past events | see upcoming events
The views expressed in the events may not reflect the views of Searchfunder.com, they are there for purposes of education and entertainment, nothing should be construed as providing investment advice.
Baltimore ETA / SMB Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
AsburyETA - December Meetup (CANCELED)
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12/17 UPDATE: We are canceling this event due to the holiday and limited availability. However, we are referring attendees to another virtual event happening on 12/18 at Noon EST. The event is $10 but free with a coupon code. Contact Jeff Stark for details.RSVP on our Luma page: https://lu.ma/asburyetaJoin us at the AsburyETA networking event focused on small business acquisitions. Whether you're an aspiring entrepreneur, looking to acquire your first business, or a seasoned professional in the ... see more
Acquisition Deal Team Office Hours
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**Sign up required: https://lu.ma/sfcdealteam1224**ETA can be complex—but what if you could bring your questions straight to the experts?At our next Deal Team Office Hours, you’ll do exactly that.Join a coalition of seasoned pros across finance, debt, equity, operations, legal and more who know what it takes to get deals done. We'll start with a brief intro panel and then break out into small groups for hands-on insights tailored to your journey.This is your chance to cut through th ... see more
Healthcare Entrepreneurs, Investors and Searchers Online Meetup
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Note December date change to the 18th. Based on the smashing success of our recent meetups, we'll have another healthcare (Zoom) meetup this month. 1.5 hour (90 minutes) 9-1030 PST.This event is for all healthcare (adjacent) Searchfunders. We will discuss current deals and shared interests while finding ways to support and help each other. The goal is to create a community of searchers with a common purpose and diverse perspectives and backgrounds. This is a free (now and forever) event. Join us ... see more
From Wall Street to Multi-Unit Multi-Brand Franchising with Allan Boomer
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At Goldman Sachs, Allan Boomer managed massive investment portfolios. Today, he runs Momentum Advisors with $330M AUM, while simultaneously building a multi-unit, multi-brand business portfolio. Beyond his core advisory work, Boomer has leveraged insights from guiding professional athletes in franchising and his Wall Street experience to create a unique portfolio of Retrofitness and ZIPS Cleaners.Sign up here: https://webinars.wefranch.com/ev2g/wallstreet-franchisee ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Austin Business Acquire & Invest Club Happy Hour
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Join us for the last event of 2024! The suggested topic is "growth industries". Where are you seeing opportunities for growth and/or rollups?At this event there will be new faces. We've combined the Austin Search & Operators Happy Hour (by Nate Niehuus) and the Austin SMB Search Club (by Henry Carter and Dan Jensen). Come make friends with searchers and investors you haven't met yet.RSVP here: https://www.acquireinvest.club/austin-dec-12-2024/Park on the street (or in a garage) anywhere near ... see more
EtA Launch Hub Mentoring Workshop
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Please be aware that this Workshop is private and exclusively intended for invited students and participants. However, we are sharing this information on this platform to serve as a reminder for our students.If you are interested in learning more about EtA Launch Hub or have any questions, please feel free to reach out to us. We are happy to provide additional details where appropriate.Thank you for your understanding and interest. ... see more
ETA Bootcamp for Veterans Info Session
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We have one last spot for our ETA Bootcamp exclusively for Veterans:Join us to learn more about the ETA Bootcamp for Veterans.In conjunction with Bunker Labs and Syracuse University Institue for Veterans and Military Families (IVMF), we have developed an intensive 13-week training on ETA specifically for veterans.Our next cohort will begin in January and help better prepare you to launch and conduct your search.Please register via the link provided to obtain the zoom information. ... see more
2nd Annual Fall Conference Review
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Join us for an insightful session with Karen and her special guests as they bring you the best from the busiest conference season yet.They'll share firsthand experiences from major conferences in the search fund ecosystem, highlighting key takeaways and emerging trends to keep you informed.But this session is more than just listening; it's about collaboration. We encourage you to share your own thoughts and experiences about this year's conference season. Together, we can enhance our understandi ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ SOPs/Process
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TWO Series SESSIONS REMAINING FOR 2024.12-11/12-12 and 12-18/12-19Join ^Lisa Forrest and ^Sarah Andrews of Live Oak Bank's Self-Funded Search Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSWEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process RoadmapWhen you register, you'll receive our deal-vetting templates and analysis tools for making your search process more efficient!Sessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister ... see more
The Cash Flow and Due Diligence Lab Hosted By Live Oak and Calvetti Ferguson
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This exclusive invitation-only event for solo self funded searchers hosted by Live Oak Bank and Calvetti Ferguson. If you’ve ever joined Live Oak’s Office Hours and want to take a deeper dive into the due diligence process, this hands-on learning experience is for you!This is an in person event in Nashville TN for the Nashville ETA community. This event will provide an in-depth look at Live Oak’s cash flow model and best practices for due diligence, featuring insights from Calvetti Ferguso ... see more
Playback: Tutorial: Live Modeling an Example Self-Funded Deal & Key Factors Involved
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This event landing page contains a playback of a session recorded on March 23, 2021. This playback is indexed and transcribed.We speak with Steve Ressler & Alexander Mears about Live Modeling an Example Self-Funded Deal & Key Factors Involved. ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Investor Perspective on Search
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Register here: https://www.mixily.com/event/7401843763344923230Join us for a discussion of the investor perspective on search funds and small business acquisitions with Nate Wasson. Networking will follow the discussion with Nate.Nate Wasson, Co-Founder and Chief Investment Officer of HalBar PartnersBased in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, ... see more
Q&A With Senior SBA Loan Officer
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REGISTRATION LINK: https://lu.ma/1885xn39.Main Street Capital Network is hosting a Q&A with Tyler Maragh, a Senior SBA Loan Officer with First Internet Bank (a top-10 SBA lender). In addition to focusing his efforts on lending to searchers, he is a searcher who successfully purchased a business.Tyler will provide an overview of what every searcher should know when applying for an SBA loan and discuss common mistakes searchers make.Send Us Your QuestionsThe format will be a Q&am ... see more
1 Minute News, Episode 71 - 720 Fund, Fall Conference Review, EtA Launch Hub & more
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.See the notes in the YouTube description for links and more info.UPCOMING EVENTS:https://fetchstrategies.com/#events ... see more
LIVE Giuseppe Grammatico-Ethical Franchising
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What the heck is Ethical Franchising? Why does this term need to exist?New Livestream guest-> Giuseppe GrammaticoI’m happy to have Giuseppe back on the show to join me on a live broadcast.Giuseppe has been helping people choose the right new franchise opportunity for years.Tune in and as we’ll be discussing Ethical Franchising.What the heck is it?Why does such a term need to exist?What does unethical franchising look like?This is a ‘must see event’ for anyone who may consider getting ... see more
EtA Searchers Club - Open Brunch (Members and Non-members)
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Hello UK Community. I'm pleased to announce an event for the EtA space that will take place in December! We are open to: Speakers, Sponsors and everyone else that wants to be useful in getting this event together! https://www.eventbrite.com/e/eta-searchers-club-open-brunch-members-and-non-members-tickets-1070797156119?aff=oddtdtcreator ... see more
Launch Your Journey to Business Ownership
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In this session, Karen answers frequently asked questions about launching your search to become the owner of your own small to medium-sized business. Additionally, there's a dedicated Q&A portion.Karen has been dubbed the Walking Search Fund Wiki, the EtA Encyclopedia, and (her favorite) Mrs. Searchfunder. As co-founder of Searchfunder and founder of Fetch Strategies, she draws on nearly a decade of knowledge to create a welcoming and inclusive environment and to develop resources for a d ... see more
Houston ETA Happy Hour (ETA Circle)
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Come hear Matthew Saskin (most listened to Acquiring Minds interview by Will Smith) talk about buying a $5m company, hiring an operator on Day 1 and keeping his day job. Houston. In-person event. Register at www.ETACircle.com/eventsEver wanted to buy a $5m company, hire a manager and not quit your day job? Sounds like click-bait for a $10k course but our December speaker did just that (bought the company...not creating a course!). Matthew Saskin bought a towing company making $5 million in ... see more
Playback: Modeling for Traditional Search Deals - Intro to Building Financial Models
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This event landing page contains a playback of a session recorded on July 22, 2021. This playback is indexed and transcribed.One of our most popular sessions. We speak with Alexander Mears about modeling a traditional search fund deal in this intro to Building Financial Models. You will receive a copy of the spreadsheet. ... see more
Search Funds - Tendências e Práticas no Brasil | MBC
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Convidamos a comunidade SEARCHFUNDER para um encontro com grandes nomes do setor de Search Funds.Café da Manhã com painel “Search Funds – Tendências e Práticas no Brasil".O evento será na próxima quarta-feira, 04 de dezembro, às 8h30, intimista e presencial, no escritório MBC Advogados, localizado na Alameda Santos, nº 2.300, 6º andar, conj. 61, Cerqueira Cesar.VAGAS LIMITADAS! AGENDA 08:30 - 09:00 - Início do Café e Recepção09:00 - 09:30 - Painel I - Estrutura do Captable ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Charlotte Private Business Roundtable
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Join us for our last Charlotte Private Business Roundtable event of 2024. The PBR Coffee Social / Charity Ball is open to all private business owners, operators, investors and friends.Join us on Tuesday December 3 from 7-9am to celebrate the year, connect with new and old friends and meet some of our favorite charity partners. Enjoy beverages from Waterbean Coffee and pastries from Toastique!Nominate your favorite charity / ministry in Charlotte** Register here: https://www.privatebusinessroundt ... see more
1 Minute News, Episode 70 - New Case Note, NextGen Hiring
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.See the notes in the YouTube description for links and more info.UPCOMING EVENTS:https://fetchstrategies.com/#events<<<< Episode 69: https://www.searchfunder.com/event/view/1859>>>> Episode 71: [tbd] ... see more
Topic AI-Powered Growth: Prepare Your Business for a Lucrative Exit
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Are you a founder feeling overwhelmed by tech but eager to grow your business with AI?Join our LIVE-ONLY Masterclass:https://bit.ly/ai-growth-mc"AI-Powered Growth: Preparing Your Business for a Lucrative Exit, Even if Tech Overwhelms You."What you'll master:-- AI-driven content marketing-- Email marketing personalization-- Advanced paid ads techniquesDon't miss this! There will be no replays. ... see more
APAC Search Fund Conference
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"The Inaugural CEIBS-IESE APAC Search Fund Conference". The conference will be held on November 28, 2024, at the Shanghai Campus of China Europe International Business School (Address: 699 Hongfeng Road, Pudong New District, Shanghai). Registration link:https://www.wolai.com/f/ah1AikdfeGGkC1JHZdpC9J ... see more
ETA Bootcamp for Veterans Info Session
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We are looking to fill our final spots for our ETA Bootcamp exclusively for Veterans:Join us to learn more about the ETA Bootcamp for Veterans.In conjunction with Bunker Labs and Syracuse University Institue for Veterans and Military Families (IVMF), we have developed an intensive 13-week training on ETA specifically for veterans.Our next cohort will begin in January and help better prepare you to launch and conduct your search.Please register via the link provided to obtain the zoom information ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Acquire A Firm for $0
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https://www.acquireafirm.com/webinar-fb-signupNo, this isn't another one of those auto webinar robots.This will be a live zoom where us accounting & tax professionals can actually talk to each other. I can't wait.Don't Build Revenue, Buy ItTired of scrambling for new clients to grow your revenue? Here’s a game-changer: buy an established, cash-flowing book of clients for $0 down! That’s right – stop building revenue the hard way and start owning it.Whether you’re an accountant, CPA, ... see more
Washington Metro/Northern VA ETA Meetup
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**Washington Metro/Northern VA ETA Meetup** Saturday, November 23rd from 12pm-1pm-ish at Hampton Inn Washington-Dulles Int'l Airport South (4050 Westfax Dr, Chantilly, VA 20151)Whether you’re just exploring Entrepreneurship Through Acquisition, actively searching, have already acquired and are operating an SMB, or support acquisition entrepreneurs as a lawyer, lender, or accountant—this is for you!Why Join? • Make Valuable Connections: Meet others in the ETA space who understand the c ... see more
Southern California Search Meetup
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Hosting a casual meetup for searchers, prospective searchers, operators and. investors in the greater LA area. Please join us at Los Angeles Ale Works in Culver City for a happy hour on Nov 21st at 6pm.RSVP: https://partiful.com/e/EUdg0aeD6nuRFCOeVsLb? ... see more
Baltimore ETA / SMB Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
EtA Launch Hub Mentoring Workshop
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Please be aware that this Workshop is private and exclusively intended for invited students and participants. However, we are sharing this information on this platform to serve as a reminder for our students.If you are interested in learning more about EtA Launch Hub or have any questions, please feel free to reach out to us. We are happy to provide additional details where appropriate.Thank you for your understanding and interest. ... see more
Understanding the Waterfall
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Join the Barlow & Williams team of M&A attorneys for an in-depth discussion on understanding distribution waterfalls. There will also be plenty of time for Q&A, so come prepared with your questions—not just about the waterfall structure but any other aspect of the acquisition process as well. Register here: https://tinyurl.com/understandingthewaterfall ... see more
Birmingham Meetup
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Join us for an exclusive, high-impact M&A networking event designed for professionals looking to accelerate their acquisition strategies and forge meaningful connections in the deal-making world. Whether you're an investor, advisor, or M&A professional, this event will provide you with actionable insights and access to an elite network of industry experts. ... see more
Acquire A Firm for $0
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No, this isn't another one of those auto webinar robots.This will be a live zoom where us accounting & tax professionals can actually talk to each other. I can't wait. Don't Build Revenue, Buy ItTired of scrambling for new clients to grow your revenue? Here’s a game-changer: buy an established, cash-flowing book of clients for $0 down! That’s right – stop building revenue the hard way and start owning it.Whether you’re an accountant, CPA, or tax pro, there’s a smarter path to growt ... see more
Exclusive Happy Hour in Richmond, VA!
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Ready to powerfully expand your network and meet ambitious professionals in the SME community? This is the event for you! Why Attend?Connect: Meet business buyers and investorsRecharge: Get out of the grind and enjoy time with like-minded peopleExpand Your Influence: Elevate your circle and spark new opportunitiesWho’s Invited? Business buyers, operators, and investors Don’t miss out—we’re excited to see you there!Please RSVP here: https://lu.ma/x77yyyuh ... see more
AsburyETA - November Meetup
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Please RSVP on our Luma page: https://lu.ma/asburyetaJoin us at the AsburyETA networking event focused on small business acquisitions. Whether you're an aspiring entrepreneur, looking to acquire your first business, or a seasoned professional in the private equity sector, this event is designed to provide networking opportunities and learning experiences.We're a growing group so at the moment we're focused on building relationships and getting to know each other. As we grow we may invite expert ... see more
ETA Post-Election Outlook (Early Edition)
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**Sign up required: https://lu.ma/sfcoutlook1124**The People Have Spoken. Now What?The historic US election results earlier this month will have immense impact on what we can expect in 2025 and beyond. While we cannot know everything - we can call upon our roster of M&A experts to share their thoughts and discuss key considerations for navigating a new and exciting era for our ETA / SMB Community. Featuring: ^Saumil Jariwala, ^Joshua Siegel, ^Jared Johnson, and Daniel Gayer.Come ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
1 Minute News - episode 69 - China, Italy & Brazil & More
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.See the notes in the YouTube description for links and more info.UPCOMING EVENTS:https://fetchstrategies.com/#events<<<< Episode 68: https://www.searchfunder.com/event/view/1723>>>> Episode 70: https://www.searchfunder.com/event/view/1899 ... see more
SMB/ETA Milwaukee Meet-Up
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Join us for the second round of the SMB/ETA Milwaukee Meet-Up - a great opportunity to connect with fellow small business owners and entrepreneurs. It is not sponsored. There is no presentation. Just come and meet others in the space.Please find more information and RSVP here:https://www.eventbrite.com/e/smbeta-milwaukee-meet-up-round-2-tickets-1056585247919?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff ... see more
BUILDING Enduringly Profitable Businesses
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PLEASE REGISTER TO GET INVITE: https://forms.gle/7LpsxjbNj4S1F96t5We've all been searching for an Enduringly Profitable Business.... what if you buy one that needs a little TLC? What adds value? What's a waste of time? What do eventual PE buyers value? What metrics can you track?!!Let's QUANTIFY what "Enduringly Profitable" means!!Tee Up Advisors, a Fractional CFO firm, is going to present on its own framework of improving Business Endurance.https://www.teeupnextgen.com/post/building-enduri ... see more
University of Minnesota ETA Conference
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This is the 2nd U of M ETA Conference. This year's event is bigger and better organized - hope to see you there! For additional information and to register: https://carlsonschool.umn.edu/events/20241115-carlson-school-entrepreneurship-through-acquisition-conference ... see more
Acquire Your 1st Accounting Firm for $0
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Accounting and Tax Professionals: Stop stressing about having to chase down new clients for minimal profits to try and grow your revenue. BUY IT instead. Join the live zoom with CJ Silvas, CPA and Brandon Bain, CPA who will be discussing the basics of how to acquire your 1st cash flowing accounting/tax firm for $0. They have now acquired 3 different accounting firms over the last 18 months. And all for no money out of their own pocket. Come learn how to skyrocket your revenue by acquiring existi ... see more
South Florida ETA & SMB Happy Hour
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***Sign up required: https://lu.ma/sflhh1124***Please join us for a networking event in Miami to connect the South Florida SMB & ETA Ecosystem! Whether you're self-funded, traditional, Sponsor, Investor or Service Provider —there's a place for you here. Free for all to attend thanks to our presenting partners:Live Oak Bank is a finance leader dedicated to the support of Small Business Entrepreneurs and the Search Fund Community. Contact ^Lisa Forrest + ^Sarah Andrews for ... see more
So, you want to be an independent sponsor?
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Darien K. Smith will explore the mindset, investment structures, and risks associated with being an independent sponsor.Thank you for registering for this session sponsored by The Vault, digital video channel.This will be a live stream, recorded event for future playback. ... see more
How Searchers Without Industry Experience Become Credible
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Protecting Downsides—Maximizing Upsides“Shouldn’t have done it,” say sellers, brokers, investors, lenders, and buyers about transactions that should not have occurred. LEARN how potential buyers, lacking industry-specific experience, become credible to SMB sellers, brokers, investors, lenders.— And how everyone should assess buyer capability to successfully transition.This interactive Zoominar by Ted Leverette, The Original Business Buyer Advocate ®, helps potential buyers anticipate ... see more
ETA Bootcamp for Veterans Info Session
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Join us to learn more about the ETA Bootcamp for Veterans.In conjunction with Bunker Labs and Syracuse University Institue for Veterans and Military Families (IVMF), we have developed an intensive 13-week training on ETA specifically for veterans.Our next cohort will begin in January and help better prepare you to launch and conduct your search.Please register via the link provided to obtain the zoom information. ... see more
Houston ETA Happy Hour (ETA Circle)
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Free Houston search fund/acquisition entrepreneur meetup by ETA Circle. The event is for anyone searching to acquire a small/medium sized business. No service providers.Register at www.ETACircle.com/eventsMason Arnold will discuss his journey of buying and revitalizing distressed companies and brands at our next ETA Circle event on Wednesday, November 13. Mason and his team have started and acquired multiple businesses, building a thriving holdco of CPG brands. As a founder entrepreneur, Mason g ... see more
M&A: Working Capital (Free Webinar)
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Join Attorney Stan Doida, co-founder of Doida Crow Legal, for a free webinar that demystifies the critical role of working capital in mergers and acquisitions. Gain a clear understanding of working capital, its calculation, and its impact on deal structuring and business continuity. Learn how to set fair transaction terms, navigate post-closing reconciliations, and avoid common pitfalls with actionable insights and best practices. Whether you're a business owner, investor, or advisor, this sessi ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Launch Your Journey to Business Ownership
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In this session, Karen answers frequently asked questions about launching your search to become the owner of your own small to medium-sized business. Additionally, there's a dedicated Q&A portion.Karen has been dubbed the Walking Search Fund Wiki, the EtA Encyclopedia, and (her favorite) Mrs. Searchfunder. As co-founder of Searchfunder and founder of Fetch Strategies, she draws on nearly a decade of knowledge to create a welcoming and inclusive environment and to develop resources for a d ... see more
ETA Bootcamp for Veterans Info Session
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Join us to learn more about the ETA Bootcamp for Veterans.In conjunction with Bunker Labs and Syracuse University Institue for Veterans and Military Families (IVMF), we have developed an intensive 13-week training on ETA specifically for veterans.Our next cohort will begin in January and help better prepare you to launch and conduct your search.Please register via the link provided to obtain the zoom information. ... see more
Weds Workshop - Our Women's Acquisition Entrepreneur Empowerment
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Our WAEE is proud to present the first of many in our Weds Workshop series. Beyond the Deal: How Executive Coaching Empowers Women in ETAJoin us for a powerful session with Ashley Zaslav, founder of a premier executive coaching firm that empowers entrepreneurs and career-driven women at pivotal inflection points. Whether you’re in the acquisition phase or have recently become an owner, this discussion will reveal how executive coaching can be a game-changer in your entrepreneurial journey, hel ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
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Meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses.This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, share ideas and resources, and help eac ... see more
LIVE Spencer Hilligoss- Raising private Capital
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Spencer Raises MiLLION$$$New Livestream guest-> Spencer HilligossI’m happy to have Spencer join me on a live broadcast.He’s been busy doing private real estate deals and he’s raised millions of dollars via syndication deals. Tune in and as we’ll be discussing how his business operates and what it’s like to attract and accept investor money.If you think you’re just gonna ‘get investors’ this episode is for you as we’ll be discussing all the realities of being responsible for ... see more
ETA Bootcamp for Veterans Info Session
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Join us to learn more about the ETA Bootcamp for Veterans. In conjunction with Bunker Labs and Syracuse University Institue for Veterans and Military Families (IVMF), we have developed an intensive 13-week training on ETA specifically for veterans. Our next cohort will begin in January and help better prepare you to launch and conduct your search. Please register via the link provided to obtain the zoom information. ... see more
AsburyETA - October Meetup
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Join us at the AsburyETA networking event focused on small business acquisitions. Whether you're an aspiring entrepreneur, looking to acquire your first business, or a seasoned professional in the private equity sector, this event is designed to provide networking opportunities and learning experiences.We're a growing group so at the moment we're focused on building relationships and getting to know each other. As we grow we may invite expert speakers to cover topics such as due diligence, deal ... see more
Kickstart Your Business Acquisition with Confidence.
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Join my next Webinar: Kickstart Your Business Acquisition with Confidence.Date: 10/30/24, 12:30PM ESTLearn the strategies to kickstart your business acquisition journey with confidence. Discover how to secure a Letter of Intent (LOI) in 90 days or less with insights from industry experts.In this webinar, you will learn:1. Proven strategies to secure an LOI swiftly.2. Expert insights from a top M&A advisor in the industry.3. Real-life success stories and case studies.Signup by clicking the li ... see more
Live Virtual AMA With Brent Beshore of Permanent Equity
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Date: Tuesday, October 29, 2024Time: 1:30 PM - 2:30 PM MDTLocation: Durable's Slack CommunityNot part of Durable's Slack Community? Join here:https://www.builddurable.co/slack-- Durable's Slack AMA w/ Brent Beshore of Permanent EquityWe're thrilled to host Brent Beshore, founder of Permanent Equity, for an exclusive AMA (Ask Me Anything). Brent’s expertise in long-term private equity and his unconventional path to success has made him one of the most respected names in the industry. This is yo ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
2024 LIVE Jennifer R. Lee Author Financial Planning for Biz Owners
video
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Financial Planning for Biz OwnersNew Livestream guest-> Jennifer R. Lee Author, Founder of Modern-WealthI’m happy to have Jennifer R. Lee join me on a live broadcast.Jennifer R. Lee is a Florida Financial Planner.She works mainly with women going through divorce who are or are leaving entrepreneurs.We’ll be discussing all things financial planning, how she addresses this very specific client group and the particular concerns you might have if you’re doing well in business and may be pla ... see more
Chicago SMB/ETA Conference for Searchers, Investors, & Sellers (M&A Launchpad Conference)
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The M&A Launchpad Conference is the premier event for entrepreneurs and investors looking to navigate the dynamic world of mergers and acquisitions. Held on October 26, 2024, at the Hyatt Regency O'Hare in Chicago, this conference is designed to equip you with the tools, insights, and expert connections you need to successfully acquire and grow small to mid-sized companies.With a focus on actionable strategies, the conference features keynote speaker Walker Deibel, an acquisition expert and ... see more
Ask the Expert Business Buyer - Q & A
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Richard Parker's Ask the Expert Open Q & A seriesThe next session of our popular and always overbooked Ask the Expert free Q & A webinar is scheduled for October 25th at 2:00pm EST. Hopefully you can join us – it’s always a very informative session and an opportunity for you to share experiences, hear from other business buyers, ask any questions and get expert adviceabout buying a business.Here is the link to register: https://us02web.zoom.us/meeting/register/tZMldOitrjwsHNLIWrXb-D0 ... see more
SMB & ETA Coffee Social
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No agenda, just great coffee and even better conversations.Whether you're a small business owner, operator, investor, or acquirer...this is your chance to connect with like-minded people, share ideas, and expand your network.No programming — just time to socialize and find your people while we enjoy the espresso bar. ... see more
The SMB & ETA Coffee Social
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No agenda, just great coffee and even better conversations.Whether you're a small business owner, operator, investor, or acquirer...this is your chance to connect with like-minded people, share ideas, and expand your network.No programming — just time to socialize and find your people while we enjoy the espresso bar.RSVP: https://www.builddurable.co/events/the-smb-coffee-social-october-2024 ... see more
Cap Tables 101: How Capital Structure Works When Buying a Business Webinar
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Join the Barlow & Williams team of M&A attorneys for "Cap Tables 101: How Capital Structure Works When Buying a Business" webinar. Gain insights into how capital structure impacts acquisitions and what you need to know to navigate it effectively. There will also be time for Q&A, so bring your questions not only about cap tables but any part of the acquisition process as well. You can register: https://us02web.zoom.us/webinar/register/9817294345219/WN_gBSBMJbSTPqAZBVRizpJRA#/registrat ... see more
Charlotte Private Business Roundtable
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Our next event will be Private Equity in Sports & Entertainment on October 24 at 12pm.Our speakers will include:Ben Sutton, CEO at Teall Sports & EntertainmentMatt Doherty, UNC Basketball & Vistage ChairWhen: October 24, 12-1pm Where: TBD Uptown / South EndRegister: https://lnkd.in/e5dQvXCbIf you’d like to sponsor our next event, please email me at Matt@HillandaleAdvisors.com. ... see more
Austin SMB Search Club meetup #4
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A free community for acquisition entrepreneurs and investors, with a monthly face-to-face meeting.- Access more local, off-market deals- Build relationships in the local M&A community- Get feedback on your potential deals- Syndicate your deals- Learn tips and tricks for sourcing, negotiating, and financing M&A deals ... see more
Kansas City Local Business Happy Hour
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I'm hosting another SMB Happy Hour at the Boulevard Beer Hall on Wednesday, October 23rd! This happy hour is for anyone looking to buy, build, or support great local businesses.Come by the Boulevard Beer Hall to meet some amazing small business owners, buyers, builders, searchers, and professionals in KC.Whether you're looking to buy a business, grow your business, or just make new friends... you need to be here. Our goal is to facilitate REAL connections in a casual setting with a drink o ... see more
Arizona Business Mixer
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Welcome to THE business community of Arizona.Where the most notable business owners, operators, buyers, builders, and change-makers in Arizona.This is your chance to make REAL connections in a casual setting with a drink or two (if you're into it). Who's coming? The typical attendee profile is a mix of business founders, operators, and investors but those from other walks of life and creative industries are welcome too.Whether you're looking to buy, build, grow, or sell your business, find ... see more
The Second ETA meet up Austin Texas
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A 45-minute group activity-based session designed to develop relationships among M&A professionals (entrepreneurs, lawyers, accountants, investors). It's totally designed to have you leave having made a friend. DM email address and full name to reserve ... see more
Raleigh-Durham / Central NC SMB Meetup
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RDU SMB/ETA Friends!Please RSVP via this link: https://lu.ma/n7oleydlAfter successful April and August events, join us for the Fall Happy Hour on October 22, 2024, at 6:30 PM in Durham (Tobacco Wood Brewing Co, Durham Taproom).This social meetup is a great opportunity for small business owners, intermediaries, searchers, and investors from the Raleigh-Durham and Central/Eastern NC areas to connect in a relaxed, casual setting.We look forward to seeing you there!https://lu.ma/n7oleydl ... see more
Houston ETA Happy Hour (ETA Circle)
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Free Houston search fund/acquisition entrepreneur meetup by ETA Circle. The event is for anyone searching to acquire a small/medium sized business. No service providers.Register at www.ETACircle.com/eventsWill Wright successfully acquired and later exited Peerless Tents & Events. He navigated a massive warehouse fire, COVID (imagine how that impacted an event rental company!) and being on the verge of bankruptcy. He turned it all around and ended up getting his investors a 5x MOIC (multip ... see more
LIVE Mandi Ellefson- Build an Operations Manager
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Build an Operations ManagerNew Livestream guest-> Mani Ellefson, the Hands-off CEO Leader, podcast host and author.I’m happy to have Mandi join me on a live broadcast.She’s built a business out of helping entrepreneurs get out of the day to day of operations and truly be free to work ‘on’ their businesses.She hosts a podcast on the topic and is the author of The Hands-Off CEO which is a great book.Tune in and as we’ll be discussing how to develop or hire an operations manager in you ... see more
Mainshares Presents: Insights from an Investor and Search Entrepreneur. See RSVP link below!
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https://lu.ma/Mainshares-presents-October-17A Fireside Chat on Navigating Small Business DealsJoin us for a conversation hosted by Mainshares, the platform dedicated to backing the next generation of American owner-operators.Date: October 17th, 2024Time: 6:00 PM CTLocation: 2810 South 1st, Austin, TX 78704Event Highlights:Fireside Chat: Gain insights from both sides of the table as we sit down with an experienced investor and a successful search entrepreneur. Hear their perspectives on finding t ... see more
Nashville Entrepreneurship through Acquisition Mixer - Q4 2024
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RSVP Here: https://www.mixily.com/event/4848674715894078241Welcome to the Nashville ETA Mixer! Come network with other "searchers", lenders, brokers and other service providers. This in-person event is the perfect opportunity to regale each other with your successfully closed deal... or commiserate about the one that got away. Don't miss out on this chance to expand your network and have a great time! See you there! ... see more
Baltimore ETA / SMB Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
ETA Accelerator Virtual Info Session on 10/16
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Interested in entrepreneurship through acquisition? Consider applying to bETA, a program designed to give underrepresented individuals the knowledge, tools, and access to capital that they need to acquire and run an already successful small business.
To find out more about the free accelerator, join our info session & application webinar on Wed, Oct 17 at 6:30pm EST. Register for the webinar here: https://zoom.us/meeting/register/tJUqcO2uqTooHNws0kVQsOawJ5zZNLPeFxcx#/registrationTo learn m ... see more
Search Fund Coalition - Tales From The Search: Operator's Table
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**Sign up required: https://lu.ma/sfctales1024**Use code FIB1024 for a free searcher ticketGetting Real With Searchers To OperatorsOur panel this month is giving you a front row seat to Searchers-turned-Operators who've achieved acquisition success. They’ve all been in your seat, and we'll have a candid conversation about their experiences both as a struggling searcher and now as a hot seat operator.Ft. ^Adriana Muñoz, ^Ryan Doyle, ^Kaustubh DeoReady to take your entrepreneurial game ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
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Meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses.This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, share ideas and resources, and help eac ... see more
Live Webinar: Will You Pass the Investor Budget Test?
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Join Brian Parks, Managing Partner, Bigfoot Capital (B2B SaaS growth capital) and Dave & Ben Robinson, Managing Partners, Driven Insights for a conversation about how to (and not to) use a budget to successfully raise equity and/or debt.What you’ll learn:- What is the investor budget test, and why do so many companies fail it- What is a minimum viable budget, and why you should have one- Budgeting strategically - how to do it, and how it can serve as a competitive advantage- How investors ... see more
Pre - IESE SF conference lunch meetup
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FYI the time in Barcelona will be 2:00 pm. The event is displaying London time. Many of us will be in town a few hours earlier, so let's meet for lunch before the conference. All conference attendees are welcome.It will be great to network and share ideas. I will struggle to find a large reservation so limiting it to 10 attendees.Please comment below and message me if you would to join us. See you in Barcelona!Murtaza ... see more
NYC Business Partner Search Happy Hour
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This is for searchers looking for a business partner to pursue a roll-up strategy. It's clear there's strong interest in bringing people together. Many of us are seeking a partner for this journey. The happy hour will be in Manhattan on October 9th. I'll send you the venue details once you RSVP. ... see more
A Fireside Chat: Alex Lawrence - From Tech To…Car Dealerships?
