.
Excel + PDF methodology package. Rosenbaum-Baratelli-standard three-statement models, DCF/WACC/LBO tools, waterfall analysis. Built by CPA+MBA for the practitioner seat.
See the toolkit →
Free reference
WACC Library
73 public companies — Apple, Microsoft, NVIDIA, Berkshire, and 69 more.
Free reference
LBO Methodology
Sources & uses, debt schedules, sponsor return math.
Kindle Library
8 Practitioner Books
All under $10 on Amazon. Historical + Practitioner + Plain English series.
Policy papers
Solar Deployment Plan
Five federal-authority moves for the AI compute buildout.
New · Living Reference
Elon Daily — six companies, every figure tagged by source
SpaceX's first 10-Q as a public company and Tesla's latest quarter, as filed. The four private entities go as far as the record goes and no further.
New · Founder-Operator Case
Ben Affleck — Pearl Street, Argo, $587M AI exit
Structural-forecast operator behind the "sad Ben" persona. Boston-operator cluster + Good Will Hunting as founding move.
New · Family Office Case
Kelce / Swift Family — Scott Swift as Family Office CFO
Cross-vertical family enterprise: 3 podcasts, 2 NFL careers, Republic Records enterprise.
Updated · NFL Transaction Wave
Seahawks — Khosla family $9.612B (record)
Plus Raiders/Durban $9.9B and 5 more NFL ownership transactions.
New · NIL Reference
Kai Trump — $2M NIL, Accelerator equity, Miami golf
Blue Raz Slush sold out in 2 hours on Amazon. Tiger Woods family-adjacent.
Editorial reference collection · The corpus that draws readers from 62 countries
Every deal, every compounder. Every acquisition since 1868.
Berkshire · LVMH · Danaher · Nestlé · AB InBev · Constellation · Slim · Prosus · Reliance · SoftBank · JAB · Tencent · Alibaba · Tata · FEMSA · Samsung — fifteen practitioner-grade living records with source-cited timelines. Updated as the record grows.
Browse the acquisition records →
Free reference · 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, free.
Browse WACC library →
Free reference · Methodology walked to case-study depth
Baratelli LBO Reference — Leveraged Buyout methodology
Sources & uses discipline, debt-schedule mechanics, sponsor return math — the practitioner methodology behind every LBO case we publish. Free.
Read the LBO reference →
The Sports Division · Pro franchises + College football + Athletes’ wealth
Where pro-sports and college-sports finance is a practitioner discipline, not a fan hobby.
A sports franchise is a media-rights business with a live-audience delivery mechanism. A college football program is a $200M+ enterprise inside a nonprofit shell that now has to pay its labor. An NIL deal is compensation architecture with a §162 and §61 read. The Baratelli Institute treats each of them the way it treats every other corporate finance category — source-cited, plain English, editorial conviction where the evidence supports it.
Flagship coverage: Pro franchises — Cowboys, Bears, Packers, Rams, Seahawks, Yankees, Bucks (Fiserv Forum), Clippers (Intuit Dome), Jaguars stadium (nine live cases). College football — NIL Disclosure Reference (40 collectives, 30 athletes, 30 states), House v. NCAA revenue-share tracker (~$20.5M Year-1 cap), P4 coaching-changes tracker, stadium-capex tracker (65 P4 programs). Athletes’ wealth — the Athletes’ Wealth Playbook (5 editions), Pro-Athlete Team-Picker tool, NIL Calculator, and the Coach’s Tax Levers Brief. Team valuations — NBA / NFL / MLB / NHL master valuation hubs. The only practitioner-neutral reference in the space.
Enter the Sports Division →
The Entertainment Division · Music · TV/Film · Live · Attractions
Where music catalogs, studios, and IP rights get the corporate finance they deserve.
Entertainment is corporate finance dressed as pop culture. A music catalog is a perpetual-rights annuity. A studio is an IP factory with a distribution stack. A tour is an operating enterprise the size of a mid-cap. The Baratelli Institute treats them all as the finance categories they are — practitioner-grade, source-cited, editorial conviction where it’s earned.
Flagship cases live here: UMG (Ackman’s €65B thesis, 9-quarter FCF walk, capital allocation, 12-row acquisition record, Institute valuation range €23-28), Paramount / Warner Bros Discovery (the largest media M&A of the cycle, filed pro-forma anchored), Comcast NBCU separation (if-we-ran-Berkshire treatment), and Angel Studios (values-based streaming, ARR/LTV mechanics). Plus the new two-tier music build: labels as franchises, entertainers as individuals — Republic Records (marquee roster, deal structure, parent-company overhead) and Taylor Swift (masters saga after 2025 Shamrock buyback, $2.7-3.2B Eras Tour enterprise, direct-to-theater AMC deal, ~$26M mid-2026 joint philanthropic gift with husband Travis Kelce).
Enter the Entertainment Division →
The Policy discussion · Working papers · Energy deployment
Another way to think about American solar deployment.
The Deployment Plan (42pp) walks the five federal-existing-authority moves that make the AI compute buildout electrically viable. The Solar Tracker documents 47 data-center-adjacent projects across ~12 GW — the practitioner reference for who’s building what, where, and for whom. Institute view: land value follows energy access.
