Resources
Documents you fill in rather than read. Free, ungated, and in the formats teams already use — no form to complete before the file arrives.
A template solves one problem well: it stops a seller starting from a blank page the night before a review. What it cannot do is supply the numbers, decide which of them matter to this buyer, or keep the case intact when the deal changes. Those are the parts that decide whether a case is approved, and they are the parts each template page here talks about openly rather than leaving you to find out in the meeting.
Every template below is a starting point, not a claim. Fill the fields, attach the source for each number, and send it to someone who will argue with it before finance does. If you would rather work from the method first, the CFO-Proof Business Case guide sets out how to sort assumptions by the quality of their evidence.
A completed template is a draft, not a case. The difference is whether a reviewer can follow any number back to where it came from: a named person on the buyer side, a system, a date. Run that check yourself before the review does — the free business case readiness diagnostic scores a draft against the questions finance asks and names the gaps it finds.
If the numbers themselves are the weak point — improvement rates borrowed from a past deal, a single scenario, a benefit that cannot be measured after the sale — the ROI Defensibility Checker takes the model apart before the CFO does. Both are free and neither asks for an email address.
A template gets you a document. A governed model keeps every number attached to its source, so the case can be defended after you have left the room.
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