FREE RESOURCES
Tools you can run a close on.
No 40-page ebooks. Checklists and guides built from real engagements — the same ones referenced in the case studies.
01
M&A Readiness Checklist
The pre-LOI checklist: QoE prep, data-room structure, and the diligence traps that kill deals at the finish line.
02
Month-End Close Checklist
The exact checklist that took a 110-year-old contractor from a 50–60 day close to under 30.
03
2026 Fractional CFO Pricing Guide
The straight answer: real 2026 retainer ranges, what moves the number, and how to tell if it’s worth it.