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Session 1: Preparing

Welcome to your Self-Study Course!
Session 1
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
Nuts & Bolts Session 1 - recorded 1/28/23
Session 2: Structuring - Part 1

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

0_Session Tracker.docx
Session 2 video
Session 3: Organizing Finances

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
Session 4: Financing

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

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!

Coaching Session with Karen

N&B Guidebook: Session 5 prework

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