ROUTE 5 OF 6 · FOR SPECIALIST PRACTITIONERS

For the PE associate, the CFO, the controller, the CPA partner, the M&A attorney, the RIA, the trustee, and the family-office staff. The desk reference shelf.

This is the career-grade desk reference route — the books the practitioner keeps within arm’s reach, not on a shelf. Written from the seat: the CFO who has a dozen siloed teams condensed onto one desk, the PE practitioner running the deal, the M&A counsel papering it, the CPA stacking §1202 across the family, the trust officer administering after the signing ceremony, the attorney writing the LEP that scopes the engagement. Every guide ships with a companion Excel workbook.

$99 to $349 per guide. Career-reference depth. Single-user license. Read 3 free chapter extracts →

Recommended path.

Pick by the seat you sit in. The rest of the route compounds on top of the desk reference.

These are reading paths, not bundles. Every Guide is sold individually on Gumroad — there is no discount, no package, no “buy three save X.” The dollar totals below simply add up the à-la-carte prices for the practitioner who follows the recommended path. Buy one and stop. Or buy the three that match your week. The Library is built to compose on the shelf, not to upsell at checkout.

If you buy one

By the seat you sit in

$99 — $349

For the CFO desk — CFO Guide. For PE / corp-dev / FO direct investing — PE Guide. For the M&A counsel scoping the engagement — LEP. For the trustee or trust officer — Trust Admin.

If you buy three

Desk + AI + adjacent specialty

~$547

Desk reference (above) — $349 (CFO or PE) or $149 (Trust) etc.
+ AI Integration Decoded — $99
+ one of: Trust Admin ($149) · Estate Planning Decoded ($149) · LEP ($99)

AI Integration Decoded is the leverage layer under everything else. The third pick is the adjacent specialty — usually the one your largest client’s next matter touches.

The full route

Desk + everything that touches the desk

~$1,095

CFO Guide + PE Guide ($698)
+ LEP ($99) + AI Integration Decoded ($99) — the M&A and AI layers
+ Trust Admin + Estate Planning Decoded ($298) — legacy infrastructure for the upstream client
+ Family Office Reference Guide ($349) — understand the seat you serve

The practitioner who buys the full route can speak fluently to the CFO, the GP, the family principal, the trustee, and the M&A counsel — on every matter type their firm handles.

Every guide in this route.

Primary first.

Flagship · Primary

The CFO & Controller’s Reference Guide

38 chapters · $349

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. 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. 15 chapters include inline AI prompts.

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Flagship · Primary

The Practitioner’s Guide to Private Equity

38 chapters · $349

For PE GPs, operating partners, LPs — and the mid-cap CFO running tuck-ins, the corp-dev VP, the FO direct-investing team, and the strategic-buyer CFO doing their first deal. The wrapper changes; the work doesn’t. Includes 9 fully-built deal-type models (LBO, roll-up, add-on, dividend recap, take-private, growth, distressed, real estate, software) plus a complete IC memo, populated full model, and IC deck for a sample deal.

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Primary

The Liquidity Event Playbook

$99

For the M&A attorney, the seller’s CPA, the wealth advisor running point on the sale, and the corp-dev or PE pro on the buyer’s side. Eight planning mechanisms, walked end-to-end with sample documents. QSBS stacking, F-reorg, state-residency change with audit defense, charitable substitution, working-capital methodology, R&W procurement, ESOPs, founder transition.

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Primary

AI Integration Decoded

Combined edition · $99

For CPAs, attorneys, RIAs, family-office staff, and the operators evaluating where AI actually moves the needle in a practitioner workflow — and where it doesn’t yet. Model selection, audit-defensible prompt patterns, the tools that fit a professional workflow (Claude, ChatGPT, Perplexity, NotebookLM, Excel Copilot, custom agents), data-handling and privacy posture, billable-hour economics, the human-in-the-loop checkpoints that protect liability.

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Primary

Trust Administration Guide

Companion to EPD · $149

Once the trust is signed, somebody has to actually administer it. The operations manual — distribution accounting, fiduciary income vs. principal, UPIA, §645 election, trustee fee structures (NICA), 1041 prep cadence, beneficiary K-1s, termination & final accounting. For trustees (individual and corporate), CTFAs, family-office trust ops leads, and the CPAs filing 1041s and beneficiaries' K-1s.

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Primary (forthcoming)

Letter of Engagement Playbook (LEP)

In editorial · ~$99

The engagement-letter and scoping playbook for the practitioner. Pricing the engagement, scoping the deliverable, the kill criteria, the AFA vs hourly comparison, and the language that protects both sides at the start of the work. Built from CFO Guide Ch. 33 and adapted for CPA, attorney, RIA, and fractional-CFO practices.

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Secondary

Estate Planning Decoded

$149

For the estate attorney, estate-planning CPA, and FO estate-planning lead. Federal $15M/$30M post-OBBBA, 22-state estate-tax overlay, NY cliff trap, GST mechanics, qualified disclaimers, portability elections.

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Secondary · serve-the-FO

The Family Office Reference Guide

$349

If your firm serves family offices, this is the seat your client sits in. Charter and governance, the IPS, bill-pay, insurance, AI policy, household staff, next-gen stewardship. The advisor pack, from the principal’s side of the table.

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Secondary

First Principles of Master Investing

$99

For the CFO evaluating capital allocation, the allocator sizing concentrated positions, and the RIA serving founder clients. Buffett, Munger, Outsiders, Fisher, Li Lu, 3G, sogo shosha — the principles that travel across decades and continents.

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For the PE associate, the CFO, the controller, the CPA partner, the M&A attorney, the RIA, the trustee, and the family-office staff. The desk reference shelf.

Recommended path.

Every guide in this route.

The CFO & Controller’s Reference Guide

The Practitioner’s Guide to Private Equity

The Liquidity Event Playbook

AI Integration Decoded

Trust Administration Guide

Letter of Engagement Playbook (LEP)

Estate Planning Decoded

The Family Office Reference Guide

First Principles of Master Investing

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