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Decada Group has entrusted Durable, its new operating company, to lead its event track for searchers, investors, and business owners & operators in Utah. While most events lean towards ETA, we also cover general topics related to scaling a business. Our attendees are primarily business owners, acquirers, and investors. Open to all - join our community and come out to an event! The Durable Small Business Series brings together a curated community of small business owners, investors, and opera ... see more
Proximity Conference
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There is a pretty cool conference coming up that I thought some of you may be interested in. It’s about buying businesses. I will be in attendance. It would be great to see some of you there as well. https://www.eventbrite.com/e/proximity-conference-how-to-buy-a-business-for-0-tickets-1000335178447?utm_experiment=test_share_listing&aff=ebdsshios ... see more
Southeast Michigan Searcher Happy Hour
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Name says it all. Let's get out from behind our screens and meet up! I was planning on the Morrie in Royal Oak again, but it's closed. So instead, we're meeting at the Ferndale Project.Please RSVP here so I can get an idea of numbers.Looking forward to seeing everyone in person again. ... see more
A Special Book Club with Mrs. Loida Lewis
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Registration link: https://lu.ma/p1e6bjnnI am thrilled to announce a surprise guest for this week's Book Club conversation on "Why Should White Guys Have All the Fun?. Joining us will be the remarkable Mrs. Loida Lewis, the wife of Reginald Lewis. Mrs. Lewis is an accomplished businesswoman and the author ofWhy Should Guys Have All the Fun?: An Asian American Story of Love, Marriage, Motherhood, and Running a Billion Dollar Empire.Additionally, ^Keith Burns, Co-Chairman & CEO ... see more
Should You Buy a Business? Business Buying 101 with Athena
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Should You Buy a Business? Business Buying 101 with AthenaBuying a business sounds like a dream, right? But it can quickly turn into a nightmare if you’re not prepared. Join me on October 3rd for a deep dive into the real process of business buying. I’ll show you what it really takes—the good, the bad, and the risks of stepping into ownership. No hype. Just the truth. Here’s what we’ll cover: How to buy a business—including financing options The reality of ownersh ... see more
Denver ETA Meetup
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Hosted on the first Wednesday of every month, this is a casual and low-key event to get to know the Denver ETA community better. This is suited for those new to Entrepreneurship Through Acquisition or seasoned operators and investors. We discuss people's past experiences in acquisitions, startups, and the corporate world across various industries.After a year of meetups, this event has connected people, built partnerships, facilitated deals, and allowed those in search to connect with like-minde ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of Live Oak Bank's Self-Funded Search Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSEvery WEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process RoadmapWhen you register, you'll receive our deal-vetting templates and analysis tools for making your search process more efficient!Sessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumt ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
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Meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses.This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, share ideas and resources, and help eac ... see more
September Business Mixer (Hosted by Shawn Allard)
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Welcome to THE business community of Arizona.Where the most notable business owners, operators, buyers, builders, and change-makers in Arizona.This is your chance to make REAL connections in a casual setting with a drink or two (if you're into it).Who's coming?The typical attendee profile is a mix of business founders, operators, and investors but those from other walks of life and creative industries are welcome too.Whether you're looking to buy, build, grow, or sell your b ... see more
California Happy Hour Search/SMB Costa Mesa
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Hosted by Live Oak Bank's Search Fund and Live Oak Bank's California General Lending TeamWe're doing a TEAM-UP!^Lisa Forrest and ^Sarah Andrews are inviting all Searchers interested in the California acquisition market. We're going to be joined by top California Business Brokers.And Co-Hosting the event with our local Live Oak Generalist lenders.Thursday, September 26th, 2024Water Grill | 3300 Bristol Street | Costa Mesa, CA 92626Register Here!:https://forms.office.com/Pages/Response ... see more
AsburyETA - September Meetup
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Join us at the AsburyETA networking event focused on small business acquisitions. Whether you're an aspiring entrepreneur, looking to acquire your first business, or a seasoned professional in the private equity sector, this event is designed to provide networking opportunities and learning experiences.We're a growing group so at the moment we're focused on building relationships and getting to know each other. As we grow we may invite expert speakers to cover topics such as due diligence, deal ... see more
Houston ETA Happy Hour (ETA Circle)
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Free Houston search fund/acquisition entrepreneur by ETA Circle. The event is for anyone searching to acquire a small/medium sized business. No service providers.Register at www.ETACircle.com/eventsFree wine, beer, full dinner and snacks (thank to our sponsors!).Ever thought about buying a business out-of-state but not moving there? Our Tue, Sept 24 speakers (^Jeremy Banner and ^Seth Randall) did just that when they acquired a 50-year-old consumer product manufacturing business in the bill ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Deal Structure (and Its Legal & Tax Implications) Webinar
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Come hear from the Barlow & Williams team of M&A attorneys about the critical aspects of deal structuring and its legal and tax implications. Learn how to navigate the complexities and avoid common pitfalls that could impact your deal. There will also be plenty of time for Q&A, so come ready with your questions about deal structure or any other part of the acquisition process. You can register here: https://tinyurl.com/deal-structure-webinar ... see more
1 Minute News - episode 68
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.VAULT OPEN HOUSE: https://fetchstrategies.com/digital-video-channel-steps-1-7/Energy: https://www.linkedin.com/posts/jasonhew1_after-a-15-month-search-im-happy-to-announce-activity-7226501527941562369-zX7_/Barbershops: https://www.linkedin.com/feed/update/urn:li:activity:7226303109705162752/UPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the ev ... see more
LIVE Fractional People in the C-Suite
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Bits and Pieces of Leaders- The Fractional C-Suite Movement.New Livestream guests-Devoreaux Walton MBA, CMO Jennifer Doherty MIRHR Kevin Robinson, MBA, CPA F-CFO Mathew Kerbis, Fractional GCI’m happy to have this great group of professionals join me on a live broadcast.Tune in and as we’ll be discussing when and how growing small businesses can take advantage of fractional specialists and maybe when they need to get one full-time.This is a ‘must see event’ for anyone with ambitions to gr ... see more
Los Angeles Fall Meetup
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Hey Everyone,Mark your calendars for our next Los Angeles M&A Meetup on September 21, 2024, at 12pm! Location : ArtBar LA – 12017 Venice Blvd, Los Angeles, CA 90066We’re gearing up for another great event, and we’d love for you to join us.Last time, we had:Ryan Smith from ThinkSBA, who gave us an in-depth look at SBA loans.Bryan McEvoy of Scale LLP, shared invaluable legal insights.Saad Abbas, who shared his experiences from a recent acquisition, including the challenges and ... see more
Baltimore ETA / SMB Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
Charlotte Pub Night with Karen
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Hi Friends, Colleagues, and Connections, This is to invite you to join me for Happy Hour in Charlotte.The Happy Hour will start at about 4 pm. Spouses, life partners and friends are welcome too! It's not every day that we get to kick back and enjoy some quality time with friends and colleagues. I'm looking forward to not only catching up with long time community members but also meeting some new faces too. Although we'll certainly talk about EtA and search funds, I'm also excited to get to kn ... see more
DMV search funder meet up
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Hello everyone! Thank you for sharing your interest in a DMV meet up! We are looking forward to meeting everyone.I am thinking 4pm on Thursday, September 19th at Caboose Commons Brewery in Mosaic DistrictAddress: 2918 Eskridge Rd, Fairfax, VA 22031This is near a metro station I believe is the Dunn-Loring Merrifield station on the Orange line and could walk approx 10min to the brewery in mosaic district.If you could please confirm your attendance so we can grab a table ahead of the meet up since ... see more
NYC Search Fund & SMB Happy Hour
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**Signup required: https://lu.ma/sfcnychh924**It's been a long and exciting summer, but we're looking forward to getting settled back into our regular rhythms. What better way than to gather with your favorite fellow searchers and connect over the state of your search? This event is free for all to attend thanks to our generous partners. Drinks & light bites will be provided. Come happy hour with us!**Signup required: https://lu.ma/sfcnychh924** ;;;; ... see more
Financial Due Diligence Insights Before Acquiring a Business
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Join us for an online session offering insights and an intro look at assessing the financial health of a business prior to acquisition.Financial due diligence is a crucial step in ensuring informed decision-making. By thoroughly analyzing key financial statements, cash flow, and liabilities, ETA entrepreneurs can identify potential risks and opportunities, ultimately making smarter acquisition choices and setting their new business up for success. September 18, 20249AM PSTRegistration Link: http ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Bigger Searcher Deals Deep Dive
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**Sign up required: https://lu.ma/sfcbiggerdeals924**Use code OBERLE924 for a free searcher ticketDream Big for Big Time SuccessAs we continue to grow, the possibility of doing bigger deals that push the limits of SBA and beyond have become a larger topic of consideration. What happens if you find a 10M+ enterprise value deal that is perfect for your acquisition? It's entirely possible and will have key and different considerations in terms of not only structure but deal team & partners as w ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
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Hey acquisitions entrepreneurs, let's get together and help each other out. I am hosting an M&A Networking event this coming September 17, 2024 @ 8AM Pacific time about buying and selling business. See you there! ... see more
LIVE Mike Finger and Clinton Lee Is there good SMB content online
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The great debate- Is there good small business content online?New Livestream guests-> Mike Finger and Clinton LeeThese two have been guests on my show before but never locked in heated debate!Clinton is a long-time consultant who helps leading UK entrepreneurs find the best fit business brokers to represent them in selling their businesses.Mike Finger is a multi-exit SMB survivor who coaches small business owners in the US on how to make their businesses more saleable.The discussion?Is there ... see more
The Self-Funded Search Conference 2024 (Dallas, TX)
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We are excited to announce the second year of The Self-Funded Search Conference, scheduled for September 13-15, 2024, at the JW Marriott Dallas Arts District in Dallas, TX. What's in Store?• The only not-for-profit conference exclusively for self-funded searchers (100% of attendees)• Keynotes and fireside chats with successful industry leaders• Tactical sessions and panels on LOI strategy, due diligence, debt & equity financing, and more• Boot camp workshops with M&A attorneys, f ... see more
Dallas Pub Night with Karen
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Hi Friends, Colleagues, and Connections,This is to invite you to join me for Happy Hour in Dallas.The Happy Hour will start at about 4 pm.Spouses, life partners and friends are welcome too!It's not every day that we get to kick back and enjoy some quality time with friends and colleagues. I'm looking forward to not only catching up with long time community members but also meeting some new faces too.Although we'll certainly talk about EtA and search funds, I'm also excited to get to know you all ... see more
San Diego Entrepreneurship Through Acquisition (ETA) Meetup
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Come join us at the Venture X San Diego – Scripps Ranch for an exciting evening of networking with like-minded individuals in the world of entrepreneurship through acquisition! Whether you're a seasoned entrepreneur or just starting, this meetup is the perfect place to connect share experiences, and gain valuable insights into acquiring businesses. Don't miss out on this opportunity to expand your network and grow your knowledge! This is an open forum mixer. Light snacks and drinks will be pro ... see more
Real Estate Mastermind Kickoff Meeting
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I have been facilitating a mastermind community for Saas founders and investors for nearly four years. Many tech founders are also invested in real estate, and so I am spinning off a real estate mastermind that will be hosting virtual monthly meetings. The kickoff meeting is free. Please follow this link to the Heartbeat app that we use to manage the community, events calendar, call recordings, and chat channels. https://app.heartbeat.chat/saastermind/invitation?code=8B3A58 ... see more
Turn $40k into a $9M p/year Franchise Empire with James Temple
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You will learn how James Temple acquired one underperforming location of an emerging company and scaled his empire to second largest franchisee within an internationally acclaimed Mathnasium franchise.Sing up here: https://webinars.wefranch.com/emve/how-team-temple-turned-a-small-investment-into-a-9m-business ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
LIVE Are you in Sales? Or are you a CLOSER?!? with Bob King
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Are you in Sales? Or are you a CLOSER?!?New Livestream guest-> Bob King- extreme closer and author.I’m happy to have Bob join me on a live broadcast.He’s got years of experience in Hollywood and in direct sales and closing deals in one day.Tune in and as we’ll be discussing his new book; The Joy of Closing. This is one of the best sales books that I’ve read in awhile. I enjoyed it so much, I asked Bob to be on the show.This is a ‘must see event’ for anyone who needs to bring in re ... see more
The Road Not Taken: A Journey Without Acquisition
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Fellow Searchers & investors,I know there's a lot of pods & resources out there that's talking about successful acquisitions. But I learn better from failures. Sometimes, It's simpler to just hear & understand what NOT to do.So if you are a brave searcher or investor that did not acquire a business and are kind enough to share your thoughts, we owe you a solid!Please DM me if you'd like to be on a panel to share your journey on the road that led to invaluable experience and no acquis ... see more
1 Minute News - episode 67
video
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. UPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsor * Diligence Fund: https://www.linkedin.com/posts/richardaugustyn_searchfunds-selffundedsearch-diligencefund-activity-7236168221211389954-Qj-B* Novastone: https://www.linkedin.com/posts/dean-curran-7925b94_we-are-thrilled-to-announce-an-exciting-new-activity-72160710753 ... see more
Playback: Investor Conversation: Developing Your Industry Theses and Investor Relationships
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This event landing page contains a playback of a session recorded on April 11, 2024. This playback is indexed and transcribed.Join us for a 1:1 conversation with ^Saumil Jariwala, where we delve into vital topics such as developing a solid industry thesis for investor consideration and fostering investor relationships.Saumil Jariwala is the Founder at Feta Fund. Here is the link to the Feta Fund website https://www.fetafund.com ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
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Hey acquisitions entrepreneurs, let's get together and help each other out. I am hosting an M&A Networking event this coming September 3, 2024 @ 8AM Pacific time about buying and selling business. See you there! ... see more
Los Angeles Fall M&A Meetup Event
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Hey there!Hope you’re all doing well!After our last M&A event, we had countless requests for the next event and here it is. It’s time to set up our next M&A Meetup, and we’re looking at dates in September & October.Please take a moment to review our poll and suggest an ideal date/time that's ideal for you:https://forms.gle/6iSh6xaTGpR888HK6 We’ll announce the exact location soon, but it’ll be around Culver City.Can’t wait to see you all there!Cheers,Bobby Baker ... see more
Richmond/Charlottesville ETA Meetup
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For searchers, investors, or anyone else in the ETA space in central Virginia, I will be hosting a meetup with the details listed here.We hosted another a few months ago to great success and looking forward to another.If you would like an invite, shoot me a message and I can add you to the list. ... see more
Common Legal Diligence Issues (and How to Handle Them)
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Come hear from the Barlow & Williams team of M&A attorneys about some of the most common legal diligence issues and how to handle them. There will also be plenty of time for Q&A, so come ready with your questions not just about common legal diligence issues but any other part of the acquisition process as well. You can register here: https://tinyurl.com/acquiringmindswebinar ... see more
AsburyETA - August Meetup
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Join us at the AsburyETA networking event focused on small business acquisitions. Whether you're an aspiring entrepreneur looking to acquire your first business or a seasoned professional in the private equity sector, this event is designed to provide networking opportunities and learning experiences.We're a growing group so at the moment we're focused on building relationships and getting to know each other. As we grow we may invite expert speakers to cover topics such as due diligence, deal st ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Understanding CFO & Advisory Services: Navigating Financial Decisions
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Join us for an online session on the impact of CFO and advisory services on growing and successful businesses. The goal is to help searchers prepare for, plan and understand how strategic financial management and insights can help them achieve their goals of having a growing and successful business. The session will feature a real-life case study and an open Q&A with Coastal CFO Solution’s principal Nate.August 22, 2024 10AM PSTWill send calendar invite after registration. Registratio ... see more
FREE Startup Webinar: Series Seed Financing - Term Sheets Part 3
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This 30-minute webinar focuses on the critical terms in Series Seed Financings, tailored for startup founders and investors. Whether you’re preparing for your first round of financing or looking to refine your knowledge, this webinar will equip you with the essential tools and insights needed to navigate your next deal.Key Terms Covered:– Indemnification- No-Shop Agreement- Co-Sale Agreement- Restrictions on Founders Activities- and moreCLICK HERE TO REGISTER: https://us02web.zoom.us/webinar ... see more
Search Fund Coalition - Acquisition Deal Team Office Hours
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** Sign up required: https://lu.ma/sfcdealteam824 **Use code ASPEN824 for a free searcher ticketListening to podcasts and reading articles is great—but what if there was a way to get personalized and direct answers to YOUR specific questions? That's where our Acquisition Deal Team Office Hours come in! We're gathering the best and the brightest across the ETA ecosystem to sit down for a couple of hours and get your questions answered — covering debt, equity, operators, risk & insura ... see more
Nashville ETA Mixer
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Hello Nashville! The next Nashville Entrepreneurship through Acquisition Mixer will be held on August 20th, in the area around The Skylight in The Factory at Franklin. If you plan on attending, please email me or my assistant Chloe: joe@stegventures.com or chloe@stegventures.com so we can get the calendar invite out to you.Also very excited to announce that this event will be sponsored by Matt Matthews and 44 Business Capital. 44 Business Capital is a perennial top 20 SBA Lender nationwide. They ... see more
Off-Market Deal Sourcing: Coffee (half) Hour with Rejigg
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Come join us for an informal chat on off-market sourcing!Rejigg will spend the first 10 minutes sharing some insights from the tens of thousands of cold calls our team has made to small business owners and then we'll be around for any questions about our platform, deal sourcing, or anything else we can help with.Please register and add the event to your calendar here:https://us06web.zoom.us/meeting/register/tZckcuigrzwtH9c-mOKXMrfVPN5k0KHv3pBk ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
HOME HEALTH INDUSTRY PANEL: Moderated by Live Oak Bank Search Fund Lending
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Live Oak Bank Search Fund Lending ^Lisa Forrest and ^Sarah Andrews are thrilled to be moderating a panel featuring our very own Live Oak Bank Home Health Lending vertical experts.Shep Harris and Louise Webb are GOOD!And if that's not enough, Pillar Health Group's ^Robert Graham and ^Aaron Blick are joining us!Pillar was just featured on ^Will Smith's Acquiring Minds podcast.Check out that episode if you haven't yet.Live Oak Search Fund Lending and Pillar are well acquainted capita ... see more
Grow Your SMB Business Using AI: The Simple Way for Non-Techies to Thrive
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Are you ready to take your SMB business to the next level but feel overwhelmed by the complexities of technology? This Masterclass is for:- Founders or entrepreneurs with an existing SMB are already generating revenue. - This is best for digital businesses, but the content shared can also work for SMB B&M businesses. - Those looking to create consistent leads and sales. - The long-term plan is to exit/sell your business. This Masterclass is NOT for: - People wit ... see more
LIVE Jonathan Bennet Scale and sell a service business
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Scale and Sell a Service Business with Mini-Me’sNew Livestream guest-> Jonathan BennetI’m happy to have Jonathan join me on a live broadcast.He has grown a consulting business by training others on how to deliver the services, then sold it off in a management buyout!Tune in and as we’ll be discussing his journey and how he executed this very difficult transition from ‘being the guy’ to being a true owner.We’re also going to dip our toe into the world of ‘B-Corp Status’ and how ... see more
1 Minute News - episode 66 - Stanford Study, Buying in Spain
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 65: https://www.searchfunder.com/event/view/1649>>>> Episode 67:https://www.searchfunder.com/event/view/1722 ... see more
Houston Self-Funded Search Party
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Come hang out with some of the most ambitious, brilliant movers and shakers in the Self-Funded Search/ETA Community at the Self-Funded Search Party!This is not your typical "business networking" event where blue blazers are required. This is a chance to come meet others in the local community and have real conversations. We know the real magic happens when people connect so we've made a place for that to happen.We'll meet every month on the third Thursday, unless otherwise noted. As the communit ... see more
Dallas Searcher Meet-Up
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Join us for a morning of networking and delicious bagels at Sclafani's New York Bagels & Sandwiches!This is the perfect opportunity for search fund entrepreneurs to connect with like-minded individuals who are passionate about acquiring and growing small businesses. ... see more
Houston Happy Hour by ETA Circle
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Free Houston search fund/acquisition entrepreneur by ETA Circle. The event is for anyone searching to acquire a small/medium sized business. No service providers.Register at www.ETACircle.com/eventsFree wine, beer, full dinner and snacks (thank to our sponsors!).Our Tue, August 13 speaker (Zach Smith) made a bold move: he acquired a shrinking revenue business. Immediately after acquisition, he let go half of the team and began building a new sales and marketing strategy. Following a brief sti ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
LIVE Loreta Tarozaite Online presence strategist
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Do you look good on camera? New Livestream guest- Loreta TarozaiteExecutive Presence Strategist and On-Camera Coach.I’m happy to have Loreta join me on a live broadcast.She has been working in marketing, communications and making people and companies look good for over a decade.Tune in and as we’ll be discussing managing the way you appear and seem to people over virtual meeting media.This is a ‘must see event’ for anyone that wants to make a great impression over Zoom or other modern me ... see more
Seattle Search Fund & ETA Happy Hour
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Sign up here: https://lu.ma/sfcseahh824SFC is headed west! Please join us for a networking event in Seattle to connect the SMB & ETA Ecosystem. Free for all to attend.Special thanks to ^Lisa Forrest of Live Oak Bank and ^Saumil Jariwala of Feta Fund for partnering with us to make this event possible. Can't wait to see you all soon! Sign up here: https://lu.ma/sfcseahh824 ... see more
Build Home Services Portfolio with Neighborly
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Home Service companies might be unsexy but they are recession-proof and can be engines for creating wealth. During this webinar, we will hear from savvy operators who have built successful home service franchise companies. They will cover everything from searching, evaluating, launching and operating their businessAug 8, 11 AM EST, Online: https://webinars.wefranch.com/gl3g/how-i-built-a-home-service-company ... see more
Searchers that made a mid-career pivot
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Hi All,So it seems like in a post covid world, the best way to meet others like you is to host an event ;)I'm super excited to be a part of the search funder community and am curious to how many here can identify with me.I am in my 40s, trying to make a pivot to ETA/SF and was curious if there are others that are in the same boat as myself!If you have a perspective on raising a fund in mid career, Please do join me and others to share your perspective! ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
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Hey acquisitions entrepreneurs, let's get together and help each other out. I am hosting an M&A Networking event about buying and selling businesses this coming August 6, 2024, at 8AM Pacific time. See you there! ... see more
Leveraging AI Videos for Effective Lead Generation
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Are you ready to take your business to the next level?You'll discover the cutting-edge strategies that are transforming the business landscape.In this power-packed session, you'll learn:--> The Impact of Video Marketing: Why video is the most effective medium to engage your audience and drive conversions.--> Harnessing AI Technology: How AI can supercharge your marketing efforts, from personalized content to predictive analytics.--> Creating Compelling Video Content: Tips and tricks to ... see more
Monmouth County NJ Entrepreneurship Through Acquisition (ETA) Club - July Meetup
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REGISTER HERE: https://www.meetup.com/monmouth-nj-entrepreneurship-through-acquisition-eta-club/events/fpppmtygckbpc/Join us at Monmouth NJ Entrepreneurship Through Acquisition (ETA) Club's exclusive workshop focused on small business acquisitions. Whether you're an aspiring entrepreneur looking to acquire your first business or a seasoned professional in the private equity sector, this event is designed to provide networking opportunities and learning experiences.As we grow we may invite expert ... see more
Free Startup Webinar! Series Seed Financing Term Sheets Part 2: Control Terms
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This 30-minute webinar focuses on the critical control terms in Series Seed Financings, tailored for startup founders and investors. Whether you’re preparing for your first round of financing or looking to refine your knowledge, this webinar will equip you with the essential tools and insights needed to navigate your next deal.Key Terms Covered:– Board of Directors- Protective Provisions- Drag Along Rights- Redemption RightsRSVP HERE: https://us02web.zoom.us/webinar/register/8617211452292/WN ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Chicagoland SMB Search Fund and ETA Happy Hour
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Please sign up at https://lu.ma/3jwvpiu4Are you an ETA Searcher, Investor, Service Provider or SMB Operator in the Chicagoland area? Let's get together and network! Meet at the bar of Old Town Pour house at 5:30 pm on 7/25 to connect and have drinks.Please sign up at https://lu.ma/3jwvpiu4Thanks, Chris IasieloWWW.BelmontCapital.US ... see more
South Florida Search Fund & ETA Happy Hour
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Sign up here: https://lu.ma/sfcsflhh724***Rescheduling to 7/25 due to some unforeseen circumstances. Hope to see even more of you next week!!**Please join us for a networking event in Miami to connect the South Florida SMB & ETA Ecosystem! Whether you're self-funded, traditional, or still exploring the space—there's a place for you here. Free for all to attend thanks to our presenting partner: FSB Small Business Lending — a boutique SBA lender that takes the time to understand ... see more
Honolulu Pub Night with Karen
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Hi Friends, Colleagues, and Connections, This is to invite you to join me for Happy Hour in Honolulu.The Happy Hour will start at about 5 pm. Spouses, life partners and friends are welcome too! It's not every day that we get to kick back and enjoy some quality time with friends and colleagues. I'm looking forward to not only catching up with long time community members but also meeting some new faces too. Although we'll certainly talk about EtA and search funds, I'm also excited to get to kno ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of Live Oak Bank's Search FundLending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSEvery WEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process RoadmapSessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Cracking the Code: SBA Equity Essentials with Lynn Ozer
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Join Lynn Ozer, aka The SBA Queen, for this discussion. Did you know that the SBA no longer has minimum equity requirements for startup businesses or real estate purchases, however there are minimum equity requirements for business acquisitions. Lynn will walk through all of this, plus ways to raise equity, the difference of using business cash vs. outside equity contributions, and the effect it has on the balance sheet.Lynn will be doing a deeper dive into the SBA's new equity rules:What are th ... see more
MultiFunding Presents Cracking the Code: SBA Equity Essential
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Join Lynn Ozer, aka The SBA Queen, for this half hourpresentation, Did you know the SBA no longer has minimum equity requirements for startup businesses or real estate purchases, however there are minimum equity requirements for business acquisitions. We will walk through all of them, plus ways to raise equity, the difference of using business cash vs. outside equity contributions, and the effect it has on the balance sheet.Lynn will be doing a deeper dive into the SBA's new equity rules:What ar ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
LIVE Fletcher Wimbush Assessment tools in hiring
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X-Ray the personality of someone before you hire them!New Livestream guest-> Fletcher WimbushI’m happy to have Fletcher join me on a live broadcast.He’s got over a decade of experience in hiring and talent acquisition and evaluation.Tune in and as we’ll be discussing DISC assessments in the hiring process and how to properly use them.This is a ‘must see event’ for anyone who will need to grow their team in the future.Be sure to join live so that you can ask questions, replay will be ... see more
NYC Summer Searcher Social
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Hosting a Searcher Summer Social in Central Park (Sheep Meadow) starting 2pm on 21st July 2024!Please fill out the form below, so we can get a collaborative NYC Search community built, and I can accommodate drink preferences!https://forms.gle/R8HVnNZMxsEpGBCf7Look forward to meeting all of you NYC Searchers soon! ... see more
AI + Video: The Ultimate Growth Hack for Digital Businesses
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Are you finding it tough to generate quality leads? It’s not just about driving traffic; it’s about creating curiosity and addressing specific pain points. You can reform your lead generation process with AI video technology and automation tools!This Saturday, July 20th, at 11 a.m. EDT, I'm hosting a FREE Masterclass where I'll explain how anyone can use AI and Video to generate better-quality leads. Go here to register: https://bit.ly/ai-vid-sf-7-20 ... see more
Overcoming Common Deal Sticking Points Webinar
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Come hear from the Barlow & Williams team of M&A attorneys about some of the most common deal terms that cause deals to stall and what you can do to get your deal unstuck. There will also be plenty of time for Q&A so come ready with your questions not just about deal sticking points but any other part of the acquisition process as well. You can register here: https://shorturl.at/zjRq7 ... see more
Houston Self-Funded Search Party
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If you're in Houston (or willing to come to Houston), the Self-Funded Search Party will be Thursday, July 18, from 7-9 pm, at Axelrod's Beer Garden - 1517 Alabama Street, Houston, TX 77004. This location is dog-friendly outside but we may have to go inside, depending on the weather. This is a super casual event intended to help build community for everybody in the ETA ecosystem in the Houston area. Register via Eventbrite here - https://www.eventbrite.com/e/self-funded-search-party-tickets-92940 ... see more
Baltimore ETA / SMB Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
SearchFunder - Central Florida - Meeting & Social
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SearchFunder - Central Florida Meeting & SocialLocation: Boca - 358 North Park Avenue, Suite A (in the back), Winter ParkThis event gathers individuals and professional services utilized by the SearchFunder community, catering to those interested in search funds or acquisitions. It fosters a vibrant community comprising investors, entrepreneurs, industry professionals, and service providers such as brokers, attorneys, advisors, and CPAs. Join us to connect, share insights, and collaborate wi ... see more
Due Diligence Educational Webinar - part 4
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Join us for Part 4 of our Due Diligence series. We will cover how to investigate the customers and suppliers. Here's the link to Part 3 of our video series on Due Diligence: https://www.youtube.com/watch?v=z5TmFn8_cjw&list=PL_qzbIPuARUwQ9b4WE5MzZn9huNlZMO6V&index=12All prior videos from our Business Buyer Networking & learning Series are also posted in the 'playlists' section of our YT channel.You can register for Part 4 at: https://us02web.zoom.us/meeting/register/tZYrfuGrrz4vHtQ7ox ... see more
Case Study - How To Pay For An Acquisition in Just 3 Weeks
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Are you eager to make your first acquisition but unsure how to secure the funding? Sound too good to be true? See for yourself. Join us this Thursday at 10:00 AM CDT for an exclusive Case Study session. We’ll showcase how one of our students successfully acquired a business and paid for it within 3 weeks.Use code 'TryUs' to get 1 month Free! ... see more
ETA/Search Meetup - Bungalow Santa Monica
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Getting together people for a quick meetup to connect in the search community in LA. Switched it to the bungalow since weather has been nice so we can be outside. Even if a few people join we can then do more meetups and events.Adding in my LinkedIn here to connect with me. Feel free to message me on there when you arrive. https://www.linkedin.com/in/justinfharris/See you all Wednesday. ... see more
Search Fund Coalition: Finding YOUR Search & Deal Structure Virtual Panel
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**Sign up required: https://lu.ma/sfcyoursearch724**Free Searcher Ticket Code via partner Appletree Business Services: APPLETREE724When considering a search fund, there are many options:Self-funded, Traditional, Independent Sponsor, or something in-between? This month's panel focus will be the many facets of this kaleidoscope space called ETA. Come join us for a deep dive discussion on the various forms of ETA and how your chosen path affects deal structuring. This is going to be a great co ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest^Sarah Andrews of Live Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSEvery WEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process RoadmapSessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving.This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between.This call happens every Tuesday at 12 pm Central.Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Live Webinar: In Pursuit of Liquidity - Debt v. Equity
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Join Brian Parks, Managing Partner, Bigfoot Capital (B2B SaaS growth capital) and Dave & Ben Robinson, Managing Partners, Driven Insights for a conversation about how to assess the right capital source for your growth needs.What you’ll learn:- An overview of the various capital sources available to growth firms- The criteria that debt and equity investors use to assess fit- Quantifying your capital requirement - How to sail through due diligence - Capital raising outlook for the 2nd half o ... see more
DEFINE YOUR DEAL BOX: YOUR GPS FOR SUCCESSFUL BUSINESS ACQUISITION
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How will you know if you've found the right business if you don't know what you're looking for? Join Athena from Unrestricted Ventures & AcquiMatch for an engaging workshop designed to help you craft a powerful Deal Box, your essential tool for a focused and efficient business search. Just like programming your GPS for a journey, this session will guide you on setting clear search parameters to avoid getting lost in the overwhelming world of business acquisitions.A Deal Box is more than just ... see more
Master the Art of Business Acquisition
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Are you ready to acquire your own business? Use code 'TryUs' at check out and get a one-month FREE Trial!We walk you through every step of the business-buying process. Our expert-led sessions cover:--> Finding Off-Market Businesses: Discover hidden gems and untapped opportunities.--> Cold Outreach Techniques: Learn how to start meaningful conversations with business owners.--> Deal Reviews and Case Studies: Gain insights from real-world deal analyses.--> Creating a Winning LOI: Maste ... see more
Houston ETA/Searcher Happy Hour
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ETA Circle search fund/acquisition entrepreneur happy hour in Houston. The event is for anyone searching to acquire a small/medium sized business. No service providers.Register at www.ETACircle.com/eventsFree wine, beer, full dinner and snacks (thank to our sponsors!).On July 10th, our speaker will be Dan Verboski (owner of Leon's Signs) who will speak on doubling EBITDA while simultaneously rebuilding the company's culture. Dan will talk about the challenges of changing a culture (spoiler: You ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of LIve Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSEvery WEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process RoadmapSessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Live From small time crook to big league Wall St. Fraud! Author Gary Weiss
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New Livestream guest-> Investigative Journalist and Author Gary WeissI’m happy to have Gary join me on a live broadcast.Gary is the author of RETAIL GANGSTER: The Insane, Real-Life Story of Crazy Eddie.Tune in and as we’ll be discussing the evolution of this small business person from a typical local small business owner to a big time Wall St. fraud artist.This is a ‘must see event’ for anyone interested in business and crime!You want to learn about Crazy Eddy’s frauds especially if ... see more
Portland Pub Night with Karen
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Hi Friends, Colleagues, and Connections, Please join me at the cottage of an authentic Irish Pub that pours a great range of beers and libations to suit every palate – I'm sure we'll all have a great time. The Happy Hour starts at 5 and runs till 8. This is a No Host event. Spouses, life partners and friends are welcome too! It's not every day that we get to kick back and enjoy some quality time with friends and colleagues. I'm looking forward to not only catchi ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Discover How AI Can Help Grow Your Business Without Technical Know-How
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Unravel the full potential of your business growth with our transformative session on AI and Email! Learn how to convert casual browsers into loyal customers by leveraging the power of Email. Discover invaluable AI insights for personalized engagement and revolutionize your revenue stream. Don't miss this chance to supercharge your marketing strategy – join us for an insightful discussion that will redefine success! Sign up now!https://bit.ly/sf-6-25 ... see more
1 Minute News - episode 65
video
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today. <<<< Episode 64: https://www.searchfunder.com/event/view/1633 >>>> Episode 66:https://www.searchfunder.com/event/view/1721 ... see more
DUE DILIGENCE Part 3 - Webinar - The Business Buyer Networking & Learning Series
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In the last webinar we covered the investigation you must do regarding the financials, contracts, and competition in the Due Diligence stage. Get ready for part 3 on June 29th. You can register at: http://www.RichardParker.com – there’s a banner on the top of the home page with the registration link. View the video of our Due Diligence Parts 1, 2 plus all prior webinars at:https://www.youtube.com/watch?v=jI-IS8ICo4A&list=PL_qzbIPuARUwQ9b4WE5MzZn9huNlZMO6V See you on the 29 ... see more
Pipeline Mastery: Expert Techniques for Serious SMB Buyers
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Join Athena from Unrestricted Ventures & AcquiMatch for an interactive session designed to equip you with advanced pipeline management skills and innovative strategies to supercharge your business acquisition process. Discover how to navigate the complex terrain of deal sourcing with an edge.What We’ll Cover:Pipeline Mastery Using HubSpot or Excel:Learn to leverage HubSpot for managing both off-market and on-market leads.Explore the intricacies of importing, validating, and tracking leads ... see more
Veteran ETA Roundtable (Session 12) - Wed, June 26th (730-815pm EST)
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The 12th Veteran ETA Roundtable Session will focus on engaging with business brokers and evaluating CIMs. Tyler B. Evans CBI, CEPA, President of So-Cal Business Brokers, will lead this session and provide the Veteran ETA community with insights on how to work with brokers and evaluate CIMs effectively and efficiently.Here's what to expect in each Roundtable session:✔ A focused ∼20-minute presentation on a key aspect of business acquisition.✔ An interactive Q&A segment✔ Follow up week ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of LIve Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSEvery WEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process RoadmapSessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Online Workshop: How to Buy an Accounting Firm
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Want to buy an accounting firm?…452 deals - that’s how many deals I reviewed last week.Most people tell me they see only 10 deals a week.Just 2% of what I see in a week. Just 2%.Deal flow is your lifeblood for buying a business.You need a search machine to see more deals.Don't have one, learn how to create one.I am NOT selling a course. There is NOTHING to buy at the end of this powerful free workshop.Why am I spending hours creating this workshop for you?Because I get 1 to 10 DMs a week wit ... see more
FREE STARTUP WEBINAR: Series Seed Financings Part 1 - Economic Terms
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Join Attorney Trevor Crow for an insightful and practical 30-minute FREE webinar on the critical economic terms in Series Seed Financings, tailored for startup founders and investors. Whether you're preparing for your first round of financing or looking to refine your knowledge, this webinar will equip you with the essential tools and insights needed to navigate your next deal.When: Tuesday, June 25 at 12:00 pm Mountain Time via ZoomREGISTER HERE: https://us02web.zoom.us/webinar/register/8017188 ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Veteran ETA Bootcamp - Info Session 2
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We will be holding our second info session for veterans interested in learning search best practices from an experienced search mentor.This will be a free in-depth 13-week class, exclusively for veterans, with particular focus on proprietary search techniques.To attend the info session, please fill out the form below and feel free to reach out with any questions!https://docs.google.com/forms/d/e/1FAIpQLSf08eiPC09fa5qdGogNLbE4n07oYHPFqeSdshnpct8exqiEIw/viewform ... see more
Live Peek inside the collection industry with Blair DeMarco-Wettlaufer
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Peek inside the collection industry.New Livestream guest-> Blair DeMarco-WettlauferI’m happy to have Blair join me on a live broadcast.He has decades of experience in the collections industry in both the US and Canada.Tune in and as we’ll be discussing what you need to know about collection agencies both as an entrepreneur who might need to hire one some day and as someone who might be getting calls from them!This is a ‘must see event’ for pretty much everyone interested in business.B ... see more
Houston Self-Funded Search Party
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Come hang out with some of the most ambitious, brilliant movers and shakers in the Self-Funded Search/ETA Community at the Self-Funded Search Party!This is not your typical "business networking" event where blue blazers are required. This is a chance to come meet others in the local community and have real conversations. We know the real magic happens when people connect so we've made a place for that to happen.We'll meet every month on the third Thursday, unless otherwise noted. As the communit ... see more
San Diego Searcher Happy hour
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San Diego Entrepreneurship Through Acquisition (ETA) MeetupCome join us at the Venture X San Diego – Scripps Ranch for an exciting evening of networking with like-minded individuals in the world of entrepreneurship through acquisition! Whether you're a seasoned entrepreneur or just starting out, this meetup is the perfect place to connect share experiences, and gain valuable insights into acquiring businesses. Don't miss out on this opportunity to expand your network and grow your knowledge! T ... see more
Baltimore Entrepreneurship Through Acquisition (ETA) Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
SearchFunder - Central Florida - Meeting & Social
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SearchFunder - Central Florida Meeting & SocialThis event gathers individuals and professional services utilized by the SearchFunder community, catering to those interested in search funds or acquisitions. It fosters a vibrant community comprising investors, entrepreneurs, industry professionals, and service providers such as brokers, attorneys, advisors, and CPAs. Join us to connect, share insights, and collaborate with leading figures in the field.Our mission is to support and enrich the S ... see more
Financial Due Diligence Deep Dive
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Sign up required: https://lu.ma/sfcdeepdive624Free Searcher Ticket Code via partner Rapid Business Partners: RAPIDBP624A Focused Deep Dive On Financial DiligenceGot burning questions about financial due diligence that could make or break your next acquisition? We've got you covered!For our June virtual event, our good friends at Cayne Crossing will help bring some clarity to the financial chaos. Whether you're grappling with balance sheets, diving into cash flow statements, or deciphering valuat ... see more
Calling London based HoldCos and Searchers
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RollUpEurope, in partnership with Sourcescrub and Camino Search are pleased to announce the third Serial Acquirers event in 2024. It will be held in the City of London, close to the Monument Station (location tbc).We look forward to an evening of networking and best practices sharing, gathering together serial acquirers and their backers, family offices, investment bankers, searches and their investors. https://lu.ma/6f7f9tuv ... see more
Las Vegas SMB Meetup
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Las Vegas SMB/ETA Friends!!Come by Las Vegas Brewing Company and meet some amazing small business owners, buyers, builders, and searchers in Nevada.This is your chance to make REAL connections in a casual setting with a drink or two (if you'd like)Whether you're looking to buy a business, grow your business, or just make new friends... you need to be here.Number 1 rule of this event: No selling. We're here to have fun with like minded people, not get pitched.Please register ASAP so we c ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
NYC Deal Team & Coworking Day by Search Fund Coalition
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**Sign Up Required for Attendance**https://lu.ma/sfccoworking624Join us for a full day event in New York City designed for Active Searchers who are eager to create community & connection while leveling up their SMB acquisition knowledge. This is not a full day of panels... Or just open coworking... It's a little bit of both.We're focused on creating an opportunity to directly engage with and have deeper conversations with active Service Providers, Investors, and other Searchers about deal ... see more
Toronto Pub Night with Karen
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Hi Friends, Colleagues, and Connections, This is to invite you to join me for Happy Hour in Toronto on Monday June 17th from 4 to 6 pm. The Happy Hour will start at about 4 pm. This is a No Host event. Spouses, life partners and friends are welcome too! It's not every day that we get to kick back and enjoy some quality time with friends and colleagues. I'm looking forward to not only catching up with long time community members but also meeting some new faces too. Althou ... see more
Live The mirror image of life insurance- understanding annuities.
