In this session, we focus on the money side of EtA—both your own finances and how you’ll fund a search and deal.

We’ll cover:

• Your Personal Financial Plan
  Take an honest look at your current financial situation, obligations, and risk tolerance. We’ll walk through how to build a personal financial plan that supports you through the search period and into ownership, so you’re not guessing about how long you can search or what you can afford.

• Financing the Search & Deal
  Learn the main ways searches and acquisitions are financed (investor capital, SBA, seller financing, bank debt, etc.), how they fit with different search models, and what lenders and investors actually look for.

By the end of this session, you’ll be able to:

• Craft a personalized financial plan to guide your EtA journey, and

• Map out realistic financing options so you can fund your search and execute a deal with more confidence.