Practical resources built by our fractional CFO team. Download, customize, and use them to bring clarity to your business finances.
A Discounted Cash Flow model built for small and mid-sized businesses. Plug in your revenue projections, margins, and growth assumptions to estimate your company's intrinsic value. Perfect for exit planning conversations or investor presentations.
Analyze your pricing model with this interactive template. Compare cost-plus, value-based, and competitive pricing strategies. Includes margin calculators and breakeven analysis to find the sweet spot between growth and profitability.
Understand if every customer you acquire generates more profit than it costs to get them. Covers CAC, LTV, LTV:CAC ratio, payback period, churn rate, first-year value, and a profitability scorecard with healthy ranges and red flags. Includes cohort analysis and scenario modeling tabs.
Track ownership, share classes, vesting schedules, and dilution scenarios in one organized spreadsheet. Includes fill-in-the-blank sections for founders, investors, employees, and option pools — plus a dilution modeling tab for fundraising rounds.
Score your business across 32 exit-readiness factors in 4 categories: financial readiness, operational readiness, legal & compliance, and strategic positioning. Color-coded scoring (1-5) with automatic totals and an interpretation guide from "Exit Ready" to "Early Stage." Includes priority action items.
Quarterly Report
DSO, current ratio, and cash conversion cycle benchmarks for Dallas-Fort Worth small and mid-market businesses, by industry. Updated quarterly.
View the index →Our fractional CFOs can walk you through any template and customize it for your specific business. Book a free intro call.
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