Course curriculum

  • 1

    πŸ“˜ 1. Acquira’s Post-LOI Diligence Checklist

    • πŸ—’
  • 2

    πŸ“˜ 2. The Business Plan

    • πŸ“’ 2.1 Introduction

    • πŸ“’ 2.2 The SBA Application Business Plan

    • πŸ“’ 2.3 Your Own Business Plan: Introduction
  • 3

    πŸ“˜ 3. SBA Loans

    • πŸ“’ 3.1 Why Use The SBA?

    • πŸ“’ 3.2 Will You Qualify For An SBA 7(a) Loan?

    • πŸ“’ 3.3 Will Your Deal Qualify For An SBA 7(a) Loan?

    • πŸ“’ 3.4 Documentation The SBA (And Its Preferred Lender) Want To See

    • πŸ“’ 3.5 The SBA Approval Process
  • 4

    πŸ“˜ 4. Other Sources Of Funding

    • πŸ“’ 4.1 Introduction: When The SBA Just Won’t Do

    • πŸ“’ 4.2 Using Your 401(k) For Financing Through ROBS

    • πŸ“’ 4.3 Loans From Commercial Banks

    • πŸ“’ 4.4 Seller Financing

    • πŸ“’ 4.5 Other Equity Or Debt Investors
  • 5

    πŸ“˜ 5. A Refresher Guide To Income Tax (If You Need It)

    • πŸ“’ 5.1 Basic Concepts In Personal Income Tax

    • πŸ“’ 5.2 Basic Concepts In Personal State And Local Tax
  • 6

    πŸ“˜ 6. Decide What Acquiring Entity To Create

    • πŸ“’ 6.1 What Is An Acquiring Entity?

    • πŸ“’ 6.2 A Digression On Pass-Through Entities And The Qualified Business Income Deduction

    • πŸ“’ 6.3 The LLC, or Limited Liability Company

    • πŸ“’ 6.4 S-Corporations

    • πŸ“’ 6.5 Key Differences Between S-Corps and C-Corps

    • πŸ“’ 6.6 C-Corporations

    • πŸ“’ 6.7 C-Corps And QSBS On Capital Gains
  • 7

    πŸ“˜ 7. Quality of Earnings (QoE) Analysis

    • πŸ“’ 7.1Β  Introduction

    • πŸ“’ 7.2 What To Look At In Gauging QoE

    • πŸ“’ 7.3Β  Accounting Practices That Lower QoE

    • πŸ“’ 7.4Β  Using Outside Services To Assess QoE
  • 8

    πŸ“˜ 8.Β  Walking Away: It’s Not The End Of The World

    • πŸ—’