The ClarIQ Toolkit
Self-serve products for buying a business and putting AI to work. Small products are priced on their own pages, larger fixed-scope work is one flat fee at checkout, and everything is delivered right after payment.
Buy a business
The Guide Book
A 44 page plain-English guide to buying a business with SBA financing, written for regular people. Instant PDF.
See the book →
The Buyer’s Toolkit
Loan chooser, affordability calculator, lender meeting kit, and the full first-time buyer bundle.
Browse the toolkit →The Deal Teardown
A written structuring read of your live deal: the loan split, both debt-service cases, and the underwriter's deal-breaker list.
See the teardown →Put AI to work
Run the business you have
Will I run out of cash?
The 13 week cash planner: money in, money out, thirteen weeks ahead, with the low weeks flagged before they arrive. Spreadsheet plus a plain English guide.
See the planner →The monthly finance function
When the spreadsheet stops being enough: live dashboard, monthly close, cash forecast, and a board ready memo every month.
See Business Accelerator →Try something free first
The deal-read checklist
The first hour with a new listing: the five things to ask for, the five things to look for, and the note space to decide. Two pages, no email needed.
Download it →The loanability checklist
Selling in the next year or two? The ten things a buyer's bank checks, and which gaps cost you price. Two pages, sent by email.
Request it →The full teardown example
The complete worked example behind the one page PDF: sources and uses, both debt-service cases, the standby cliff. One email field unlocks it.
Unlock the example →The sample monthly memo
The exact memo clients get each month, written on a fictional company. Sent by email.
Get the sample →Fees appear only on each product’s own page and checkout. Retainer numbers are quoted on a call, never published.
Not sure which fits?
Thirty minutes, free. Tell us where you are, buying or running, and we will point you at the right rung, even if it is the free one.
Book a call