Tools & Templates

Pinnacle CEO offers many resources for business owners. Here are just a few ways we could help you transform your business.

Tools that members of my Vistage group and Individual Business Consulting practice use to optimize their business performance.

These tools are practical, useful and, when used properly, these tools can help create success for your business like you’ve never seen before.

Basic Financial Ratios – Excel Spreadsheet

This spreadsheet helps you calculate the ratios banks want to know about – the ratios they use to evaluate your company’s performance year-on-year.  It compares that performance against your bank covenants and your specific industry standards.

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Finding Your Five Most Important Things (MITs) – Word Doc

This Word document allows you to go through your monthly, quarterly, and annual, priorities and goals. This tool will help you establish detailed MIT’s, leaving you feeling established, strategized, and solution-oriented.

How to Analyze Data to Make Better Business Decisions – PDF

This PDF helps you understand the important and benefits of analyzing your business. This will walk you through six easy steps to get your started on the right path.

Price Discount & Gross Margin Calculation – Excel Spreadsheet

This spreadsheet helps you calculate your price discount and Gross Margin. Enter your current selling price, the discount percentages you want to calculate for, and your Gross Margin percent in the appropriate boxes.

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Vistage Group Reflection Questions – Word Doc

This Word document contains six questions to ask yourself when pondering over joining our Vistage Group. Vistage Groups are a selective process, and an applicant must be referred by our chair member in order for them to be considered. Reach out today to get some more information! 

Seven Steps to Sales Recovery – PDF

This PDF was written by a Russ Riendeau, a Vistage Member. Russ is a senior partner with East Wing Group, Inc., a search firm specializing in sales and management search. Russ is a Vistage speaker and co-author of The CEO’s Guide to Talent Acquisition. He can be reached at

Forecasting Model Guide – Excel Spreadsheet

This spreadsheet is designed to provide clarity to the job of forecasting future performance based on multiple historical views of a business, division, market or product lines.

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Vistage Selection Criteria – Word Doc

This Word document goes into detail regarding what we look for in our Vistage members. In addition, it lists a series of questions that will help you self-evaluate to see if you would be a good fit for our group.

The Three Common Mistakes Business Owners Make When Selling Their Business – PDF

When it comes to exit planning and selling a business, all of the mistakes are made in advance—in the many years the business operated without a well-informed exit game plan. Here are three of the most common mistakes that CEOs and business owners make when it comes to selling or passing down the business.

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SWOT Analysis – Word Doc

Many consider the SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis to be absolutely fundamental to any successful Business Plan. The SWOT becomes even more powerful when it is tied to the 3-5 MITs (Most Important Things). The exercise presented within this Word Document is intended to highlight approximately five entries in each focus area that are critical to the business that year.

Reach out today for more information!