How to Buy, Grow, and Sell Small Companies

How to Buy, Grow, and Sell Small Companies

How to Buy, Grow, and Sell Small Companies


from $249


How to Buy, Grow, and Sell Small Companies
What you’ll learn

How to source
Identifying the perfect business for your skill set is hard. I’ll show you how to build, scale, and optimize deal flow to maximize options and not settle.

How to negotiate
Finding a project is only half the battle — now you have to agree on a price. I’ll share legal templates and email scripts to get the best deal.

How to grow
You made a deal — congrats! Now you need to scale it to achieve a healthy return on your investment. I’ll help you become a lean operator and build a 100 day marketing plan.

Education for every step of the acquisition process

1. Thesis
Analyze your skills, form a target acquisition (size, industry, etc), and learn to form a legal entity.

2. Sourcing
Build a pipeline of inbound, outbound, and referral deal flow. Includes email scripts, evaluation strategy, and financial markers.

3. Negotiation and diligence
Case studies of our own deals, financial forecast modeling templates, valuation strategies, diligence checklist, and $3,000 worth of legal templates.

4. Financing and closing
Techniques to fund and structure your deals for maximum returns, from tax strategy (taught by a CPA) to same-day asset transfer and investor management.

5. Relaunch and scale
Learn to operate a multi-company portfolio without losing sleep. Identify power users, build a go-to-market plan, file IP, and re-invest.

6. Exit strategy
Determine whether to flip or “hold forever” for optimal returns. Streamline operations to shift investments from active to passive. Increase the intrinsic value of your projects with competitive differentiation.