Pipeline Prep/Take Off - One to One - BB

Take Off - One to One - BB

  • Course

Gain the confidence and traction needed to search for and buy your small to medium sized business. In six 1:1 sessions with Karen, you complete this seminar at your own pace with three key components for success: • Pitch: a narrative for investors. lenders and business owners • Plan: an action plan with next steps • Peers: A diverse crew of searchers Be sure to sign up today to get moving on your journey.

Contents

Blitz Prep for HBS Conference- Prep for Session 2

You're A CEO Today
1_My Ideal Day
2_Who Am I?
3_Search Fund Review Chart
4_Conversation Tracker
Step 2*: Getting the Most Out of Your Search Investors
Join Vault

Session 1: Preparing

·  Who You/We Are
·  Preparing to Market Yourself
·  Search Method


You are welcome to set up a quick Coffee Chat or a 30 minute Catchup Conversation for a free introductory meeting on my calendly.  At the introductory session, we will discuss your expectations for the course, your needs/wants for your career and/or entrepreneurial journey and set a mutually agreed upon schedule for our 6 sessions together.  I anticipate that each session will take about 2 hours, but we may extend longer if needed. 

You also have the flexibility to arrange the 6 class sessions on a cadence that fits your work and family needs through calendly for Pipeline EtA Prep.   Sessions should be spaced from 2 to 4 weeks apart to allow for time to work on the material and to complete the program within 3 to 6 months. 

Welcome to Pipeline EtA Prep - One to One
Preview
Coffee & Coaching Chat
Preview

Session 2: Organizing

·  Fund Organizational Structure
·  Sourcing//Search Method

Session 2: prework
Preview
Coffee & Coaching Chat

Session 3: Financing Your Search & Acquisition

·  Your Personal Financial Plan
·  Financing the Search & Deal

Session 3 prework

Session 4: Dealmaking

·  Industry Thesis/Analysis
·  Negotiating the Deal
·  Pitch Practice

Session 4 prework

Session 5: Operating Your New Company

·  Day 1

·  Operational Changes

·  Pitch Preview

Session 5 prework

Session 6: Pitching Investors, Lenders, and Business Owners

·  Final Review

·  Pitch Day!



Session 6 prework