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The mirror image of life insurance- understanding annuities.New Livestream guest-> Mark WillisI’m happy to have Mark join me on a live broadcast.Mark has been on the show many times discussing insurance strategies for small business owners and buyers and is the sponsor of my show.Tune in as we’ll be discussing something new- Annuities.This is a ‘must see event’ for anyone who is entrepreneurial or wants to learn about money or investing.I’m going to ask him about how these tools can ... see more
SMB Wilmington (North Carolina)
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Join entrepreneurs, operators, investors and others in the SMB space for drinks and community on Thursday, June 13. A casual meetup to support small businesses in the Wilmington area of NC.Ironclad Brewery - corner of N 2nd St and Post Office Ave, Downtown - June 13, 5-7 p.m.Sponsors include: Unfounded Ventures | Tribe | Ashbrook Equity | Bowles PLLChttps://www.mixily.com/event/7106065262570429777 ... see more
Deal Review Speed Dating: Learn to Quickly Identify & Match With Your Perfect Business: An Interactive Session
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Join Athena from Unrestricted Ventures & AcquiMatch for a no-cost interactive workshop where you'll dive into a fast-paced, dynamic world of deal review speed dating. This session is designed to help you save time without missing out on valuable opportunities by teaching you how to evaluate a large number of businesses for sale quickly and efficiently.In the same way speed dating allows you to meet many potential matches in a short time, this workshop will show you how to swiftly evaluate yo ... see more
Orange County / SoCal SMB Happy Hour
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Come join us for a fun evening at Karl Strauss Brewing Company in Costa Mesa! Connect with fellow small and medium business (SMB) searchers and operators in the Orange County / SoCal. Please let us know if you can join. See you there, Peter!https://www.eventbrite.com/e/orange-county-socal-smb-searcher-and-operator-happy-hour-tickets-918021526097?aff=oddtdtcreator ... see more
SMB/ETA Milwaukee Meet-Up
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Join us at the SMB/ETA Milwaukee Meet-Up for a fun and informative gathering of small business owners and entrepreneurs in the Milwaukee area.Please find more information and RSVP here:https://www.eventbrite.com/e/smbeta-milwaukee-meet-up-tickets-918503206817?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl ... see more
Houston Happy Hour (Searcher only)
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Search fund/acquisition entrepreneur happy hour in Houston. The event is for anyone searching to acquire a small/medium sized business. No service providers.Free wine, beer, dinner and snacks (thank to our sponsors!). Register at www.ETACircle.com/eventsOur speaker will be ^Jeff Homer who acquired 40 companies in 48 months doing a self-funded search in the music school industry. At that point, Jeff sold a majority stake of his company to private equity but stayed on as CEO. Ensemble has acqui ... see more
Investor Conversation: How Acquisition Entrepreneurs Sabotage Themselves
video
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^Daniel Sweet is the Managing Partner for Sweetview Partners, an acquisitions and operations company that buys Texas-based businesses.With decades of experience, we'll be talking with Daniel about the ways in which business buyers can make this difficult process even harder. ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Veteran ETA Boot Camp - Info Session
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I recently started serving as an Ambassador for Bunker Labs, a veteran entrepreneurship organization.I’m working on a project to help educate veterans on search best practices and have partnered with an experienced search advisor to offer a 13-week ETA Bootcamp exclusively for veterans.We are putting together our first cohort of 10 veterans to begin mid-July.We will be holding info sessions on June 10th and June 24th to share more info and answer any questions.To attend the info session, fill ... see more
1 Minute News, Ep. 64 - Top Reports - Australia, Canada & China
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 63: https://www.searchfunder.com/event/view/1588>>>> Episode 65:https://www.searchfunder.com/event/view/1649 ... see more
DC Metro Meet Up
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For folks in and around the DC Metro area, please come out and join us for a casual networking meet up at the Jailbreak Brewing Company.Whether you are seeking new business opportunities, looking to expand your partner network, or simply trying to make meaningful connections, feel free to come out and unwind over some good food and drinks. All are welcome!Food and drinks will be available for purchase!Looking forward to seeing new and familiar faces! ... see more
NYC #TechWeek Franchise Pitches
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Searchers are increasingly turning to franchises.At this event, you will meet several fastest growing franchisors who will be pitching their concepts. Read the full deck here: https://docsend.com/view/zzas8kz9zhenr2w6Sign up for the event here: https://lu.ma/techweek-wefranch ... see more
NYC Pub Night with Karen
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Hi Friends, Colleagues, and Connections, This is to invite you to join me for Happy Hour in New York City on June 5th. The Happy Hour will be from 4 to 6 pm. After 6 pm, we must move to the main room or another location. This is a No Host event. Spouses, life partners and friends are welcome too! It's not every day that we get to kick back and enjoy some quality time with friends and colleagues. I'm looking forward to not only catching up with long time community members but ... see more
FREE M&A Webinar: Top Terms in a Letter of Intent (LOI)
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Join Attorney Stan Doida in this informative webinar as he guides you through the essential M&A terms crucial for understanding deal structures and negotiations. Whether you're a seasoned professional or new to the field, this session will cover fundamental concepts such as terms related to purchase price, mitigating downside risk, and post-closing obligations.Don’t miss out on valuable insights into navigating an LOI. Register now to secure your spot!RSVP: https://us06web.zoom.us/web ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrestand^Sarah Andrews of Live Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURSEvery WEDS = ALL things SBA / Loan Structuring / SBA SOPs / Process Roadmap Sessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Austin Search/SMB Happy Hour
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Join us for Austin's first searcher/SMB focused happy hour at Central Machine Works. An opportunity to network and meet other like minded members of your community.Feel free to text us when you arrive to find the group: Henry Carter: 312.344.0659Dan Jensen: 928.710.0994 ... see more
Healthcare Entrepreneurs, Investors and Searchers Online Meetup
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Based on the smashing success of our recent meetups, we'll have another healthcare (Zoom) meetup next month.This event is for all healthcare (adjacent) Searchfunders. We will discuss current deals and shared interests while finding ways to support and help each other. The goal is to create a community of searchers with a common purpose and diverse perspectives and backgrounds. This is a free (now and forever) event. Join us! ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Unlock the Hidden Potential of Your Email List
video
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Are you struggling to see results from your email marketing efforts? Do you feel like you’re missing something critical? You’re not alone!Uncover the hidden obstacles preventing your email campaigns from succeeding.This webinar is designed to help you break free from limiting beliefs and create a consistent, effective email marketing strategy. Don’t miss out on this opportunity to unlock the true potential of your email marketing. ... see more
1 Minute News, Ep. 63 - Top Reports -USA, UK & EU
video
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 62: https://www.searchfunder.com/event/view/1378>>>> Episode 64: https://www.searchfunder.com/event/view/1633 ... see more
Mistakes Sellers Make Before LOI
video
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As an SMB buyer, you should know the common mistakes sellers make before the LOI (Letter of Intent). Join us! The Business Buying Banter Live event link will be on the SearchFunder website within 24 hours of showtime.Or join us Live on LinkedIn here: https://www.linkedin.com/events/mistakessellersmakebeforeloi7188551179419676672/theater/Can’t make it live? Catch the replay on the Business Buying Banter YouTube channel here: https://www.youtube.com/@BusinessBuyingBanter ... see more
Choosing the Right Deal Sourcing Strategy: An Interactive Session
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Join Athena from Unrestricted Ventures & AcquiMatch for a no-cost interactive office hours session to discover the best deal sourcing techniques tailored to your unique goals, schedule, and financial situation, based on insights of reviewing 2000 on-market and contacting 500-1000 owners a month.Athena will guide you through the process of selecting the right approach to maximize your efficiency and success in your deal flow, so you can learn what will be most effective What We’ll Cover:- I ... see more
How to analyze public SBA data to find the best lenders for your deal
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See a demo of how to use free online tools like Google Colab and ChatGPT to run your own analysis on publicly available SBA data.Examples of queries we can run:- Which SBA lenders were most active in North Carolina in Q1 2024?- Which SBA lenders had the best fixed rates in Texas in 2023?- Which SBA lenders have done the most deals in the construction industry?No coding experience required.https://us06web.zoom.us/j/83824645867?pwd=ZaVRSapLqYJhBivnVHus1sg2Wgr0AW.1Meeting ID: 838 2464 5867Passcode: ... see more
DUE DILIGENCE Webinar - The Business Buyer Networking & Learning Series
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In our last webinar we covered Business Brokers and Hiring Your Professional Team. In our next FREE webinar on May 29th, we will be covering part 1 of Due Diligence - the final frontier in the buying process. Learn how to uncover every potential problem BEFORE you buy the business.A flawless due diligence goes way beyond the financials and includes a comprehensive review of the market, competition, customers, employees, suppliers, legal & corporate, contracts and internal systems. This webin ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Acquisition Addbacks 101 - QoE / Diligence
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There are a ton of different ways that financials of Sellers / as portrayed in CIMs/Teaser can be modified to understand the true cash flow that you receive for a business. This is CRUCIAL to understand to make sure you're 1) PRE=LOI - offering the right amount when structuring the deal and 2) putting yourself in a position to succeed from a diligence standpoint and not being thrown off by the future QoEs post LOIDive deep into the strategic world of addbacks, a critical yet often overlooked com ... see more
SearchFunder - Central Florida - Meeting & Social
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Please Registerhttps://lnkm.io/aNFYM (and invite anyone else who may assist the group.)This event brings together individuals interested in search funds or acquisitions. We welcome investors, entrepreneurs, industry professionals, as well as service providers such as brokers, advisors, and CPAs to support the community. ... see more
HOW TO BUY A MULTI-MILLION DOLLAR BUSINESS in the NEXT 12 MONTHS
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My last 3 coaching students;Tom D. closed $2.5M security businessSally B. on track to close on blinds businessMichael O. signed LOI on painting co.I will show you how to create MASSIVE Deal flowHow to find a GOOD businessHow to secure Financing ... see more
KC SMB/ETA Meetup
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Kansas City SMB/ETA Meetup at the Boulevard Beer Hall! This happy hour is for anyone looking to buy, build, or support great local businesses.Come by the Boulevard Beer Hall to meet some amazing small business owners, buyers, builders, searchers, and professionals in KC.Full details are here: https://www.mixily.com/event/8748430296375537051Please RSVP so we can track headcount. ... see more
MBC | Search Funds - Learnings and Challenges.
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We at MBC Advogados invite the Search Fund community to our Breakfast with the panel "Search Funds – Learnings and Challenges."We will have panelists in different stages of the investment thesis in Brazil, so we can contribute together to the growth and dissemination of knowledge in the Search Funds community in our country.The event will take place on May 22 (Wednesday) at 8:30 AM, in an intimate and in-person setting, here at the MBC Advogados office, located at Alameda Santos, No. 2300, 6th ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
The Importance of Building a Relationship with Your Banker
video
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Cultivating a strong relationship with your banker can pay off significantly during both prosperous and difficult times. Join us as we converse with banking broker ^Asumahu Suka to explore the essentials for success.Thank you for registering for this session sponsored by The Vault, digital video channel.This will be a live stream, recorded event for future playback. ... see more
Search Fund Coalition May Panel: Breaking Down The Brokered Deal Game
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**Signup Required Below For Attendance**https://sfcbrokered524.splashthat.comFree Searcher Ticket Code via partner Rejigg: REJIGG524This month, we're completing the second half of our deal-type miniseries by breaking down brokered deals. Unlike with proprietary search, utilizing a broker introduces you to a curated marketplace of vetted businesses—but still has its own complexities. This panel will offer insights into effectively leveraging broker relationships, discerning the quality of listi ... see more
Kingsway Search Xcelerator - 2024 Annual Investor Day
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KFS will host an Investor Day at the New York Stock Exchange on May 20, 2024, following their Annual General Meeting. Please join the discussion to learn more about our unique Search Xcelerator Model. A live webcast, including video, audio and presentation slides, will be accessible on https://kingsway-financial.com/ at the time of the meeting. Those who attend virtually will also have the opportunity to participate in the question-and-answer session following the presentation.Please access ... see more
Unlocking the Power of AI in Email -
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In today's digital landscape, building meaningful relationships with your leads and customers is paramount.Join us to explore how email marketing, when powered by AI, can revolutionize your business.Discover how to craft personalized, impactful emails that resonate with your audience and drive results.Whether you're new to email marketing or looking to enhance your strategy, this webinar is your gateway to unlocking the full potential of AI in email marketing.Go here to register for this Free Ev ... see more
Baltimore ETA / SMB Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you a small or midsize business (SMB) owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your entrepreneurship journey and looking to learn from others?All are welcome. Join us to discuss a ... see more
SMB Pricing Strategies
video
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Good pricing is the key to a successful business - new SMB owners step into their post-acquisition roles looking to enhance and optimize their businesses to maximize profits. Pricing is one of the most important ways business owners can achieve their goals, and yet people still frequently fail to get this crucial piece right. Our next episode of Private Market Insights is all about pricing. Our guest is Mark Stiving, renowned pricing expert, who will teach SMB owners (and service providers) abou ... see more
How to Master Cold Outreach with Reply.io
video
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A good proportion of searchers find their deal through proprietary outreach to prospective business owners who might be considering selling their business.The team at Reply.io will show us how business buyers can use Reply.io as an effective tool in the process. ... see more
Mistakes Buyers Make Before LOI
video
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Mistakes Buyers Make Before LOI ^Deb Curtis and ^Richard Parker discuss the common mistakes buyers often make before signing a Letter of Intent (LOI). Proper consideration can avoid these errors. When entering a business agreement, let's ensure a smoother and more successful negotiation process. Nobody wants a rough start to buying a business, Subscribe: https://www.youtube.com/@BusinessBuyingBanter Follow: https://www.linkedin.com/in/bizbuyersally/https://www.linkedin.com/in/richardparker ... see more
Fireside chat with an M&A Attorney: Laura DiFrancesco (Dean Street Law) - hosted by Rejigg
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Rejigg is hosting a fireside chat with M&A attorney to chat about legal issues faced by searchers and other acquirers of SMBs. Please register using the zoom link and let us know if you have any questions!Registration link:https://us06web.zoom.us/webinar/register/WN_CPbYmbBgRMGg6Xo_TqrhRwAbout Rejigg:Rejigg is a platform that introduces small business owners looking for exits to people looking to acquire small businesses. They find owners of off-market, profitable small businesses and introd ... see more
The Real Deal
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https://therealdealevent.com/ 900 attendees, largest PE show in Ireland - SME focus (growing towards 5m revenue, 1m EBITDA / SaaS 2m ARR).Renatus, Fitzgerald Power, Bank of Ireland sponsoring / running the event.^Barry Keane attending - keen to connect with the SMB finance and PE community in Ireland, particularly those with a focus on B2B SaaS, HRIS, SaaS implementation/professional services and digitising steady but stale local retail. If relevant please reach out. ... see more
Business Buyer Networking & Learning Series webinar
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Join us for the next session of our Business Buyer Networking & Learning Series on May 15th at 7:00pm EST where we will cover:DEALING WITH BUSINESS BROKERS – They can be a buyer’s best ally or their worst enemy. Learn how to effectively work with them so they show you their best deals first and make sure they do not interfere with you getting a deal done with the seller. YOUR PROFESSIONAL TEAM – Attorneys and accountants play an important role on your deal team. If you don’t hire the ... see more
Houston Happy Hour: The Seller's Point of View (from an active seller)
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Search fund/acquisition entrepreneur happy hour in Houston. The event is for anyone searching to acquire a small/medium sized business. No service providers.58 attendees last month! Register at www.ETACircle.com It’s hosted by a searcher, for searchers. With over 100 searchers, ETA Circle is one of the biggest acquisition entrepreneur groups in the USA not run by a service provider or university. New type of speaker this month...he is an off-market seller with $5.9m rev and $750k EBI ... see more
1 Minute News, Ep. 62: Top 20 Schools for Searcher-Acquirers
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 61: https://www.searchfunder.com/event/view/1379>>>> Episode 63: https://www.searchfunder.com/event/view/1588 ... see more
Book Club: The Manager's Handbook with David Dodson
video
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Join us for an engaging book club session featuring ^David Dodson, author of "The Manager's Handbook." This event presents a unique opportunity to dive deep into the insights and strategies outlined in Dodson's highly-rated work. In The Manager's Handbook, Stanford Graduate School of Business faculty member, serial entrepreneur, and investor in over 100 companies, David Dodson delivers an insightful work that describes, in highly practical detail, five skills every great manager needs to know ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Live Does your small business need big B2B marketing?
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Does your small business need big B2B marketing?New Livestream guest- Sarah Noel-BlockI’m happy to have Sarah join me on a live broadcast.She’s the genius behind Tiny Marketing. A content-marketing company that helps B2B businesses build authority and generate opportunities with the least amount of hassle and work possible.Tune in and as we’ll be discussing marketing strategies for companies with marketing teams of 0-2 people.Yup, Zero.This is a ‘must see event’ for anyone thinking of ... see more
LA Searcher Meetup
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Hey there! Join us on May 11th (Saturday), at 2pm PDT for the Los Angeles Searchers Meetup to connect with fellow search enthusiasts and share tips, tricks, and experiences!See you there!RSVP Here - https://www.eventbrite.com/e/los-angeles-searchers-meetup-tickets-882867569667?aff=oddtdtcreator ;;;;; ... see more
M&A Launchpad Conference
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The M&A Launchpad is a one-day Conference for entrepreneurs, investors, and business owners. Whether you're seeking to acquire or invest in profitable businesses, scale your existing venture, or plan for a successful exit strategy, the M&A Launchpad is the event for you. Gain access to a wealth of tools, resources, and opportunities that will propel your business to new heights. Plus, don't miss out on the chance to form incredible connections with like-minded professionals who have the ... see more
5th annual Student-led ETA Conference – 11th of May
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Source: https://clubs.insead.edu/searchfund/conference/The Entrepreneurship Through Acquisition Clubs from INSEAD, IESE, and London Business School are excited to invite you to the 5th Annual Student-Led Entrepreneurship Through Acquisition ConferenceDate: Saturday, May 11th, 2024Time: 09:00 - 18:30Location: INSEAD - Fontainebleau Campus, FranceWe cannot wait to host this event for you! Get ready to meet like-minded students, searchers, investors, and operators throughout the action-packed day.T ... see more
Boston Happy Hour 5/9
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We're doing another Boston happy hour for searchers and operators on Thursday 5/9 from 5:30-730pm. James Evans bought a landscaping company and he's been nice enough to host this time. Details below, please grab a ticket and come by. https://www.eventbrite.com/e/boston-smallbiz-eta-meetup-tickets-890703767947 ... see more
Launch Your Journey to Business Ownership
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In this session, Karen answers frequently asked questions about launching your search to become the owner of your own small to medium-sized business. Additionally, there's a dedicated Q&A portion.Karen has been dubbed the Walking Search Fund Wiki, the EtA Encyclopedia, and (her favorite) Mrs. Searchfunder. As co-founder of Searchfunder and founder of Fetch Strategies, she draws on nearly a decade of knowledge to create a welcoming and inclusive environment and to develop resources for a dive ... see more
How to buy an accounting firm AMA
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I am hosting an intimate AMA on zoom with anyone seriously looking to purchase an accounting firm.I am happy to answer any questions from my experience launching and running Reconciled.com as well as purchasing three firms so far from all different parts of the country.Here is the zoom link to join:https://us02web.zoom.us/j/87089739092 ... see more
Partnership Agreements Part 2: Ownership vs. Control
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Join Attorney Stan Doida on May 8 for a free webinar. Founders frequently assume that ownership and control go hand in hand, but this isn't always the reality. In this session, we'll explore strategies for decoupling ownership from control and examine methods for ensuring accountability among partners. Don't miss out on valuable insights into navigating the complexities of partnership agreements. Register now to secure your spot!RSVP here: https://us06web.zoom.us/webinar/register/1217146811659/W ... see more
ETA at the University of Denver
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Entrepreneurship@DU invites you to join us for an exciting evening dedicated to the thriving ETA community in Colorado! Featured speakers include acquisition expert & DU alum Carolyn Ryan of Main Ascent, and successful searcher and current President of Focused on Machining, Justin Quinn. Afterward, enjoy networking opportunities during a reception where you can mingle and connect with fellow enthusiasts.Follow this link to register:https://daniels.du.edu/blog/daniels-events/entrepreneurshipd ... see more
Healthcare Entrepreneurs, Investors and Searchers Online Meetup
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Even Link: https://lu.ma/2t4c68s8Hello, fellow Searchfunders! Based on the smashing success of our last one, we'll have another healthcare (Zoom) meetup in June! This event is for all healthcare (adjacent) Searchfunder members. We will discuss current deals and shared interests while finding ways to support and help each other. The goal is to create a community of searchers with a common purpose and diverse perspectives and backgrounds. This is a free (now and forever) event. Join us! ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Searchers x Franchising Pitches @NYC
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Searchers are increasingly turning to franchises for their proven playbooks, accessibility, and most importantly, long-term growth potential. Sign up here: https://lu.ma/search-franchisingThis event will feature some of the fastest-growing franchise brands in our signature Shark Tank format. Pitches are followed by networking. ... see more
Dallas Self-Funded Search Networking Happy Hour
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You're Invited!Please join us for our Dallas Self-Funded Search Networking Happy Hour hosted by the Self-Funded Search Association, and sponsored by SIG Partners, Live Oak Bank, LCS, Symphony Risk, and System Six. This event is exclusively for searchers as a space to network with fellow peers.Please use the link below to RSVP for the event taking place on Thursday, May 2, 2024, at Happiest Hour (located at 2616 Olive St, Dallas, TX 75201).RSVP Link: https://lnkd.in/daR3Un9EWe look forward to see ... see more
Private Market Insights: Canadian SMB Acquisition
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In part 2 of our conversation series about international SMB M&A (and episode 30 of Private Market Insights), we're taking a deeper look at the Canadian market. We have two fantastic guests joining Josh to help shine some light on our neighbors to the north: Scott Duke, a fantastic sell-side advisor and Jessica Cullen, a traditional searcher and triathlete. Make sure to check out this great conversation! ... see more
QofE Ripoffs & Risks: Avoid Costly Mistakes in Business Acquisitions
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Misunderstandings, about the reports and the service providers, are costly for Quality of Earnings.AgendaRealistic Quality of Earnings (?)Providers of ReportsWho Wants/Needs QofE?Issues Inadequately AddressedCommon Errors & OmissionsDifferences: Diligence v. QofECYA Recommendations- Learn how searchers overpay or get incomplete QofE reports.- Avoid overpayment and investment risks.- Know hidden risks of incomplete QofE reports and their implications on your investments.- Uncover what's reall ... see more
Denver ETA Meetup
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Welcome to the Denver Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you an SMB owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your journey and looking to learn from others?All are welcome. Join us to discuss all things ETA, share past experiences, and conn ... see more
Searchers / Funders - Atlanta Happy Hour
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Come and network with members of the fastest growing segment of entrepreneurship across the country, Entrepreneurship Through Acquisition (ETA)Please registrar here so we can get an accurate count of attendeeshttps://www.eventbrite.com/e/searchers-funders-happy-hour-tickets-879819753567PLEASE HELP US SUPPORT OUR PREFERRED MEETUP VENUE IRON HILL Brewery Dunwoody BY ORDERING DRINKS AND OR FOOD.Venue: Iron Hill Brewery - 1224 Hammond Dr., Dunwoody, GA 30346Parking: FreeThis event is sponsored by Al ... see more
Business Buyer Networking & Learning Group - session # 4
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In our last Learning Series we covered the process and strategies of preparing for, and meeting with the seller. We had a great turnout and lots of insightful questions from the attendees. The next webinar will be Wednesday May 1st at 1:00pm EST. To register go to: http://www.RichardParker.com - the webinar registration link is at the top of the page.Here are the links to view some recent webinars:Preparing for and meeting with the seller:https://www.youtube.com/watch?v=CYSh9p9nAH8The 10 Command ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Lead Generation Made Easy - Integrating AI into Quizzes for Hyper-Personalized Lead Generation
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If you just completed an acquisition and you're looking to generate leads fast then utilizing a quiz is one of the best ways to do this. In this webinar, I'll showcase studies of how any business can generate leads and turn them into quick revenue.Go here to register: https://bit.ly/aiquiz-apr-searchfunderTuesday April 30th: 10:00 am - 10:30 am EDT ... see more
LIVE Andrew Cervenka- Establishing Corporate Credit
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Getting Credit in your Business Name Without a Personal GuaranteeNew Livestream guest- Andrew CervenkaI’m happy to have Andrew join me on a live broadcast.Andrew and team have been helping small businesses establish trade credit and corporate creditworthiness for years.Tune in and as we’ll be discussing what it actually means to develop corporate credit and why you might want to.This is a ‘must see event’ for business owners that are worried about all their personal guarantees on all the ... see more
Rescheduled! International SMB Acquisitions: LATAM and Asia
video
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We're back! Rescheduled for next Thursday 4/25 - don't miss this great conversation!The USA small business acquisitions industry is growing and professionalizing at a rapid pace as entrepreneurs from all walks of life look to acquire profitable companies. Buying an international business remains a less common pathway as customs, language barriers, and access to capital all differ substantially from what we discuss frequently about SMB acquisitions here in the US. My guest on the next episode of ... see more
Biz Buyer Network & Learn
video
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Join ^Deb Curtis and ^Richard Parker for a dynamic Livestream session where they'll dive into real questions from aspiring business buyers just like you.Subscribe to Business Buying Banter - No BS YouTube Channel here:https://www.youtube.com/@BusinessBuyingBanterhttps://www.debcurtis.comhttps://www.richardparker.com ... see more
Raleigh-Durham/Eastern NC ETA Meetup
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Join us for the RDU/ENC ETA Meetup on April 24, 2024, from 6:30 PM to 8:30 PM in Raleigh (Lonerider Brewery at 8816 Gulf Ct. Suite 100Raleigh, NC 27617).Please signup via this link: https://lu.ma/ep13ge7nThis meetup is the perfect opportunity for Raleigh-Durham and Central/Eastern NC searchers, investors, and vendors to connect in a relaxed and friendly environment. Our aim is to foster a sense of community and lay the groundwork for more structured future events.We look forward to seeing you th ... see more
Search Fund Coalition April Panel: Winning The Proprietary Deal Sourcing Game
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**Signup Required Below For Attendance**https://sfcdeals424.splashthat.com/Free Searcher Ticket Code via partner Rapid Business Plans: RAPIDBP10Winning The Proprietary Deal Sourcing GameLet's face it. Finding the right acquisition target is hard any way you do it. During your search process, there are several strategies one can utilize in the pursuit of your "one successful business looking for a transition to own and operate." This month, we will dive into the world of Proprietary Search, focus ... see more
PHX April Business Mixer
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Welcome to the April Business MixerA community of notable investors, founders, connectors, professionals, and those new to Arizona!It's your chance to make REAL connections every month.We cultivate a comfortable community for founders, investors, entrepreneurs, and professionals to discuss their trials, tribulations, and triumphs. The goal is to have support and potentially find creative ways to work together.Whether you're looking to buy, sell, or grow your business, maybe find a ... see more
Free Startup Webinar: Key Terms In Your Entity Documents
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Part 2 of our Startup Webinar Series focuses on key terms in entity documents. Join us for an engaging and free 30-minute webinar on Tuesday, April 23rd, where Attorney Trevor Crow, Co-founder of Doida Crow Legal, will guide us through crucial terms found in operating and shareholder agreements. We'll explore Management, Economics, and Buy-Sell Provisions vital for your startup's success.Who Should Watch:-Business Owners-EntrepreneursTHIS EVENT IS FREE. REGISTER HERE:https://us02web.zoom.us/webi ... see more
Free Startup Webinar: Key Terms In Your Entity Documents
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Part 2 of our Startup Webinar Series focuses on key terms in entity documents. Join us for an engaging and free 30-minute webinar on Tuesday, April 23rd, where Attorney Trevor Crow, Co-founder of Doida Crow Legal, will guide us through crucial terms found in operating and shareholder agreements. We'll explore Management, Economics, and Buy-Sell Provisions vital for your startup's success.Who Should Watch:-Business Owners-EntrepreneursTHIS EVENT IS FREE. REGISTER HERE:https://us02web.zoom.us/webi ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Off-Market Deal Sourcing: Rejigg Coffee Hour
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Want to kick off your search and fill your calendar with calls with owners?Join us on Tuesday, April 23 at 10 am PT / 1 pm ET to learn more about how Rejigg can fit into your search.Bobby and Alex will give some background on Rejigg and then answer any questions about the platform, sourcing off-market deals, and anything else.If you want to explore the platform prior to the call, create a free account at www.rejigg.com!RSVP here (free pair of Rejigg socks while supplies last!):https://forms.gle/ ... see more
CHICAGO MEET-UP: SMB/ETA
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Hey everyone!It was such a great turn-out in the past few events and many had expressed interest in meeting again.Setting this time on our calendars for the April Event.We'll continue with Drunken Bean Coffee and Wine - It has coffee, wine and cocktails options based on the mood. It worked quite well for the previous events.Date: Friday, April 19th from 4 PM - 6 PMVenue: The Drunken Bean Coffee and Wine BarAddress: 400 East South Water Street, Chicago, Illinois - 60601 ... see more
SMBash
video
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SMBash is the original self-funded search conference and networking event uniting small business buyers, operators, and investors. Join us as we learn together, inspire with innovative ideas, and build powerful networks to revolutionize the small business ETA ecosystem!New for this year, our third year, we are introducing separate "searcher" and "operator" tracks with a hyperfocus on tactical information for attendees no matter where they are on the entrepreneurial journey!Enjoy an all inclusive ... see more
Baltimore/DC ETA / SMB Meetup
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Monthly ETA / SMB event #3 in the works...This group / meet up is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you an SMB owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your journey and looking to learn from others?All are welcome. Typically hosted on the 3rd Thursday of each month, this is a casual and low-key event t ... see more
SearchFunder - Central Florida - Meeting & Social
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** NEW LOCATION - Please take Note of NEW LOCATION **Restaurant = Boca - Address aboveSearchFunder - Central Florida Meeting & SocialThis event serves as a gathering point for individuals interested in search funds or acquisitions, fostering a vibrant community of investors, entrepreneurs, industry professionals, and service providers, including brokers, advisors, and CPAs. Our aim is to support and enrich our community through shared knowledge and connections.Registration and InvitationPlea ... see more
Finding the Best Business Listings
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Join ^Deb Curtis and ^Richard Parker Live for another episode of Business Buying Banter - No BS.Uncover top businesses to buy. Maximize your search. Learn strategies for your advantage, ensuring you find the best opportunities. Subscribe to Business Buying Banter - No BS YouTube Channel here:https://www.youtube.com/@BusinessBuyingBanterhttps://www.debcurtis.comhttps://www.richardparker.com ... see more
How to Find Your Perfect OFF-Market ACQUISITION
video
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Learn How PE FIRMS get 15-30 off-market businesses wanting to sell in just 90 daysYou are invited to a Zoom meeting. When: Apr 18, 2024 10:00 AM Arizona Register in advance for this meeting:https://us06web.zoom.us/meeting/register/tZAsfuuvqTMuGtCF1DmUeToaC7jEKKCDHjtq After registering, you will receive a confirmation email containing information about joining the meeting. ... see more
Broadtree's Women in Search Panel
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Broadtree is excited to be hosting a panel focused on women in search. Date: 4/17/24Time: 6-7PM ETLocation: ZoomPanel Discussion:Our panel discussion will delve into various topics surrounding women in search, including career advancement, overcoming obstacles, and the future of the search. We encourage you to submit any questions you have in advance, and we'll strive to incorporate them into the discussion.Who Should Attend:- Potential searchers- Current searchers- Investors and potential inves ... see more
LOI Masterclass and Checklist
video
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Join our LOI Masterclass and Checklist session, led by esteemed entrepreneur and attorney ^Laura DiFrancesco, for an enlightening journey through the intricacies of drafting a Letter of Intent (LOI). Learn the critical components of an LOI, understand common pitfalls, and how to avoid them, ensuring your financial interests are safeguarded. With Laura's insights and the comprehensive checklist provided, you'll be equipped to avoid costly mistakes that could save you thousands of dollars in th ... see more
Business Buyer Networking & Learning Group - session # 3
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Don't miss session # 3. We had a record turnout for last week’s webinar and had to cut off registrations so don’t miss the next one. In last week’s session we discussed the 10 critical fundamentals a business must have in place for you to consider buying it plus we covered how to value a business and how to structure earnouts and performance clauses. Session # 3 is scheduled for April 17th at 12:00pm EST.Register in advance for this meeting:https://us02web.zoom.us/meeting/register/tZYvdeyg ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women in the ETA ecosystem for some casual networking and collaborative problem-solving. This coffee chat is open to all ladies in ETA - whether you're just starting to think about searching or you've already exited and everything in between. This call happens every Tuesday at 12 pm Central. Register here: https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Investor Conversation: Developing Your Industry Theses and Investor Relationships
video
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Join us for a 1:1 conversation with ^Saumil Jariwala, where we'll delve into vital topics such as developing a solid industry thesis for investor consideration and fostering investor relationships.Thank you for registering for this session sponsored by The Vault, digital video channel. This will be a live stream, recorded event for future playback. ... see more
Key Questions To Ask Every Seller
video
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Join ^Deb Curtis and ^Richard Parker Live as they explore essential inquiries to make before finalizing a purchase. This session equips you with critical questions to ensure you make a well-informed decision, safeguarding your investment.Subscribe to Business Buying Banter - No BS YouTube Channel here:https://www.youtube.com/@BusinessBuyingBanterhttps://www.debcurtis.comhttps://www.richardparker.com ... see more
Deal Zoom (40% IRR, 5x MOIC) - Wed 2pm ET
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Please email me at Matt@HillandaleAdvisors.com if you'd like to join our Zoom this Wednesday at 2pm ET.Excited to share this private business deal that we believe will generate 36-48% net IRRs and 4-7x multiple of invested capital over five years.Our firm is buying the company and investing up to $1mm into this durable, cycle-proven business that has grown for 65 years (founded in 1958).Project Sound is a global acoustics, audio-visual and technology consulting firm that works with over 100 arch ... see more
DIAL IN with DEB
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How a mother-in-law and son bought a $3.5M established, profitable business with a $350k downpayment and bank financing backed by the SBA. It sounds too good to be true, right?But, what if I told you that you could use your 401k and IRA's tax-free to invest in your dream business acquisition?Thanks to the IRS-approved ROBS (Rollover for Business Startups) program backed by the SBA, you can.This family combined their former 401k and IRA's utilizing ROBS strategy to buy a successful $3.5M business ... see more
ETA Circle Houston happy hour. Acquiring Minds guest speaker & networking.
