THE BARATELLI INSTITUTE · MENTORING AT SCALE
Press & Media

A former Family Office CFO who explains complex finance in plain English.

Philip A. Baratelli, CPA, is available to journalists and producers for comment, background, and explainers on public-company earnings and accounting, family offices, business acquisition, tax, and the markets — jargon-free, on deadline.

PB

Philip A. Baratelli, CPA

Principal investor · former Family Office CFO · entrepreneur · CPA since 1995 · founder of The Baratelli Institute. Ponte Vedra Beach, Florida.

Three decades across operating finance and M&A — from the public-company finance seat to the family-office CFO’s chair. The Institute is his practitioner library: deep, plain-English guides and free decision tools across the money lifecycle, from a first paycheck to a family office.

Topics I can speak to

Reading public-company actions
Earnings, buybacks, dividends, M&A, and restructurings — and the accounting behind them (10-K / 10-Q filings, non-GAAP metrics, impairments, write-offs). What a corporate move actually means, and why it matters — in plain English.
Family offices & private wealth
How serious family money is actually structured, staffed, and run — governance, allocation, risk, succession.
Buying a business & SBA financing
Acquisition mechanics, valuation, deal structure, and how SBA-7(a) underwriting really works.
Tax, estate & personal finance, explained
OBBBA-era tax and estate planning, and everyday money decisions — translated for a general audience.

Selected analysis (show, don’t tell)

Published, plain-English breakdowns of real situations — useful as a sense of voice and analytical range:

For journalists — copy-and-paste source line

“Philip A. Baratelli, CPA, is a principal investor, a former Family Office CFO, and founder of The Baratelli Institute (baratelliinstitute.com), a practitioner finance reference library. He has spent three decades across operating finance, M&A, and family-office leadership — from the public-company finance seat to the family-office CFO’s chair.”
Media contact

For interviews, commentary, or background — usually same-day on deadline.

Email for a media request →

A high-resolution headshot is available on request.

Educational references and tools — not legal, tax, accounting, or investment advice, and not a recommendation to buy or sell any security. Consult a qualified professional about your specific situation. © 2026 The Baratelli Institute.