Resources

Create value X, and capture Y% of it - we help you maximize both.

Our blog

Founder to Freedom Weekly

Skip the business guru noise. Every week, we deliver battle-tested insights on building valuable companies, founder interviews you can actually learn from, and exit strategies that work in real life.
How to Scale Your Business: The SCALE Framework
Finance
Discover the 5-step SCALE framework to grow your business, build a team-managed company, and achieve sustainable success.
How to Build a Scalable Business That Runs Without You
Finance
Learn the key steps to create a scalable business that operates independently, ensuring growth, profitability, and a smooth exit strategy.
Complete Guide to the M&A Process for Founders
Finance
Discover the 6 essential steps in the mergers and acquisitions process tailored for founders. Learn strategies for preparation, valuation, and successful deal execution.
How Business Sale Structure Affects Post-Exit Taxes
Finance
The structure of a business sale, whether asset or stock, significantly impacts tax liabilities and post-exit financial outcomes.
Unit Economics and Energy Efficiency Metrics
Finance
Learn how unit economics and energy efficiency metrics can enhance profitability and reduce costs for businesses aiming for scalable growth.
How Cash Flow Impacts Revenue Growth
Finance
Learn how effective cash flow management is essential for business growth and how to align it with revenue generation strategies.
Fundraising Valuation Calculator for Startups
Finance
Estimate your startup's value with our free Fundraising Valuation Calculator. Input revenue, growth, and multiples for instant low, mid, and high estimates!
SaaS Exit Paths: Strategic Buyers or Private Equity?
Finance
Explore the key differences between strategic buyers and private equity firms when selling your SaaS business, and how to prepare for a successful exit.
Tax Treatment of Contingent Payments: Key Insights
Finance
Understanding the tax implications of contingent payments in business sales can significantly affect financial outcomes. Explore key insights and strategies.
High-Frequency Trading Risks and Rewards
Finance
Explore the dynamics of high-frequency trading, its strategies, benefits, and the associated risks that impact market performance.
Unit Economics Breakdown Tool for Insights
Finance
Analyze your business profitability with our Unit Economics Breakdown Tool. Easily calculate margins and break-even points to boost your strategy!
Unit Economics of Fiber Optic Investments
Finance
Explore the financial dynamics of fiber optic investments, including costs, revenue models, and the impact of government programs on ROI.
How to Build a Family Office Decision Framework
Finance
Establishing a family office decision framework ensures effective wealth management across generations by aligning values, governance, and communication.
JTBD Framework for SaaS: 3 Key Lessons
Finance
Learn how the Jobs-to-be-Done framework helps SaaS companies prioritize customer needs, align teams, and enhance product adoption for sustainable growth.
Cash Flow Projection Tool for Smarter Planning
Finance
Plan your finances with our free Cash Flow Projection Tool! Visualize monthly inflows and outflows to keep your small business on track.
How to Track Labor Costs by Production Process
Finance
Learn effective strategies for tracking labor costs in manufacturing to enhance pricing, efficiency, and profitability.
How FP&A Teams Use Scenario Planning for Risk Management
Finance
Explore how FP&A teams leverage scenario planning to transform uncertainty into actionable insights, enhancing financial decision-making and risk management.
Why Growth-Stage Companies Need ERM
Finance
Growth-stage companies can thrive by integrating Enterprise Risk Management (ERM) to navigate challenges and ensure sustainable development.
Revenue Growth Estimator for Your Business
Finance
Estimate your business revenue growth with our free tool! Input current revenue and growth rate to see detailed projections over time.
SaaS Revenue Growth: Segmentation Strategies
Finance
Effective segmentation strategies are essential for SaaS revenue growth by targeting ideal customers and improving retention.
Liquidation Preferences: Participating vs. Non-Participating Explained
Finance
Understand the differences between participating and non-participating liquidation preferences, and how they impact founders and investors during exits.
Fintech Data Storage: Compliance Checklist 2025
Finance
Fintech companies must adopt secure data storage practices to meet 2025 compliance standards and protect sensitive information.
Startup Budget Calculator for New Ventures
Finance
Estimate your business expenses with our Startup Budget Calculator. Plan one-time and monthly costs, get breakdowns, and save your report today!
Scaling Businesses: Aligning Finance and Operations
Finance
Aligning finance and operations is crucial for scalable growth, ensuring efficiency, collaboration, and better decision-making.