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Houston ETA Circle happy hour for those of us searching for a company to acquire. www.ETACircle.com for more info on the group.Tuesday, April 9 from 5:30-7:30pm.https://www.etacircle.com/events-1/entrepreneurship-through-acquisition-eta-circle-happy-hourOur speaker this month will be ^Danny Fields (President and Chairman of Holland Supply Co). He was interviewed by ^Will Smith on the Acquiring Minds podcast on March 11. Definitely check it out! Some pre-listening homework pri ... see more
Boston Event 04/09 - Debt Financing for Early-Stage Biotech & Life Sciences Companies
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Is debt financing the right instrument to grow your Biotech or Life Sciences company? Link to register here: https://www.faccne.org/events/events-calendar/e/event/debt-financing-for-early-stage-biotech-life-sciences-companies.htmlAt a time when raising capital may be challenging, Life Sciences and Biotech startups & early growth stage companies should evaluate debt financing, usually a form or capital that is more traditionally used by early-stage Tech companies or companies generating stead ... see more
The 3 As of the Post-Acquisition Dip: Anticipating, Addressing and Accelerating
video
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Join us for an insightful session with Sarah Jansen on navigating the inevitable post-acquisition dip in company performance. As searchers purchase stable and profitable businesses, it's crucial to develop a proactive approach to anticipate and address the challenges that arise during the delicate transitional period. Cultivate Advisors, will provide valuable insights from their work on both the buy and sell side of business acquisitions. Discover effective approaches to addressing the dip and p ... see more
Viso NYC Acquisition Entrepreneur meet up
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If you're interested, please sign up with the link below.We'll send out details as the date gets closer.Heather Endresen and Rachel Endresen of Viso will be there and looking forward to meeting in person if you can join us.https://wkf.ms/4c5yQ3U ... see more
Masterclass: 5 Steps to Buying a Business (Austin)
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Search can be lonely. Every SMB owner will tell you the air is thinner at the top. If you want to grow your acquisition community, where do you go?Here’s your chance to build community and become better at buying a business. Don’t miss out on this Masterclass: 5 Steps to Buying a BusinessLearn how to build a great team around you - and maybe even meet people who’ll be a part of it!Now with both in-person AND online options!! Our event is being filmed by Noah Kagan’s videographer!RSVP lin ... see more
Masterclass: 5 Steps to Buying a Business
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Less than 1 MONTH left until what could be the most valuable event in your acquisition career!Masterclass: 5 Steps to Buying a BusinessIf you want to meet friends or future business partners in Austin or surrounding areas, this is your event.If you want to learn more about the acquisition process, this is your event.If you are too afraid to admit you don’t have plans on the Friday of…this is your event.Don’t miss out! RSVP HERE: https://lu.ma/f2bvuy5f ... see more
Masterclass: 5 Steps to Buying a Business
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“Networking is not about just connecting people. It's about connecting people with people, people with ideas, and people with opportunities."Michele JennaeHere’s your opportunity to connect with ideas, people, and opportunities to help you with your first or next acquisition. Don’t miss out on Masterclass: 5 Steps to Buying a Business.Not only will there be an opportunity to meet folks from Austin, but you’ll learn more about acquiring a company than you thought possible in one speaker s ... see more
Masterclass: 5 Steps to Buying a Business
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We’re nearly ONE WEEK out from Masterclass: 5 Steps to Buying a BusinessHave plans? If they’re not here, reschedule them. Trust me.WE HAVE ONLINE OPTIONS.Being out of the area isn’t an excuse to miss out on value. What’s a bit of time now to save a whole lot later?You will learn how to acquire companies properly - from building an A team to spending less to buy the company. Don’t wait until the last day to decide, TAKE ACTION!! Are you the type of person who takes action - when you see ... see more
Masterclass: 5 Steps to Buying a Business
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There are only a few tickets left.We’re nearly ONE WEEK out from Masterclass: 5 Steps to Buying a BusinessHave plans? If they’re not here, reschedule them. Trust me. Not only will you learn about how to acquire companies the proper way - from building an A team to spending less to buy the company. You’ll be connected with the most ambitious people in Austin in the acquisition space.Don’t wait until the last day to decide, TAKE ACTION!! Are you the type of person who takes action - when y ... see more
Masterclass: 5 Steps to Buying a Business
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4 days left! We’re excited to see all of you on Friday.Don’t be that one . . . who regrets next week and sends a DM asking if there’s a recording. You won’t get it.Not only will this be one of the most knowledge-filled sessions we’ve had (bring a notebook!), but this is the most people we’ve had signed up for an event.We’re excited to have you.Our event is being filmed by a professional videographer! The recording will be top-tier.Your last chance to align up is through this RSVP l ... see more
Masterclass: 5 Steps to Buying a Business
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2 days left! We’re excited to see all of you on Friday.Not only will this be one of the most knowledge-filled sessions we’ve had (bring a notebook!), but this is the most people we’ve had signed up for an event.We’re excited to have you.Don’t be that one who regrets next week and sends a DM asking if there’s a recording. We won’t share it with you.Now with both in-person AND online options!! Our event is being filmed by a professional photographer!Your last chance to align up is th ... see more
Masterclass: 5 Steps to Buying a Business
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**Want Insider Secrets To Buying Businesses?** Then join us for an exciting in-person event in Austin, TX.Discover the secrets to winning at buying a business.Whether you're a first-time buyer or expanding your portfolio, this masterclass is packed with valuable insights and expert advice.Don't miss this opportunity to learn expert secrets and network with like-minded individuals.Grab your spot today!RSVP here: https://lu.ma/f2bvuy5f Agenda:2:00 pm - 2:30: Introduction2:3 ... see more
Monthly Canadian Searchfunder Virtual Meetup
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Microsoft Teams meetingMeeting ID: 275 567 928 22Passcode: 4Bd9MUhttps://teams.microsoft.com/l/meetup-join/19%3ameeting_YWZjZjk5ZDMtZTU0ZS00YTUzLWJiNTgtNDBjNjA2ZmMxNjA1%40thread.v2/0?context=%7b%22Tid%22%3a%224e703c53-5b64-480a-8815-3e79b161e101%22%2c%22Oid%22%3a%222ec0ecff-9045-4f3d-877d-d067cd1020da%22%7dor:https://www.microsoft.com/microsoft-teams/join-a-meeting ... see more
Private Market Insights - Executive Leadership for SMB Ownership
video
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Stepping into a successful SMB as a new owner can be a daunting task. You may have the keys, but your employees know how the engine runs. You have a lot to learn, people to win over, and limited time to do it. For the next episode of Private Market Insights, we welcome leadership and institutional change expert Brad Englert, who just published a book about how to use spheres of formal and informal influence to drive successful change in organizations. ... see more
Turnaround Strategies for First Time Business Buyers
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Transitioning into business ownership is a significant step. Some business buyers actively seek turnaround opportunities, while others may inadvertently find themselves in such a situation.In this session, we will discuss with ^Jack Nicolson, a seasoned turnaround acquirer, the critical components for effectively navigating these challenging situations.Thank you for registering for this session sponsored by The Vault, digital video channel.This will be a live stream, recorded event for ... see more
Free Webinar: Buy-Sell Agreements (Partnership Agreements Part 1)
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Are you a business owner navigating the complexities of buy-sell agreements? Whether you're considering entering into one or already have an existing agreement in place, understanding the intricacies of these arrangements is crucial for safeguarding your business interests.Join Attorney Stan Doida for an insightful and practical free 30-minute webinar where he will delve into the depths of buy-sell agreements, uncovering essential strategies for structuring, pricing, and executing buyouts effect ... see more
Mastering Post-Acquisition Challenges Like a Pro
video
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It is crucial to master the post-acquisition phase in order to ensure the success and growth of your newly acquired company. ^Deb Curtis and ^Richard Parker will be sure to provide valuable insights, strategies, and practical tips on how to handle integration, cultural alignment, talent retention, and more like a pro. Subscribe to Business Buying Banter - No BS YouTube Channel here:https://www.youtube.com/@BusinessBuyingBanter https://www.debcurtis.comhttps://www.richardparker.com ... see more
Denver ETA Meetup
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Welcome to the Denver Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you an SMB owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your journey and looking to learn from others?All are welcome. Join us to discuss all things ETA, share past experiences, and conn ... see more
South Florida Search Fund Happy Hour
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South Florida Searchers!Please join us for a fun get-together to chat Search Fund & SMB with fellow Searchers, Investors, and Operators.The event will be at a local bar in Boca Raton, FL on April 3rd starting at 7 pm.The last event had 40+ attendees.This event is sponsored by DueDilio (www.duedilio.com).For more details and RSVP:https://bocaratonsearchfundmeetup.splashthat.com/ ... see more
Searchers / Funders - Atlanta Happy Hour
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Come and network with members of the fastest growing segment of entrepreneurship across the country, Entrepreneurship Through Acquisition (ETA)Please registrar here so we can get an accurate count of attendees ---> https://www.eventbrite.com/e/searchers-funders-happy-hour-tickets-861703968767Appetizers will be provided but... PLEASE HELP US SUPPORT OUR PREFERRED MEETUP VENUE IRON HILL Brewery Dunwoody BY ORDERING DRINKS AND OR FOOD.Venue: Iron Hill Brewery - 1224 Hammond Dr., Dunwoody, G ... see more
Best Practices for Industry and Business Selection
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Please join the Black Searcher Network for a discussion with experienced search fund investors Jeff Stevens and Will Thorndike as they share quantitative and qualitative observations about the businesses that have produced successful search fund outcomes (and those that have not).Time & LocationApr 03, 2024, 3:00 PM – 4:00 PM EDTOnline EventRegistrationhttps://www.blacksearchnetwork.com/event-details/black-search-network-best-practices-for-industry-and-business-selectionA conversation expl ... see more
Business Buyer Networking & Learning Group - session # 2
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Get ready for session # 2. In our last Zoom call we covered how to determine the right business, creating quality deal flow, plus a Q & A session. The feedback was wonderful and the next session is April 3rd at 12:00- 2:00pm EST. To register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_0hCmiiZMQsq2Eq6y6tv1XQAfter registering, you will receive a confirmation email containing information about joining the webinar.HERE'S A LINK TO WATCH THE MARCH 20th SESSION: https: ... see more
Houston Happy Hour - Ladies Night with Our WAEE
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Come join Our WAEE for a local happy hour in Houston. Connect with other local women in ETA.Pre-search, searchers, operators, and intermediaries are all welcome - but sorry fellas, this event is ladies only.Look for the table top sign with the Our WAEE logo. ... see more
Denver Area Searcher Boardroom Lunch Event
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UPDATE 3/25/24: *EVENT IS FULL*DENVER AREA SEARCHERS!LIMITED SEATING!Join ^Chris Weir of Independent Financial and Andrew DiPaolo of DiPaolo Law Group for a light lunch and discussion around debt options and legal "what ifs" for your ETA journey! Topics to include: Conventional vs SBA debt? Seller note - injection or debt? Do I need to set up a legal entity during my search or wait until LOI? Is my LOI a binding contract? This and much more! Only 15 spots available and the only way to registe ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of Live Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS2-7-24 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)Sessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Austin ETA Meetup
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Get together with other searchers, investors and vendors. There will be drinks (both alcoholic and non-alcoholic) and plenty of opportunities to meet like-minded folks in the ETA space.To get the location and information leading up to the event please sign up at: https://lu.ma/din462jc ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
How To Sell (or Buy) Your Accounting Firm
video
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I know there are a ton of searchers looking at buying an accounting firm. Here is a webinar I'm doing about the topic in general.Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring optio ... see more
Healthcare Entrepreneurs, Investors and Searchers
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Hello, fellow searchfunders! This event is for all healthcare (adjacent) Searchfunders. We will discuss current deals, common interests and find ways to support and help each other. The goal is community of searchers with a common purpose and diverse perspectives and backgrounds. Free (now and forever) event. join us! Video call link: https://meet.google.com/rfw-gmaw-pvq ... see more
Stanford Black Alumni Summit '24: Music, Movement & Momentum
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We are excited to announce that for the first time, our Summit will feature a searcher for an insightful panel on Financial Momentum. This session will provide a dynamic exploration of acquisition entrepreneurship from the perspective of a searcher-operator and an impact investor. Our panelists, ^Karen Spencer,^Marcus Rush, and Chijioke Asomugha, will lead this vibrant discussion, shedding light on the rhythm of deal-making and the tempo of the ups and downs of successful entrepreneurship. ... see more
How to Buy A Business
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Are you interested in becoming a business owner but not sure where to start? This event is perfect for you! Learn the ins and outs of purchasing a business from industry experts. Discover the steps involved in the buying process, how to conduct due diligence, and avoid common pitfalls. Whether you're a first-time buyer or looking to expand your portfolio, this event will provide you with valuable insights and practical tips. Don't miss out! Use Searchers15 for 15% discount. https://www.eventbrit ... see more
Baltimore ETA Meetup
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The third Thursday of every month, my business partner Ryan Valeri and I host an ETA in Baltimore. Whether you're searching for your first acquisition or evaluating how to expand your portfolio, to supporting the ETA space as a lender, broker, etc. feel free to come out.Curious to learn more, feel free to connect with me on LinkedIn - always happy to connect with those in the space. https://www.meetup.com/baltimore-entrepreneurship-through-acquisition-eta-meetup/ ... see more
Acquisition CLT - SearchFunder Happy Hour
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We welcome you to join us for another Acquisition CLT happy hour for SearchFunders, investors, and other M&A professionals! We'd appreciate your thoughts as we endeavor to create a more vibrant startup and acquisition entrepreneur community hear in Charlotte!Please let us know if you'd like to get involved!We can't wait to see you on March 21st! ... see more
Baltimore Entrepreneurship Through Acquisition (ETA) Meetup
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Welcome to the Baltimore Entrepreneurship Through Acquisition (ETA) Meetup! This group is specifically tailored for anyone in the ETA space.➡️ Are you an entrepreneur interested in acquiring and running a profitable business?➡️ Are you an SMB owner looking to scale or sell?➡️ Do you have expertise on the legal or transaction side?➡️ Are you just starting your journey and looking to learn from others?All are welcome. Join us to discuss all things ETA, share past experiences, and c ... see more
SearchFunder - Central Florida - Meeting & Social
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SearchFunder - Central Florida - Meeting & Social: This event brings together individuals interested in search funds or acquisitions. We welcome investors, entrepreneurs, industry professionals, as well as service providers such as brokers, advisors, and CPAs to support the community.Please register https://lnkm.io/aNFYM We encourage everyone to invite and acquire a ticket for anyone you think may benefit from being a member of the group, LIST ABOVE - like Individuals interested in search fu ... see more
Searcher/SMB Meet Up in Philly
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Join Self Funded Search Association- Live Oak Bank, SIG Partners, System Six and LCS for networking in Philadelphia!We'd love to meet you all .RSVP here: https://forms.office.com/Pages/ResponsePage.aspx?id=JF_4JIoVuUS7gI5Rao9C5GIBLYCvWZhAsgqzVx8ePotUNDlZVkIySEMxOUJaTFY0Vlg1RFVUU0dMNS4u^Lisa Forrest ^Max Lummis ^Robert Graham ^Jordan Carter ^Chris Williams ... see more
Search Fund Coalition- Acquisition Deal Team Office Hours
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***Sign Up Required Below***https://sfcdealteam324.splashthat.com/Free Searcher Ticket Code: SFC10This month our deal team office hours brings together a broad range of highly regarded and big name experts across the ETA landscape for debt, equity, operators, risk & insurance, legal financial due diligence, tax and business plans.This is small group conversations, not a panel! Come join some of the best in the industry as we support the best in ETA. Ft. ^Eli Albrecht, ^Chandler Reed ^J ... see more
Building Community for SMB
video
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Buying and operating a small business can be a challenging and lonely experience. People who are successful often find company in tight communities of entrepreneurs going through the same struggles. For our next episode of Private Market Insights, I'll be talking with master community builder ^Karen Spencer, a founder of Searchfunder and current Managing Partner of Fetch Strategies. We'll talk about building and sustaining support networks for searchers and operators. Don't miss it! ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Live - Quickest way to find a business in the UK.
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Quickest way to find a business in the UK.New Livestream guest-> Alfie Lambert.I’m happy to have Alfie join me on a live broadcast.He’s the co-founder of BizCrunch.co, an online tool that makes it easy to find exactly the business you’re looking to buy in the UK.Tune in and as we’ll be discussing the hows and whys of his new BizCrunch tool.This is a ‘must see event’ for searchers in the UK.Be sure to join live so that you can ask questions, replay will be available.Also, Alfie has ... see more
How to Buy a Business
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Are you interested in becoming a business owner but not sure where to start? This event is perfect for you! Learn the ins and outs of purchasing a business from industry experts. Discover the steps involved in the buying process, how to conduct due diligence, and avoid common pitfalls. Whether you're a first-time buyer or looking to expand your portfolio, this event will provide you with valuable insights and practical tips. Don't miss out!https://www.eventbrite.com/e/how-to-buy-a-business-ticke ... see more
Austin SXSW SMB Meet Up
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Austin folks: A few of us are hosting a SXSW SMB acquisition meet up event. Hang out and enjoy free drinks sponsored by Kairo Data. Operators, investors, and searchers are all welcome. No formal agenda, but expect to have some great conversations.RSVP here for the location details: https://tally.so/r/n9WXlX ... see more
Business Acquisition Mindset
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Business Acquisition MindsetJoin us for an exciting event focused on business acquisition mindset. Located at Brick's Smoked Meats;1528 State St, Sarasota, FL 34236, this in-person event will feature industry experts sharing their insights and strategies for successful acquisitions. SearchFunder - Sarasota - Meeting & Social: This event brings together individuals interested in search funds or business acquisitions. We welcome investors, entrepreneurs, industry professionals, as well as serv ... see more
Off Market Deal Flow: THE SECRET TO FINDING MOTIVATED SELLERS
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Hi there, You are invited to a Zoom meeting. When: Mar 14, 2024 11:00 AM Arizona Register in advance for this meeting:https://us06web.zoom.us/meeting/register/tZAvdO2vrzgoGdWsY3sbJ0BRjOyD7PiGiBx_#/registrationAfter registering, you will receive a confirmation email containing information about joining the meeting. ... see more
Private Business Roundtable
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Charlotte Private Business Roundtable featuring Charlotte Founder Alex Johnson of The GRIT Group.Alex will discuss accelerating your customer acquisitionand website traffic through search engine optimization (SEO), ChapGPT / AI and other content creation strategies. Register below and join us in-person or by Zoom. Date: March 14th, 2024Time: 12:00pm — 1:00pmPlatform: 20 in-person seats; virtual option via Zoomhttps://www.privatebusinessroundtable.com/events ... see more
STARTUP Webinar: Choice of Entity & Structure
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Part 1 of our free Startup Webinar Series focuses on everything you need to know about starting, structuring, and growing your business.In this 30-minute webinar, Attorney Trevor Crow will cover the differences between a Corporation and an LLC, how and why to choose the right type for your growth goals, tax ramifications, and typical issues that arise in the process.RSVP TODAY!https://us02web.zoom.us/webinar/register/4017095902921/WN_2xO0zIDaQo-KvE26IPsfmgWho Should Watch:-Business Owners-Entrep ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest^Sarah Andrews of Live Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS2-7-24 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)Sessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
evolutiq Search Fund Day
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Search Fund Day @ evolutiqTreffe die deutsche Search Fund Community bei uns in Köln. In unseren Räumlichkeiten und auf der Dachterrasse unseres Offices 'The Ship' - steht Netzwerken, Wissensaustausch und die Weiterentwicklung des Ökosystems im Fokus. Erwarte spannende Workshops, eine inspirierende Keynote-Präsentation und ein anschließendes Get-Together. Wir freuen uns auf dich!Sei dabei am 13. März 2024 und melde dich an!Wir können aufgrund einer begrenzten Teilnehmeranzahl leider nicht ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Monthly Canadian Searchfunder Virtual Meetup
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Microsoft Teams meeting Meeting ID: 275 567 928 22 Passcode: 4Bd9MU Link: https://teams.microsoft.com/l/meetup-join/19%3ameeting_YWZjZjk5ZDMtZTU0ZS00YTUzLWJiNTgtNDBjNjA2ZmMxNjA1%40thread.v2/0?context=%7b%22Tid%22%3a%224e703c53-5b64-480a-8815-3e79b161e101%22%2c%22Oid%22%3a%222ec0ecff-9045-4f3d-877d-d067cd1020da%22%7dor:https://www.microsoft.com/microsoft-teams/join-a-meeting ... see more
New York Search Fund Community Happy Hour
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Please sign up via link below:https://nysfchh324.splashthat.com/Free Code: Searchunder1For all searchers and the community that supports entrepreneurship through acquisition throughout the NY Metro Area.We had over 100 sign ups and 70+ attendees at our last event in November, so please sign up early!Please join us for another fun and engaging Networking event for our community. Focused for Searchers & SMB Operators to attend. Opportunities for Investors & Service Providers To Support! Ho ... see more
Law Firms: The Next M&A Trend
video
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The SMB M&A space has cyclical trends: certain industries become hot, spurring interest, increased activity, and heightened multiples. Longtime market observers can point to trends in dental office and home service M&A rollups as clear examples. Our next guest on Private Market Insights believes that law firms will be the next hot M&A industry due to shifting regulation, spurred by changes in California and Arizona. Join us on Thursday, March 7 as we talk with Tom Lenfestey, Founder ... see more
Denver ETA Meetup
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The first Wednesday of every month, I host an ETA in Denver. Whether you're searching for your first acquisition or evaluating how to expand your portfolio, to supporting the ETA space as a lender, broker, etc. feel free to come out. Curious to learn more, feel free to connect with me on LinkedIn - always happy to grab coffee or lunch. Feel free to check out the group page on meetup: https://www.meetup.com/denver-entrepreneurship-through-acquisition-eta-meetup/ ... see more
Searchers / Funders - Atlanta Happy Hour
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Come and network with members of the fastest growing segment of entrepreneurship across the country, Entrepreneurship Through Acquisition (ETA)PLEASE HELP US SUPPORT OUR PREFERRED MEETUP VENUE IRON HILL Brewery Dunwoody BY ORDERING DRINKS AND FOOD.Venue: Iron Hill Brewery - 1224 Hammond Dr. Dunwoody, GA 30346Free parking availableThis event is sponsored by Alterna Financial (www.alternafinancilgroup.com)Please register at the link below.https://www.eventbrite.com/e/searchers-funders-happy-hour-t ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
ALL THINGS SBA - Right from SBA ( Creator of the SBA's SOP)
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We at Harvard Alumni Entrepreneurs ( www.harvardae.org ) would like you to embark on a journey to financial empowerment and entrepreneurial success with Katie Frost, the dynamic Associate Administrator at the U.S. Small Business Administration (SBA). In this exclusive session, Katie, who recently authorized the groundbreaking SOP 50 10 7.1 ( https://www.sba.gov/document/sop-50-10-lender-development-company-loan-programs) will demystify the complexities of capital access for entrepreneurs. As a ... see more
Acquisitions Alliance group coaching and Mastermind
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Introducing the Acquisitions Alliance, a weekly “Ask Me Anything” group coaching and Mastermind hosted by the experts at Westbound Road LLC, acquisition advisors with over 50 years of collective experience in Acquisitions, with dozens of Mergers and Acquisitions transactions totaling nearly $500 million.Every Thursday morning, we’ll host a group coaching Zoom meeting, where you can:** Get your most pressing Acquisition questions answered ** Bring your potential deals for review.Is it a ... see more
Amplēo Lunch & Learn Hosted by Forbes Partners + CPE Credit - 2024 M&A Market Outlook
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Please join us for an Amplēo Lunch & Learn with Garit Lawson and James Morgan from Forbes Partners as they share an informative 2024 M&A Market Outlook presentation and discussion.Forbes will summarize the mid-market M&A environment over the past year, as well as trends driving levels of activity, valuation, and capital markets over the coming twelve months.They will also discuss what the implications are for companies looking to sell in 2024 from a process structure, timeline, and ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
AMA: What is Net Working Capital?
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You may have heard of Net Working Capital (NWC) talked about for M&A transactions, but what is it? How is it calculated? Why is it important?Patrick McMillan, CFO and Transaction Advisor of Amplēo will discuss these questions (and others you may have) during this event.If you’d like to download a sample QofE report before the meeting, follow this link: https://ampleo.com/insights/guide/sample-quality-of-earnings-report/ ... see more
Young ACG Presents: Leveraging 20/20 for 2024 (Vancouver)
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For those of you in Vancouver the Young ACG is putting on a mixxer with panel discussion tailored to those in M&A and search. There will be a successful searcher/now operator along with a partner at Stikeman Elliott on the panel discussing their journeys. We think this event would be great for business owners, aspiring entrepreneurs, and those pursuing entrepreneurship through acquisition. We are offering a promo code discount to any searchers and business owners so please send me a message ... see more
Small Business M&A for Athletes with Jeff Driskel
video
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Acquiring an SMB can often be the catalyst for professional satisfaction. Our next guest for Private Market Insights is entering our space with one of the most interesting angles yet: he’s an active professional football player, most recently as a quarterback with the Cleveland Browns. ^Jeff Driskel believes that acquiring small businesses can be a meaningful pathway for professional athletes and can serve as a way to help them preserve and build wealth long after they retire. In this episo ... see more
Dallas Search Happy Hour!
