MYBA
Private Business Advisory

Every Business Owner
Deserves an MBA.

MYBA doesn't replace your team. It brings your team, documents, and key business data points together in one elegant platform — so you can focus on your passion while we help organize the business side of ownership.

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Built for $1M+ operators•Bank-grade privacy•Concierge support
Who it's for

Built for established operators.

MYBA is designed for serious business owners generating $1M+ in annual revenue — leaders ready for the structure their enterprise deserves.

Business Owners
Real Estate Investors
Developers
Contractors
Franchise Operators
Medical Practices
Professional Services
Multi-Business Owners
What MYBA does

One platform. Four pillars.

Business Health Dashboard

A single, executive-grade view of the metrics that move your enterprise — health, credit, capacity, and risk.

Digital Personal Financial Statement

An always-current PFS, built with the precision a private banker expects. Share securely in one click.

Document Vault

A discreet, encrypted home for tax returns, K-1s, leases, agreements and the documents your team requires.

MYBA Advisor

Private, intelligent guidance — drawing on your data and your team — available the moment you need it.

The team around you

We don't replace your team.
We bring your team together.

Banker
CPA
Attorney
You
Owner
Insurance Advisor
Fractional CFO
Wealth Advisor
The Dashboard

Executive clarity, at a glance.

A private cockpit for your enterprise — designed for owners who value discretion and precision over noise.

Business Health
Aurelius Holdings, LLC
NAICS 531120 · Lessors of Nonresidential Buildings
Business Health
86/100
Readiness Score
72/100
Business Credit
82/100
Personal Credit
794/850
Revenue Trend
$14.6M TTM
DSCR
1.62x
Cash on Hand
$2.1M
Document Readiness
Tax Returns (3yr)100%
Personal Financial Statement95%
Operating Agreement100%
Rent Roll · Q470%
Insurance COIs60%
Calendar
  • Mar 14Quarterly review with CPA
  • Mar 21Lender call · Capital line
  • Apr 02Estate planning · Attorney
Industry News
  • CRE lending tightens as banks reweight portfolios
    Bloomberg · 2h ago
  • SBA SOP updates affecting 7(a) loan documentation
    SBA.gov · 1d ago
MYBA Advisor
Based on your DSCR and cash position, you have ~$3.4Mof estimated borrowing capacity. I've prepped a lender packet with your CPA's latest financials — review when ready.
Open advisor
Open full dashboard
Digital Personal Financial Statement

Your PFS, always lender-ready.

A living, audited personal financial statement — the kind your banker, lender, and advisor expect from a serious operator.

Explore the PFS
Module
Assets
Module
Liabilities
Module
Net Worth
Module
Liquidity
Module
Global Cash Flow
Module
Secure Export
Module
Advisor Sharing
Membership

Three tiers. One standard.

Each tier is built around the operator's stage — from getting organized to commanding a private advisory bench.

Essential
Freeforever

For the operator getting organized.

  • Business Health Dashboard
  • Digital Personal Financial Statement
  • Document Vault
  • Quarterly review
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Most chosen
Capital Ready
Let's talk

For owners preparing for growth or capital.

  • Everything in Essential
  • Credit & readiness monitoring
  • Lender-ready packets
  • MYBA Advisor (priority)
Schedule a call
Private Advisor
Let's talk

Concierge advisory for serious operators.

  • Everything in Capital Ready
  • Dedicated MYBA strategist
  • Quarterly executive briefings
  • Direct line to your advisory bench
Schedule a call
Enterprise & Advisor Partner — custom arrangements.
An invitation

Focus on your passion.
We'll help organize the business side.

Request Early Access