Free Resources & Tools
Download our comprehensive guides, frameworks, and checklists to support your capital strategy planning.
24 pages
Business Owner Capital Map
A comprehensive framework for capital planning across all stages of business ownership. Covers building, growth, optimization, and transition phases with actionable strategies.
8 pages
Pre-Sale Optimization Checklist
Step-by-step checklist to prepare your business for a liquidity event. Includes financial, operational, legal, and strategic optimization items.
12 pages
Exit Structures & Tax Implications Guide
Compare different exit strategies (M&A, IPO, secondary sale, management buyout) and understand the tax implications of each approach.
16 pages
Post-Exit Wealth Planning Workbook
Interactive workbook to assess your post-exit financial position and develop a comprehensive wealth management strategy.
14 pages
Equity Compensation Strategy Guide
Comprehensive guide to structuring equity compensation for founders, executives, and employees. Includes tax considerations and best practices.
10 pages
Building Your Advisory Board
Guide to assembling the right team of advisors (legal, tax, financial, investment banking) to support your capital strategy decisions.
Want More Personalized Guidance?
Our resources provide frameworks and strategies. A consultation with our capital strategy experts can help you apply these to your specific situation.
Schedule a ConsultationFrequently Asked Questions
Are these resources free?
Yes, all of our resources are completely free. We provide these frameworks and guides as part of our commitment to thought leadership and helping business owners make informed capital strategy decisions.
Do I need to provide my email to download?
No email is required to download our resources. However, we do offer a newsletter where you can receive regular insights on capital strategy. Subscribing is optional.
Can I share these resources with my team?
Absolutely! We encourage you to share these resources with your management team, advisors, and colleagues. These frameworks are designed to facilitate discussion and planning.
How often are new resources added?
We regularly develop new resources based on current capital strategy topics and business owner needs. Subscribe to our newsletter to be notified when new resources are available.
Should I use these resources instead of consulting with advisors?
Our resources provide educational frameworks and general guidance. However, capital strategy decisions should always be made in consultation with qualified legal, accounting, and financial advisors who understand your specific situation.