THE BARATELLI INSTITUTE · Mentoring at Scale
THE BARATELLI INSTITUTE · MENTORING AT SCALE
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The corporate finance reference library — practitioner-grade and source-cited.

Who owns what, what it cost, and what it is worth — with the working papers underneath. Corporate acquisitions, WACC and valuation, family office and estate frameworks, CFO practice, sports and entertainment economics. The reference is free and open. The paid guides fund it.

Philip A. Baratelli, CPA since 1995 · MBA 2016 — from the public-company finance seat to the family-office CFO’s chair; a principal investor and entrepreneur today.

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495+
Free tools
47
Acquisition ledgers
73
WACC company pages
43
Case studies
47
Guides · $0–$399
New · free · in beta
Baratelli Bankable — every entity in one database, consolidated.

Ordinary accounting software keeps a separate company file for each entity and will not add them up. Bankable holds every operating company, property entity and trust in one database and consolidates them, with intercompany eliminations. It also carries what a family actually owns — real estate, art, wine, jewelry, vehicles, collectibles and private fund commitments — in registers tied to the ledger, at cost and at fair market value. And every document an organization has to keep is filed beside the books it belongs to.

It was built for the accounting classroom too, and given away for it: a student posts the journal entry being taught and then watches it flow through the trial balance into the statements, instead of drawing T accounts on paper. Real double-entry books underneath all of it, plus the schedules a lender asks for, a current and deferred tax provision, and a rent roll. No account, no installation, no subscription.

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The reference · free, open, no signup

Start with the record.

Three collections carry most of what readers come here for. Every figure in them is traced to a filed source and carries the date it was measured — not just the date the page was written.

47 living ledgers
Acquisition & subsidiary ledgers
Every deal a compounder has done, in one table, with the price where a price was disclosed and an explicit blank where it was not. Berkshire, Danaher, Alphabet, Microsoft, JAB, Slim, Samsung, CK Hutchison and forty more.
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38 franchises · 42 entertainer cases
Sports & entertainment valuations
NFL, NBA, MLB and NHL franchise values with the transaction record behind them — plus the entertainer and founder-operator cases that read a career as an enterprise rather than a salary.
Open the valuations →
73 company pages
WACC & the cost of capital
A worked cost of capital for 73 named companies, each one showing its inputs, plus the calculator and the methodology page that explains why a discount rate is a judgment and not an output.
Open the WACC library →
43 case studies
Memo, model and deck — free downloads. LBO reference
The structure, the sources and uses, the returns bridge. Energy & oil
The monthly balance, read off the agency data. Policy
Where the statute meets the balance sheet.
Recently published
Living reference
Elon Daily — six companies, every figure tagged by source
The public filings as filed. The four private entities go as far as the record goes and no further.
Updated
The NFL ownership transaction wave
Seven control and minority transactions, each with its announcement date and the valuation it implies.
Founder-operator case
Ben Affleck — Pearl Street and the operator behind the persona
A production company read as a business: the Boston operator cluster, the exits, the capital.
Or start from where you sit
Eight seats. Each one opens to the tools, references and guides written for it.

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CFO & Controller Family Office Advisors Athletes & NIL Creators Wealth Builder Working Adult Student 🌐 International readers 🇪🇸 En español
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Judge the work before you buy any of it.

Twenty-one Foundations references, the most-used tool on the site, a printable AI prompt library, and a 110-page reference the Institute publishes at no charge because the families who need it should not have to pay for it.

⬇ Download a free reference
Foundations: Journal Entries
Start at the first debit and credit. One of 21 free, audit-disciplined Foundations references — 19 in English, 2 in Spanish. PDF, no signup.
Download the PDF → or see all 21 →
Try a free tool · 6 languages
The Cash Flow Calculation Schedule
The cash flow statement is hard everywhere, so the Institute built the worksheet that ties it out. US GAAP and IFRS/IAS 7, plus Spanish, German, French, Russian and Portuguese.
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✨ 91 prompts, ready to use
The AI Prompt Library
Not another thought piece on what AI might do. Ninety-one prompts by industry: copy one, swap the brackets, go. With the safety notes that matter.
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★ 110 pages · no email gate
Special Needs Family Planning
Trust architecture, ABLE accounts, the SSI and Medicaid rules, ILIT funding, and six state-by-state appendices. Four companion calculators ship with it.
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The guides · what funds the reference

Four flagship references for the seats that carry the most weight.

Each ships with a companion Excel workbook. Forty-seven guides in all, from plain-English playbooks at $39 to the flagship references below.

Read three free chapter extracts first →  ·  No signup. Real chapters.

Family Office Reference Guide cover
Family Office · The Power of the Pack
The Family Office Reference Guide
“Each advisor is strong. All advisors properly led are unstoppable.”
A family office isn’t a department — it’s an advisor pack, and the Family Office CFO is the quarterback who runs the play. 17 chapters, 23 matter-workflow playbooks, plus the workbook and scorecards.
$199 View & buy →
CFO and Controller's Reference Guide cover
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.”
At a Fortune 100 the CFO function lives across a dozen siloed teams. At a mid-cap it sits on one desk. 38 chapters written from that desk — treasury, SEC reporting, ASC 718, the §382 math, FP&A cadence, audit prep.
$199 View & buy →
Practitioner's Guide to Private Equity cover
Private Equity · The work inside every wrapper
The Practitioner’s Guide to Private Equity
“Whether you are in a PE firm, or growing company, you will eventually be executing PE strategies.”
38 chapters for GPs, operating partners and LPs — and for the mid-cap CFO running tuck-ins, the corp-dev VP, and the family office investing direct. Nine deal models included.
$199 View & buy →
Athletes' Wealth Playbook cover
Athletes & NIL · The family office at nineteen
Athletes’ Wealth Playbook
“An athlete is essentially a Family Office in their late teens and early twenties now.”
NIL made college athletes who will never see a pro locker room into six-figure enterprises with a brand, an LLC and multi-state tax exposure. Five editions — Pro, College/NIL, HS, Coach-Parent, Veteran.
$299 View & buy →
The rest of the catalogue
Specialty and Money Reality titles from $39 — wealth psychology, master investing, estate, real estate, SBA lending and more.
Financial Modeling Toolkit — $99
15 Wall Street-formatted Excel templates — DCF, LBO, merger, comps, SOTP, recap, waterfall — plus a 30-page methodology PDF.
The Practitioner Series — 8 books
Kindle and paperback volumes on the business of sports and entertainment, M&A advisory, and wealth psychology.
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One real practitioner problem, walked end to end.
Twice a month. A sample issue arrives immediately. See the archive →

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