Putting the
Playbook to Work
STEAL THE PRIVATE EQUITY PLAYBOOK
The downloads, reading list and glossary that go with the book, all in one place.
Start with what helps.
Thanks for reading. We created this book, to help business owners just like you. This page gathers the tools, articles and definitions that go with each chapter.
As always, take what helps and skip what doesn’t.
And remember, you don’t have to do all of it at once.
Craig Doescher, President & Founder
Six free tools to go with the Private Equity Playbook
Tools, guides, and insights built for self-made business owners navigating unfamiliar financial terrain.
Each tool is free. They live on the Doescher Group Resource Hub, which will ask you for your email so we can deliver the resource right to your inbox.
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Doescher GroupFieldReady™Chapters 11 and 12
ScorecardFieldReady™ Scorecard
A 20-point diagnostic of how saleable your business really is. Score owner dependence, revenue risk, financial reporting and pipeline visibility in about five minutes. Don’t wait for an offer to find out where the gaps are.
Get the scorecard -
Doescher GroupThe CRMChapters 5 and 7
CompassThe CRM Compass
Stop managing your pipeline from memory. Learn what a CRM is, how to set up sales stages, how to build a shared team vocabulary, and the four key metrics that give you real sales visibility.
Get the compass -
Doescher GroupDIY BudgetChapter 5
TemplateDIY Budget Template
Gain clarity about your business by understanding its financial foundation. An easy-to-use budget template with step-by-step instructions and guidance on managing your finances.
Get the template -
Doescher GroupTalk Like aChapters 5 and 10
CFO Cheat SheetTalk Like a CFO Cheat Sheet
Six financial concepts in plain English, no jargon: liquidity, working capital, growth, margins, CapEx and variance analysis. You don’t need to become a finance expert.
Get the cheat sheet -
Doescher GroupThe UnsolicitedChapters 1 and 12
Offer PlaybookThe Unsolicited Offer Playbook
Your essential guide to making the right decision when someone wants to buy your business. Don’t leave your biggest decision to chance.
Get the playbook -
Doescher GroupProven Process:Chapter 12
A Visual GuideProven Process: A Visual Guide
A visual roadmap of our client journey, from discovery through exit or evolution, with a clear look at the Evolve and Exit paths.
Get the visual guide
WHERE DO YOU STAND?
Four things a buyer checks first.
Chapter 11 rolls the seven plays into four areas. Score yourself on each with the FieldReady™ Scorecard.
Owner Dependence
If you disappeared for a month, would the business notice?
Chapters 3 and 6
Concentration Risk
Does one customer, product or person carry the company
Chapters 7 and 9
Financial Reporting
Do you have a monthly cadence and a budget you measure against?
Chapter 5
Pipeline Visibility
Can you show where next quarter’s revenue is coming from?
Chapters 4 and 7
"Doescher Group spoke a foreign language I didn't know about — he took what I had, translated it, and delivered it to the buyer."
- Exited Business Owner
READ ALONG
Go deeper on any chapter.
Each chapter has articles from the Doescher Group Blog available for business owners to dig a little deeper on a concept.
Open the Chapter you’re interested in to find a list of blogs to deepen your learning.
More from Doescher Group
GO FURTHER
The Resource Hub
All of Doescher Groups free guides, templates and checklists in one place.
FCFO Services
Experienced finance leadership, part time. Monthly numbers you can trust, a budget you measure against, and a plan for what comes next.
The Blog
Over 100 plain-English articles on valuation, budgets, advisers and getting ready to sell.
About the Author
Caddy, investment banker, CFO, dad. Craig has been on both sides of the deal table, and he started Doescher Group to level the playing field for self-made business owners.
Meet Craig
Keep stealing
from the Playbook.
Once a month, Craig and the team share their latest thinking on building a business worth more, plus the newest articles, videos and events from Doescher Group.
It’s all built to help you run a stronger business now and exit well on your terms later.
The journey,
told by those who've lived It.
No two exits look the same. Hear directly from business owners who've navigated the terrain alongside Doescher Group — and what it meant to arrive on the other side with clarity and confidence.
NEXT STEPS
How would a buyer
score your business?
Book a FieldReady™ Assessment, or start with a no pressure discovery call. It is a conversation about your business and your goals. You don’t have to figure it out alone.
If you’re ready for your next grand adventure,
Doescher Group
is here to
illuminate the path
Would you like to know more about working with Doescher Group?
Learn more through our: Leadership, Mission Statement, and our Core Values
Or connect with us to talk more about your next great business adventure.