Read the working papers →
The Kindle library · Eight titles · All under $10
Seven practitioner references, in the format Amazon delivers to you.
The Historical Series (Diversified Empires · Deal Makers · Steel, Oil, Ships), the Practitioner Series (Treasure Assets), the Frontier Series (Gentrifying Small Towns), the Operations Series (Running an Attraction), and the Plain English Series (Estate Planning) — all live on Kindle, $6.99 to $9.99, readable on any device.
Enter the Kindle library →
Need an SBA loan? · The deliverable, not reading material
Get the SBA loan. Buy the business, the building, or the franchise.
A plain-English guide plus a fill-in Excel workbook that builds your actual lender-ready package on your own numbers — the recast, the coverage, the SBA-rule checks (SOP 50 10 8). Five toolkits, one for every deal.
Buy a business Buy your building Working capital A credit line A franchise
Start your loan path →
$59 — $149
Working Adult
20s-30s, salaried, first apartment, first 401(k), the next thirty years of compounding starting now.
MR First Job · Decide. Act. Now. · You Are Wealthier Than You Imagined · Wealth Psychology · First Principles
Show me what I should be doing →
$99 — $349
Wealth Builder
30s-50s, self-employed, business owner, founder. Both sides of the M&A table, tax strategy, the investing first-principles.
Business Buyer’s Guide · Liquidity Event Playbook · Tax Strategy Decoded · First Principles · Gentrifying Small Towns
Show me what I should be doing →
$99 — $449
Specialist Practitioner
PE, CFO, controller, CPA, attorney, RIA, trustee, FO staff, institutional real-estate analyst. The career-grade desk reference shelf.
CFO & Controller’s Guide · Private Equity Guide · Real Estate Decoded · Liquidity Event Playbook · AI Integration Decoded · LEP · Trust Admin · Baratelli Modeling Toolkit
Show me what I should be doing →
$99 — $449
Family Office
$5M+ NW principals and the advisor pack that runs the play. Charter, IPS, estate plan, treasure assets, next-gen.
Family Office Reference · Estate Planning Decoded · Trust Administration · Treasure Assets · Wealth Psychology · AWP
Show me what I should be doing →
$39 — $79
Student
HS, college, recent grad, first job. Compound interest, the Hidden Balance Sheet, the Roth as a tax-free lottery.
Money Reality HS · Money Reality College · Money Reality First Job · Money Reality HS (International)
Show me what I should be doing →
FREE — $299
Athlete
Pro, college NIL, HS, coach + parent, veteran second-contract. The Family Office at nineteen.
Athletes’ Wealth Playbook · 5 editions (4 free + Pro) · NIL Calculator · AWP Wealth Trajectory
Show me what I should be doing →
FREE — $249
Creator
YouTube, TikTok, Substack, Twitch, OnlyFans, podcast, course-seller. Lumpy income, short earning windows, platform & sponsor risk.
Creator Money Playbook · AWP free editions · Money Reality (life-stage) · LEP (channel sale) · WP (creator psychology) · EPD (IP estate)
Show me what I should be doing →
Buy or Finance a Business
Buy a Business
SBA loans for an acquisition, your building, working capital, a line, or a franchise — the roadmap, guide, and workbook for every deal.
Show me the path →
Sell & Exit
Sell a Business
Prepare and price the company, survive diligence, and keep what it’s truly worth — from recast to after-tax net proceeds.
Show me the path →
BUILT TO TRAVEL
International Reader
Anchored by two cross-border guides, each sold on its own — International Tax & Cross-Border Wealth (technical reference, code sections, 22-tab workbook) and the Cross-Border Wealth Playbook (applied planning, 40 chapters, 5 family cases). Read either, or read both. Plus more guides built international by design.
International Tax & Cross-Border Wealth · Cross-Border Wealth Playbook · Wealth Psychology · First Principles · PE Guide · Treasure Assets · Decide. Act. Now. · Business Owner's Playbook · Money Reality HS (Intl)
See the seven guides built to travel →
Start Simple · $49 each
Plain English
Our “For Dummies” line — one real problem, solved in plain English by someone who does the work. No finance degree required.
The Executor’s Playbook · Owner-Operator’s Tax Playbook · Your Equity Just Got Liquid · Moving Upmarket
See the $49 playbooks →
⭐ FREE · START HERE: The Baratelli Foundations — accounting, finance & IFRS, free. The no-risk way to see the work before you buy.
Open the free shelf →
Featured The Pro Sports division → The Policy discussion · solar deployment → The If We Ran Berkshire series →
New imprint
The Benefits Navigator — a sibling imprint for families and advisors navigating VA disability, Medicaid long-term care, and SSDI/SSI. First flagship: the VA Disability Playbook — free for any veteran (pay-what-you-can), launching 2026. Open the imprint → Veterans Crisis Line: dial 988, then Press 1 — free, confidential, 24/7.
About this library
Print-quality books with companion Excel workbooks and 266+ free interactive calculators. Guides priced from $39 to $449 by depth and audience. Start with a free chapter extract; buy the guide you need, when you need it. Read 3 free chapter extracts →  ·  Browse all guides →  ·  The founder story →
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THE BARATELLI INSTITUTE

