Self-Study (90 Days)

Take Off (90 Days)

Course

Are you feeling overwhelmed at the thought of buying a business? It can feel like drinking from a fire hose, right? Our 90-day guided program is designed to give you the confidence and traction needed to navigate the complex process of finding and purchasing a great small to medium-sized business. Same great content, paced for progress - to achieve your goals. Be sure to sign up today to get moving on your journey.

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Session 1: Preparing

· Who You/We Are

· Preparing to Market Yourself

· Search Method

Welcome to your Self-Study Course!

Preview

Session 1

Preview

Session 1 pre-work

1_Review of the Search Fund Models.docx

2_Research Checklist.docx

3_The Who.docx

4_My Intro.docx

0_Session Tracker.docx

Digital Video Channel: Step 1: Getting Started

Coffee & Coaching Chat

Preview

Nuts & Bolts Session 1 - recorded 1/28/23

Session 2: Structuring - Part 1

· Fund Organizational Structure

A caution on Session 2

Quick Quiz on Session 1

Student Questionnaire #1 - note deadline

0_Session Tracker.docx

Digital Video Channel: Step 2 - Getting Funded to Buy

6_The What

Session 2 - Part 2

· Sourcing//Search Method

0_Session Tracker.docx

Session 2 video

Session 3: Organizing Finances

· Your Personal Financial Plan

· Financing the Search & Deal

Session 3 prework

0_Session Tracker.docx

Follow-up Session 2: Listening & Organization - Evaluating Your Skills

Session 3 prework https://acrobat.adobe.com/link/track?uri=urn:aaid:scds:US:92745e81-5c8d-335f-9c76-03e3094542c8

Digital Video Channel: Step 3: Finding a Business to Buy

New 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

Session 3 recordings

13_Investor & Advisor Pie

Preview

Session 4: Financing

· Industry Thesis/Analysis

· Negotiating the Deal

· Pitch Practice

Session 4: prework

0_Session Tracker.docx

N&B Guidebook: Session 4 prework

Digital Video Channel: Step 4: Do the Deal/Due Diligence

14_Financial Worksheets

Session 4 recording

Session 5: Deal Making

· Day 1

· Operational Changes

· Pitch Preview

This session occurs on March 25 at 9 am (Pacific/Los Angeles time). Please note that this is the time of year where time changes happen in different localities. Be sure to check the time difference.

Session 5: prework

0_Session Tracker.docx

N&B Guidebook: Session 5 prework

Digital Video Channel: Step 5: Become CEO

Bonus video: USP Part 1

Bonus video: USP, Part 2

Session 6: Day 1

0_Session Tracker.docx

Session 6: prework

Digital Video Channel Step 5: Become CEO

Session 7: Operating

0_Session Tracker.docx

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

Session 8: Preparing for Pitching

0_Session Tracker.docx

Primos Pitches (2022))

15_90 Day Action Plan.docx

Exclusive Pipeline Prep content

Session 9 - Pitch Day!

Congratulations on making it through the course. Be sure to set up time with me to review your USP and pitch! I will also answer any questions you may have on the guidebook and your journey.

Coaching Session with Karen