Field guide
Owner-Light Starter
The 14-day test, the interruption log, and your first three handoffs, so the business stops needing you for every decision.
PDF guide + interruption log + scorecard
The Operator’s Library
Get yourself out of the daily work, see the money in time to act, and read your business the way a buyer will. Take all twelve in one download. No email wall, no credit card, no catch.
One download: all twelve guides and every working tool inside.
You have not taken a real week off in three years. The last time you tried, the business called you on day two, because every quote, every price, and every decision still routes to your phone.
That is not a discipline problem. No one ever built you the tables, scripts, and worksheets that move the work off you. These twelve did exactly that for owners running $500,000 to $5,000,000 service businesses. They are yours now, no strings.
Every tool here is static: a guide you read, a spreadsheet you fill in, a script you copy. They teach the drivers and hand you the templates, and you do the work by hand.
What they do not do is score your business or compute what it is worth. That is the free Keystone diagnostic: three scores and an estimated sale price read from your actual numbers, in four minutes. Use the library to do the work. Use Keystone to see where you stand.
Interactive tool
Not a PDF: a working forecast you fill in. Enter your starting cash and each week’s money in and out, and it shows the exact week cash runs short, nine weeks before it does. Your numbers stay on your device.
Open the free toolOne download
All twelve guides and every working tool, in a single ZIP.
Get yourself out of the daily work. The same work raises the sale price later.
Field guide
The 14-day test, the interruption log, and your first three handoffs, so the business stops needing you for every decision.
PDF guide + interruption log + scorecard
Toolkit
The decision-routing table, handoff briefs, and scripts that make work stay handed off instead of bouncing back to you.
PDF + 6 working templates
Course
The 90-day method to get out of the daily work one workflow at a time, until the business runs a full two weeks without a call to you.
Full PDF course
See the money in time to act on it, not a month after it is too late.
Field guide
The one-page Monday scoreboard that tells you whether the last seven days made money, before the month closes.
PDF guide + weekly scoreboard
Spreadsheet suite
Five working spreadsheets that turn raw numbers into a Monday scoreboard, a 13-week cash forecast, and a job-by-job profit read, in 15 minutes a week.
5 spreadsheets (.xlsx) + PDF
Course + suite
The seven-part system to see the money clearly every week, forecast cash 13 weeks out, and walk into tax time with nothing to fear.
PDF course + 2 spreadsheets
Fix why a profitable business still runs short of cash.
Field guide
Deposits, same-day invoicing, and a three-touch cadence that collect what you already earned as fast as each job allows.
PDF guide + scripts + DSO calculator
Kit
The scripts, terms, and 90-day triage plan that turn a cash crunch and a pile of unpaid invoices into money in the account this month.
PDF + 6 templates + AR aging sheet
Course
The seven-part system that fixes why a profitable business runs out of cash, and builds a reserve that ends the Friday-payroll panic.
Full PDF course
Read the business the way a buyer reads it, and raise what it is worth.
Field guide
The eight things a buyer actually pays for, and whether you own an asset or a well-paid job that ends the day you stop.
PDF guide + value-driver scorecard
Kit
The scorecards, checklists, and data-room index that raise what a buyer will pay and prove it is real, before you take a meeting.
PDF + 7 tools + 2 spreadsheets
Course + workbook
The twelve-month system to raise what the business is worth, get it off yourself, and walk into a sale prepared, from first thought to life after the close.
Full PDF course + workbook
The work that gets you out of the daily grind is the same work that raises what a buyer will pay. On a $300,000 business, that gap runs about $555,000.
$2,221 of tools. Zero dollars.
New tools land in the library through the year, and The Operator’s Briefing gets them to you first. One deep issue a month: a single operating problem taken apart, how the best-run service businesses handle it, and the first move to make Monday.
One deep issue a month. One-click unsubscribe. The downloads above never ask for your email.
The living version
Three scores and an estimated sale price, calibrated against ten years of real closed transactions and 1.6M+ SBA 7(a) loan records. It reads your actual numbers and shows what is discounting your value and in what order to fix it. Free in four minutes.
Get my scores freeNo credit card required.
The Operator’s Briefing
Once a month, one operating problem taken all the way apart: how the best-run service businesses actually handle it, what to copy, and the first move to make Monday. Real teardowns, no pitch. New library tools land here first.
No spam, one-click unsubscribe. The downloads on this page never ask for your email.