Mentoring at scale — the library that meets you wherever your wealth is, from your first paycheck to your liquidity event to your legacy.

The largest curated free-tool library in practitioner finance — 266+ working calculators, scenario simulators, and decision tools spanning tax, estate, family office, private equity, CFO / controller, athletes and NIL, real estate, philanthropy, and personal finance. Plus 31+ practitioner guides across four price tiers — from Money Reality plain-English playbooks at $39-$59 to flagship references at $449, with companion Excel workbooks on the flagship and focused tiers.

265+
Free interactive tools
29+
Guides · $0-$449
12+
Foundations references (free)
10+
Free case studies
⭐ FREE · NEW JULY 2026 The Fractional Family Office — When It Fits, When It Doesn’t The Power of the Pack applied to households below full-family-office scale. English + Spanish (Beta).  Open the PDF →

New here? See how the four shelves fit together in 60 seconds →

Phil Baratelli ringing the NYSE Closing Bell as Corporate Controller and Treasurer of Armor Holdings
NYSE Closing Bell
Armor Holdings · Nov 4, 2003 · Corporate Controller & Treasurer.
"I've spent thirty-five years mentoring people, and there's only so many people one person can sit next to. The Institute is mentoring at scale — the guides are how I'd tell you to solve the problem in front of you if I were in the room."
— Phil Baratelli, CPA, MBA · Founder · International · Read the founder story →
★ Read the Work — 3 Free Chapter Extracts → No signup. Real chapters. The fastest 90-second read on the site.
✨ Free AI Prompt Library · 91 prompts → The Brief · 7 issues, free → 266+ free tools → See all 31+ guides → ★ Special Needs Families partnership → 🌐 Built to Travel · International Readers → The Pro Sports division · NFL · NBA · MLB →
Start free · no signup
The no-risk way to experience the Institute’s work — real practitioner guides and our most-used tool, free and open. Begin here.
⬇ Download a free guide
Foundations: Journal Entries Reference
Start at the first debit and credit. One of eight free, audit-disciplined Foundations guides — the no-risk way to judge our quality before you buy. PDF, no signup.
Download the PDF → or see all 8 →
Try a free tool · 7 languages
The Cash Flow Calculation Schedule
The cash flow statement is hard everywhere — so we built the worksheet that ties it out, free. English (US GAAP & IFRS/IAS 7) plus Spanish, German, French, Russian, Portuguese. Send it to your foreign subsidiaries.
Open the tool →
✨ Try a free AI tool · 91 prompts
The AI Prompt Library
Print it out and use it today — not another thought piece on what AI might do. 91 ready-to-use prompts for any practice or business, by industry: copy one, swap the brackets, and go. Plain English, the safety notes that matter, free and no signup.
Open the tool → or download the PDF →
SUBSCRIBE TO THE BRIEF · FREE
One real practitioner problem, walked end to end. Twice a month. Sample piece sent immediately.

We use your email only to send what you requested and occasional Institute updates — never sold, unsubscribe anytime. See our Privacy Policy.

