Know where your business stands — before it costs you.
A practical hub of free tools, assessments, calculators, guides, and templates designed to help business owners make better financial and strategic decisions — with no sign-up required and no strings attached.
Financing Readiness Assessment
Answer a short set of questions about your bookkeeping, cash flow, reporting, and financing position. Get an instant score with a personalized breakdown of where your business stands — and what to address first.
- Takes less than 5 minutes to complete
- Instant score with personalized insights
- No sign-up or credit card required
Free tools to understand your financial position.
Financing Readiness Assessment
Answer a short set of questions about your bookkeeping, cash flow, reporting, and financing position. Get an instant score with a personalized breakdown of where your business stands — and what to address first.
Get My Financing Readiness ScoreBookkeeping Health Checklist
A practical checklist covering the 12 most common bookkeeping gaps that cost small businesses money at tax time. Review it against your own records to identify what needs attention.
Download Free ChecklistFinancing Readiness Guide
Understand exactly what lenders and investors look for before you apply for financing. This guide walks through the financial documents, ratios, and records you need to have in order.
Download Free GuideFree Financial Review
Not a tool — a conversation. In 30 minutes, we review your current financial position, identify your biggest gaps, and give you a clear path forward. No sales pitch. Just clarity.
Book My Free ReviewMore tools and calculators on the way.
We are building a suite of practical tools to help business owners model scenarios, stress-test assumptions, and prepare for growth — all free, all built around the questions we hear most often.
Business Health Score
Assess your business’s financial, operational, and strategic health and identify your highest-priority actions.
Cash Flow Forecast
Project cash flow over 12 months and identify potential shortfalls before they become problems.
Break-Even Calculator
Calculate the revenue and sales volume needed to cover costs and reach profitability.
Working Capital Calculator
Measure short-term liquidity and your ability to meet near-term financial obligations.
Business Valuation Estimator
Estimate business value using earnings multiples and asset-based approaches for succession, financing, or sale preparation.
Loan Payment Calculator
Model monthly payments, total interest, and amortization before committing to a financing arrangement.
Bookkeeping Cleanup Estimator
Estimate the time and effort needed to bring your bookkeeping records up to date and audit-ready.
Business Planning Templates
Use structured templates for projections, business plans, and strategic roadmaps that meet lender, investor, and board expectations.
Practical guidance on the topics that matter most.
Plain-language guides written for business owners — covering the financial and strategic topics that come up most often in our advisory work. Coming soon.
Preparing for Financing
Prepare financial records, projections, and your business narrative before approaching lenders or investors.
Coming SoonUnderstanding Financial Statements
Understand what your income statement, balance sheet, and cash flow statement reveal about your business.
Coming SoonCash Flow Management
Forecast, monitor, and improve cash flow while managing receivables, payables, and seasonal fluctuations.
Coming SoonBusiness Planning
Build a useful business plan with projections, market positioning, operational structure, and sound financial assumptions.
Coming SoonOperational Improvement
Identify inefficiencies, reduce costs, and improve margins without disrupting the parts of your business already working well.
Coming SoonStrategic Project Development
Structure, finance, and execute strategic initiatives from commercialization and expansion to capital raises and ownership transitions.
Coming SoonWant early access to guides as they are published?
Get in touchWant a real expert to review your numbers?
Book a free 30-minute financial review — no commitment, no pressure.