How AES Encryption Secures Financial Data
Finance
Learn how AES encryption secures financial data, ensuring protection against cyber threats while maintaining compliance and efficiency.
Cross-Border M&A: Tax on Non-Resident Stock Sales
Finance
Understand the complexities of cross-border M&A tax rules for non-resident stock sales in the U.S. and Canada to optimize your transaction strategies.
Optimizing Overhead Allocation for Small Manufacturers
Finance
Learn how small manufacturers can optimize overhead allocation methods to improve pricing, profitability, and strategic decision-making.
Legal Documents for Venture Capital Due Diligence
Finance
Ensure your startup's legal documents are robust to attract venture capital and streamline due diligence for funding success.
Checklist for Optimizing Working Capital in Supply Chains
Finance
Learn how to optimize working capital in your supply chain through effective metrics, inventory management, and technology integration.
How to Navigate Global M&A Trends for Founders
Finance
Explore key M&A trends across regions in 2025, insights for founders, and strategies shaping global mergers and acquisitions.
How to Hire Finance Talent: Dos and Don'ts
Finance
Learn the best practices for hiring finance professionals, including dos, don'ts, and when to consider fractional CFOs.
Complete Guide to Business Systems for Scaling
Finance
Learn how business systems streamline operations, save time, and drive growth. Discover actionable strategies to scale your business effectively.
How to Scale Your Business Without Losing Values
Finance
Discover strategies to grow your business while staying true to your brand's values. Insights on leadership, operations, and scaling effectively.
How NLP Improves Financial Data Analysis
Finance
Explore how NLP transforms financial data analysis by automating insights, enhancing accuracy, and streamlining compliance for growth-stage companies.
How to Retain Top Talent in Family Offices
Finance
Explore strategies for family offices to retain top talent through culture, work-life balance, career growth, and competitive compensation.
Scaling Supply Chains for Clean Energy Startups
Finance
Learn how clean energy startups can effectively scale their supply chains through technology, sustainability, and financial oversight.
Ultimate Guide to API Security for Financial Platforms
Finance
Learn essential strategies for securing APIs in financial platforms, including authentication, encryption, and compliance best practices.
How CFOs Scale Predictive Analytics for Business Impact
Finance
Explore how CFOs leverage predictive analytics to drive growth, optimize costs, and enhance decision-making across organizations.
Cash Flow Planning for Venture-Backed Growth
Finance
Effective cash flow planning is crucial for venture-backed companies to scale and prepare for successful exits, ensuring liquidity and strategic investments.
How to Analyze Historical Revenue for Accurate Projections
Finance
Learn how to analyze historical revenue data to accurately project future growth and improve business decision-making.
AI-Powered Workflow Tools for Financial Teams
Finance
AI-powered workflow tools enhance efficiency, accuracy, and scalability for financial teams, transforming operations and reducing long-term costs.
State-by-State QSBS Tax Rules Explained
Finance
Understand how state tax laws impact your QSBS gains and discover strategies to maximize your savings.
Ultimate Guide to Healthcare Capital Structure
Finance
Explore the critical aspects of capital structure in healthcare, including debt and equity balance, metrics, and optimization strategies for growth.
How AI Transforms FP&A Processes
Finance
Explore how AI revolutionizes FP&A processes by enhancing accuracy, automating tasks, and providing real-time insights for better decision-making.
NLP Trends in Global Financial Forecasting
Finance
Explore how NLP is revolutionizing financial forecasting by enhancing sentiment analysis, risk management, and fraud detection in global markets.
Navigating Cross-Border Investment Regulations
Finance
Understanding cross-border investment regulations is crucial for companies to navigate complexities and secure approvals effectively.
How Dynamic Pricing Impacts Unit Economics
Finance
Explore how dynamic pricing affects key financial metrics such as CAC, LTV, and contribution margin, driving growth and profitability.
Ultimate Guide to Hospitality Financial Dashboards
Finance
Explore the importance of hospitality financial dashboards for optimizing revenue, managing costs, and enhancing decision-making in the industry.
Scaling Businesses with Automated Bookkeeping Workflows
Finance
Automated bookkeeping transforms financial processes for growth-stage companies, enhancing accuracy and freeing up resources for strategic tasks.
Public Multiples for Private SaaS Valuations
Finance
Valuing private SaaS companies requires adjustments from public multiples to reflect unique challenges like liquidity and customer concentration.
