THE BARATELLI INSTITUTE · Mentoring at Scale
THE BARATELLI BRIEF · MENTORING AT SCALE™ · TWICE A MONTH · FREE

For the practitioners who help their clients live a vibrant life.

People want to succeed, get married, have kids, build a business, sign the deal, raise the fund, win the game, buy the classic Corvette. That's our job. Each issue picks one real practitioner problem — a sale that needs to close, a fund being raised, a CFO seat being filled, a young athlete signing the first big deal, a small town turning around, a family preparing the next generation — and walks the math, the structure, and the move. Under five minutes to read. No marketing copy. Forward it if it helps.

We teach people how to enjoy life.

Money is a tool, not a god.

Being the richest man in the graveyard isn't the goal. Helping your children and grandchildren while you're alive to see it — that is.

"Life is short. Buy the classic Corvette." — the founder, who owns four.

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THE ARCHIVE

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03MAY 22, 2026
ATHLETES · BUILDING A LIFE AFTER THE GAME

The CBA That Lets MLB Players Actually Build a Life After the Game

MLB players file bankruptcy at one-third the NFL rate. The reason is structural — specific collective-bargaining provisions that route athletes toward second careers, second businesses, and second acts instead of post-career drift.

Read Issue 03 (PDF)
02MAY 15, 2026
PARTNERS · KEEPING THE BUSINESS BUILDING

The Buy-Sell That Lets You and Your Partners Keep Building

A clean buy-sell isn't a death document — it's the structural agreement that lets co-owners scale a business together for ten more years. Five clauses that most 2010-2018 buy-sells got wrong against current §2703 case law.

Read Issue 02 (PDF)
01MAY 1, 2026
INAUGURAL · OBBBA · NOW YOU CAN PLAY OFFENSE

OBBBA Made the Exemption Permanent. Now Stop Hedging and Play Offense.

The $15M / $30M federal exemption is permanent post-OBBBA. The 2026 sunset cliff that had everyone defensive for three years is gone. Founders can finally commit to the GRAT, the dynasty trust, the family LLC.

Read Issue 01 (PDF)
COMING UP

The next five issues — every one about helping someone live.

ISSUE 08
The Booster's Playbook: How NIL Collectives Are Structured (and What Yours Is Worth)
College-athletics donors are wealthy founders, family-office principals, and CFOs. The structure of an NIL collective, the tax positioning, the relationship to the school, and the entire library that supports the booster who funds the program.
Guides: AWP · FO · EPD · Treasure Assets (the boosters who collect)
ISSUE 09
Hire the Right CFO: The 30-Day Decision That Decides the Next 5 Years
Most CEOs hire the wrong CFO once before getting it right. The diagnostic interview that filters cleanly. Comp packages that align without overpaying. The 90-day onboarding that lets a new CFO actually contribute by month four.
Guides: CFO Guide · PE Guide (PE op partner version) · LEP · Business Buyer's Guide
ISSUE 10
The VFO Decade: Building a Family Office at $30M, Not $300M
The virtual-family-office stack that lets a $30M family operate with $300M-quality coordination at 1/10th the cost. Tech stack, vendor network, governance, family meetings, next-gen onboarding.
Guides: Family Office Guide · WP · Trust Administration · CFO Guide
ISSUE 11
The §1202 QSBS Stack: Five Family Members, $50M Tax-Free
Section 1202 of the Internal Revenue Code excludes capital gain on the sale of Qualified Small Business Stock. Stack the exclusion across multiple non-grantor trusts and the savings compound.
Guides: LEP · EPD · CFO · Family Office
ISSUE 12
The Virtual Family Office (VFO) at $30M
A $300M family operates a 12-person SFO. A $30M family can run the same operating quality with one strong fractional CFO and an eight-vendor stack at one-tenth the cost.
Guides: FO · CFO · Trust Administration · WP