Fully Asynchronous, At-Your-Own Pace Learning

Designed for first-time acquisition entrepreneurs who are just getting started

DIY Essentials

$397

Completely asynchronous small business acquisition course for first-time acquirers and Searchers who want the basics of finding, financing, and closing on their own small business. If you're just beginning your Search journey, we'd recommend purchasing DIY Essentials until you can make the LIVE committment.

What's Included?

  • Instant access to 16 tactical proprietary video lessons via our Skool platform
  • Full library of M&A templates and checklists (LOI, diligence request list, working capital, etc.)
  • Valuation & financial modeling walkthroughs and plug-and-play templates
  • Deal sourcing strategies & broker outreach scripts
  • Capital raise materials and templates (investment teaser, investment presentation, etc.)
  • SBA loan process breakdown and lender-prep guidance from SMB Loan Support, our in-house loan brokerage service
  • Price credit towards LIVE or Accelerated Success templates
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Course Outline

Chapter 1: Welcome to ETA
  • Traditional vs. Self-Funded Search (Written)
Chapter 2: Search Strategy
  • 7 Common Searcher Mistakes (Written)
  • Deal Criteria and Deal Screening (24 Minute Video)
  • Search One-Pager (Template)
  • Scorecard and Decision Matrix (Template)
Chapter 3: Deal Sourcing Techniques
  • Strategies & Tactics to Find High Quality Deals (Written)
  • How to Search + Build a Pipeline (20 Minute Video)
  • Mastering Broker Calls (26 Minute Video)
  • Aggregated Deal Flow Platforms + Discount (6 Minute Video)
  • Mutual NDA (Template)
  • Personal Financial Statement (Template)
Chapter 4: Valuation and Financial Modeling Basics
  • Valuation (13 Minute Video)
  • Financial Modeling (86 Minute Video)
  • Financial Model (Template)
Chapter 5: Making a Formal Offer
  • Offer Letters (9 Minute Video)
  • Anatomy of an LOI (78 Minute Video)
  • Indication of Interest (Template)
  • Letter of Intent (Template)
Chapter 6: Getting Due Diligence Right
  • How to Conduct Post-LOI Diligence (60 Minute Video)
  • Quality of Earnings and Legal Diligence (Written)
  • Insurance and Tax Diligence (Written)
  • Post-LOI Diligence Checklist (Template)
Chapter 7: SBA Loan Process & Securing Financing
  • SBA Debt Financing (Written)
  • SMB Loan Support's Perspective on Financing (40 Minute Video)
  • SBA + Pari Passu Transactions (56 Minute Video)
  • Post-LOI Diligence Checklist (Template)
Chapter 8: Working Capital
  • Working Capital in Small Business Acquisitions (70 Minute Video)
  • Working Capital (Template)
Chapter 9: How to Raise Outside Equity
  • Equity Financing (Written)
  • Equity Raise - Part 1 (68 Minute Video)
  • Equity Raise - Part 2 (92 Minute Video)
  • Capital Raise Teaser (Template)
  • Equity Raise Presentation Outline (Template)

Ready to buy your first business? Start with DIY Essentials.

Buy DIY Essentials
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