Free resource

The companion workbook

When it is ready, the workbook will be freely downloadable, with no name, no email, no phone number, no gate. It is designed to be printed, marked up and shared with your accountant and other advisors.

What's inside

  • An inventory of where corporate capital sits today
  • The job you want each pool of capital to do
  • Liquidity you actually need, and when
  • Questions to bring to your accountant
  • Questions to bring to your lawyer
  • What would have to be true for a change to be worth making
No email gate, ever