Three real chapter extracts from the Baratelli Institute library, free. The PE Guide extract, the CFO Guide extract, and the full Tax Architecture sample chapter from the PE Guide.
A sitting CFO who reads twenty pages of the actual three-statement-modeling chapter knows whether the writing is worth $395 in three minutes flat. The marketing copy is for people deciding whether to download. The writing is for people deciding whether to buy.
Submit the form once and you'll get all three by email. The library waitlist is the same list — launch pricing locks the moment you're on it.
The structural extract — what's actually in the 500-page PE Guide. Includes the persona-routing table that tells a founding GP, a senior partner, an LP underwriter, and a first-year associate where to start, plus the sample artifacts table (9 deal-type models, populated IC memo, IC deck for Project Bellwether). Best read first.
"Read this if you've ever wondered whether a reference can actually live up to its TOC."
Download the PE Extract →The structural extract from the 360-page CFO & Controller's Reference Guide. The persona-routing table is the workhorse — it tells a sitting CFO at a $50M closely-held business, a controller stepping into the seat, a PE-backed company's CFO, and a fractional CFO where to start. Plus the sample chapter opener for the Three-Statement Modeling at PE Depth chapter.
"For the CFO deciding whether the desk-reference framing is real or marketing."
Download the CFO Extract →The complete Tax Architecture chapter from the PE Guide. Carry-vs-fee architecture, §1061 long-term-capital-gain recharacterization timeline, the F-reorg election sequence, blocker-corp mechanics for tax-exempt LPs, the K-1 timing chapter, PTET (pass-through entity tax) overlay, and §382 NOL limitation arithmetic. Read it cover to cover. If it doesn't change how you think about the tax architecture of a PE deal, the rest of the guide isn't for you.
"This is the chapter the rest of the guide gets compared to. Start here."
Download the Tax Architecture Chapter →Most reference-book buyers are forced to decide on the marketing copy and a 3-page sample chapter that was chosen for marketing reasons rather than for technical depth. We do the opposite. The chapter we send you is the one that takes the most heat in committee review — the technical chapter, the math-heavy chapter, the chapter that has to be right or the rest of the guide isn't trustworthy.
The Tax Architecture sample chapter is twenty-four pages. It covers carry-vs-fee structure, §1061 long-term-capital-gain recharacterization, F-reorg election sequencing, blocker-corp mechanics for tax-exempt LPs, K-1 timing, PTET overlay, and §382 NOL limitation arithmetic. If the writing in that chapter is good enough to put on the desk of a sitting Big-4 tax partner, the rest of the library probably is too. If it's not, it's not.
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The marketing is for people deciding whether to download.
The writing is for people deciding whether to buy.
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