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
Special price for the first 27 enrollees. Lifetime access, includes guide + printable checklist and a light module on BANKREADY AI™ Business Adoption. Finance and payment options will be available.
What's Inside
The working toolkit.
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 BANKREADY® program. Free, tell us who to send it to.
Waitlist
Join the waitlist.
DIY BANKREADY® Program
12 modules · lifetime access · guide + checklist
Prefer to speak first? Book a strategy call.