Session 6: prework

Session 6: prework

The prework for this session, including any relevant links and files, will be attached here. You can expect to receive the materials shortly after the prior session, ensuring you have ample time to review and prepare beforehand.


I kindly ask that you not share these materials with non-students.  I am continually updating and refining materials to reflect trends, investor sentiment,  emerging thinking and new resources. I also wish to keep this course within affordability for each student.     

EtA Launch Hub (2026 cohort)

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Meet & Greet and Orientation (Optional) - 1/31/26

  • Optional Orientation

Session 1: Preparing – Clarify Your Fit & Story –2/7/2026

  • Session 1
  • Session 1 pre-work
  • 1_Review of the Search Fund Models.docx
  • 2_Experience Research Checklist.docx
  • 3_Who Am I?.docx
  • 4_My Intro.docx
  • 5_Session Tracker.docx
  • Exclusive EtA Launch Hub Content
  • Coffee & Coaching Chat

Session 2: Structuring – Design Your Search Model & Sourcing – 2/28/26

  • A Note on Session 2
  • Quick Quiz on Session 1 & 2 - Block & Tackle
  • Session 2 prework
  • 💼 Charting Your Course: The Two Camps on Forming An LLC
  • Video Research Library: Step 2 - Getting Funded to Buy
  • 6_Contours of My CEO Role.docx
  • 7_Why Am I Doing This.docx
  • 8_Entrepreneurial Inventory.docx
  • 9_Live Session Tracker - Session 2.docx
  • Research Survey #1
  • Charting Your Course: Due Diligence Checklist

Session 3: Financing – Plan Your Personal & Deal Capital – 3/21/26

  • 0_Session Tracker.docx
  • Coffee Chat
  • Investor, Mentor & Advisor Pie - Click extensions to see the pie.

Optional: ETA PitchRef lab session– First Run & Early Assessment – 3/28

  • Sign Up for ETA PitchRef Lab

Session 4: Thesis & Negotiating – Sharpen Your Focus & Offers – 4/11/26

  • ✅ 13_Charting Your Course: Industry Thesis Guide
  • 🛤️ 0_Session Tracker.docx
  • Field Guide on Broker Outreach
  • Field Guide on Broker Outreach

Optional: ETA PitchRef lab session – Rehearse & Get Written, Evidence-Based Feedback- 4/18/26

  • Sign up for EtA PitchRef evaluation

Session 5: Operating – Prepare for Day 1 & Beyond – 4/25/26

  • Session 5 prework

Session 6: Graduation & Pitch Day – Share Your Narrative & Roadmap – 5/9/2026

  • Session 6: prework
  • Charting Your Course: Management Operating Systems