Optional Orientation

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