Seven practical templates and diagnostic tools. No fluff, no filler. Built for owners of established $5 to $50 million businesses who are done winging it.
What's included
All templates are ready to use. Just download and go.
A structured spreadsheet for building a rolling 3-year financial plan: revenue, expenses, cash flow, and key assumptions. Built for operators, not accountants.
Monitor inflows and outflows week by week. Know your cash position before a crisis hits, not after. The one spreadsheet every owner-operator should be running.
A 15-minute diagnostic that scores your business across strategy, execution, people, and financials. Find out where you stand and where to focus this quarter.
Map your current sales process from awareness to close. Identify where leads are dropping and what's needed at each stage to move them forward consistently.
Capture your business model on a single page. Useful for stress-testing assumptions, onboarding new leaders, or evaluating a new product line before you commit.
A structured credit application for new B2B customers: trade references, credit terms, and key risk indicators. Protect your cash flow before extending credit.
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Who built this
Entrepreneur, educator, and author of three books on business operations and finance. Brad built mmWave Technologies into the #8 company on Canada's Profit 100 list before taking it public, and has founded and exited multiple ventures since. He teaches entrepreneurship and growth strategy at Toronto Metropolitan University — and these tools come directly from his work with real operators running real businesses.