Free tools for founder-led financial services firms
4 pieces
Calculator·Interactive
The Scaling Calculator
See what a financial services firm could be worth in five years. Adjust the snapshot, pull the five levers, watch the valuation compound.
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Ebook·PDF guide
The June 2026 AI Roadmap
For professional service businesses figuring out what to point AI at, and what to leave alone. Three don'ts, two case studies, a three-question filter.
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Ebook·PDF scorecard
The M.A.G.I.C. Team Scorecard
A 15 minute audit for $3M to $10M service businesses. The five behaviours I look for to tell A-players from passengers, scored out of 25.
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