Resources

Tools and referencefor media finance

Templates and reference material I use with clients. Ask for any of these directly and I’ll send it over.

01

Production cash flow template

A milestone-based forecast model built for project revenue rather than monthly recurring lines.

Request

02

Georgia film tax credit checklist

Qualification criteria, documentation requirements and the audit trail to keep from day one of production.

Request

03

Investor data room index

The folder structure and document list diligence teams expect, ordered the way they read it.

Request

04

Exit readiness assessment

A short diagnostic on valuation drivers, clean-up work and realistic timing before you go to market.

Request

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