Valuation & financial models
Explore a business through cash flows, assumptions, operating forecasts, and financing scenarios. Editable files make the logic available to inspect and adapt.
Explore the models →Financial tools. Thoughtful decisions.
Put your numbers
to work.
Turn a business question into a decision file. Connect your evidence, explore the numbers, and prepare the next step with tools you can use yourself or with your AI.
Start in the free Decision Workbench beta, or explore editable models and AI project kits. Custom work starts with an agreed scope.
Built for use. Editable resources and clear starting points.
Grounded in evidence. Sources, assumptions, and review.
You stay in control. Your objectives. Your decisions.
The resource library
Useful tools.
Open to explore.
See what is inside before you download. Work directly in a spreadsheet, copy an available Google template, or bring a project folder into your own AI workspace.
Folders for working with AI
Start with the model, a guide, and a defined workflow in one download. Add your own sources and ask your AI to work through the analysis and checks.
Find a starter folder →Build a decision file
Define the decision, map your evidence, model cash and debt, and turn the gaps into an owned action plan. Save an editable draft and a case file for your AI.
Open the workbench →Free resources are for learning and independent analysis, not financial or investment advice. Replace fictional example inputs, check the calculations, and seek qualified review for your circumstances. Read the disclosures.
Work with Capital Control
One decision.
A clearer financial picture.
Before a major money move, your records need to answer a specific question. The paid Decision Readiness Review organizes the evidence around that question and produces a practical Decision Packet.
See what the records support, where the gaps are, and what needs to happen before the next commitment or professional conversation.
Growth & reinvestmentLoan preparationSale & exit preparation
01
The decision, in context
The objective, financial snapshot, evidence readiness, and proposed next step.
02
The evidence behind it
A source map and supporting schedules, with assumptions and gaps made visible.
03
What needs attention
Cash and commitment risks, missing records, and questions for the relevant professionals.
04
A practical next-step plan
Fix-first actions, conditions, responsible people, and a reason or date to revisit the decision.
See the approach
From a model
to a decision file.
Could a small business make an acquisition without weakening its cash reserves? Follow a fictional example from the assumptions to financing alternatives, downside tests, and next steps.
Acquisition Decision Packet
The owner summary and the reasoning behind the numbers, presented as a file you can work through.
- Cash available after obligations and reserves
- Financing choices and downside tests
- Evidence gaps and a next-step plan
Acquisition demonstration model
Change the fictional assumptions and inspect the calculations that support the packet.
- Six financing and stress scenarios
- Separate cash and repayment constraints
- Visible inputs and open review items
Illustrative example: the business, documents, figures, financing terms, and events are fictional. This demonstrates an approach, not a client outcome, valuation, or lender approval. Custom modeling is included only when separately agreed in the paid scope.
View borrower packet sample ↗A focused engagement
Start with the decision.
The assessment is free. Paid work begins after we agree on the decision, required inputs, fee, and deliverable.
01
Describe the move
Complete the free assessment with your business context and priority. No document upload or live bank access is needed.
02
Agree the scope
A focused review call clarifies fit, the records needed, the work involved, and the fee.
03
Work through the evidence
Cole reviews records, checks assumptions, develops supporting schedules, and identifies gaps.
04
Use your Decision Packet
Get a clear summary and action plan for your next step or conversation with a professional.
Need support after the packet? Follow-up modeling or control reviews can be scoped around the decision and the evidence available.
Meet Cole
Finance should help you
move the work forward.
My background is in finance, including work as a finance manager at Cardone Ventures. I built Capital Control to help business owners connect their records to the decisions in front of them.
I develop models, practical workflows, and AI-assisted tools to make financial work more usable. The resource library shares starting points you can explore yourself. In a paid engagement, I review the sources, assumptions, calculations, and open questions with your decision in mind.
You set the objective and retain authority over commitments. My role is to make the financial picture clearer and the next conversation better prepared.
Personal involvementWork directly with the person reviewing the analysis.Clear responsibilityAI assists the work. People review and decide.
Read the build notes on Substack ↗
Your next step
A decision on your mind?
Start there.
Tell me what you are considering and why it matters now. We will review fit and identify the next useful step.
The Google Form is titled “Growth Decision Details.” Use the description for your priority, whether that is growth, borrowing, hiring, or a sale. Submitting it does not commit you to paid work.
Build at your own pace.
Explore the free library, use a template, and follow along as new models and workflows take shape.
Browse free resources →Capital Control provides financial preparation and decision support within an agreed scope. It does not provide bookkeeping, lending, tax, legal, professional valuation, or investment advice, and does not guarantee an approval or outcome. Models and AI outputs require review. Your CPA, bookkeeper, lender, broker, attorney, CFO, or advisor remains responsible for their professional work.