14_Session 3 Tracker.docx

14_Session 3 Tracker.docx

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TakeOff (Self-Paced)

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Welcome & Orientation

  • Welcome to Your Self-Study Course!
  • EtA Guidebook - Introduction & Welcome
  • EtA Guidebook - Welcome & Introduction (Audio)
  • Student Toolkit - your course essentials from A to Z
  • TakeOff Syllabus
  • Welcome & Resources Presentation

Session 1: Preparing

Delayed 2 days

  • 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
  • Session 1: Sam Eneh & John Baker
  • Vault - Step 1
  • Exclusive EtA Launch Hub Content
  • Coffee & Coaching Chat
  • Session 1 Quiz

Session 2: Structuring - Part 1

  • A Caution on Session 2
  • Session 2 prework
  • Quick Quiz on Foundational Elements
  • 6_The What
  • 7_The Why?
  • 8_Entrepreneurial Inventory
  • 9_Session Tracker.docx

Session 2 - Part 2

  • Session 2 - Matt Bergman (2025)
  • Session 2 - Ashley Emerole (2025)
  • Session 2 - Elliott Holland
  • Session 2 - Jake Parsley
  • Session 2 - Jeannie from Kumo

Session 3: Organizing Finances

  • Session 3 prework
  • Session 3 Recording #1 - Listening & Organization - Evaluating Your Skills
  • Session 3 recording #2 - Money
  • EtA Launch Hub - Session 3 - Ziotag - Luca Rajola Pescarini
  • EtA Launch Hub - Session 3 - Ziotag - Sara Andrews
  • Digital Video Channel: Step 3: Finding a Business to Buy
  • Case Note: Questions Potential Search Fund Entrepreneurs and Potential Investors Might Ask Each Other
  • 9_The What
  • 10_Rough Budget Calculator.xlsx
  • 11_Discretionary Spend & Big Ticket Items.docx
  • 12_Entrepreneurial Statement.docx
  • 13_Investor & Advisor Pie
  • 14_Session 3 Tracker.docx

Session 4: Financing

  • 0_Session Tracker.docx
  • EtA Guidebook: Session 4 prework
  • EtA Launch Hub - Session 4 - Brian Fleming
  • EtA Launch Hub - Session 4 - Ron Wexler
  • Digital Video Channel: Step 4: Do the Deal/Due Diligence
  • 15_Industry Checklist.docx
  • 16_Financial Worksheets
  • 17_Live Session Tracker_Next_Steps_Session 4.docx

Session 5: Deal Making

  • EtA Guidebook: Session 5 prework
  • 18_ Live Session Tracker _Next Steps_Work_Sheet - Session 5.docx
  • Bonus video: USP Part 1
  • Bonus video: USP, Part 2
  • Session 5 - Nell Smirca
  • Session 5 - Andy Canales
  • Session 5 - Jay Subramaniam

Session 6: Day 1

  • EtA Guidebook - Session 6
  • Digital Video Channel: Step 5: Become CEO
  • 18_Session 6 Tracker.docx

Session 7: Operating

  • Digital Video Channel Steps 6 & 7: Grow Your Business & Become an Investor

Session 8: Preparing for Pitching

  • Multipliers' Graduation
  • 19_90 Day Action Plan.docx
  • Exclusive Pipeline Prep content
  • Session 7 prework

Session 9 - Pitch Day!

  • Coaching Session with Karen