CAC vs. CLV: Metrics for Scaling Businesses
Finance
Explore the critical balance between Customer Acquisition Cost and Customer Lifetime Value to drive sustainable business growth.
Precedent Transactions in Renewable Energy M&A
Finance
Explore the evolving landscape of renewable energy M&A, focusing on key trends, valuations, and the impact of policies like the Inflation Reduction Act.
Precedent Transactions in Renewable Energy M&A
Finance
Explore the evolving landscape of renewable energy M&A, focusing on key trends, valuations, and the impact of policies like the Inflation Reduction Act.
How CFOs Plan Global Supply Chain Budgets
Finance
CFOs are redefining global supply chain budgets by leveraging real-time data, scenario planning, and risk management strategies to drive financial stability and growth.
Unit Economics of Data Storage Costs
Finance
Understanding cloud storage costs is essential for efficient data management, with each provider offering unique pricing models and features.
Revenue and Expense Trends: FP&A Best Practices
Finance
Explore FP&A best practices to effectively manage revenue and expenses, streamline forecasting, and drive growth in fast-paced markets.
AI Startup Metrics: What VCs Want to See
Finance
Venture capitalists prioritize measurable metrics for AI startups, focusing on revenue, customer retention, and operational efficiency for funding decisions.
Stock Sales in M&A: Tax-Free Options Explained
Finance
Explore tax-free stock sales in M&A, including key structures, QSBS benefits, and how to navigate IRS requirements for optimal outcomes.
Top KYC Tools for Growth-Stage Companies
Finance
Explore essential KYC tools that help growth-stage companies streamline compliance, enhance efficiency, and support global expansion.
How to Design Real-Time Financial Dashboards
Finance
Learn how to create effective real-time financial dashboards that enhance decision-making through clear goals, key metrics, and intuitive design.
How Cloud Analytics Transforms FP&A for Growth Companies
Finance
Explore how cloud analytics revolutionizes financial planning for growth companies, enhancing decision-making with real-time insights and automation.
FP&A Strategies for Emerging Market Growth
Finance
Explore tailored FP&A strategies essential for navigating the complexities and growth opportunities in emerging markets like India and Brazil.
How CFOs Use Data for Real-Time Cost Optimization
Finance
Explore how CFOs leverage real-time data analytics for proactive cost optimization in manufacturing to safeguard profit margins amid rising expenses.
Economic Trends Shaping Foreign Investment Screening
Finance
Foreign investment screening is evolving due to economic pressures, geopolitical tensions, and emerging technologies, demanding adaptive strategies from growth-stage companies.
5 Inventory Financing Structures for Manufacturers
Finance
Explore five effective inventory financing structures for manufacturers to enhance cash flow and manage growth during peak seasons.
CFTC partners with Nasdaq to enhance crypto-market oversight and transparency
Finance
CFTC partners with Nasdaq to deploy advanced surveillance tech, marking a pivotal step in crypto market regulation and transparency.
FDIC proposes overhaul of branch application rules
Finance
FDIC proposes major revisions to branch application rules, simplifying procedures, eliminating public notice, and expediting approvals for banks.
Focus Groups vs. Surveys for Segmentation Data
Finance
Explore the strengths and limitations of focus groups and surveys for customer segmentation, and learn how to effectively combine both methods for optimal insights.
Tax Strategies for SaaS Founders Post-Exit
Finance
Effective tax strategies for SaaS founders post-exit can save millions, focusing on capital gains, estate planning, and charitable giving.
Key Metrics to Share with Stakeholders Before Exits
Finance
Understand the essential metrics to share with stakeholders before an exit to enhance valuation and build trust.
Unit Economics Calculator for Insights
Finance
Analyze your business profitability with our Unit Economics Calculator. Input costs and revenue to see margins and break-even points instantly!
IFRS vs. GAAP: Revenue Recognition for Manufacturing
Finance
Explore the key differences between IFRS and GAAP revenue recognition standards for manufacturers and their impact on financial reporting.
Real Estate Data Analytics for Cash Flow Forecasting
Finance
Explore how data analytics enhances cash flow forecasting in commercial real estate, improving accuracy and decision-making for investors.
Financial KPI Generator for Growth
Finance
Track your business health with our Financial KPI Generator! Input financial data and get key metrics like profit margins and ROA instantly.