FEATURED CASE STUDY · CASE 06 · NEW JUNE 2026
Herbalife (HLF) · A free-cash-flow franchise at a regulatory-discount multiple
$12.34 · ~$680M TTM EBITDA · 4.1x EV/EBITDA · $45M annual refi savings · 3-lens range $14–$28. Memo + Excel model + 16-slide deck + Library Crosswalk. Free downloads.
Read the case →
ALSO · CASE 01
SpaceX · the post-IPO scorecard — we said $1.55T, it priced at $1.78T and peaked near $3T
Open →
NEW · FEATURED TOOL · THE TRANSPARENT ALTERNATIVE
Retirement Readiness Score · 12 questions, full math shown, 0–150 composite
Same questions Fidelity / NerdWallet / SmartAsset ask — every number visible. 4% & 3.3% withdrawal rules side by side, top-3 gap-closers ranked by leverage, cross-links to the deeper Institute tools that fix each gap.
Get your score →
★ FEATURED FREE REFERENCE · 110 PAGES · NO EMAIL GATE
Special Needs Family Financial Planning · the free practitioner reference
Trust architecture (1st-party d(4)(A), 3rd-party, pooled), ABLE accounts, the SSI / Medicaid rules, ILIT funding mechanics, lifecycle birth-through-parental-death, and 6 state-by-state appendices (PTI/CPRC, AT Act, Title V CYSHCN, Health/Disability/Advocacy). Four free companion calculators ship with the reference.
Open the reference →
THE FOUR FLAGSHIP GUIDES
Four reference guides for the practitioners who run the operations, do the deals, steward the wealth, and protect the next generation that depends on it all.
Family Office Guide cover
FLAGSHIP — FAMILY OFFICE · THE POWER OF THE PACK
The Family Office Reference Guide
"Each advisor is strong. All advisors properly led are unstoppable."
37 chapters · 23 matter-workflow playbooks
+ EXCEL WORKBOOK + 23 WORKFLOWS + SCORECARDS
A family office isn't a department — it's an advisor pack. The estate attorney, the CPA, the wealth advisor, the trustee, the insurance broker, the art appraiser, the investment manager. The Family Office CFO is the quarterback who runs the play. This is the playbook for that seat — charter, governance, IPS, bill-pay, insurance, AI policy, family-meeting facilitation, household staff, next-gen stewardship.
$449
View & buy — $449 →
CFO Guide cover
FLAGSHIP — CFO & CONTROLLER · THE FLOORS-OF-PEOPLE DESK
The CFO & Controller's Reference Guide
"I used to joke that other companies had floors of people to do what I handled."
38 chapters · persona-routed
+ EXCEL WORKBOOK + KPI DASHBOARDS + AI PROMPTS
At a Fortune-100 the CFO function lives across a dozen siloed teams. At a mid-cap public company they all sit on one desk. This is the reference written from that desk — treasury, capital markets, M&A buy-side accounting, derivatives, SEC reporting, ASC 718 stock comp, the §382 NOL math, FP&A cadence, audit prep, AI integration, and the people-side topics textbooks miss.
$449
View & buy — $449 →
PE Guide cover
FLAGSHIP — PRIVATE EQUITY · THE WORK INSIDE EVERY WRAPPER
The Practitioner's Guide to Private Equity
38 chapters

"Whether you are in a PE firm, or growing company, you will eventually be executing PE strategies."

+ EXCEL WORKBOOK + 9 DEAL MODELS + BELLWETHER SAMPLE
For PE GPs, operating partners, LPs — and the mid-cap CFO running tuck-ins, the corporate-development VP, the family-office direct-investing team, and the strategic-buyer CFO doing their first deal. The wrapper changes; the work doesn't.
$449
View & buy — $449 →
Athletes' Wealth Playbook cover
FLAGSHIP — ATHLETES & NIL · THE FAMILY OFFICE AT NINETEEN
Athletes' Wealth Playbook
5 editions (Pro · College/NIL · HS · Coach-Parent · Veteran)

"An athlete is essentially a Family Office in their late teens and early twenties now."

+ EXCEL WORKBOOK + NIL CALCULATOR + 5 EDITIONS FREE
NIL created a generation of college athletes who will never see a pro locker room — but graduate with a six- or seven-figure nest egg, a brand, an LLC, multi-state tax exposure, and a thirty-year horizon to build on top of it. The AWP is the family-office playbook applied to that audience. And for parents, coaches, NIL collective directors, agents, and advisors who serve them.
$299
View & buy — $299 →
See the full library — 18 guides total →  ·  Read the work — 3 free chapter extracts →  · 
PLUS 10 SPECIALTY GUIDES
FOUNDERS' SYNTHESIS
First Principles of Master Investing
The masters’ philosophy, turned into the math.
CFOs · allocators · founders · serious DIY investors Wealth Psychology