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It's about time for another Happy Hour Meet Up for the DFW Search & ETA community. We had a great turn out at the last one! Open to all Searchers, Operators, Investors, Intermediaries, and those curious about the space. Looking forward to seeing everyone again! ... see more
Search Fund Coalition February Panel: Life. Search & Taxes
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**Sign Up Via Link Below Required**https://sfctaxes224.splashthat.com/Free Searcher Discount Ticket Code: FIB224The Taxman Is Coming, Better Level Up!Everyone's favorite time of the year, Tax Season is upon us. An often overlooked part of the Financial Due Diligence process is the big T. Taxes.There is way more here than just reviewing a Seller's Tax Returns. Understanding how business structure, operations and more - (even your Investor Cap Table!) will greatly impact your ability to finance AN ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
SearchFunder - Central Florida
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SearchFunder - Central Florida - Meeting & Social: This event brings together individuals interested in search funds or acquisitions. We welcome investors, entrepreneurs, industry professionals, as well as service providers such as brokers, advisors, and CPAs to support the community.All meetings and socials are on the 3rd Thursday of the month.Register @ https://lnkm.io/aNFYM ... see more
Live Webinar: Will You Pass the Investor Budget Test?
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Join Brian Parks, Managing Partner, Bigfoot Capital (B2B SaaS growth capital) and Dave & Ben Robinson, Managing Partners, Driven Insights for a conversation about how to (and not to) use a budget to successfully raise equity and/or debt. What you’ll learn: - What is the investor budget test, and why do so many companies fail it- What is a minimum viable budget, and why you should have one- Budgeting strategically - how to do it, and how it can serve as a competitive advantage- How inv ... see more
ETA @ MIT Conference - Hands On Workshops
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In the spirit of a bias toward action, on February 15th, the MIT ETA Conference is hosting a series of tactical workshops focused on enhancing your searcher and operator toolbox. Register for the Conference and Workshops here, http://tinyurl.com/2vnv3ehe ... see more
Proof of Funds & Down Payment Investors for SMB Business Buyers: A Capital Raise Solution
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Mainshares helps SMB buyers close the gap in equity funding. Mainshares provides a network of credit investors interested in owning a piece of SMBs, allowing searchers to find additional equity infusion to complete acquisitions. Mainshares assists in structuring the deal, providing standardized investment documents, and facilitating compliance.You are invited to a Zoom meeting. When: Feb 15, 2024 11:00 AM Arizona Register in advance for this meeting:https://us06web.zoom.us/meeting/register/tZEsc ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat.This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey.These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Madison, Wisconsin ETA Happy Hour
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Pioneer Capital Advisory LLC will be hosting a happy hour in Madison, Wisconsin for folks in the ETA space at Pooley's Sports Bar and Event Center from 6 pm to 8 pm CST. There will be various folks in attendance including one or more SBA lenders, a financial due diligence consultant and other professionals in the ETA space.Pioneer Capital Advisory will be covering the first 2 drinks for any searchers in attendance. Please RSVP using the below Eventbrite link so that we can track headcount to ens ... see more
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Following the Franchise Demo Day x NFL Alums: https://lu.ma/wefranch-vegas, we invite you to an intimate dinner at the STRAT Skydeck.This exclusive event provides a perfect setting for deeper discussions and connections from the previous day's pitches.We carefully curated the franchisor-searcher ratio and will have a rotational program in place to ensure meaningful connections between attendees.Full-course menu and a diverse selection of drinks available throughout the evening. Email ... see more
SearchFunder - Charlotte Happy Hour
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Hey All,Acquisition CLT is hosting another happy hour for our Charlotte SearchFunders, investors, and other M&A professionals! We hope you can join us!Also, we're going to discuss ways you can further get involved to help us create a more vibrant startup and acquisition entrepreneur community.Can't wait to see you on February 7th! ... see more
SMB Law and Building Your Legal Team
video
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Even the most experienced investors and dealmakers hire legal counsel to help with their SMB acquisitions. This makes building the right legal team for your search an especially important task when it comes to due diligence. However, things don't always go well: people hire attorneys that are inexperienced with small business M&A or stymie deals with excessive redlining. To shed some light on this topic is Kevin Henderson, Founding Partner of SMB Law Group. We're going to discuss how to buil ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of Live Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS2-7-24 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)Sessions at 9 AM PSTInteract weekly with Fellow Searchers via ZOOM and Live Q&ARegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
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Las Vegas Franchise pitches connects searchers to lucrative opportunities in franchising: https://lu.ma/wefranch-vegas + https://lu.ma/wefranch-vegas-dinnerWe're bringing together a select group of searchers, financial experts from JP Morgan and Morgan Stanley and leading franchisors to facilitate deals. Additionally, multiple ex-NFL players and their agents will be attending. The event is concluded with a dinner on the following night at the STRAT skydeck to facilitate deep ... see more
Scaling Your Small Business with AI
video
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Join us for our session on "Scaling Your Small Business with AI," an in-depth look beyond the buzz of ChatGPT into the realm of artificial intelligence and its practical applications for small business growth. Understand AI's capacity to catapult your business into the future.You'll gain insights into:* A comprehensive overview of AI, distinguishing it from popular tools like ChatGPT and unveiling its broader context in the technological landscape.* The versatility of AI applications acros ... see more
Off-Market Deal Sourcing: Rejigg Coffee Hour
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Want to kick off your search and fill your calendar with calls with owners?Join us on Feb 6 at 10 am PT / 1 pm ET to learn more about how Rejigg can fit into your search.Bobby and Alex will give some background on Rejigg and then answer any questions about the platform, sourcing off-market deals, and anything else.If you want to explore the platform prior to the call, create a free account at www.rejigg.com!RSVP here (free pair of Rejigg socks while supplies last!):https://forms.gle/Dc5iy1KMxuFT ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join other women who are either searching, under LOI, operating or M&A intermediaries on our Tuesday coffee chat. This is a casual event designed to foster connection and pool our collective experiences to help each other move forward in your acquisition journey. These calls happen every week. Register to join here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Live- Jon Matzner and the Boomer Bummer SmallBiz!
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Jon Matzner and the Boomer Bummer SmallBiz!New Livestream guest- Jon MatznerI’m happy to have Jon join me on a live broadcast.Jon has bought a business, grown it to over 25 locations.He’s got a big social media following and speaks often about entrepreneurship through acquisition.Tune in and we'll be discussing The Boomer Bummer!AKA- What happens when you do a dumb deal in the SMB world.This is a ‘must see event’ for anyone who lacks real world business experience but still wants to purs ... see more
NMC Fellows Pitch Night!
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Thursday, February 1, 20245:00-6:30 pm ET via ZoomAre you looking for consistent deal flow from ETA entrepreneurs? NMC is starting a new monthly Pitch Night webinar series to connect vetted NMC self-funded deals with gap equity investors. Get involved with NMC deals! This vetted self-funded deal flow has been put together by trained entrepreneurs (NMC Fellows) who have secured LOIs and SBA financing. NMC Fellows are looking for mentors and investors. Join us to hear about upcoming deals and oppo ... see more
Launch Your Journey to Business Ownership
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In this session, Karen answers frequently asked questions about launching your search to become the owner of your own small to medium-sized business. Additionally, there's a dedicated Q&A portion.Karen has been dubbed the Walking Search Fund Wiki, the EtA Encyclopedia, and (her favorite) Mrs. Searchfunder. As co-founder of Searchfunder and founder of Fetch Strategies, she draws on nearly a decade of knowledge to create a welcoming and inclusive environment and to develop resources for a d ... see more
Build Your Business Buying Team
video
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Armed with a proof of funds letter, your business acquisition dream leaps from vision to reality. It's your golden ticket, fast-tracking you past uncertainty, straight to the front of opportunity. With this key, doors open, brokers nod, and the path to ownership clears. It's not just a letter; it's your declaration of readiness, backed by strength, speed, and the power of preparation. ... see more
FLORIDA SEARCHFUND NETWORKING HAPPY HOUR (SPONSORED BY DUEDILIO)
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FLORIDA SEARCHFUND NETWORKING HAPPY HOUR (SPONSORED BY DUEDILIO)Date: Wednesday January 31, 2024 (5:30PM - 8PM)Location: Lagniappe, 3425 NE 2nd Ave, Miami, FL 33137Please sign up: https://floridasearchfundnetworkinghap.splashthat.com/Any questions: Call/text Carlo @ 973-704-9481 ... see more
AMA: What is FDD, QofE, and EBITDA?
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You may have heard of Financial Due Diligence (FDD), Quality of Earnings (QofE) reports, or EBITDA. But have you seen one? What are they? Who uses them? Why are they so important? How long do they take, and how much do they cost?Patrick McMillan, CFO and Transaction Advisor of Amplēo will discuss these questions (and others you may have) during this event.If you’d like to download a sample QofE report before the meeting, follow this link: https://ampleo.com/insights/guide/sample-quality-of-ea ... see more
London Happy Hour (Jan 2024)
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Hi everyone - I'm hosting another happy hour for searchers and the community that supports ETA in London. We received an impressive response for our November event, with over 40 attendees, and it was great to connect with so many like-minded individuals in the same room. **Signup Required Below For Attendance**https://acacia-partners.eventcube.io/events/55426/Looking forward to seeing you there!- Date: Tuesday, January 30, 2024- Time: 6-8pm - Location: by Liverpool Street Station ... see more
EtA Launch Hub Meet & Greet/Orientation
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Join us for the orientation session of TakeOff's EtA Launch Hub. This session will guide you through the program framework, introduce your fellow cohort members, and show you how to engage with resources like Vault and the student portal.Discover how to leverage them for your future success. Don't miss this chance to set the stage for an informed and confident entrepreneurial journey. The access link will be emailed to each student. See you there! ... see more
Special Live Oak Session on SERVICE CONTRACTORS
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ADDING A SPECIAL GUEST TO THE SESSION!Joe Jernigan, now CEO of an HVAC company will be joining us to talk about his search journey and his experience as CEO. ^Joe JerniganService Contractors in the LMM are one of our most active Live Oak Verticals and still holding as one of the darlings of the SMB acquisition space.January 25th @ 10 pst / 1 estJoin ^Sarah Andrews and ^Lisa Forrest and Dillon Caraway one of our Live Oak Bank vertical expert in HVAC, PLUMBING, and ELECTRICAL.M ... see more
Final Q&A for TakeOff's EtA Launch Hub
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Pipeline Prep's flagship program is now called TakeOff EtA Launch Hub.Join me for this free 30 minute Q&A session about the TakeOff EtA Hub program.In this session, you'll learn-Why I created the program,-What the program offers you as a prospective or current searcher-Available scholarship opportunities.I aim for each entrepreneur to prepare their launch -- before leaving school or quitting their day job -- for the maximal chance of success. And, if they have already launched ... see more
Learning How to Search in 2024 - Private Market Insights
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Announcing the next episode of Private Market Insights!Getting started with a search can be intimidating - there are numerous information sources, tons of conflicting information, and limited tactical insights when it comes to planning your exact moves (apart from this podcast). Helping people learn how to search is the topic for our next episode of Private Market Insights. I'll be interviewing ^Chandler Reed, an SMB owner who has a deep understanding of what it means to be a beginning search ... see more
Denver Area Searchers - Exclusive Lunch Event!
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UPDATE: EVENT IS FULL! STAY TUNED FOR THE NEXT ONE!Limited seating! Chris Weir of Independent Financial and Andrew DiPaolo of DiPaolo Law invite you to join them to answer your questions about acquisition financing options as well as where and when to start with legal representation for your business or potential business acquisition, and overview of legal structures. Come enjoy a light lunch and free advice!Space is limited - only 15 spots available! Email chris.weir@ifinancial.com to reg ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Lisa Forrest and ^Sarah Andrews of Live Oak Bank's Search Fund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS1-10-24 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)Sessions at 9 AM PSTALL THINGS SBA ~ Structuring/NEW SOPs/M&A Roadmap (WEDS)Interact weekly with Fellow Searchers via ZOOMRegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Phoenix Small Business Social
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Friends, Come by and meet the most notable small business owners, buyers, change-makers, and builders in Arizona. This is your chance to make REAL connections in a casual setting with a drink or two (if you're into it). Who's coming? The typical attendee profile is a mix of small business peeps, but those from other business and creative industries are welcome too.Whether you're looking to buy, sell, or grow your business, maybe find a new role, or just make new friends... you nee ... see more
Optimizing Brokered Search
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^Josh Levine is the Co-Founder and CEO of Private Market Labs, a new platform designed to facilitate the small business M&A ecosystem. Josh has a public policy and entrepreneurship background, which speaks to the way he focuses on using technology to help people by solving structural problems in the ways market transactions take place. This passion comes out in his work to make the small business M&A market more efficient, working directly with stakeholders to increase access. Josh ha ... see more
Live Big Brand Output- Small Business Budget with Jaci Russo
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Big Brand Output- Small Business BudgetNew Livestream guest-> Jaci RussoI’m happy to have Jaci join me on a live broadcast.Jaci has decades of experience working with companies to craft the right branding and implement strategic plans to make sure this brand works its way into every level of the organization.In particular, she’s worked with many small businesses through the Brand State U project.Tune in and as we’ll be discussing rebranding after an acquisition, Strategic Branding Plans ... see more
2nd Annual Ross ETA Conference
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I am excited to announce the 2nd Annual Michigan Ross ETA Conference on January 18-19, 2024! We are continuing our momentum and elevating this year's conference with a blend of programming and events for individuals to expand their network, knowledge, and exposure in the ETA ecosystem. Hear from industry pioneer Jeff Stevens, Managing Director at Anacapa Partners, and engage in insightful panel discussions with leading practitioners across debt, equity, legal, and more. Register now and learn mo ... see more
2024 SearchFunder - Central Florida - Meeting & Social
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2024 SearchFunder - Central Florida - Meeting & Social: This event brings together individuals interested in search funds or acquisitions. We welcome investors, entrepreneurs, industry professionals, as well as service providers such as brokers, advisors, and CPAs to support the community.All meetings and socials are on the 3rd Thursday of the month.The next meeting is January 18, 2024. Please RSVP and invite anyone else who may assist the group. Cocina 214 @ 151 E Welbourne Ave, Winter Park ... see more
10 Strategies to Amplify the Success of Off-Market Deals
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Off-market deals are difficult to source and difficult to close. But we all know, that’s where the alpha is. On this livestream, we’ll speak with David Trujillo, the investment director at Thesis Capital, to understand how to be maximally efficient in sourcing proprietary deals and, importantly, closing them.Thesis Capital Partners, LLC invests in family-owned companies in the United States where owners earn between $2 million to $25 million per year. They partner with exceptional entreprene ... see more
Slicing and Dicing SBA Eligible Down Payment Sources
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SMB Searchers: In the realm of business acquisition, cash is often perceived as the primary requisite to strike a conversation with a listing business broker. All they want to see is your personal bank statements as to how much cash do you have on hand.There exists a broader spectrum of resources eligible for down payment aka equity injection. In our upcoming live session, we will delve into these various down payment sources, providing you with comprehensive insights and strategies. Cash ... see more
Pipeline Prep Mentoring & Meetup
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Primos, Closers & TakeOff students -This posting is a friendly reminder for our monthly meetup.This is a private meetup of students from the first two cohorts and the self-study program of Nuts & Bolts. Zoom info may be found through the student Slack channel.To learn more about EtA Launch Hub, please DM^Karen Spencer ... see more
Search Fund Coalition - 2024 Search Fund & ETA Market Outlook
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**Signup Required Below For Attendance**https://sfcoutlook124.splashthat.com/Free Searcher Ticket Code From Presenting Partner Byline Bank: BYLINE124Getting back to work and we're ready to go. We're going to kick off 2024, we're discussing the overall Search Fund / ETA Ecosystem. Come hear our Self Funded and Traditional Search experts discuss landscape insights and prognostications for the year to come across Macro Trends, Deal Types, Structure and more.Be sure to join us and get the jump on wh ... see more
Negotiate Your ShareHolder Agreement as a Self Funded Searcher
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Hello my dear SearchFunder friends, As promised, i invite you to the Workshop "Negotiate Your ShareHolder Agreement As a Self Funded Searcher" Next wednesday JUANARY 17 at 15:00 CET (GMT+01:00) REGISTER HERE: https://www.selffundedroom.com/The agenda is share my experience and some key clauses in the shareholder agreement: * How much equity you give. * Your dilution in future capital increase. * How the money enter in the company.* Dividens.* Board or no board.* What about the personal guarantee ... see more
SMB M&A Networking & Hangout -Virtual
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Joins us on zoom twice a month and meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses.This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, shar ... see more
Q&A for TakeOff's EtA Launch Hub
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Pipeline Prep's flagship program is now called TakeOff EtA Launch Hub.Join me for this free 30 minute Q&A session about the TakeOff EtA Hub program.In this session, you'll learn-Why I created the program,-What the program offers you as a prospective or current searcher-Available scholarship opportunities.I aim for each entrepreneur to prepare their launch -- before leaving school or quitting their day job -- for the maximal chance of success. And, if they have already launc ... see more
How to Value and Sell a Business - Private Market Insights
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For sellers, figuring out what your business is worth and how to go about selling it can be very challenging. The lack of transparency around this process can also confuse buyers and lead to misunderstandings at the start of the negotiation process. Fortunately, we're hosting Tom Taulli, M&A expert, author, and founder of BizEquity to help make sense of this process. Bring questions to our upcoming episode of Private Market Insights! ... see more
Intellectual Property for SMB Operators
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Intellectual Property (IP) tailored specifically for Small to Medium-Sized Business Operators! We understand that IP concerns for small businesses differ from those of big businesses, and that's why this event is designed to address those unique challenges. Gain valuable knowledge and practical strategies that are relevant to the needs of your prospective or future business, helping you navigate the intricacies of trademarks, patents, copyrights, and trade secrets. This will be a live stream, re ... see more
Women in SMB Weds with Our WAEE (Women's Acquisition Entrepreneur Empowerment)
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If you're a woman who is thinking about searching, actively searching, going through the due diligence process, just starting to operate post-acquisition, a seasoned operator, and/or an M&A intermediary of some sort....Please come join us today to connect with other amazing women in the ETA ecosystem. Register here - https://us02web.zoom.us/meeting/register/tZItcOGorj0pG9fq4kpmN2lBEV72vZPglqQZ ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Sarah Andrews and ^Lisa Forrest of Live Oak Bank's Searchfund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS1-10-24 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)Sessions at 9 AM PSTALL THINGS SBA ~ Structuring/NEW SOPs/M&A Roadmap (WEDS)Interact weekly with Fellow Searchers via ZOOMRegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
1 Minute News, Ep. 61
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 60: https://www.searchfunder.com/event/view/1369>>>> Episode 62: https://www.searchfunder.com/event/view/1378 ... see more
NanoPE for the Entrecurious
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Join us for "NanoPE for the Entrecurious," our session for the entrepreneurially curious who envision owning a tiny to small business, a venture known as Nano Private Equity (NanoPE). Our guest speaker, Amber Christian, will share insights into her journey, detailing the highs and lows of NanoPE. Be sure to sign up today!Thank you for registering for this session sponsored by The Vault, digital video channel.This will be a live stream, recorded event for future playback. ... see more
Searcher/SMB Meet Up in DC/Georgetown - SAVE THE DATE
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SAVE THE DATE - Live Oak Bank Search Fund Lending is sponsoring a casual meet up for searchers in the local area.Thought it would be fun to get the community together to start 2024 off right.We'd love to meet many of y'all.All are welcome! See you in 2024!! ^Lisa Forrest ^Sarah Andrews ... see more
1 Minute News, Ep. 60
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.ETA LAUNCH HUB: https://fetchstrategies.com/#coursesUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 59: https://www.searchfunder.com/event/view/1352>>>> Episode 61: https://www.searchfunder.com/event/view/1379 ... see more
Q&A for TakeOff's EtA Launch Hub
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Pipeline Prep's flagship program is now called TakeOff EtA Launch Hub.Join me for this free 30 minute Q&A session about the TakeOff EtA Hub program.In this session, you'll learn:-Why I created the program,-What the program offers you as a prospective or current searcher-Available scholarship opportunities.I aim for each entrepreneur to prepare their launch -- before leaving school or quitting their day job -- for the maximal chance of success. And, if they have already launche ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Join ^Sarah Andrews and ^Lisa Forrest ofLive Oak Bank's Searchfund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS12-20-23 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)Sessions at 9 AM PSTALL THINGS SBA ~ Structuring/NEW SOPs/M&A Roadmap (WEDS)OUR LAST ONE FOR 2023.RESUMES AGAIN 1-10-24!Interact weekly with Fellow Searchers via ZOOMRegister here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG. ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
1 Minute News, Ep. 59
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.UPCOMING EVENTS: https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 58: https://www.searchfunder.com/event/view/1369>>>> Episode 60: [tbd] ... see more
Viewing Search Funds through a Social Entrepreneurship Lens
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Many acquisition entrepreneurs have a deep-rooted desire to make a positive impact on their employees, communities, and the environment.Certainly, lessons and insights from the field of social entrepreneurship can and should be adapted to the search fund space. However, there hasn’t been much of a conversation about the intersection of the two until now.In this session, we will have the privilege of hearing from ^Cordell Jacks, CEO of Regenerative Capital Group, a social entreprene ... see more
Pipeline Prep Monthly Mentoring & Meetup
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Primos, Closers & TakeOff students -This posting is a friendly reminder for our monthly meetup.This is a private meetup of students from the first two cohorts and the self-study program. Zoom info may be found through the student Slack channel.To learn more about Pipeline Prep's courses, please DM ^Karen Spencer. ... see more
"Buy Businesses at Below Market Prices by Knowing the 8 Seller Avatars"
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One secret of M&A: the buyer with the highest offer doesn’t always get to buy the business. Sometimes putting in a lower offer can win the day.Knowing the type of seller you’re dealing with is key to building rapport so they’re actually thankful to sell their business to you at a below market price. You’re literally speaking their language.To make it easy for you, I've identified and named 8 different "seller avatars" after speaking with hundreds of business owners who are open to th ... see more
EQUITY Structures in Self-Funded SBA Loans
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PANEL TOPICS:How does using minority equity investors in an SBA loan actually work?What are the legal implications and how does the documentation work between searcher and investor? Do any of the NEW SBA SOPs impact working with equity investors?Register to JOIN us for LIVE Q&A and/or be on the list to receive the recording if you have a conflict.Lisa Forrest / Sarah Andrews Moderating ^Lisa Forrest^Sarah AndrewsKevin Henderson ~ SMB LAW ^Kevin HendersonRobert Graham ~ SIG ^Robert G ... see more
Search Fund Coalition - Acquisition Deal Team Office Hours
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Sign Up Required via Link Below:https://sfcdealteam1223.splashthat.com/]Free Ticket Code: OBERLE1223An open forum with candid small group discussions with Searchers and Featuring some of the best experts in ETA / Search Industry. ^Chandler Reed ^Eric Hsu ^Shannon Jones ^Patrick Dichter ^Chris Williamson ^August Felker ^Matthew Dolsky ^Jared Johnson ... see more
1 Minute News, Ep. 58
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.UPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribing today.<<<< Episode 57: https://www.searchfunder.com/event/view/1345>>>> Episode 59: [tbd] ... see more
Baltimore/DC Metro ETA Meet Up
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For folks in and around the DC Metro area, please come out and join us for a casual networking meet up at the Black Flag Brewing Company. Whether you are seeking new business opportunities, looking to expand your partner network, or simply trying to make meaningful connections, feel free to come out and unwind over some good food and drinks. All are welcome!Food and drinks will be available for purchase!Looking forward to seeing new and familiar faces! ... see more
Private Market Insights - 2023 SBA Wrap Up with Lisa Forrest!
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2023 has been an important year for the SBA 7a program - a new SOP came into effect, expanding opportunities for buyers of small businesses that are likely to change the way our industry works as banks adjust in 2024 and beyond. To make sense of all the changes we've seen in the past year and help us understand the state of the SBA going into 2024, we're welcoming Lisa Forrest, Head of Searchfund Lending/M&A Lending at Live Oak Bank. Lisa is one of the top lenders and thought leaders in the ... see more
Q&A for TakeOff's EtA Launch Hub
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Pipeline Prep's flagship program is now called TakeOff EtA Launch Hub.Join me for this free 30 minute Q&A session about the TakeOff EtA Hub program.In this session, you'll learn-Why I created the program,-What the program offers you as a prospective or current searcher-Available scholarship opportunities.I aim for each entrepreneur to prepare their launch -- before leaving school or quitting their day job -- for the maximal chance of success. And, if they have already launc ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
1 Minute News, Ep. 57
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.RESEARCH NextGen: https://nextgengp.com/resources/ ;EtA Launch Hub: https://fetchstrategies.com/#courses ;ACQUIRED:Australia: https://www.searchfunder.com/post/im-super-excited-to-have-made-my-first-acquisition-hellweg-pty-ltd ;Spain: https://www.searchfunder.com/post/proud-to-share-that-i-am-joining-seyses-as-its-global-ceo-today ;UK: https://www.searchfunder.com/post/will- ... see more
Live Marriage issues and your Small Business with Edward Coambs
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New Livestream guest- Edward CoambsI’m happy to have Edward join me on a live broadcast.Edward has years of experience in financial and retirement planning but is ALSO a certified Marriage and Family Therapist Associate in the State of North Carolina.Tune in and as we’ll be discussing how small business and entrepreneurship can affect your personal relationships.This is a ‘must see event’ for anyone who wants to try and win in both of these aspects of life.Be sure to join live so that yo ... see more
1 Minute News, Ep. 56
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.RESEARCHBIPOC Challenges: https://corestrategy.qualtrics.com/jfe/form/SV_5oMrphN3EBaVCRMUPCOMING EVENTS:https://fetchstrategies.com/#eventsFor all other events, see Searchfunder's calendar or the event sponsorPlease help us to bring you the news by Subscribingtoday.<<<< Episode 55: https://www.searchfunder.com/event/view/1332>>>> Episode 57: [tbd] ... see more
SOLD OUT - New York Search Fund Community Happy Hour
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Hi Everyone! The Happy Hour is oversubscribed for our venue and we'll be stopping taking sign ups! I'll create a standby list - remember - sign up is /was required!**SIGN UP REQUIRED** Location to be shared post sign up:https://nysfchh1123.splashthat.com/For all searchers and the community that supports entrepreneurship through acquisition throughout the NY Metro Area.Please join us for another fun and engaging Networking event for our community. Free for all Searchers & SMB Operators to att ... see more
Boston Searcher Happy Hour 11/29
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We're doing another happy hour for searchers and operators! Last few have been fun and great conversation. Wednesday 11/29 from 4:30-6:30 at Night Shift Brewing. Grab a ticket here: https://www.eventbrite.com/e/boston-smallbiz-acquisition-meetup-tickets-759633683797?aff=oddtdtcreator ... see more
London Searcher Happy Hour
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Hi everyone - I'm hosting a happy hour for searchers and the community that supports ETA in London. Comment "interested" below and DM me your email address. I will then send you a calendar invite with the location (tbd based on group size). Looking forward to seeing you there!- Date: Thursday, November 23, 2023- Time: 6-8pm- Location: TBD in Central London (zone 1) ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
1 Minute News, Ep. 55
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. RESEARCHFuture of EtA: https://yale.app.box.com/s/483xde2yvszo4wjo7d5pnxcevfy366tdLAUNCHES: Boston & Chicago: https://www.searchfunder.com/post/congratulations-to-ethan-walz-david-hodorowski-on-the-launch-of-their-search-fund-continuum-legacy-partners-llcTennessee: https://www.searchfunder.com/post/were-thrilled-to-announce-that-drew-chiles-has-joined-the-nextgen-growth-partners-team-as-an-entr ... see more
California & Bay Area Online ETA Lunch & Learn - Weekly 30-60 mins
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Let us learn and also give back by sharing our experiences. Each week, we have great conversations. I am looking forward to reconnecting with searchers. Let us help each other. The future is brighter with abundant opportunities. ... see more
1 Minute News, Ep. 54
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click on links in the YouTube description to go to specific news items: https://youtu.be/1nZCO-gG6Aw<<<< Episode 53: https://www.searchfunder.com/event/view/1138>>>> Episode 55: https://www.searchfunder.com/event/view/1332 ... see more
NYC Searcher Happy Hour (Nov 2023)
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Hey all! I'm hosting another happy hour for searchers in NYC. The last one had a huge turnout -- would love to offer searchers in NYC more support and community!Comment "interested" below and DM me your email address, and then I'll send you a calendar invite with the location!- Date: Thursday, November 16, 2023- Time: 6-8pm EDT- Location: TBD bar in West Village, Manhattan ... see more
Twin Cities ETA Summit
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Join us for an evening learning about the Entrepreneurship Through Acquisition space! We will learn about the typical ETA process, hear from business owners who acquired and are now leading established businesses, and get insight from a panel of professionals who work within the ETA ecosystems. This event is perfect for anyone who is interested in learning more about ETA, who is looking to potentially acquire a business, or who is considering how to be a part of this growing industry.Date: Novem ... see more
Q&A for TakeOff's EtA Launch Hub
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Pipeline Prep's flagship program is now called TakeOff EtA Launch Hub.Join me for this free 30 minute Q&A session about the TakeOff EtA Hub program.In this session, you'll learn-Why I created theprogram,-What the program offers you as a prospective or current searcher-Available scholarship opportunities.I aim for each entrepreneur to prepare their launch -- before leaving school or quitting their day job -- for the maximal chance of success. And, if they have already launched ... see more
Conducting Effective Due Diligence with Roman Beylin
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It's our 20th episode of Private Market Insights!We'll be talking to our friend and partner Roman Beylin from DueDilio about the small business due diligence process, including how to tell if your due diligence provider is doing a good job, how to manage your team during due diligence, and the decisions that go into selecting a due diligence team from a buyer's perspective.Don't miss it, streaming here on Searchfunder! ... see more
Pipeline Prep meetup
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Primos, Closers & TakeOff students -This posting is a friendly reminder for our monthly meetup.This is a private meetup of students from the first two cohorts and the self-study program of Nuts & Bolts. Zoom info may be found through the student Slack channel.To learn more about Nuts & Bolts, please DM Karen Spencer ... see more
Insider's Guide to Working With M&A Intermediaries As A Female Buyer
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ATTENTION LADIES: If you've been searching for a while, you've likely run into some frustrating roadblocks when it comes to working with business brokers.While there are some that should probably consider other professions, there are many business brokers who are awesome and want to help bridge the gaps that can come up for first-time searchers.That's why we're so excited to be talking with ^Sarah Goodman of Eminence M&A Strategies & ^Josh Levine of Private Market Labs.Th ... see more
Search Fund Coalition November Panel: From LOI To SBA And Close
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** SIGN UP REQUIRED**https://sfclegal1123.splashthat.com/Free Seacher Code: SFC10A Blueprint for SBA Closing Success In ETA TransactionsTime Kills Deals. Post LOI, APA Ongoing... We get to the Commitment Letter... And then Black Box. What is happening with the Banks Legal Counsel? How are things going with the New SBA SOP? This month we will dive into the SBA Legal Side of Deal Approval. Never been here before? Neither have we... This is going to be a masterclass not to miss.Featuring ^Eric Paci ... see more
Houston Happy Hour w/ speaker. ETA Circle event. (Searcher-only)
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Houston acquisition entrepreneur/search fund happy hour in Houston. The event is for anyone searching to acquire a small/medium sized business. It’s put on by a searcher, for searchers.Register here: https://www.etacircle.com/events-1Thanks to the 100+ members who have attended in the last few months! Our in-person events average 40-50 people and we’re always excited to meet new entrepreneurs!We will have a speaker who acquired and is currently operating a company who will talk about the sea ... see more
Vault: Building and Sustaining a Strong Banker Relationship Through Challenging Times
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With recent changes to SBA requirements, acquisition lending opportunities are expanding, making it crucial to establish alignment between you and your bank when buying and operating a company.Join us as we speak with ^Colin McNulty, a seasoned banker, who will share firsthand examples to help you navigate common pitfalls.Don't miss this opportunity to learn how to sustain a fruitful relationship with your banker throughout your entrepreneurial journey, ensuring your success in the long te ... see more
Decada Group Presents: ETA Utah Happy Hour
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It’s that time again. Join local acquisition entrepreneurs, small business operators, and investors passionate about Search, ETA, and Micro PE. Let's come together for drinks, camaraderie, and meaningful dialogue.Please RSVP below so we may have a proper headcount. https://www.decada-group.com/events/eta-utah-happy-hour-november-9-2023 ... see more
Replay: Fall Conferences Virtual Roundtable with Karen Spencer & Guests
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Join us for a virtual round table discussion where Karen and invited guests will bring the highlights and trends from the busiest conference season yet. In this session, Karen and her invited guests will delve into her firsthand experiences at the major conferences in the search fund ecosystem. From key takeaways to emerging trends, she will provide a comprehensive overview that will leave you informed and ready to tackle the challenges ahead. * ^John Baker-Anderson, an active searcher. ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Vegas Valley ETA Meetup
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Hello passionate ETA enthusiasts!Join us for our upcoming meetup where we gather, connect, and support one another through the intricate stages of Entrepreneurship Through Acquisition. Whether you're newly embarking on this journey or have tales of acquisitions past, this meetup is for you.Agenda for the Meetup:Introductions: A warm welcome to newcomers! We're excited to get to know you and your interests in the ETA space.Recap of our Previous Gathering: Remember the new roundtable format we int ... see more
Corporate Development to SMB
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SMB Acquisitions can be an attractive pathway to professional success for people with private equity, management/operations, and industry-specific backgrounds. Corporate Development, where internal teams within corporations search for and execute on M&A objectives, takes a specific eye and point of view. Our guest for Private Market Insights 19 is Bakari Akil, who used his corporate development skills in his acquisition journey to great success. He'll join us to talk about his process and ho ... see more
CHICAGO Self-Funded Searcher and SMB Meet-up!
