The Acquisition Roadmap

We provide training, systems, and guidance to acquisition entrepreneurs to help them acquire and grow great businesses, build their own private equity portfolios, and accomplish a greater mission by giving back to their communities. We also work with business owners to optimize their business, hire new leadership, and retire on their terms. All of our training and acceleration programs includes online training, structured calls, in-person meetups, and an ever-expanding repository of systems.

  • Acquira: An Introduction to the Team

  • Gauntlet: The Gauntlet is the first step in your journey

  • Deciding WHERE to look can help you zero in on what type of business you want. What cities should you start your business search in?: The size of the market, how close it is to where you live, and the local amenities will all play a role in your business search.

  • Discover and Analyze Industries: What type of business should you buy? The types of businesses we like to look at, and the details of each.

  • Understand Your Financing Options: How various financing vehicles work with real life scenarios which will help you better understand the size of the deal that you’ll be able to acquire.

  • Screening: Analyze a business: Major thesis factors contribute to whether or not you decide to make an offer on a deal, the price of that offer, and how you would finance it.

  • Internal Goals & Organization: Understand how many conversations and deals analyzed it can take, on average, to result in issuing a Letter of Intent (LOI). You’ll also learn how to fast track this process.

  • How to use BizBuySell: Introductory lesson on how to use BizBuySell, the largest business marketplace.

Business Search

Finding the perfect business takes a combination of hard work and good timing. In order to take full advantage of that combination, you will take the businesses you find – whether they are off-market or on-market – through a roadmap using these tools, in order to qualify, close and purchase a deal.

  • How to Review Prospectuses: Learn how to review and analyze the Prospectus or CIM that you receive from the broker using the Acquira process.

  • How to Position Yourself with the Broker: Learn how to best position yourself with the brokers and differentiate yourself from your competitors.

  • Seller communication checklists and SOPs: Learn how to identify different types of sellers and their pain points, leverage points, and ideal deal structures.

  • Pre-LOI - Analyze Diligence Materials and Financial Data: Learn how to analyze initial findings you receive from the broker / seller.

  • Investment-Committee: Learn how to prepare your deal presentation deck and pitch it to our Investment Committee.

  • Site Visit: Understand the items you should find out when visiting the deal and how to build initial rapport with the seller.

  • Preparing Your Offer and LOI: Learn how to customize your post-LOI diligence checklist and how to prepare your verbal offer.

Pricing options