THE BARATELLI INSTITUTE · Mentoring at Scale
THE FULL CATALOG

Every tool, organized by job to be done.

The full library — 139+ free practitioner-grade calculators, grouped by the work you're trying to do: buying a business, selling one, running one, planning personal wealth, leaving a legacy, or reaching for the reference workbench. Each tool runs your specific scenario in the browser and produces a personalized, quantified report you can print or PDF.

No signup, no download. For a guided audience-and-scenario walkthrough, use the Library Atlas (homepage). Every tool here is a companion to one of the 22 reference guides — the math from the guide chapter, run on your numbers.

FEATURED THIS WEEK
Eight tools the Institute leans on most.
SBC Reality Check
Separates phantom dilution from real share-count change.
§1202 QSBS Calculator
Post-OBBBA tiered exclusion, 11-state conformity, family stacking math shown end-to-end.
Trust Type Selector
GRAT, IDGT, SLAT, ILIT, Dynasty, CRT/CLT — decision tree with state overlay.
 NEW
Retirement Readiness Score
Composite 0–150 score, Bengen 4% + Pfau 3.3%, top-3 gap-closers ranked.
Three-Statement Quick-Builder
IS + BS + CFS, 3-year forward, validates by accounting identity.
Liquidity Event Simulator
Sell-now vs hold with tax sequencing, charitable substitution, residency planning.
 NEW
Cost-of-Living Comparator
BEA RPP + state tax + housing. Income-equivalence between 30 US metros.
CapEx Justification
NPV / IRR / MIRR / payback scoreboard, MACRS, §168(k) bonus, GO/NO-GO.
FIND YOUR TOOLS · CLICK YOUR SUBJECT
10 M&A & Liquidity 36 CFO & Operators 8 E-commerce 16 Tax & Estate 6 Family Office & Treasure 16 Nonprofit & Donor 21 Athletes & NIL 7 Special Needs Families 6 Medical Crisis & Caregiving 31 Money Reality
Tools are also grouped by job-to-be-done below: Buying / Selling / Running / Wealth / Estate / Workbench / Next Gen.
DISTRIBUTION CHANNEL FOR INDEPENDENT ADVISORS
Any advisor can co-brand these tools.

Print the tool with your logo, your phone number, and a "prepared for <client name>" header. The math stays the Institute's; the relationship stays yours. Free for any advisor — RIA, CPA, attorney, agent.

Open the co-brand builder →
INDEPENDENT WEALTH & FINANCIAL
  • Independent RIAs (solo & small ensemble)
  • CFP® planners in private practice
  • Single-family-office staff (personal capacity)
  • Independent insurance brokers
  • Solo retirement / 401(k) consultants
  • Independent trust officers
SOLO TAX & LEGAL
  • Solo & small-firm CPAs
  • Enrolled agents in private practice
  • Solo estate & trust attorneys
  • Solo M&A / business attorneys
  • Independent tax-resolution practitioners
  • Independent bookkeepers & controllers
BOUTIQUE M&A & FINANCING
  • Boutique M&A advisors (1–15 person)
  • Solo investment bankers / IB consultants
  • Independent business brokers
  • Search-fund operators & ETA principals
  • Independent SBA-7(a) loan officers
  • Fractional CFOs (independent practice)
INDEPENDENT VALUATION
  • Solo business-valuation firms (ASA, ABV, CVA)
  • Independent estate-tax appraisers
  • Solo real-estate appraisers (MAI, SRA)
  • Independent fine-art appraisers (AAA)
  • Collector-car / watch / wine appraisers
  • Independent damage & litigation experts
INDEPENDENT REAL ESTATE
  • Independent Realtors / agents
  • Independent real-estate brokers
  • Independent mortgage brokers / LOs
  • Solo real-estate attorneys
  • Independent title agents
  • Boutique commercial RE brokers
SPECIALTY (INDEPENDENT)
  • Sports agents (independent practice)
  • NIL collective directors
  • Boutique auction house staff
  • Independent athlete CPAs
  • Family-business succession consultants
  • Civic CFOs (for the Gentrification tools)

If you're an independent practitioner or work at a small firm, you can co-brand the tools without asking us. If you work at a Big-4, a wirehouse, a top-50 RIA, or any firm with a centralized brand-review process — check with your firm first. We'd rather you not co-brand than create a problem with your compliance officer.

← Back to the Library Atlas (homepage)