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SFSA/SIG is organizing a self-funded searcher meetup co-hosted by Live Oak Bank and Oberle Risk Solutions.November 1 / Joe’s Seafood in Chicago / 5:30 p.m. - 8:30 p.m. CTCome Gather and Let's connect in person!Self-Funded searchers, SMB acquirers, independent sponsors, business owners, investors, and service providers are all welcome!REGISTER:https://forms.gle/WgwWf8QUJQND81XM6^Robert Graham^Jordan Carter^Sarah Andrews^August Felker^John Petracco ... see more
Women in SMB Weds with Our WAEE (Women's Acquisition Entrepreneur Empowerment)
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Every other Weds, a group of incredible women get together to discuss ETA with an industry expert.The events will be updated with the speaker and topic as they are confirmed.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZItcOGorj0pG9fq4kpmN2lBEV72vZPglqQZ ... see more
BOSTON self-funded Search/SMB Meet-up!
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SFSA/SIG is organizing a self-funded searcher meetup co-hosted by Live Oak Bank and Oberle Risk SolutionsOctober 28th / Russell House Tavern (1st Floor Bar) / 6 - 9EST Come Gather and Let's connect in person!Self-Funded searchers, SMB acquirers, independent sponsors, business owners, investors, and service providers are all welcome!REGISTER:https://forms.gle/GujeGirkBQSR2AcCA^Robert Graham ^Jordan Carter ^Sarah Andrews ^John Petracco ^August Felker ... see more
Free and New Resources for Acquisition Entrepreneurs
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Join me for a Q&A session where I'll answer your burning questions and provide updates on my recent ventures. This session will be an opportunity to discover free resources to support your journey and explore the exciting offerings of Vault, my brand new digital video channel exclusively for EtA. Additionally, we'll discuss the Take Off Program and the upcoming Nuts & Bolts cohort-based program.During our time together, I will share my most frequently recommended resources for prospectiv ... see more
SearchFunder - Charlotte Happy Hour
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Hey All,We're having another happy hour for our Charlotte SearchFunders, investors, and other M&A professionals!We hope you can join us!Also, we're going to discuss ways you can further get involved to help us create a more vibrant startup and acquisition entrepreneur community.Can't wait to see you on October 25th! ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
[Postponed] New York Tech Week Searcher Happy Hour
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As part of New York Tech Week, Rains is hosting a select group of searchers and micro private equity entrepreneurs for a night of casual discussion over wine. Leave a comment below and DM your email, and we'll send out invites.Thursday, October 19, 6-8pmLocation: TBDRains a new kind of law firm focused on startups and SMBs, now offering contingent pricing for micro M&A deals. http://rains.law ... see more
Live Webinar: A Blueprint for Your Post Acquisition Finance & Accounting
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Join Dave Robinson, Managing Partner at Driven Insights for a live look at:- Blueprint to build your finance & accounting function post acquisition- Using finance & accounting to achieve your vision of exit valueOur founding finance team will be online in the live Q&A to help you and other searchfunders get answers to your questions. Please note, only those who register and attend via Zoom will have the ability to submit questions during the webinar. *Bonus* We’ll also be offe ... see more
Pipeline Prep Meetup
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Primos, Closers & TakeOff students -This posting is a friendly reminder for our monthly meetup.This is a private meetup of students from the first two cohorts and the self-study programs for Pipeline Prep.Zoom info may be found through the student Slack channel.To learn more about the programs offered, please DM ^Karen Spencer ... see more
DC ETA Happy Hour
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Live in the Mid-Atlantic and interested in search?Are your friends/family tired of you talking about the "Red Book", Think Like an Owner podcast, SMB twitter, EBITDA multiples, & more.In this happy hour, the Mid-Atlantic ETA Club has partnered with Georgetown ETA Club & The Brydon Group to host the latest gathering in the DMV.RSVP at https://share.hsforms.com/1zX3VQncOQYWM9KrkNne1AQ5mbbfJoin us for a Mid-Atlantic Happy Hour:Date / Time: Wednesday, October 18th in Washington, DCfrom 5:30p ... see more
Women in SMB Weds with Our WAEE (Women's Acquisition Entrepreneur Empowerment)
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Every other Weds, a group of incredible women get together to discuss ETA with an industry expert.The events will be updated with the speaker and topic as they are confirmed.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZItcOGorj0pG9fq4kpmN2lBEV72vZPglqQZ ... see more
Search Fund Coalition October Panel: Search Fund & SMB Investors Outlook
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**Sign Up Required: https://sfcinvestors1023.splashthat.com**Free Search Ticket Code: CAYNE1023As the ETA landscape continues to evolve, we're taking a look at the broader markets from an Investor's perspective. Investor expectations have adjusted due to macroeconomic activity. To keep us up to date with current trends, we're exploring how to attract investors, equity plans and compensation, creative deal structuring and much more! Our Panelists this month featuring ^Nick Haschka, Owner & ... see more
Houston Happy Hour. Speaker: $5m-$22m revenue in 3 years after acquiring! (searcher only)
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Searcher/acquisition entrepreneur happy hour in Houston. The event is for anyone searching to acquire a small/medium sized business. It’s put on by a searcher, for searchers.Thanks to the 51 searchers who came out last month!We will a speaker who acquired, grew revenue from $5m to $22 million in 3 years and sold. We’ll spend 1.5 hours networking and 30 minutes for the speaker. Register here: www.ETACircle.com/eventsYou can see photos of past events at www.ETACircle.com.**Location to be email ... see more
DC Startup Week: Ecosystem Connect Rooftop Mixer
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DC Startup Week: Ecosystem Connect Rooftop Mixer!Date: Tue, Oct 17 • 6:00 PM EDTLocation: 700 13th Street Northwest Rooftop, Washington, DC 20005https://www.eventbrite.com/e/dc-startup-week-ecosystem-connect-rooftop-mixer-tickets-722251913917?aff=ebdsshotherA Curated Mixer for Culture-Forward Innovators to Connect and Build.Join Ecosystem Connect and our partner Perkins Coie during DC Start-up Week as we bring together a unique, invitation-focused group within Finance, Policy, Media, ... see more
Top 5 HR Issues to Review During Due Diligence
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Don't miss the chance to hear from our guest ^Mark Sinatra, who brings a wealth of experience in the world of HR and business acquisition through his experience as CEO of Aspen HR and as a search fund investor with ETA Equity. Having successfully bought and led his company through a decade of challenges and eventual sale to a major competitor, Mark possesses invaluable insights into the ups and downs of the industry. Mark is now focused on investing in searchers and sharing his expertis ... see more
Rice University ETA Conference
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We are excited to announce the first Rice University ETA Conference which will take place October 13-14 and hope you will be able to join us in Houston, Texas.The conference will begin with a Networking Event held on October 13th near Rice University. On October 14th we will hold our conference within the Jones Graduate School of Business from 8am-4pm. In addition to informational panels there will be dedicated time for coffee chats with service providers, lenders and equity partners. We will cl ... see more
Seattle Security Awareness for Business Leaders
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Distributed Risk is focused on M&A within the risk management sector. We have helped one of our portfolio companies organize an event for business leaders and advisors in Seattle.I'm extending the invitation to fellow Searchfunder members in the area. We would welcome the opportunity to learn more about what you're working on and how we can support your efforts. You'll pick up some useful due diligence concepts, too.Full event information here: https://lu.ma/y0vm99n8 ... see more
LIVE OAK BANK Self-Funded SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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JOIN ^Sarah Andrews and ^Lisa Forrest of Live Oak Bank's Searchfund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS10-11-23 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)10-12-23 (sharing our deal-vetting templates)Sessions at 9 AM PSTALL THINGS SBA ~ Structuring/NEW SOPs/M&A Roadmap (WEDS)Deal-Vetting Templates both Quantitative and Qualitative (THURS)Interact weekly with Fellow Searchers via ZOOMRegister here: https://liveoakbank.zoom.us/meeting/r ... see more
Navigating Search Fund Lending with Lisa Forrest
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Join us for "Navigating Search Fund Lending with Lisa Forrest" to get essential knowledge and tips for navigating the evolving lending landscape.^Lisa Forrest, a well-regarded and seasoned lending expert, will address common questions faced by aspiring acquisition entrepreneurs and discuss the latest in lending SOPs following the changes in SBA lending laws earlier this year.Stay up-to-date with the current lending landscape and understand the implications of the SOP changes. Lisa will pro ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Insider Secrets To Buying Businesses (Masterclass and Networking)
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Come join us to learn about building generational wealth through buying businesses - whether you're new or experienced in the space.On Oct 6, the Austin Acquisition Entrepreneur Association is hosting a masterclass and networking event at Capital Factory.Join us to discover the:1. 5 steps to buy a business2. Key people you need on your deal team3. How you can buy with less out-of-pocket costs than you think.You'll have the opportunity to get your questions answered and connect with the acquisiti ... see more
NYC Searcher Happy Hour
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Hey all! I'm hosting a happy hour for searchers in NYC. Comment "interested" below and DM me your email address, and then I'll send you a calendar invite with the location!- Date: Thursday, October 5, 2023- Time: 6-8pm- Location: TBD bar in West Village, Manhattan ... see more
SMB Bankruptcy - when deals go bad
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The SMB acquisitions story often feels like one of consistent success. People acquire cashflowing companies, implement some upgrades, and reap the benefits. This story is about what happens when deals go bad. Hunter Durham's business went bankrupt. He's been transparent and vulnerable online over the last month and is now here to share nuts and bolts lessons from his experience. ... see more
The Private Fund Forum
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Join us for an extraordinary convergence of fund participants at our groundbreaking in-person event, where the worlds of fund managers, service providers, and investors unite. The Private Fund Forum takes place Thursday, Oct. 5 at 1:00 pm in Denver, CO. Gain exclusive insights, network with industry experts, and explore the cutting-edge strategies shaping the future of fund formation, regulation, and lifecycle. Elevate your understanding, discover new opportunities, and unlock the potential ... see more
Self-Funded Searcher Meetup (the Sequel) with Philip Blackett
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Due to such great response from last week’s Zoom meetup, Philip Blackett is scheduling another Zoom meetup for Wednesday, October 4 at 6:30 pm EST where he’ll share his searcher and operating journey as well as the Top 10 Lessons he learned that he’ll include in his next search. Q&A to follow afterwards.If you weren’t able to make it last week, hopefully you can make it this Wednesday! Zoom details below...Philip Blackett is inviting you to a scheduled Zoom meeting. Join Zoom Me ... see more
Women in SMB Weds with Our Women's Acquisition Entrepreneur Empowerment
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Every other Weds, a group of incredible women get together to discuss ETA with an industry expert. The events will be updated with the speaker and topic as they are confirmed. It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZItcOGorj0pG9fq4kpmN2lBEV72vZPglqQZ ... see more
PHX Small Business Meetup
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Live Oak Bank and I are hosting a Small Business Meetup in a few weeks!October 3rd, at Greenwood Brewery in Downtown Phoenix.Just RSVP here: https://lu.ma/khs9jbp7We're expecting close to 75 - a mix of business and real estate owners, operators, and investors.You'll be in good company.See you there? ... see more
5 Tips for a Potential Franchisee
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Join us for an informative session on "5 Tips for a Potential Franchisee." This session is designed to provide you with valuable insights into the franchising world.Learn the key factors to consider when evaluating potential franchise opportunities from ^Leigh Lommen, an SMB investor and franchise owner.At the end of the session, we will open the floor for a Q&A to address any specific questions or concerns you may have.Secure your spot today by RSVPing and take a step closer to realiz ... see more
PHX Small Business Meetup
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This meetup is for small business and real estate owners, operators, and investors. This is a casual get-together to make new connections, build relationships, and have a drink (not required). Brought to you by Novel Ice Cream and Live Oak Bank.2 questions you may have:Q: Can I bring a friend?A: 100%, have them RSVP.Q: Where should I park?A: Anywhere on the street and parking lots around the building.'RSVP link is n the comments.Hope to see you there! ... see more
Self-Funded Searcher Meetup with Philip Blackett
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Join ^Philip Blackett in a Zoom group call dedicated just for self-funded searchers, where he'll share his journey as a searcher 4 years ago before purchasing his 1st business. He'll share candidly his experience - both search and operating - and the top 10 things he would do differently if he were to search to acquire a business again (which he is).He'll also answer any questions you have for at least an hour afterwards.Zoom call details are listed below. Please note the passcode to get in. ... see more
Leadership Lessons: Self-Discovery & Intracultural Metamorphosis
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When it comes to leadership, businesses often highlight the importance of thriving in diverse environments and effectively navigating cross-cultural interactions. In this session, we will delve into the intricacies of intracultural dynamics, where members may share the same or similar heritage, but might possess distinct values and perspectives.We have the privilege of exploring the inspiring journey of Keiko Funahashi, a Director at Nikkei Place Foundation, which serves the vibrant Greater Vanc ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week.It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey.It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Nuts & Bolts meetup
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Primos, Closers & TakeOff students -This posting is a friendly reminder for our monthly meetup.This is a private meetup of students from the first two cohorts and the self-study program of Nuts & Bolts. Zoom info may be found through the student Slack channel.To learn more about Nuts & Bolts, please DM ^Karen Spencer ... see more
Berlin - Search Fund Meetup
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Seqos and Deltavest warmly invite you to an after work gathering centered around the exciting world of Search Funds. Date: 21.09.2023 Time: 6:30-9:00pm Location: Patesô Bar, Berlin (Novalisstraße 2)Come and join us for an evening of insightful conversations, networking, and camaraderie. It's the perfect opportunity to learn, share, and connect with professionals in the field. To commemorate the opening of Seqos' Berlin office, the first 100 beers/soft drinks will be s ... see more
Atlanta Search Funder Community Happy Hour
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Bringing together acquisition entrepreneurs and the investors that fund them:Our group is made up of acquisition entrepreneurs and investors focused on small business M&A and commercial real estate projects.You can register here --> https://www.eventbrite.com/e/searchers-funders-tickets-708999595877?aff=oddtdtcreator ... see more
Women in SMB Weds with Our Women's Acquisition Entrepreneur Empowerment
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Every other Weds, a group of incredible women get together to discuss ETA with an industry expert. The events will be updated with the speaker and topic as they are confirmed. It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZItcOGorj0pG9fq4kpmN2lBEV72vZPglqQZ ... see more
Introducing the Private Market Labs Platform
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The next episode of Private Market Insights is a special one - our Chief Product Officer, Titus Capilnean will join the podcast to talk about the release of the Private Market Labs platform, how it fits into our mission, and how people can experience it for themselves. ... see more
What every Searcher and Business Owner should know about EHS
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Get ready for an eye-opening session that will equip you with the crucial knowledge and insights needed to navigate the world of Environmental, Health, and Safety (EHS) in your entrepreneurial journey.Understanding and effectively managing EHS is essential for the long-term success and sustainability of any business.Join us for an exploration with search fund entrepreneur and CEO ^Sajama Mitta of Chemical Data Management Systems (CDMS).Sajama will discuss what every searcher and business s ... see more
Search Fund Coalition September Event: Acquisition Deal Team Office Hours
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**Sign Up required: https://sfcdealteam923.splashthat.com/**Free Searcher Ticket Code: FIB923This month our acquisition deal team office hours will include experts ranging from lending, investors, risk & insurance, legal and financial due diligence. For this event, we'll break out into small groups and discuss important topics with an AMA format as well as other Searchers to meet and discuss their most pressing issues.Featuring An All-Star Team:^Matthew Dolsky / Byline Bank^Tom ... see more
Baltimore/DC Metro ETA Meet Up
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For folks in and around the DC Metro area, please come out and join us for a casual networking meet up at the Jailbreak Brewing Company. Whether you are seeking new business opportunities, looking to expand your partner network, or simply trying to make meaningful connections, feel free to come out and unwind over some good food and drinks. All are welcome!Food and drinks will be available for purchase!Looking forward to seeing new and familiar faces! ... see more
ETA Masterclass Booth London
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Interested in acquiring and operating a small business? Are you a business professional seeking an alternative career? Join us for this 3.5-day masterclass on entrepreneurship through acquisition featuring expert-led seminars, discussions, and networking with other professionals pursuing the search fund model. This masterclass is led by Chicago Booth faculty Brian O’Connor, founder and managing partner of NextGen Growth Partners; and Mark Agnew, adjunct associate professor and former CEO and p ... see more
The Pregnant & Post-Partum Searcher
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Join us for a dynamic and empowering session where we delve into the unique circumstances and challenges that pregnant and post-partum searchers overcome.We'll discuss their support structures and share their learnings from their experience. Our guests will be ^Courtney Dunn, President at Cerbo EHR and ^Jackie Kopcho, CEO of J. Tortorella Swimming Pools.Thank you for registering for this session sponsored by The Vault, digital video channel.This will be a live stream, recorded event for fu ... see more
ETA Forum Asia-Pacific
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Search conference in Asia-Pacific- September 2023!Asia-Pacific is witnessing an incredible surge in Search Funds and Entrepreneurship through Acquisition (ETA). Over the past five years, the number of Search Funds has doubled annually, with growing investor interest in the region.Exciting news! The ETA Forum is the premier Search conference in Asia-Pacific, where the entire ecosystem gathers in September. And let's not forget the breath-taking backdrop of Sydney Harbour! Be sure to visit the web ... see more
Faith Driven Entrepreneur - Annual Virtual Gathering
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The Faith Driven Entrepreneur group is having its annual conference / virtual gathering next month. You can watch online or connect with a local watch party to meet entrepreneurs in your area. I have participated for several years in their events. Their content is very inspiring and very professionally produced. This is not a Searcher-exclusive event but a good mix of tech entrepreneurs and small business owners.https://www.faithdrivenentrepreneurlive.org/https://www.faithdrivenentrepreneur.org/ ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
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Come join our informal networking and collaborative Q&A session on our Tuesday Coffee Chat call this week. It's 1 hour of connecting with other women at all different stages of search and getting the support you need on your journey. It's free to join. Register here - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Houston Searcher Happy Hour (searcher-only)
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Houston happy hour on Sept 11! Our first event had 37 people show up! Our next event on September 11 will have 2 speakers (2 entrepreneurs who searched for, bought and are now running a company). We will have a private room (with a private bar!) plus lots of parking and centrally located.Free to attend. Register here: https://ETAseptember.eventbrite.comThe event is for anyone actively searching to acquire a small business. **No service providers**.NEW! This month we will have 2 speakers (success ... see more
Southeast ETA Conference
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Please mark your calendars for the 2023 Southeast ETA (SEETA) Conference hosted by Duke Fuqua, and co-sponsored with UVA Darden, UNC Kenan-Flagler, and Georgetown McDonough. The conference will begin with a late-day kick-off on Friday, September 8th, and continue all day Saturday, September 9th at The Fuqua School of Business in Durham, NC. Details and registration information is available here: https://www.seetaconference.org.We're energized by the continued growth of the broader ETA commu ... see more
Learnings and Pitfalls to Avoid While Conducting a Tech DD
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Symphony, a global software design and development company is organizing a webinar dedicated to learnings and pitfalls to avoid while conducting technical due diligence. We will go over the following:- current trends and priorities- pitfalls and landmines- live case study- open Q&ADon't miss this chance to sharpen your understanding, learn from our tech DD experiences, and ask questions with tech and product experts. Register today! The event will be live-streamed via Searchfunder!  ... see more
Let's Connect at our End of Summer Webinar
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I want to invite you all to our sizzling summer updates webinar! Join me and our CTO, Jeff Dyson, as we reveal what's new in our platform and explain how to put our latest tools to work to improve results.You'll discover how to:- Discover the power and difference between our Subscription listings and Full Serve listings.- Make well informed decisions by understanding how to leverage our Resource center- Understand the power behind BizAlerts and our Premium Buyer ProgramPlus, you'll get the chanc ... see more
Women in SMB Weds with Our WAEE (Women's Acquisition Entrepreneur Empowerment)
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Come join our awesome community of women in SMB on the call this Wednesday at 4 pm Eastern. ^Heather Endresen of Viso Business Capital will be joining us to discuss your options when asked for Proof of Funding before getting to see the CIM. She'll share what a Letter of Support is, how to get one, and other ways to show brokers and sellers that you're a well-qualified buyer. Register to join this (and future) events here - https://us02web.zoom.us/meeting/register/tZItcOGorj0pG9fq4kpmN2lBEV72v ... see more
Roundtable chat: HOW CAN SEARCHERS ACQUIRE AND TURN AROUND A DISTRESSED BUSINESS?
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Join us for a Roundtable chat: This is not a webinar to sell. We want to discuss this topic with all searchers to know what they think when they come across distressed businesses with potential.Is cash-flowing business best for everyone? Or are some willing to roll up their sleeves to turn around a business and achieve exponential returns?In this forum, we will discuss what strategies everyone uses to identify a turnaround case and understand the potential and overall framework for approaching a ... see more
Silicon Valley Happy Hour with Karen & Friends
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The Bay Area Happy Hour in July was so much fun that I thought I'd host another one in Silicon Valley this September while I'm in that neck of the woods. Please join us at The Patio @ Rudy's on Tuesday, September 5th. The Patio is located at 412 Emerson St, Palo Alto. Here's the website: http://www.thepatiopa.com/The Happy Hour will start at 5 pm and run until 7 pm.Spouses, life partners, and friends are welcome too! It's not every day that we get to unwind and enjoy quality time with ... see more
Vegas Valley Meetup
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Hello Vegas Valley Searchers, let's get together. We will spend the time getting to know each other, hear what we are doing, discuss how we can help or just discuss things we are interested in.^Landon Mance is willing to host us at his office, but space might be limited. We can all meet there, walk over to get coffee at the nearby Starbucks, then either stay there or head back to the office.It's exciting to see people responding and wanting to connect. Looking forward to meeting you all. ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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JOIN ^Sarah Andrews and ^Lisa Forrest of Live Oak Bank's Searchfund Lending vertical for our WEEKLY SBA SELF-FUNDED WEEKLY POWER HOURS10-11-23 (ALL things SBA / Loan Structuring / NEW SOPs / Process Roadmap)10-12-23 (sharing our deal-vetting templates)Sessions at 9 AM PSTALL THINGS SBA ~ Structuring/NEW SOPs/M&A Roadmap (WEDS)Deal-Vetting Templates both Quantitative and Qualitative (THURS)Interact weekly with Fellow Searchers via ZOOMRegister here: https://liveoakbank.zoom.us/meeting/r ... see more
Tuesday Coffee Chat - Our WAEE (Women's Acquisition Entrepreneur Empowerment)
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If you're a woman in ETA who wants to connect with other women who are:- searching (both traditional and self-funded), - who have recently acquired a business, or - who help acquisition entrepreneurs....We've got you!Come join our informal networking coffee chat There are always tasty bits of inspiration to take home with you!This chat happens every other Tuesday, so it you can't make it tomorrow, we hope to see you at the next one! Register here: https://t.co/UWfgSfaPA6 ... see more
How to buy a business - AMA with Michael Ly and Shawn Allard
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Event will be live streamed on here: https://www.linkedin.com/in/michaelly/ and here: https://youtube.com/live/EYV-N5F9NFY?feature=shareMichael Ly and Shawn Allard are hosting an AMA for anyone who has ever been interested in buying a business, completing an acquisition or is currently in the process and needs some advice. AMA is open to anything about the process, the lending options, raising equity, etc.Michael Ly is CEO of Reconciled and has purchased three accounting firms in the past three ... see more
SMB Social Toronto - Private Dinner
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Join us for the SMB Social Private Dinner—an extraordinary opportunity to indulge in delicious food, imbibe in exquisite beverages, and forge connections with an exclusive network of business buyers, sellers, and operators.We only have 3 tickets left, grab one here: https://www.eventbrite.ca/e/smb-social-toronto-private-dinner-tickets-678050817247###SMB Social Private Dinner is an exclusive event designed for those who appreciate the power of networking, entrepreneurship, and community. It's a ... see more
Searchers / Funders - Atlanta Community Happy Hour
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Our next Atlanta Search Funder Community Happy hour will be Thursday August 24th at 6PM at Westside Motor LoungeYou can register at the link below.https://www.eventbrite.com/e/searchers-funders-tickets-698155751647?aff=oddtdtcreatorWe look forward to seeing you there!Best,Markell ... see more
Free Webinar: Purchase Price Allocations in M&A
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Part 7 of our M&A Webinar Series focuses on everything you need to know about Purchase Price Allocations in M&A. In this 30-minute webinar, Attorney Trevor Crow will cover the critical elements and typical issues that arise.WHEN: Wednesday, August 23, 2023 at Noon Mountain TimeWHERE: Denver, CO via ZOOMREGISTER HERE: https://us02web.zoom.us/webinar/register/6516922132369/WN_P_2o8rC-TcOgdPQZCl4hZwWho Should Watch:- Business Owners- Entrepreneurs- CPAs and Tax Professionals- Attorneys ... see more
Live - A peek at HoldCo Conf 2023!
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***Exciting new livestream alert… (I hear there will be a great savings offer as well)A peek at HoldCo Conf 2023!New Livestream guest-> Kelcey Lehrich & John WilsonI’m happy to have John and Kelcey join me on a live broadcast.These two guys own multiple companies!How do they do it? Tune in and as we’ll be discussing the challenges of owning multiple businesses and continuing to buy more.There is so much to talk about that they created a conference last year and will be doing it agai ... see more
Private Market Insights - Women in Search with Whitney Shepherd
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This month's episode of Private Market Insights will feature Whitney Shepherd, an ex-chemist who is in the middle of her journey to acquire a small business. She'll share her search process so far and we'll speak about her advocacy to increase the number of women in our space.Whitney is an exceptionally insightful person and has lent her voice to women in search through her online presence. This is going to be a great one, so don't miss it, streaming here on Searchfunder! ... see more
Search Fund Coalition August Panel: Tales From The Search - From Searcher To Operator
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**Sign Up required: https://sfctales823.splashthat.com/**Free Searcher Ticket Code: FIB823The ETA Journey is not to search endlessly, but to acquire and then successfully grow and operate your business. We've got a great group of SMB Operators discussing their path to Search success but more importantly what it's now like to be in the operator role.Our panelists this month featuring ^Landon Mance, CEO & Owner Nevada Tree Services ^Connor Pera, Owner & President The Print ... see more
LIVE- Lisa Forrest shares SBA’s New Rules
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Lisa Forrest, Director of SearchFund Lending at Live Oak Bank.Live Oak is the biggest SBA lender in America.We will be discussing the much-anticipated new rules.I’m happy to have Lisa Forrest join me on a live broadcast.Lisa has over 30 years of experience writing loans under the US Small Business Administration’s (SBA) loan programs.Be sure to join live so that you can ask questions, replay will be available.Set yourself a reminder on YouTube or join live here:https://youtube.com/live/t8QYD ... see more
Phoenix SMB Meetup
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Get to know fellow and local SMB and Real Estate owners, investors, brokers, and lawyers in the valley.We're building a solid local community and I'd love for you to come join us on August 9th at 6 PM at Arizona Wilderness in Downtown Phoenix.RSVP here: https://lu.ma/i4nac7im ... see more
Understanding the Journey of Your Cash with Jonathan Mond
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A MultiFunding EventAre you a business owner striving to build a successful company? Understanding the factors that drive your business's value is crucial. Did you know that unlocking the potential of your company's finances through the concept of the financial Power of One can be the key to developing strategies that enhance valuation?Join renowned international speaker and scaling up coach, Jonathan Mond, as he leads a compelling session on creating Strategy from Your Financials. In just one h ... see more
Roundtable chat: HOW CAN SEARCHERS ACQUIRE AND TURN AROUND A DISTRESSED BUSINESS?
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Join us for a Roundtable chat: This is not a webinar to sell. We want to discuss this topic with all searchers to know what they think when they come across distressed businesses with potential.Is cash-flowing business best for everyone? Or are some willing to roll up their sleeves to turn around a business and achieve exponential returns?In this forum, we will discuss what strategies everyone uses to identify a turnaround case and understand the potential and overall framework for approaching a ... see more
SBA Self-Funded weekly ZOOM POWER HOURS with LIVE OAK BANK
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JOIN ^Sarah Andrews and ^Lisa Forrest of Live Oak Bank's Searchfund Lending vertical for our WEEKLYSBA SELF-FUNDED WEEKLY POWER HOURS8-9-23 (all things sba) and our 8-10-23 (deal-vetting templates) sessions are at 9 AM PST ALL THINGS SBA ~ Structuring/NEW SOPs/M&A Roadmap (WEDS)Deal-Vetting Templates both Quantitative and Qualitative (THURS)Interact weekly with Fellow Searchers via ZOOM Register here: https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZu ... see more
Austin Acquisition Entrepreneur Happy Hour
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Did you miss the last Acquisition Happy Hour?Now's your chance to grab tickets to our next event happening on Aug 4th at Punch Bowl Social at The Domain.Come and be part of an exceptional community of SMB acquisition experts.RSVP here - https://bit.ly/3NU6Yo3 ... see more
Just Deal Flow & Daniel Reuter - Credit Stacking - Giveaway!
