60/15/15 framework
Find the profit gap.
Compare the current cost structure with a 60% gross-margin, 15% sales-and-marketing, 15% overhead model.
Financial resource library
Find the right number.
Find the right number.
Make the next decision.
Practical frameworks, diagnostics, proof, and industry guidance for owners building more profitable, predictable, and transferable businesses.
01Operating clarity
02Measured outcomes
03Owner confidence
04Durable value
Free financial tools
Turn rough numbers into a focused next move.
Enter rough numbers and get an immediate estimate with the priority actions that follow from it.
Cash visibility
Estimate cash runway.
See how long current cash can absorb the monthly gap between collections and expenses.
Transferability diagnostic
Score exit readiness.
Rate six value drivers from 0 (not established) to 4 (documented, repeatable, and proven).
Planning estimate only. Not tax, legal, valuation, or investment advice.
Proof and perspective
See the thinking applied in the real world.
Client outcomes, published commentary, and practical articles give the numbers context.
Client proof
Case Studies
Named businesses, measurable outcomes, and video conversations covering growth, tax, finance, and exits.
Browse the stories Published expertiseMedia Articles
Financial leadership commentary and contributions published by recognized business and finance outlets.
Read the coverage Practical guidanceFinancial Strategy Blog
Clear guidance on profit, cash flow, tax planning, and building a business that is less dependent on its owner.
Explore the articles
Industry field guides
Find the margin pattern specific to your business.
Each guide maps the common profit leaks, operating benchmarks, and enterprise-value drivers for that model.
Need a directional starting point?
Start with the numbers you know.
Use a 20-minute, no-document Leak Check to surface likely profit and tax leaks from rough numbers, with conservative ranges and a one-page Leak Map. For detailed analysis of actual records, continue with the Scale-Ready Assessment.
Book Your Leak Check
FAQ
Questions about Business Finance Resources.
Clear answers to the questions owners ask before deciding what to do next.
The resource library focuses on profitability, cash flow, tax planning, strategic finance, growth decisions, and enterprise value for service-business owners.
Use the 60/15/15 framework for a self-guided benchmark, the no-document Leak Check for a directional view of likely profit and tax leaks, the Scale-Ready Assessment for document-backed analysis, or case studies for client-specific examples.
No. They are educational starting points. Tax, legal, investment, and transaction decisions should be reviewed with the appropriate qualified professional.
Updates depend on the topic and the availability of useful information. Time-sensitive tax or regulatory details should always be verified against current authoritative guidance.
Yes. Bring the relevant questions to your existing advisers and use the material to improve the conversation around reports, cash, planning, and decisions.
The financial principles may transfer, but the relevant metrics and constraints differ by business model. Use the industry pages and your own records to make the information specific.
Visit the case-studies section for documented client stories. Each example is specific to its starting conditions and should not be treated as a guaranteed outcome.
Identify the decision, gather the relevant reports, and discuss the facts with your finance team or qualified adviser. A focused assessment can help prioritize the next financial question.