Diagnostic
Score your business across the 12 BANKREADY® dimensions.
BANKREADY®
DIY Enrollment · Self-Paced · Lifetime Access
Install the BANKREADY® framework at your pace.
The same 12-module protocol used inside our advisory engagements — now available as a self-paced program for owner-operators ready to build a bankable, buyable BANKREADY® business on their own timeline.
Limited-time pricing
$997$1,497
On sale through December 31, 2026. One-time payment, lifetime access, includes guide + printable checklist.
Program · No. 024Self-Paced
Curriculum
Twelve modules. Self-paced.
Work in order or drop into any module. Every unit ships with templates, prompts, and a scorecard.
Financial Posture
Reformat your books the way lenders read them.
Legal & Governance
Entity, contracts, and cap-table hygiene.
AI Operating Rhythm
Deploy AI across your three highest-cost workflows.
Offer & Pricing
Repackage revenue for defensible margin.
Sales Architecture
Install a pipeline that survives the founder leaving the room.
Team & Seconds
Build a leadership bench, not a dependency.
Metrics & Cadence
The 9 numbers that run the business.
Capital Posture
Debt, equity, and the story that closes each.
Acquisition Readiness
Prep for the buyer you haven't met yet.
Risk & Continuity
The insurance, compliance, and continuity stack.
The BANKREADY® Rhythm
Install the monthly operating cadence — for good.
What's Inside
The working toolkit.
Every module ships with the templates, playbooks, and directories owners actually use in the room.
Financial Posture Kit
P&L reformat, KPI dashboard, cash-flow model, and lender-ready package.
Legal & Governance Pack
Entity, contracts, cap table, and compliance checklist.
AI Playbooks
Prompts and workflows for sales, ops, and finance — updated quarterly.
Capital Stack Templates
Debt, SBA, revenue-based, and equity — with the story that closes each.
Procurement Toolkit
RFP tracker, capability statement, past-performance library.
Lender & Prime Directory
Curated list of lenders, primes, and buyers actively working with SMBs.
Try before you enroll
Start with the free BANKREADY® Checklist.
A one-page diagnostic that maps neatly onto the 12-module curriculum. Free — tell us who to send it to.
Enrollment
Reserve your seat.
We'll confirm your enrollment, send secure payment, and open access within one business day.
Prefer to speak first? Book a discovery call.