Break-Even Analysis Tool for Clarity
Finance
Calculate your break-even point easily with our free tool! Input costs and prices to see when your business turns profitable. Try it now!
Why Mid-Market Infrastructure Offers Alpha Potential
Finance
Mid-market infrastructure investments provide unique opportunities for growth, operational improvements, and higher returns in a low-yield environment.
Business Valuation Calculator Simplified
Finance
Curious about your business value? Use our free calculator to estimate worth with revenue, profit, and growth metrics. Get instant insights!
Transfer Pricing Risks in Cross-Border M&A
Finance
Explore the intricacies of transfer pricing in cross-border M&A, including risks, compliance challenges, and best practices for successful transactions.
Cash Flow Calculator for Smart Planning
Finance
Track and predict your cash flow with our easy calculator. Perfect for small biz owners and freelancers to stay financially healthy!
CFO Guide to CSRD Compliance in Manufacturing
Finance
Manufacturing CFOs must adapt to CSRD compliance, focusing on sustainability reporting, data collection, and regulatory changes to ensure transparency and efficiency.
Data Localization Laws: Legal Due Diligence Tips
Finance
Explore essential strategies for navigating data localization laws during M&A to ensure compliance and avoid costly penalties.
How Capital Structure Shapes Exit Options
Finance
Explore how a well-structured capital framework influences your company’s exit strategies, from acquisitions to IPOs and buyouts.
How To Analyze Overtime Costs For Better Profit Margins
Finance
Learn how to effectively analyze and manage overtime costs to boost profit margins and improve operational efficiency.
Sector-Specific Foreign Investment Rules: Overview
Finance
Explore the complexities of U.S. foreign investment regulations and their impact on growth-stage companies in critical sectors.
ERP Data Validation for M&A Readiness
Finance
Accurate ERP data validation is crucial for successful M&A transactions, impacting deal integrity, valuations, and compliance risks.
7 Steps to Scale Financial Systems for Growth
Finance
Learn how to scale your financial systems with seven actionable steps to support business growth and improve decision-making.
Local VC Benchmarks: When to Use Them
Finance
Local VC benchmarks provide a clearer evaluation of venture capital fund performance by considering regional factors unique to the US market.
How Public Health Crises Shift Healthcare VC Trends
Finance
Public health crises reshape healthcare venture capital trends, driving investment toward urgent solutions and long-term innovations.
How Blended Finance Supports Impact Investing in Clean Energy
Finance
Explore how blended finance bridges funding gaps in clean energy by attracting private investment through innovative risk mitigation strategies.
Currency Risk Impact on Supply Chain Cash Flow
Finance
Explore how currency risk impacts supply chain cash flow, highlighting types of risks and effective management strategies for businesses.
Checklist for Biotech Cross-Border Exits
Finance
Understand the essential steps for successful biotech cross-border exits, from regulatory compliance to tax planning and market analysis.
Double Counting in Renewable Energy: Valuation Challenges
Finance
Double counting in renewable energy inflates valuations and creates compliance risks. Explore key challenges and solutions to ensure accurate reporting.
How to Adjust Beta for Private Companies
Finance
Learn how to accurately adjust beta for private companies to improve financial valuation by considering unique risks and capital structures.
How to Build a Leadership Pipeline for Growth
Finance
Learn how to build a leadership pipeline that nurtures talent at all levels, ensuring your organization is prepared for growth and change.
How Value-Based Pricing Impacts Unit Economics
Finance
Learn how value-based pricing can enhance unit economics, improve profitability, and drive sustainable growth for your business.
Cash Flow Tools: Side-by-Side Comparison 2025
Finance
Explore essential cash flow forecasting tools for 2025 that enhance financial management with real-time data, automation, and seamless integrations.
M&A Impacts on Supply Chain Working Capital
Finance
Explore how M&A transactions impact supply chain working capital, revealing challenges and opportunities for financial efficiency.
How Blockchain Reduces Cross-Border Payment Fees
Finance
Explore how blockchain technology is transforming cross-border payments by reducing fees, speeding up transactions, and increasing transparency.
When Joint Ventures Trigger Merger Control Filings
Finance
Understand when joint ventures require merger control filings and how to navigate the complexities of compliance to avoid costly penalties.
PUBLICATIONS

What we've published

Get the systems and clarity to build something bigger - your legacy, your way, with the freedom to enjoy it.