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Learn how to use credit stacking as a creative financing strategy for a little to no money down acquisition from credit expert Daniel Reuter. We will be giving you an inside look at a current deal we're using this strategy for! ... see more
Kansas City Search Funder Happy Hour
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I will be cohosting a happy hour at CBIZ for members of the Search Funder community, businesses, M&A Advisors, and other capital allocators on Wednesday, August 2nd from 4:00 PM to 6:00 PM at CBIZ HQ located on the Country Club Plaza. We will be serving drinks and appetizers and would like for all of you to join us if you're interested and available. Please feel free to bring other members of your team or anyone who may enjoy the event. If you plan to attend, please confirm with me at rbanes ... see more
Houston ETA/Search Fund Happy Hour (no service providers)
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This is a Houston-based acquisition entrepreneurs happy hour. Let's build a community.***Please no service providers at this event.*** Please register here... https://houstoneta.eventbrite.com/Location to be emailed directly to those who sign up on Eventbrite. We outgrew our first choice (35+ signed up already). It will still be central/Inner Loop of Houston with lots of parking and air conditioned! This event is only for searchers actively looking for an acquisition.Just a gro ... see more
Fractional Sales, Roll Ups and Machine Shops (Equipment intensive businesses)
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Fractional Sales, Roll Ups and Machine Shops (Equipment intensive businesses)New Livestream guest-> Eric J Gall, Broker at Edison Business AdvisorsI’m happy to have Eric join me on a live broadcast.He has corporate experience managing small business spin-outs from big companies and has transitioned into the business brokerage and M&A industry.Tune in and as we’ll be discussing his experience with corporate sellers, and, in particular the challenges of businesses with a lot of equipmen ... see more
Madrid - Search Fund After Work event
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Dear Madrid Search Fund Community, We're delighted to announce our first acquisition, the fastest in German Search Funds' history!Let's celebrate this Friday (21.07) at Castizo on Calle Velazquez from 4:30 to 6:30pm. Join us for complimentary food and drinks, and hear our team's insights from this journey. Please RSVP via this link:https://www.mixily.com/event/1285082406500974138Look forward to seeing old friends and meeting new ones! Best, The Seqos Team ... see more
Miami / South Florida Searchfund Networking Happy Hour
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Miami / South Florida Searchfund Networking Happy Hour**Sponsored by DueDilio (DueDilio.com)**Date: Thursday July 20th, 6-8PMLocation: Lagniappe, 3425 NE 2nd Ave, Miami, FL 33137To RSVP: https://southfloridasearchfundnetworki.splashthat.com/Contact: Carlo Santelli (973-704-9481 or carlo.santelli@gmail.com) ... see more
Nuts & Bolts cohort meetup (virtual)
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Primos & Closers - This posting is a friendly reminder for our monthly meetup.This is a private meetup of students from the first two cohorts and the self-study program of Nuts & Bolts. Zoom info may be found through the student Slack channel. To learn more about Nuts & Bolts, please DM ^Karen Spencer ... see more
Just Deal Flow Webinar & Exciting Giveaway
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Inside Look At the JDF Platform & Process! See How We Source Off Market, Cash Flowing Business. Hear Directly From Our Lead Analysts How We Do Rigorous Due Diligence. Learn From Our Creative Financing Team. And Stay Tuned For a Special JDF Giveaway! ... see more
Uncovering Top Deal Killers
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We know the adage that "time kills deals". However, there are many additional (and more specific) things that kill small business M&A deals besides time.Join us streaming live on Searchfunder as we discuss the top reasons deals die prematurely with two longtime industry experts, Jared Johnson, SBA lender at First Internet Bank, and ^Jarryd Osborne, Advisor at ReVera Capital.They'll be sharing some of their experiences over their time in the SMB world, including firsthand experience of why ... see more
Free Webinar: State & Local Tax Issues in M&A
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Part 6 of our M&A Webinar Series focuses on everything you need to know about State and Local Tax Issues. In this 30-minute webinar, Attorney Trevor Crow will cover the critical elements and typical issues that arise in mergers and acquisitions.WHEN: Tuesday, July 18, 2023, 12-12:30 pm Mountain Time via ZOOMREGISTER HERE: https://us02web.zoom.us/webinar/register/9416891754978/WN_j39cnfwbSG62oHcPMjx83AWho Should Watch:- Business Owners- Entrepreneurs- CPAs and Tax Professionals- Attorney ... see more
Search Fund Coalition July Panel: CIM City - Brokers & Brokered Deal Breakdowns
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Sign Up required: https://sfccimcity723.splashthat.com/Free Searcher Ticket Code: BYLINE723Step inside the world of CIM City and master the language and expectation of dealing with brokers. This month, we'll dive into the wonderful world of Brokered Deals and navigating the complexity of the Brokers who provide them. We're going to discuss the Confidential Information Memorandum and some of the earliest building blocks necessary for finding acquisition success.Our panelists this month featuring ... see more
Bay Area Happy Hour with Karen Spencer
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Hi Friends, Colleagues, and Connections, This is to invite you to join me for a pre-birthday celebration. Please come along to 21st Amendment Brewpub on Thursday July 13th for a pre-birthday Happy Hour! The Brewpub pours a great range of beers to suit every palate – I'm sure we'll all have a great time. The Happy Hour starts at 5 and runs till 7 . I've requested the patio, if available. Spouses, life partners and friends are welcome too! It's not every day that we get ... see more
Free Webinar: Weaponize Your F&A: Financial management redefined
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Financial management redefined, make your finance function a force multiplier in H2 of 2023About this eventJoin Dave Robinson, Managing Partner at Driven Insights, on July 13th for a live look at:• Drawbacks of traditional approach to F&A• Using F&A as a competitive advantage• How to achieve your vision of exit valueOur strategic finance team will be online in the live Q&A to help you and other founders get answers to your questions.You’ll also receive tools, guides and repor ... see more
CHICAGO MEET-UP: SMB/ETA
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Hey everyone!It was great to see some of the Chicago searchers in the previous sessions.I know many more were eager to join but couldn't make it due to prior commitments. Looking forward to seeing you at the July event.We'll continue with Drunken Bean Coffee and Wine - It has coffee, wine and cocktails options based on the mood. It worked quite well for the previous events.Date: Tuesday, July 11from 5 PM - 7 PMVenue: The Drunken Bean Coffee and Wine BarAddress: 400 East South Water Street, Chica ... see more
Live - Change and Hiring in today’s economy
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Change and Hiring in today’s economyNew Livestream guest- Greg GriesemerI’m happy to have Greg join me on a live broadcast.Greg has spent over 20 years in the recruitment and retention business.He knows how to find the right employees who will be a great and lasting fit into an organization.Tune in and as we’ll be discussing trends in hiring and retention and how smaller companies can compete with big business in this new world of hybrid work environments.This is a ‘must see event’ for ... see more
LIVE OAK BANK SBA POWER HOUR: ALL THINGS SBA / Structure/ NEW SOP
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Self-funded searchers please join us for our weekly WEDNESDAY SBA ZOOM sessions on all things SBA, Structure, M&A process roadmap, PRE-LOI process, and the NEW SBA SOP. These are live sessions where you can ask us questions and interact with fellow searchers.Join every week and as often as you like.LINKS to register:https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG ... see more
New York Search Fund Community Happy Hour
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** Sign Up Required **https://nysfchh623.splashthat.com/Summertime In The City.. Join Us To Connect and Grow Together. Our last event had 80+ attendees!For all NY Metro searchers and the community that supports entrepreneurship through acquisition.Please join us in New York City for another fun networking event at our official NYC HQ - Automatic Slim's. Light Bites & Drinks includedWe've got a great and growing community and we're excited to continue to support and bring folks together. Hope ... see more
Los Angeles Happy Hour
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Hi all, a few of us based in LA are planning a meet-up at LA Ale Works (https://www.laaleworks.com/) in Culver City on Monday, June 26, at 6pm. We welcome all searchers, operators, investors and anyone interested in the search space! Please feel free to reach out to me if you have any questions. ... see more
NYC Happy Hour - Searchers, Investors, and Independent Sponsors
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We are having a casual happy hour get together in NYC this Friday if anyone would like to join myself and my friend Christian Sanford.Christian is the founder of SMBee, a next gen financial marketplace to facilitate the monetization of the $7 trillion in SMBs that will be sold by Baby Boomers in the coming years. Look forward to seeing some of you then! What:Happy Hour Networking Event for the NYC-based Search Fund Eco-SystemWhere:Haven Rooftop, 132 W 47th StWhen:Fri June 23, 4-7pmNeed help wit ... see more
Free M&A Webinar: Due Diligence with Trevor Crow
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Part 5 of our M&A Webinar Series focuses on everything you need to know about the due diligence process. In this 30-minute webinar, Attorney Trevor Crow will cover the critical components including:- Key Objectives of the Due Diligence Process- Common Due Diligence Mistakes- Areas to focus Due Diligence- Accounting TermsREGISTER HERE: https://us02web.zoom.us/webinar/register/7616868545952/WN_TXpIUHGyTYesHxQL7yu6eQWho Should Watch:- Business Owners- Entrepreneurs- CPAs and Tax Prof ... see more
Financial Model Teardown Workshop with Forecastr
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Join us for a Financial Model Teardown Workshop with Forecastr! Forecastr helps searchers and operators to forecast revenue, predict runway, understand their numbers, and get funded. The founder and COO of Forecastr, Logan Burchett, an entrepreneur from Nicholasville, KY, will be leading this workshop. Logan and his co-founder, Steven Plappert, came up with the idea in 2018 and have since grown a wide user base, taken Forecastr through the prestigious Techstars accelerator - boasting a less than ... see more
Zoom vs. MemoriaCall for Searchers
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Join us for a discussion with ^Doug Wise & Homayoun Talieh to learn how MemoriaCall can help make your virtual meetings easier and more productive, all while reducing your overall IT costs. Their all-in-one full-stack solution combines high-quality video conferencing with essential collaborative features such as:One-Click Secure Meeting InvitesAI-powered meeting summaries and action itemsKeyword-searchable audio transcriptsIn-app file sharing and storageand more... ... see more
LIVE Business Buyer Adventure 5th anniversary
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Guess who’s 5 years Old??New Livestream – Business Buyer Advantage 5th Anniversary party!!I’m happy to have a few members of the Business Buyer Advantage group coaching program come join me on a live broadcast.These are people like you who are actively looking at business deals trying to find the right one AND- some who have already done a deal.Some more than one.Tune in and as we’ll be discussing what it’s like to search for and buy a small business and what membership in the group me ... see more
SMB Social Toronto
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Registration Now Open!SMB Social Toronto is the perfect event for Micro-PE firms, SMB & ETA searchers/sellers, operators and investors in Toronto to come together and network!Join us on Thursday, June 15, 2023 at 6:00 PM EDT at Carolina Pizzeria for an evening of fun and connection.Meet like-minded individuals while enjoying some delicious food and drinks. Don't miss out on this amazing opportunity to expand your professional network and learn from other successful professionals. We can't wa ... see more
Working with Search Fund Investors with Saumil Jariwala
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In this episode of Private Market Insights, we will explore the topic of Search Fund Investors from a variety of angles - how to find investors, how to manage relationships with them, and how to start investing in search funds yourself.Our guest is prolific investor Saumil Jariwala, Founder of Feta Fund. Saumil has been investing in search funds since 2016, when he was a member of Trilogy Search Partners. He started Feta Fund with a goal of investing in 1000 search funds. ... see more
SBA Self-Funded weekly ZOOM POWER HOURS with LIVE OAK BANK
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Self-funded searchers please join us for our weekly WEDNESDAY ZOOM sessions on all things SBA, Structure, M&A process roadmap, PRE-LOI process, and touching on the new SBA SOP rules each week.These are live sessions where you have ask us questions and interact with fellow searchers.Join every week and as often as you like.LINKS to register:https://liveoakbank.zoom.us/meeting/register/tJIsdumtqjIvHNUBSYO6eFSGQfO-rHqsrZuG ... see more
From Harlem to Holdco with Bakari Akil
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Join us for a conversation with ^Bakari Akil, founder of Graves Hall Capital, as he shares his journey from discovery of search funds to acquiring interest in DTC e-commerce brands and a burlap bag manufacturing company. Along the way, Bakari has developed a wealth of knowledge and key lessons that he'll share with our audience.As a visiting lecturer at Cornell and a prominent voice in the Alternative Investments Club of NYC, Bakari brings a unique perspective on the search fund space. ... see more
Do's and Don'ts after Acquiring Your Company with Greg Shugar
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Join entrepreneur and e-commerce veteran ^Greg Shugar as he shares his hard-won lessons for building and acquiring successful DTC e-commerce businesses. Drawing on nearly two decades of experience, Greg will provide valuable insights to help you navigate an industry that is constantly evolving. ... see more
Case Study on Operational Growth with True North Search
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Are you seeking inspiration on how to achieve operational growth in your business? Then, don't miss this session featuring True North Search, the premier Entrepreneurship Through Acquisition (ETA) accelerator in Northern Europe.During this event, ^Gautam Basu and ^Jussi Niemelä will delve deeply into a recent real-life case study, showcasing how they helped a newly acquired small and medium-sized business (SMB) achieve outstanding operational growth within a short period of t ... see more
Due Diligence 101: Key Focus Areas & Costs
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^Roman Beylin is the founder of DueDilio, a leading marketplace for hiring highly vetted M&A due diligence service providers.Their large and growing network of verified independent professionals and boutique firms specialize in finance, technology, legal, commercial, and other key areas of business diligence.In the last year alone, DueDilio has helped over 250 business buyers solve their due diligence needs.In our session, Roman will share some of his observations and answers to ... see more
Search Fund Coalition June Panel: The New World of SBA Guidelines
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Sign Up required: https://sfcnewsba623.splashthat.com/Free Searcher Ticket Code: FIB623Unpacking New SBA Guidelines With Industry ExpertsEquity Rollovers?Changes to seller standby notes? 0% equity injections? What SBA lenders are doing what? Just like you, we've had all these questions and more. The exciting announcements has created new opportunities within the ETA ecosystem, so we're bringing together multiple perspectives for a meaningful conversation.This month, we'll dive into the new SBA g ... see more
New! Take Off preparation program: Q&A session
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Following the successful completion of the second cohort of Nuts & Bolts, I am launching a self-directed study program for busy professionals who can't wait until next year.Join me for this free 30 minute Q&A session about my latest training for acquisition entrepreneurs, Take Off. As an aspiring searcher, you want to make sure that you have the right tools and resources as you embark on your journey. With forethought and preparation, you can set the foundation to maximize your mom ... see more
One Minute News, Ep. 53
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click on links in the YouTube description to go to specific news items: https://youtu.be/1nZCO-gG6Aw<<<< Episode 52: https://www.searchfunder.com/event/view/1114>>>> Episode 54: https://www.searchfunder.com/event/view/1330 ... see more
LIVE - Communication as a Competitive Advantage.
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Communication as a Competitive Advantage.New Livestream guest-> Brenden KumarasamyI’m happy to have Brenden Kumarasamy join me on a live broadcast.Brenden Kumarasamy has teaches people how to be more effective at communication and public speaking.He’s a coach and host of his own YouTube channel.Tune in and as we’ll be discussing how entrepreneurs, business buyers and others can be more effective at speaking and communication.This is a ‘must see event’ for everyone who wants to make ... see more
Austin Acquisition Entrepreneur Happy Hour
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Calling all acquisition entrepreneurs and investors! Come and network with like-minded professionals and M&A experts at the Austin Acquisition Entrepreneur Happy Hour on June 2nd at Simona's Coffee + Cocktails. RSVP for your free spot here - https://bit.ly/433A8Hi ... see more
Best Practices for Proprietary Search with AI
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Artificial Intelligence (AI) is rapidly gaining interest as a tool for enhancing proprietary deal sourcing.Join us for an insightful discussion with ^Niilo Pirttijärvi, Co-Founder at Inven, an AI startup, on the Best Practices for Proprietary Search with AI.This event is a great opportunity for aspiring entrepreneurs and active business buyers interested in learning more about AI's role in enhancing deal sourcing. ... see more
Colorado Front Range SMB Happy Hour
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We're hosting a happy hour conversation for Front Range acquisition entrepreneurs on May 31! Join us if you are considering, in the process, or have already acquired a small or medium sized business in Colorado.Caleb Douglas, owner of Structural Coatings and Foothills Powder Coating, will share about his successful search and acquisitions, as well as his operating experience. He will then be available for Q&A.RSVP Here: https://www.eventbrite.com/e/front-range-smb-happy-hour-tickets-63104918 ... see more
Free Webinar: M&A Series Webinar: Purchase Agreements - Reps, Warranties, and Indemnifications
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Part 4 of our M&A Webinar Series focuses on certain major terms in a Purchase Agreement. In this 30-minute webinar, Attorney Trevor Crow will cover the critical components of the most highly negotiated provisions in a purchase agreement, including representations and warranties, and indemnification provisions.Who Should Watch:- Business Owners- Entrepreneurs- CPAs and Tax Professionals- AttorneysThis is the fourth topic in our M&A Webinar Series. Sign up today and stay tuned for future t ... see more
Live - Immigrating to Canada as an entrepreneur.
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Immigrating to Canada as an entrepreneur.New Livestream guest- Evelyn L. AckahI’m happy to have Evelyn join me on a live broadcast from her Calgary, Alberta Headquarters.Evelyn has been practicing law in the area of immigration since 2010 helping people come to Canada and helping Canadians work and live in the US.Tune in and as we’ll be discussing how people can use entrepreneurship and business acquisition as a way to move legally to Canada.This is a ‘must see event’ for anyone who is e ... see more
Seattle Search Fund & ETA Community Happy Hour
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Please sign up here: https://sfcseattlehh523.splashthat.com/For all searchers and the community that supports Entrepreneurship Through Acquisition in Seattle & Surrounding Metro.We're excited to co-promote a Happy Hour with Live Oak Bank & Blooma Tree Experts to bring together the growing ETA Community. Come network and grab a drink. Light bites will be served.The Details:May 25th @ 5pm - 7:30pmPlease share this with anyone in your network who will be around and able to attend - the ... see more
One Minute News, Ep. 52 - New Investor, Acquisition, and European Searchers
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click on links in the YouTube description to go to specific news items: https://youtu.be/1nZCO-gG6Aw<<<< Episode 51: https://www.searchfunder.com/event/view/1113>>>> Episode 53: https://www.searchfunder.com/event/view/1138 ... see more
Atlanta Search Funder Community Happy Hour
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Atlanta area Searchers:I'm organizing an Search Fund Community Happy Hour to be held on Thursday May 18th at Taverna in Buckhead. Please register at the link below if you can attend. I look forward to connecting in person.Best,Markellhttps://www.eventbrite.com/e/searchers-founders-tickets-633596142117 ... see more
War Stories: Taking the Emotion out of Investing
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We speak with ^Adeola Oladimeji, Managing Partner of Ascendi Capital Inc. about taking the emotion out of buy-side investment decision making in the small to medium sized marketplace.Ascendi is a private boutique financial & investment management and advisory firm based in British Columbia, Canada. ... see more
Search Fund Coalition- Acquisition Deal Team Office Hours - Only 7 Slots Left!
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**Sign Up Required Via Link Below**https://sfcdealteam523.splashthat.com/Free Searcher Ticket Code: BYLINE523Connect With 40+ Entrepreneurs & Experts For Ultimate ETA SuccessAs searchers we are lucky to have access to information from social media, courses, podcasts, etc., but they often do not tailor to our unique situations. Sometimes we have personalized questions that we need answered, and that could be the difference between continuing to pursue a deal or to pass on it.This month our ac ... see more
Pipeline Pulse - Search fund formation and acquisition data
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Karen Spencer's special report called Pipeline Pulse on search fund formations and acquisitions data. _____<<<< Episode 50: https://www.searchfunder.com/event/view/1112>>>> Episode 52: https://www.searchfunder.com/event/view/1114 ... see more
European Business School Search Fund Conference - 12th May 2023
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Join us for the European Business School Search Fund Conference on 12th May: 10am - 7pm at London Business School. The Conference will bring together students, investors, searchers for a day of learning and networking. We will be sharing best practices from industry experts and connecting the European search fund community.To reserve your place, please buy tickets here: https://lbs.eventscase.com/EN/eta ... see more
Understanding SBA Program Changes
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New changes to the SBA 7a program take effect on May 10th and we'll be talking with senior lender ^Heather Endresen to break down what this means for SMB acquisitions. Make sure to come with questions - Heather is one of the best in the business and this is a great opportunity to learn about the future of our industry! ... see more
Value Capture on Platforms: Strategies for Success
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Yuri Romanenkov has recently earned a DBA from SDA Bocconi School of Management, defending his dissertation on network effects and design choices for platforms with a multilayer supply side. In this fireside chat with his former student and prospective searcher, ^David Lovejoy, he will discuss how business owners can create and capture value on platforms.Yuri has 15 years of experience advising senior executives and private equity investors around Europe and North America on strategy—sev ... see more
NCA Program Showcase
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We invite you to join our NCA Entrepreneur Showcase with 11 ETA program participants presenting their Target Companies. Each of them will have around 3 minutes to present (elevator pitch) their projects.. This event will occur on May 11th, 2023, at 5 pm CET / 11 am ET / 8 am PT, respectively. This event will last for 60 minutes.https://us02web.zoom.us/j/87830168922 ... see more
New! Take Off preparation program: Q&A session
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I'm excited to announce the launch of Take Off, a self-directed study program designed specifically for busy professionals who want to embark on their journey of searching for and acquiring a business. Whether you're just starting out or already searching, Take Off provides the tools and resources you need to maximize your momentum and increase your chances of success. To learn more about the program, I invite you to join me for a free 30-minute Q&A session. During the session, I'l ... see more
One Minute News, Ep. 50 - SMB Outlook Survey, Europe & USA Launches
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click on links in the YouTube description to go to specific news items: https://youtu.be/JD-By0kvBJk<<<< Episode 49: https://www.searchfunder.com/event/view/1111>>>> Episode 51: https://www.searchfunder.com/event/view/1113 ... see more
Small Business, Big Rewards: The case for investing in entrepreneurs acquiring cash-flowing SMBs over VCs chasing unicorns
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^Tim Ericson previously founded and operated a VC-backed company for 13 years which he grew to over $10M in recurring revenue, hundreds of employees in 35 states, and ultimately exited to a strategic acquirer. Tim now invests in entrepreneurs seeking to acquire small-to-medium sized businesses. In this recorded, live stream, he will share why he believes the "Wild West" of the search fund space is better than VC investing.This will be a recorded, livestream session. ... see more
Live - Fuel for fast growing companies that wait to get paid! Guest Kelly Nelson
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New Livestream guest- Kelly Nelson from TCI Business CapitalI’m happy to have Kelly join me on a live broadcast.He has over a decade of experience helping companies with operating capital solutions to get money in the door more quickly.Tune in and as we’ll be discussing factoring of accounts receivables.What is it? How does it work? Are the things you’ve heard true? Who will it work for?This is a ‘must see event’ for any business that waits to get paid from other businesses.Be sure to ... see more
One Minute News, Ep. 49 - Buy a Business before leaving school?
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click the YouTube description for links to the specific news items: https://youtu.be/h8xypNbb4vI<<<< Episode 48: https://www.searchfunder.com/event/view/1089>>>> Episode 50: https://www.searchfunder.com/event/view/1112 ... see more
SMBash'23 (Austin,TX 4/27-4/30)
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Noticed there wasn't an official event for this yet on Searchfunder but wanted to make a post to see which other Searchers are attending.Twitter: https://twitter.com/smb_ash?lang=enOfficial Website: https://smbash.com/Organizers^Sam Rosati (https://twitter.com/Sam_Rosati)^Brandon Laughridge (https://twitter.com/laughridge)^Matthew Hinson (https://twitter.com/MatthewGHinson) ... see more
PHILLY // ETA & M&A Dealmakers Happy Hour
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Please register here: https://www.eventbrite.com/e/eta-ma-dealmakers-happy-hour-hosted-by-dean-street-law-tickets-601690982927Join us for the ETA & M&A Deal Makers Happy Hour hosted by Laura DiFrancesco, Founder of Dean Street Law on Wed. April 26th from 5:30-7:30pmJoin us for a wine filled happy hour hosted by Dean Street Law to connect with other deal makers at Flourish Coworking Space in West Chester, PA. Please feel free to invite contacts in the industry.Dean Street Law is a boutiqu ... see more
Brokered vs Proprietary Search Strategies
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Building the ideal deal flow strategy is a huge component of a successful search. This means making decisions around how to spend your time as a searcher between deals represented by brokers and direct outreach to business owners (proprietary search). To break down this process, we'll be chatting with ^Steve Ressler, Co-Founder and Managing Partner of The Brydon Group, a small business-focused Private Equity group that backs buyers in the SMB space. Don't miss it, streaming live on Searchfund ... see more
Search Fund Coalition April Panel: Managing Risk In Your Acquisition
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**Sign Up Required Via Link Below**https://sfcderisky423.splashthat.com/Free Searcher Ticket Code: BYLINE423Guaranteed To Remove Any Business Risk Post Acquisition**You know how headlines work - they make guarantees, that aren't necessarily rooted in reality. Our panel this month will what to look out for during post due diligence. We'll dive into what future proofing measures to take in to consideration to transition successfully once you closed your business and are now in the operators chair. ... see more
Live - Does your business MAX OUT it’s referral potential?
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Does your business MAX OUT it’s referral potential?New Livestream guest-> Stacey Brown RandallI’m happy to have Stacey join me on a live broadcast.She’s made all the common mistakes in business and now works to help make sure you’re maximizing your referral opportunities via having the right systems.Tune in and as we’ll be discussing how you can start taking a systems approach to generating referrals from happy clients.This is a ‘must see event’ for anyone who owns a business or ... see more
Bay Area Search Fund Gathering
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On April 20th, Joshua Richman of Symphony Risk and Jerry Zhou of Hood & Strong will be hosting a fun event for the Bay Area search fund community!The event will take place at 345 California in the tenant lounge on the lobby level, and it will kick off at 5pm.Please RSVP here -- https://tinyurl.com/456jmyr2And delicious wine will be provided by Jon Staenberg through his company Hand of God Wines! ... see more
One Minute News, Ep. 48 - Yale Case Note, investor expansion and more
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click on links in the YouTube description to go to specific news items: https://youtu.be/h8xypNbb4vI<<<< Episode 47: https://www.searchfunder.com/event/view/1088>>>> Episode 49: https://www.searchfunder.com/event/view/1111 ... see more
Pricing Strategies for Entrepreneurs
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Many entrepreneurs want to build a great product. However, they don’t give much thought to how to price their products. As a result, they struggle in spite of their products being World Class!Join us for an informative and timely session on Pricing Strategies for Entrepreneurs with our special guest, Shikha Jain, partner at Simon Kucher & Partners. Shikha will discuss how you can determine the right pricing strategy for your business, whether it’s a startup, in growth mode, or a mature c ... see more
Free Webinar: Key Elements of the Letter of Intent (LOI) Process in M&A
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Part 3 of our M&A Webinar Series focuses on the Letters of Intent (LOI) process. In this 30-minute webinar, Attorney Trevor Crow will cover the critical elements to be aware of, including:- Purchase Price Terms– Working Capital Adjustments– Covenants of Non-Compete & Non-Solicitation- Indemnifications- Reps & Warranties- Post-ClosingClick this link to RSVP: https://us02web.zoom.us/webinar/register/9016814107586/WN_3rFiq1uyR9mNMe5sBX0WYQWho Should Watch: Business Owners, Entr ... see more
How to Get, Avoid, or Negotiate Personal Guarantees
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How to Get, Avoid, or Negotiate Personal GuaranteesCan’t attend? Register now to access materials shared after the event.Live streaming will NOT be broadcast on Searchfunder. Go here to register: https://partneroncall.com/avoiding-personal-guarantees/Reality. Pitfalls. Alternatives. Workarounds. Dos & Don’ts. Contributions by numerous experts. Plus: How sellers can get PGs.After registering, you’ll receive a confirmation email with info about joining the meeting.Send me your Qs well be ... see more
Book Club: Search Funds & Entrepreneurial Acquisitions with Jan Simon
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We speak with ^Jan Simon about his highly rated book, Search Funds & Entrepreneurial Acquisitions: The Roadmap for Buying a Business and Leading it to the Next Level.This will be a recorded, livestream session for playback. ... see more
How has the market for online businesses changed in 2023?
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New Livestream guest- Jaryd KrauseI’m happy to have Jaryd join me on a live broadcast.Jaryd has been investing in online businesses and teaching others how to find, buy and renovate online businesses for years.He’s the host of the Buying Online Businesses Podcast and we first met when he came on my show in 2019!!Tune in and as we’ll be discussing how the world of online businesses is changing in 2023 and what to watch out for if you’re considering one of these businesses.This is a ‘mus ... see more
The MIT x NEETA Conference: New Frontiers in Small Business Acquisition
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The MIT Sloan School of Management, in partnership with North East Entrepreneurship Through Acquisition (NEETA), invites you to join its annual ETA conference on diversity and innovation in small and medium businesses (SMB) ownership through the lens of people, process, and technology.The conference aims to promote SMB ownership as a catalyst for social impact. We will highlight the success of diverse operators using innovative strategies and technologies.We will explore small business ownership ... see more
Women's Happy Hour at MIT x NEETA conference
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Please join me for a gathering of women in search on Saturday before the MIT x NEETA conference.All women within the search community are welcome.Food and non-alcoholic beverages will be hosted.So, now's the time to try that mocktail you've been meaning to get around to.Please RSVP using the link below so that we know how much space to reserve at the restaurant. Time: 3 to 5:30Location: Area Four at 500 Technology Square, Cambridge, MA 02139 Website: https://www.areafour.com/RSVP: http ... see more
Boulay Happy Hour at MIT x NEETA conference
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Boulay is excited to be at the MIT x NEETA conference this weekend! On Saturday afternoon, we're hosting a casual happy hour for all those involved in the ETA/Search Fund community, and we’re hoping you’ll join us.For more information and to RSVP, please use this link: https://forms.microsoft.com/r/tUCTDZpnkeDate: Saturday, April 15Time: 2:00 to 4:00 p.m.Location: Lookout Rooftop and Bar | 70 Sleeper St, Boston, MA 02210 |https://www.theenvoyhotel.com/dining/lookout-rooftop-and-barRSVP: http ... see more
One Minute News, Ep. 47
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please click on links in the YouTube description to go to specific news items.<<<< Episode 46: https://www.searchfunder.com/event/view/1087 (Most researched sectors, new HBS case, new M&A startup)>>>> Episode 48: https://www.searchfunder.com/event/view/1089 ... see more
About Broadtree Partners
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Hear from our Founder and Managing Partner, Dave Slenzak about Broadtree Partners and how we approach search. Dave went through his own self-funded search in 2010 and acquired Implementing Technologies, LLC, a healthcare IT services firm in 2011. After a successful exit, Dave pursued his passion for entrepreneurship by founding Broadtree and guiding the next generation of searchers.This will be a virtual event - Zoom link is embedded.Broadtree Partners is a lower middle market private equity fir ... see more
Live - Dodging Bone-Crushing business debts without going to court!
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New Livestream guest- Kenny ButlerI’m happy to have Kenny join me on a live broadcast.Ken has been helping clients negotiate their way out of bone-crushing business debts for years.Tune in and as we’ll be discussing how to negotiate a settlement for high-interest business debts without the need to go to court.Kenny has been a guest of the channel before in which he discussed how he negotiated these workouts, but now he’s offering to help you do it yourself.I took his system for a test-driv ... see more
One Minute News, Ep. 46 - Most researched sectors, new HBS case, new M&A startup and more
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Please click on links in the YouTube description to go to specific news items.<<<< Episode 45: https://www.searchfunder.com/event/view/1067 (New investor, acquisition in Russia & Paraguay)>>>> Episode 47: https://www.searchfunder.com/event/view/1088 ... see more
Live - Due-Diligence and Quality of Earnings Reports
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New Livestream guest-> Elliott HollandI’m happy to have Elliott join me on a live broadcast.Elliott owns a business called Guardian Due Diligence that does due-diligence investigations on target companies.Tune in and as we’ll be discussing Quality of Earnings reports and other due-diligence stuff.This is a ‘must see event’ for anyone who wants to buy a business, especially a mid-market one with lots of numbers and records all over the place.Be sure to join live so that you can ask que ... see more
Sun N Fun SMB Meetup
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Investing and buying businesses can be a lonely game. We want to fix that.Since the Dallas, TX SMB meetup (put on by some of the SMB Twitter heavy hitters) was so successful, we want to do it again.It turns out that the folks at FLYING magazine are also entrepreneurs by acquisition and want to help us get together. They have graciously shared their tent space at the famous Sun N Fun airshow in Lakeland Florida.Join us for all things SMB @ Sun N Fun. Meet some familiar faces from Twitter and meet ... see more
The LinkedIn Deal Flow System: Find 5 to 10 Off Market Deals Every Month
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Ready to take your LinkedIn Deal Flow game to the next level?The LinkedIn DealFlowSystem Training is perfect for beginner to intermediate level LinkedIn users. You will learn how to create a "Serious Buyer" LinkedIn Profile, use Sales Navigator like a pro, and grow your Social Capital - means more leads finding you. This course is packed with valuable information that will help you fill your calendar with 5-10 motivated sellers every month!By the end of the training, you will be able to find pot ... see more
Deal Review Genius: Learn How to Filter Out Bad Deals in 5 Min or Less
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Acquiring a Business is complex and challenging - there a lot of moving parts.Anyone tells you different should have their head examined.Just remember this:you cannot acquire a business without learning the language of business.The Language of Business is Accounting.Without a grasp of accounting, it's difficult to understand when a deal is good and when you're getting taken for a ride.Without the proper language skills in accounting, you'll be playing the guessing game instead of crunching numbe ... see more
CHICAGO MEET-UP: SMB/ETA
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Let's get Chicago's ETA/SMB community going! We'll kick things off somewhat informally this weekend, and we'll gather some feedback about how to make this a more regular meet-up. We'll start with Drunken Bean Coffee and Wine - It has both coffee, wine and cocktails options based on the mood!Date: Saturday, March 25th from 4 PM - 6 PMVenue: The Drunken Bean Coffee and Wine BarAddress: 400 East South Water Street, Chicago, Illinois - 60601 ... see more
Wharton ETA Summit 2023
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We are excited to share that the Entrepreneurship through Acquisition (ETA) club at The Wharton School will host its annual ETA Summit on March 24th, 2023. We have an incredible lineup of CEOs, investors, and third-party providers that will shed light on what it takes to buy and grow a small business in today's economic climate. You can purchase tickets and see the details at the link below. www.whartonetasummit2023.comSpecial thanks to all our sponsors for making this event possible. ... see more
Search Fund Coalition March Panel: AltETA - Alternative Acquisition Models
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Sign Up Required - https://sfcalteta323.splashthat.com/Roll Ups, Hold Cos & Franchises Oh My!The worn path of Search Fund ETA focuses on acquiring one enduringly profitable business. But what about other entrepreneurial structures? Our panelists this month come from varied backgrounds and have found success in ETA through different acquisition and operating thesis. Some Self Funded and others within the Traditional Model. All uniquely alternative.They are ready to share their insights a ... see more
Live Interest Rates threatening Deals?
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New Livestream guest-> Clint Fiore, principal of Bison Business.I’m happy to have Clint join me on a live broadcast.Clint has 8 years of experience as a business broker in Texas.Tune in and as we’ll be discussing how higher interest rates are affecting deals that he’s facilitating and what sellers may be feeling in response to this new pressure.This is a ‘must see event’ for buyers and sellers of small businesses.Be sure to join live so that you can ask questions, replay will be ava ... see more
Deal Review Genius
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Acquiring a Business is complex and challenging - there a lot of moving parts.Anyone tells you different should have their head examined.Just remember this:you cannot acquire a business without learning the language of business.The Language of Business is Accounting.Without a grasp of accounting, it's difficult to understand when a deal is good and when you're getting taken for a ride.Without the proper language skills in accounting, you'll be playing the guessing game instead of crunching numbe ... see more
Management Operating Systems for Searchers
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We speak with ^Dave Newberry, President of Six Corners. Dave has implemented the EOS and Scaling Up tools and processes as a leader of two companies.Dave will provide tips and pointers on implementing management operating systems for small to medium sized business owners.This will be a recorded, livestream session. ... see more
One Minute News, Ep. 45 - New investor, acquisition in Russia & Paraguay and more
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Please click on links in the YouTube description to go to specific news items. <<<< Episode 44: https://www.searchfunder.com/event/view/1054 (Top 20 posts of 2022)>>>> Episode 46: https://www.searchfunder.com/event/view/1087 (Most researched sectors, new HBS case, new M&A startup) ... see more
Scaling Your eCom, Saas, or Affiliate Business with AI
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In today's competitive business landscape eCommerce, SaaS, and Publisher website businesses face unique challenges when it comes to marketing their products and services.In the webinar, we'll explore AI tools like: ChatGPT, Glasp, Lookia, Canva Text to Image, and many more. We'll show how small business owners can leverage these tools to implement a marketing plan to compete with the big guys.Our speaker has M&A experience with small ecom and SaaS businesses and has noticed that many of them ... see more
Ask Me Anything About HoldCo Strategy with Chenmark
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HoldCo strategies are an increasing part of the search fund and EtA conversation. Join me for an Ask Me Anything with ^Trish (Bisset) Higgins and Edward Coady from Chenmark to discuss the highs and lows of the experience. This will be a recorded, livestream session. ... see more
WEBINAR-Learn About the GovCon Industry...The Best Industry for 1st-time Entrepreneurs!!
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The Federal Government is the WORLD's LARGEST CUSTOMER (with no close second!)And it FORTUNATELY has a bad reputation...that keeps 95% of US companies from pursuing a piece of the TRILLION-DOLLAR budget pie!Learn more from Government Contracting Academy's FREE Webinar on Wednesday, 7:30pm (EST) 08March!Register here:https://us02web.zoom.us/webinar/register/WN_zcE_qhWjQ2CYAWdaNWan-gOr during our re-broadcast on Friday, Noon (EST) 10March by registering here:https://us02web.zoom.us/webinar/registe ... see more
Miami Meetup
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Calling All South Florida Members!I will be hosting a local in-person meetup on Wednesday, March 8th at 6pm in Miami.Exact location is still TBD but most likely in the Brickell/Downtown/Midtown area.This is a local meetup I am hosting for an entrepreneur/business group I am part of but I'd like to extend the invite to Searchfunder members as well.RSVP here:https://trendsmiami.splashthat.com/ ... see more
HEC MBA SF event
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Curious about search fund investing or interested in private equity? Join the HEC MBA SF club to welcome ^Juan Cuesta of OneToOne Asset Management and ^Tushar Shah of Kinderhook Partners for a discussion on the world of search fund investing!Register here: https://forms.gle/btiCCA37L7iSvq9Z7 ... see more
How to Read Financial Statements: Dream or Nightmare?
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^Jon Stoddard, an investor and Host of "Top M&A Entrepreneur's Podcast" joins us for a raucous look at financial statements.He'll give examples on how to discern between buying into a nightmare or a dream.This will be a recorded, livestream session. ... see more
Webinar: Search Fund Studies and Returns - Taking Stock
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Register to receive the dial in link at: https://apply.iese.edu/80012722/Please join us for a conversation with Sara Heston, Peter Kelly, and Jan Simon on a review of the 2022 search fund studies, current trends, and new initiatives in the search fund ecosystem. ... see more
How to Buy a Small Business and Make Millions from Government Work
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When: March 2ndTime: 10am MSTWho is this Event For?• You are a veteran wanting to buy a business but not sure what type• You are a business owner looking for lucrative business opportunities with the Federal Gov• You are a business owner and want long term contracts and standout from your competitors• You already own a business and want to acquire another business to get access to Lucrative Federal Contracts• You want to grow your business to a higher valuation for a lifetime exitYou o ... see more
New York Search Fund Community Happy Hour
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EVENT IS SOLD OUT - IF YOU DID NOT REGISTER ON THE EVENT SITE LISTED BELOW WE WON"T BE ABLE TO ACCOMODATEFor all searchers and the community that supports entrepreneurship through acquisition.Please join us in New York City at the now official New York Search Community and one of our favorite bars in NYC - Automatic Slim's.In partnership with Byline Bank, Eminae Network, GKG Risk Advisors & Search Fund Coalition.Please sign up here: https://nycsfchh323.splashthat.com ... see more
One Minute News, Ep. 44 - Top 20 posts of 2022
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Be sure to check out our Resources page: bit.ly/3JCW0TpClick the Youtube page for links to the referenced items: https://youtu.be/ALFrR_q2IY8We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 43: https://www.searchfunder.com/event/view/1028>>>> Watch Episode 45 :[tbd] ... see more
Doing Small Deals (under $2M) in Florida - What to Expect
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Eric Gall is inviting you to a scheduled Zoom meeting.Topic: Doing Small Deals (under $2M) in Florida - What to ExpectTime: Feb 27, 2023 12:00 PM Eastern Time (US and Canada)Join Zoom Meetinghttps://us06web.zoom.us/j/87118971380?pwd=TGQxQmlHMU5wQ3JHU3hIR2NVaGVWZz09Meeting ID: 871 1897 1380Passcode: 411768One tap mobile+13052241968,,87118971380#,,,,*411768# US+13017158592,,87118971380#,,,,*411768# US (Washington DC)Dial by your location+1 305 224 1968 US+1 301 715 8592 US (Washington DC)+1 309 20 ... see more
Indian origin American and Canadian Searcher Network & Mastermind- Zoom
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Some of the best-known U.S. tech companies are led by Indian CEOs, including:https://fortune.com/2022/12/16/indians-taking-over-corporate-america-tech-layoffs-visas-ceos-companies-success-nitin-bajaj/In the light of the news we hear that the Indians have become CEOs of many major US corporates.I am wondering how many searchers and Search Funds are created by Indians?This group is to collaborate and help each other and make a massive positive impact in American and Canadian business and market pl ... see more
Fractional CFO and finance support for successful searchers and business owners
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Take advantage of this opportunity to level up your financial game!sign up here: https://share.hsforms.com/1FRTGsJREQpeUtccPaTW5HActfmtOur webinar will cover the benefits of fractional CFO and finance support, including access to expertise and experience, customized financial solutions, and increased operational efficiency.So whether you're a new entrepreneur or experienced leading a high-performing company, join us to discover how this support can positively impact your success.Register no ... see more
ENCORE Interview!! LIVE- Lisa Forrest shares SBA Business Acquisition Loan Secrets.
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ENCORE Interview!! LIVE- Lisa Forrest shares SBA Business Acquisition Loan Secrets.A wonderfully popular past guest is coming back… Lisa Forrest, Director of SearchFund Lending at Live Oak Bank.I’m happy to have Lisa Forrest join me on a live broadcast.Lisa has over 30 years of experience writing loans under the US Small Business Administration’s (SBA) loan programs.What is changing in 2023? Interest rates, seller expectations and more.What about the experience of many searchers post-closi ... see more
Labor Market Trends / Hiring ~Retaining Employees LMM SMB
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Whether you're a CEO scrambling to hire new employees or a searcher preparing for future business hurdles, this is a crucial topic. Please join our webinar on February 23rd at 10 AM PT/1 PM ET.In our Live Oak Bank Voice of the Customer study, we found that difficulty hiring new employees is a key challenge for 60% of our CEO Operators.To offer support on this challenge, we are hosting a special webinar, How to Successfully Hire Employees During a Labor Shortage with Atta Tarki. Atta is an author ... see more
Free Webinar: Hiring An Investment Banker or Broker
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Part 2 of our M&A Webinar Series focuses on the ins and outs of hiring an Investment Banker or Broker. In this 30-minute webinar, Attorney Trevor Crow will cover the critical elements to be aware of as you’re hiring a team for your deal, including:– Finding the right advisor– Investment Banker vs. Business Broker– Engagement red flagsWHEN: Wednesday, February 22, 2023 from Noon to 12:30 pm Mountain Time.WHERE: ZoomREGISTER: https://us02web.zoom.us/webinar/register/9016764904961/WN_Wp ... see more
Search Fund Coalition February Panel: Tales from the Search - From Searcher to Operator
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Search Fund Coalition Community - We've got some stories to tell you! Our February Panel & Networking event is set for - Tales from the Search: From Searcher to Operator and BeyondSign Up Required Below:https://sfctales223.splashthat.com/Free Searcher Ticket Code: BYLINE223 & CAYNE223Once Searchers. Now Operators & Investors. Sharing Their Stories.The ETA Journey is not to search endlessly, but to acquire and then successfully grow and operate your business.Our Tales from the Se ... see more
Q&A session on Novastone Capital Advisors EtA program
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Are you a mid-career professional interested in Search Funds and EtA in Europe or North America? Join us for a Q&A session on Novastone Capital Advisors EtA Program to learn more on how we partner with mid-career professionals on searching and acquiring an SME/SMB. Registration is mandatory: http://insights.novastone-ca.com/register-qa/. ... see more
One Minute News, Ep. 43
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Be sure to check out our Resources page: bit.ly/3JCW0TpClick the Youtube page for links to the referenced items: https://youtu.be/3a1hwXG93ywWe could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 42: https://www.searchfunder.com/event/view/1027>>>> Watch Episode 44:https://www.searchfunder.com/event/ ... see more
ETA Utah Happy Hour Meet Up
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Calling all Acquisition Entrepreneurs, Micro-PE Fanatics,Tired & Confused Searchers, and Weathered SMB Owners & Operators: You’re invited to Decada Group’s ETA Utah Happy Hour.Join us at Tailor Cooperative, a Decada operating company, for drinks, community, and good conversation.All are welcome to attend. RSVP below so we may have a proper headcount. https://www.decada-group.com/events/eta-utah-happy-hour-february-2023 ... see more
How to Raise Capital From Investors For Your First Acquisition
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After this training, you'll have a clear plan of what steps to take to secure the capital you will NEED in your acquisition journeyHi there,You are invited to a Zoom meeting.When: Feb 16, 2023 05:00 PM ArizonaRegister in advance for this meeting:https://us06web.zoom.us/meeting/register/tZwtce2vpjsvE9Uf2amqdiqALiJYO_cu2Z2HAfter registering, you will receive a confirmation email containing information about joining the meeting. ... see more
Brydon Group CEO-in-Residence Virtual Information Session
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Applications are due April 1st for the 2nd cohort of Brydon Group's CEO-in-Residence program (application link at https://apply.workable.com/the-brydon-group/j/3A314D80F8/).We will be hosting an information session for those interested in applying on February 16th at 12pm ET. Please RSVP at https://us02web.zoom.us/meeting/register/tZEvcO-hrjooGtyWBtym_iFZ9Af3-clmpMCR ... see more
Women in Search Happy Hour
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Please join me for an hour of camaraderie, sharing and learning with other women interested in search funds and more broadly entrepreneurship through acquisition. Our special guest will be Jane Kaggwa-Snow. Jane was the first woman searcher of African descent. She was also the first traditional searcher to focus her industry thesis on investing in a small-to-medium sized business in an African country. ... see more
Online Information Session of the Mergers & Acquisitions
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Attend the Online Information Session of the Mergers & Acquisitions: Corporate Growth and Entrepreneurial Acquisitions Executive Education program, where we will discuss the outlook and benefits of this business growth strategy.Date: Wednesday February 15, 2023Hours: 18:00 to 19:00 hrs.Via ZoomRegister with:karen.diaz@tec.mx ... see more
How to Work with Business Brokers
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Working with business brokers is an important skill for anyone in the search community, whether you're a veteran or just starting out. Fortunately, we have you covered: for our February 2023 Spaces conversation, we have invited Sarah Goodman - President, Co-Founder at Eminence M&A Strategies - to talk about some of the most successful strategies buyers can employ when working with business brokers in the SMB space.For nearly 20 years, Sarah has worked with public and private companies, in a ... see more
Understanding the Seller’s Psychology and Motivations
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Psychology can play a big role in acquisitions. A seller's mindset and motivations can vary. Although a purchaser can try to anticipate the every move of the other side, there is always an element of unpredictability and often tied with emotion.Having an understanding for the experience a seller is going through can help you to navigate your conversations and interactions with empathy and tact.This webinar is designed for business buyers to better understand the position of a business owne ... see more
One Minute News, Ep. 42 - New Investor
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Be sure to check out our Resources page: bit.ly/3JCW0TpClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 41: https://www.searchfunder.com/event/view/1020>>>> Watch Episode 43: https://www.searchfunder.com/event/view/1028 ... see more
Financial Pitfalls in Deals Today
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I’d like to invite everyone to my presentation at the upcoming AM&AA national conference in St. Pete, FL. My topic will cover today’s top issues in financial due diligence/ quality of earnings. This has been a popular subject for me and well-received. It’s scheduled for February 9, 2 pm est, at the Vinoy Renaissance. While you’re there, enjoy the rest of the conference and a little sunshine. Best regards, Bill ... see more
Easing Investor & Searcher Headaches with Capital Contributions
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Verivend works in the lower middle market to seamlessly raise and distribute capital. Daniel Blasi and Rodney Reisdorf from Verivend will demonstrate how their platform eases the headaches of acquisition entrepreneurs of gathering investor capital contributions and disbursing funds.Playback will be made available as soon as possible through https://lu.ma/karen4progress . Please register and we will send you an announcement as soon as it is ready. ... see more
Vets ETA Virtual Conference
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Hosted by National Veteran Small Business Coalition.Sponsored by The Brydon Group, Anacapa Partners, Bank of America, and more. Link below:https://nvsbc.memberclicks.net/index.php?option=com_jevents&task=icalrepeat.detail&evid=54&Itemid=129&year=2023&month=02&day=07&title=conference-vetseta23&uid=485dd08fe5abc5c4e6af637fa5db0 ... see more
One Minute News, Ep. 41 - Tsunami of business exits
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Be sure to check out our Resources page: bit.ly/3JCW0TpClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 40: https://www.searchfunder.com/event/view/1020>>>> Watch Episode 42:https://www.searchfunder.com/event/view/1027 ... see more
How to buy the Perfect business and Make Millions from Government Work
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New Webinar How to buy the Perfect business and MAKE MILLIONS from Government WorkYour Hosts: Randal Wimmer and me, Jon StoddardAfter this training, you'll have a clear plan of what steps to take to buy the right type of business that will get you the big government contracts. ... see more
Miami Search Fund Community Happy Hour
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Join Us To Connect and Grow TogetherUpdated Location! Nearly 40 sign ups!!!For Searchers, Operators and the South Florida SMB community that supports entrepreneurship through acquisition.Please sign up here: https://miasfchh223.splashthat.com/Join us in Miami for a fun Networking event.Free for all to attend. Cash Bar.Hope to see you there! ... see more
Discover The Secrets of Financial Dealmakers and Dealbreakers -rescheduled!
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https://services.vasl.team/finance-advisor-virtual-assistantJoin us at https://us06web.zoom.us/j/89979767909?pwd=RkZDT21nY3dNOWVuL2xzaGlWVE1jQT09Join the VASL team’s Live Webinar to learn more about successful search and growing your acquisition post-close, with a focus on Back office, Accounting and Bookkeeping Solutions.-Tips from an experienced financial expert-Impact of financial expertise to be successful in pre & post-close phases of search-First-hand experience of a searcher working ... see more
Nuts & Bolts -- Q&A session
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Join me for this free 30 minute Q&A session about the Nuts & Bolts program.In this session, you'll learn-Why I created the Nuts & Bolts program,-What the program offers you as a prospective or current searcher-Which mentors and guest speakers are lined up-Available scholarship opportunities.I aim for each entrepreneur to prepare their launch -- before quitting their day job -- for the maximal chance of success. And, if they have already launched their search, I want to ... see more
Searcher Ski Day!
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Calling all searchers, operators, investors, brokers, etc! I'm putting together a ski day for everyone to get some fresh air, get moving and get to know each other! Skiers/boarders of all skill levels are invited! Where: Brighton (UT) Ski ResortWhen: Tuesday 24 January, 9amWe'l ski/board for a while, have lunch at the lodge, and maybe ski some more afterward or take off (depending on your schedule/how tired you get)!Please RSVP with me so I can add you to the group and share more specifics as th ... see more
One Minute News, Ep. 40 - New Case Note on Modeling & Valuation
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Be sure to check out the Perks & Discounts page and other resources by scrolling here: http://bit.ly/3GYvAssClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 39: https://www.searchfunder.com/event/view/1014>>>>> Watch Episode 41: ... see more
Indian origin American and Canadian Searcher Network & Mastermind- Zoom
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Some of the best-known U.S. tech companies are led by Indian CEOs, including:https://fortune.com/2022/12/16/indians-taking-over-corporate-america-tech-layoffs-visas-ceos-companies-success-nitin-bajaj/In the light of the news we hear that the Indians have become CEOs of many major US corporates.I am wondering how many searchers and Search Funds are created by Indians?This group is to collaborate and help each other and make a massive positive impact in American and Canadian business and market pl ... see more
Live - Small Biz your way to the USA!
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Small Biz your way to the USA!New Livestream guest-> Aga Asbury, Senior Immigration Counsel at Ford Murray Law.I’m happy to have Aga join me on a live broadcast.Aga made her way to the USA in her own immigration journey and is now an attorney specializing in helping people move to the States via entrepreneurship visas.Tune in and as we’ll be discussing how you can use the various entrepreneurship visas to open or buy a business in America and legally move to the country.This is a ‘must ... see more
EQUITY Structures in Self-Funded SBA acquisitions
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Live Oak Bank Searchfund/SMB Lending Moderating THE EQUITY conversation!^Heather Endresen ^Lisa ForrestPlease join us:^Ben Bortner, Investor (successful searcher/CEO~Operator/EXIT to PE/Investor)^Catherine Littell, Investor with Halstatt Legacy Partners^Eric Pacifici, SMB Law Group ... see more
Debrief: Self-Funded Search Study
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The first-ever self-funded searcher study will be released on January 10th. Join us for this live session with ^Robert Graham and ^Jordan Carter. This session is a recorded, live stream event. Video playback may be made available on Searchfunder or as part of my Pipeline video research library. This session is Pay What You Can pricing with a minimum of 50 cents. I look forward to a lively discussion! ... see more
Search Fund Coalition January Panel: 2023 Market Outlook
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New Year. New Rules. Same Game.To kick off 2023, we'll take a look at the US and International Search Fund / SMB Acquisition Markets from a Funded and Self-Funded Search Perspective.Come hear our experts landscape insights and prognostications for the coming year. We're pumped to start the year strong and take our entrepreneurial games to the next level together.Please sign up using the link: https://sfc2023outlook.splashthat.com/Free searcher Ticket Code: BYLINE123Expert Panelists: Aaron Blick ... see more
One Minute News, Ep. 39 - Self-Funded Searcher study and more
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page:https://bit.ly/perks_discountsClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News. <<<< Watch Episode 38: https://www.searchfunder.com/event/view/1010 >>>>> Watch Ep ... see more
Live - An easier way to save on contracts.
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An easier way to save on contracts.New Livestream guest-> Wesley E. HendersonI’m happy to have Wesley join me on a live broadcast.Wesley is an experienced small business lawyer from South Carolina who has worked on hundreds of buy/sell deals and is now also the co-founder of Drafted Legal.Tune in and as we’ll be discussing contracts and paperwork for small businesses that they use with customers, suppliers and other parties.This is a ‘must see event’ for anyone who wants a better unde ... see more
SIG 2023 Self Funded Study Readout
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Thanks for your interest in joining a live discussion on the 2023 Self-Funded Study published by Search Investment Group yesterday. It will be interesting to spend some time discussing reactions/impressions as a group.1. Agenda/Outline: Please contribute any input for the Agenda to this GoogleDoc anytime before 5pm ET 1/12. This can be used to capture questions for discussion, or other insights for the group. Open to structuring the discussion however makes the most sense based on where people w ... see more
Texas Search Group Networking Happy Hour (Sponsored by SIG, LCS, Live Oak, and Symphony Risk Solutions)
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RSVP Here: Join searchers, operators, investors, and advisors for a networking happy hour at Chelsea Corner in Dallas.Also, receive a printed copy of the first ever Search Investment Group 2022 Self-funded Search Study.Sponsored by: Search Investment Group (SIG)Searcher Advisory & Capital Raising Supportteam@searchinvestgroup.com / www.searchinvestgroup.comLummis Consulting Services (LCS)Max Lummis - Accounting / QoEwww.lcsfirm.comLive Oak BankHeather Endressen & Lisa Forrest - SBA Acqui ... see more
Texas Search Group Happy Hour - January 2023
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Texas Search Group will be hosting an ETA (entrepreneurship through acquisition) happy hour 1/12/23 in Dallas. We’re expecting over 75 searchers, investors, brokers, and service providers to attend. All attendees will receive a printed and bound copy of the 2023 Self-Funded Search Study. The only comprehensive survey ever done of the self-funded ETA space.Sponsors: ^Robert Graham, ^Jordan Carter ^Aaron Blick ^Max Lummis ^Joshua RichmanRSVP here: searchinvestgroup.com/events ... see more
One Minute News, Ep. 38 - Fall Roundup, Part 6
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page:https://bit.ly/perks_discountsClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 37: https://www.searchfunder.com/event/view/1005>>>>> Watch Episode 3 ... see more
Pacific Northwest Search Fund Holiday Party (sponsored by Live Oak)
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Save the Date:(email jon@staenberg.com with any questions)Post Holiday, Holiday Party!Graciously hosted by Liveoak Bank, featuring Hand of God wines….We are having a gathering at a very cool Bellevue chic watering hole for great drinks, great wine, and yummy bites. A classic Mix and Mingle to catch up with friends and meet some new people. Full details coming out early January but for now….Put January 11th, 5pm on your calendar. Any questions, feel free to email me. Happy and Safe Holidays t ... see more
One Minute News, Ep. 37 - Fall Roundup, Part 5
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page:https://airtable.com/shrEcAjo5GHJFiyQH/tblTqzF85UCpuaddxClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 36: https://www.searchfunder.com/event/view/998>>>> ... see more
Nuts & Bolts: Early Enrollment Deadline
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Be sure to save 20% off of Nuts & Bolts by enrolling early in the program. See the syllabus for more information: https://docs.google.com/document/d/1w3wRXZXnjfSoD58qMB1jRG4U_lIpNN4y2klRLOtl7UA/edit?usp=sharingApply here: https://airtable.com/shrdEKbZpVbXq46af ... see more
Live - Bookkeeping and Buying a professional service co when you’re not a practitioner
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Bookkeeping and Buying a professional service co when you’re not a practitionerNew Livestream guest- Patrick Dichter of Appleseed Business Services.I’m happy to have Patrick join me on a live broadcast.Patrickhas successfully executed a search for a CPA/Bookkeeping firm without being a CPA!He is now growing this company from being highly regional to a national service provider.Tune in and as we’ll be discussing Search, tax planning, and some top tips to look out for when transitioning a bu ... see more
Nuts & Bolts -- Q&A
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Join me for this free 30 minute Q&A session about the Nuts & Bolts program. In this session, you'll learn * Why I created the Nuts & Bolts program, * What the program offers you as a prospective or current searcher * Which mentors and guest speakers are lined up *Available scholarship opportunities. I aim for each entrepreneur to prepare their launch -- before quitting their day job -- for the maximal chance of success. And, if they have already launched ... see more
One Minute News, Ep. 36 - Fall Roundup, Part 4
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page:https://airtable.com/shrEcAjo5GHJFiyQH/tblTqzF85UCpuaddxClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 35: https://www.searchfunder.com/event/view/992>>>> ... see more
One Minute News, Ep. 35 - Fall Roundup Part 3
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page:https://airtable.com/shrEcAjo5GHJFiyQH/tblTqzF85UCpuaddxClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 34: https://www.searchfunder.com/event/view/991>>>> ... see more
Aloha Happy Hour with special guest Ron Wexler
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Searchers, CEOs, investors, lenders and service providers: Please save the date for a Happy Hour in Honolulu with NextGen's ^Ron Wexler as our special guest.Please show your interest by clicking the Going button on the upper right of this page.Looking forwarding to seeing and getting to know everyone. ~ ^Karen Spencer ... see more
Indian origin American and Canadian Searcher Network & Mastermind- Zoom
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Some of the best-known U.S. tech companies are led by Indian CEOs, including:https://fortune.com/2022/12/16/indians-taking-over-corporate-america-tech-layoffs-visas-ceos-companies-success-nitin-bajaj/In the light of the news we hear that the Indians have become CEOs of many major US corporates. I am wondering how many searchers and Search Funds are created by Indians? This group is to collaborate and help each other and make a massive positive impact in American and Canadian bus ... see more
David's 2022 Live Christmas Eve Special
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My big gift to all of you.Nothing celebrates the holidays like getting together with friends and family for a big meal or a party.It’s in this spirit that I’ve decided to continue my tradition of doing a Christmas Eve live special.It will air via YouTube Live on Friday, December 23th at Noon Eastern, 9am Pacific time and pretty much run for 4 hours or so, we shall see…I’ve invited some friends to come and talk about their experiences in 2022 and what we might expect for the year to come: ... see more
Live - Can’t afford a CFO? Buy a Piece!
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New Livestream guest-> Connor Abene from Scalable CFOI’m happy to have Connor join me on a live broadcast.Connor is a former finance consultant with a background in finance, operations and resource management.Tune in and as we’ll be discussing what exactly a CFO does in an organization, when a business is big enough to have their own and at what point, a little bit of CFO help might be in order in your business.This is a ‘must see event’ for any current or aspiring business tycoons ou ... see more
Join Zoom-Foundational Strategies in Turbulent Times- War, Inflation, Recession
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The War and inflation issues are at the forefront of everyone's minds, and there's even talk of a potentially deep recession. So, all in all, it's a troublesome and turbulent time. How are you preparing for that? ... see more
Live- Hiring the right Salesperson
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New Livestream guest- Chris Croner, Ph.D. from Chicago Illinois.I’m happy to have Christopher Croner join me on a live broadcast.Chris has had an incredible career studying the habits, desires, and success traits of the world’s best-performing sales professionals.He’s the co-author of Never Hire a Bad Salesperson Again.Tune in and as we’ll be discussing how to effectively sort through applicants and pick actual performers while not wasting time or effort on those who just don’t have th ... see more
One Minute News, Episode 34 - Fall Round-up Part 2
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page:https://airtable.com/shrEcAjo5GHJFiyQH/tblTqzF85UCpuaddxClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News.<<<< Watch Episode 33: https://www.searchfunder.com/event/view/990>>>> ... see more
UK Searcher Brainstorm with guest Vani Nadarajah
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.^Vani Nadarajah will drop in to discuss her impressions from the IESE conference and other news from the Fall. This session is open to Searchfunder members only. This session will be a recorded, live stream event on Searchfunder.Whenever there is a guest speaker, video playback of the guest portion m ... see more
Search Fund Coalition: Inside the SBA: From LOI to Close
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An Expert Deep Dive Discussion On The SBA ProcessThis month, we're leading a conversation focused for those planning to leverage an SBA Loan. We'll be discussing the SBA process and what happens behind the scenes once a deal is under review at a bank. This includes brokers, lawyers and Q of E from both buy and sell side of the transaction. This has become a big topic recently as SBA approval has become more of a moving target. Please sign up using the link: https://sfcsba1222.splashthat.com/Free ... see more
One Minute News, Episode 33 - Fall Round-up Part 1
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.If you are an acquisition entrepreneur, be sure to check out the Perks & Discounts page: https://airtable.com/shrEcAjo5GHJFiyQH/tblTqzF85UCpuaddxClick the Youtube page for links to the referenced items.We could use your support for this effort by liking, commenting and subscribing to the One Minute News. <<<< Watch Episode 32: https://www.searchfunder.com/event/view/9 ... see more
DMV AAPI Business Community Holiday Reception
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For the first time since the COVID-19 pandemic, the DMV (DC, Maryland, Virginia), the Asian American Pacific Islander (AAPI) Business Community will be hosting an in-person holiday reception after having to adjust, pivot, and overcome challenges -- professional, and personal.The DMV AAPI Business Community is excited to be one of the first in its community to host this post-pandemic holiday reception, bringing together businesses and entrepreneurs alike together to learn from one another, seek o ... see more
Black Women in EtA Happy Hour with Renee McCalla-Taylor
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Many thanks to ^Allegra Stennett and ^Shalina Clarke for proposing a gathering of black women in EtA with special guest, ^Renee McCalla-Taylor, At this Happy Hour, you'll have an opportunity to introduce yourself and connect with other black women acquisition entrepreneurs. Our conversation with ^Renee McCalla-Taylor will likely explore her lessons learned in doing deals. To register, click the Zoom link next to my profile photo above.& ... see more
So, what happens when you become CEO? (virtual event)
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Join us for a candid conversation with ^Jan Nikolaisen (CEO Grupo Dalt) and ^Sebastien Perroud (CEO IAR Group) who acquired companies through a partnered Search with Novastone Capital Advisors in 2021. Jan and Sebastien will discuss their first 100 days as CEO ad provide tips and advice. Click here for playback of this session: https://lu.ma/CEOS2. ... see more
Nuts & Bolts -- Free Q&A session
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Join me for this free 30 minute Q&A session about the Nuts & Bolts program. In this session, you'll learn * Why I created the Nuts & Bolts program, * What the program offers you as a prospective or current searcher * Which mentors and guest speakers are lined up* Available scholarship opportunities. I aim for each entrepreneur to prepare their launch -- before quitting their day job -- for the maximal chance of success. And, if they have already l ... see more
The Growth of Search Funds in Canada
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Save the date for an interactive evening with industry leaders and searchers discussing their successes and notable emerging trends in the rapidly growing Canadian search funds industry.Contact me for more information.5:00pm - Registration5:30pm - Panel Discussions with Industry Leaders7:00pm - Networking Session (1 hr)Location:Stikeman Elliott53rd floor, Commerce Court West199 Bay St, Toronto ... see more
The Top Three Mistakes Made with Pricing of your products and services
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All of these mistakes in pricing will lead to a business performance level that is well below par, meaning you will experience a lower profit margin and sales volume. Join me and Per Sjofors (The Price Whisperer) ... see more
Live - Studying careers and journeys in business with Gavin Jocius!
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New Livestream guest-> Gavin Jocius!I’m happy to have Gavin join me on a live broadcast.Gavin is an executive with over two decades of experience in information technology, operations, strategy and eCommerce marketing.Gavin is currently the Founder & Principal River Wise Ventures, which seeks to invest in and help grow start-ups with disruptive technology or services.Gavin’s prior roles include the Executive Vice President of Art for Circle Graphics, responsible for Canvas on Demand, ... see more
Live - Inflation and long-term low risk returns.
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Inflation and long-term low risk returns.New Livestream guest- Mark Willis from Lake Growth Financial Services and host of Not Your Average Financial Podcast.I’m happy to have Mark join me on a live broadcast.It’s his 4th appearance on my channel!!We’re going to be talking about managing cash in your personal and business life.If you’ve heard him before, Mark teaches how to use participating whole life insurance policies as vehicles for cash liquidity.The biggest feature of all being tha ... see more
Private Market Insights 1st 100 Days: from PE to Tree Care
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The first 100 days after acquiring a small business are critical. During this time, the new owners need to learn as much as possible about the business and its operations. They should also develop a plan for how they want to grow the business and make changes, if necessary. Communication with the employees and customers is key during this time, as is developing a good relationship with the previous owner, if possible.For the second episode in our First 100 days mini series on Twitter Spaces, we ... see more
Free Online Training How to Find Motivated Business Sellers on LinkedIn & the 3 Step Process to Create a Deal Flow Machine
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Free Online TrainingHow to Find Motivated Business Sellers on LinkedIn & the 3 Step Process to Create a Deal Flow Machinehttps://www.dealflowsystem.net/pl/2147635871 ... see more
Search Fund Coalition: Exit Stage Left - Stories of Successful Exits
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Stories of Successful Operations and Exits.Sign Up: https://sfcexits1122.splashthat.com/Searcher Discount Code: BYLINE1122Hello From The Other Side. Every ETA journey has a beginning, middle and end. This month we've got a great group of former SMB Operators that have successfully exited their businesses. They will be discussing their operating journey as well as the selling process and what's next. They come from varied backgrounds and are ready to share their insights and know-how to help take ... see more
Q&A - Scaling Your Online or eCommerce Business During Uncertain Economic Times
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Today we'll open it up to a Q&A around scaling your eCommerce business during tough economic times.You'll want to join especially if your goal is to eventually sell your business/asset at some point in the next 18-24 months.Whether it's a eCommerce, Saas, Info based business, or lead gen business you'll find this Q&A very helpful. ... see more
Live-Storytelling and the art of Small Business with Steve Baltzois
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Storytelling and the art of Small BusinessNew Livestream guest-> Steve BaltzoisI’m happy to have Steve join me on a live broadcast.He’s a Canadian who ended up in the film and TV industries in the US and Australia.Steve will be joining me live from down under to discuss how stories can be used to differentiate businesses and transform your marketing message.This is a ‘must see event’ for anyone who runs or wants to run a business.Be sure to join live so that you can ask questions, rep ... see more
FED Rate Hikes & SBA Loans for M&A
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The state of the economy, specifically interest rates, has a pronounced effect on SBA lending and dealmaking in the small to medium-sized business (SMB) space. As rates increase, businesses become less willing to take on additional debt, and bank lending to SMBs tightens. In contrast, low rates make borrowing more attractive and can encourage M&A activity as buyers have greater access to capital. The current climate of low rates has been a tailwind for the SMB space, but as the Federal Reser ... see more
DC ETA Happy Hour
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RSVP at https://share.hsforms.com/1CQ8myd0QRB2KpNJRBJFMqw5mbbfIn this happy hour, the Mid-Atlantic ETA Club has partnered with Georgetown ETA Club & The Brydon Group to host the latest gathering in the DMV. Join us for a Mid-Atlantic Happy Hour: Date / Time: Tuesday, November 1st in Washington, DCfrom 5:30pm - 7:30pm EST Location: Duke's Grocery, 2000 Pennsylvania NW, Washington, DCMetro: Foggy Bottom (Blue/Orange) or Farragut North (Red) Reserved area: Under "George ... see more
HBS ETA Networking Happy Hour - Search Investment Group (RSVP in description)
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Search Investment Group is hosting a Happy Hour dedicated to entrepreneurship through acquisition (ETA). SIG, LiveOak Bank, and Oberle Risk Strategies are sponsoring. Our last event had over 100 searchers, entrepreneurs, investors, attorneys, accountants, brokers, business owners and more. The event will be in Boston, MA on Sunday 10/30/22 at Russell House Tavern (0.6 mile walk from Harvard Business School). The address is 14 John F. Kennedy Street, Cambridge, MA 02138RSVP: https://lnkd.in/g-QXT ... see more
2022 Harvard Business School EtA Conference (In-Person)
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The Entrepreneurship through Acquisition Club at Harvard Business School will be holding its 8th annual conference on the HBS campus on Sunday, October 30th. There will also be an optional welcome reception on the HBS campus on Saturday, October 29th.The event will bring together students, searchers, CEOs, owners, investors, and service providers from across the world for a day of keynote speeches, panels, and opportunities to network. Experienced moderators and panelists will be discussing a wi ... see more
ETA Club HBS
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Hi HBS Alumni, saw this link to the ETA group. Would like to know if their are any additional networks to connect USA based investor or debt providers (Non-SBA)?Thank youKind regardsMarcelhttps://www.hbs.edu/mba/student-life/activities-government-and-clubs/Pages/club-details.aspx?num=90 ... see more
ETA Happy Hour - Following McGuireWoods Independent Sponsor Conference
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Texas Search Group is hosting a Happy Hour dedicated to entrepreneurship through acquisition (ETA). SIG, LCS, Byline Bank, and Symphony Risk Solutions are sponsoring. Our last event had over 100 searchers, entrepreneurs, investors, attorneys, accountants, brokers, business owners and more. The event will be in Dallas on Wednesday 10/26/22 and will be held across the street from the McGuire Woods Independent Sponsor Conference.RSVP: https://lnkd.in/g-QXTd2X ... see more
Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference
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Visit https://www.etaconference.com/ for more details. The ETA Group at Chicago Booth, the Polsky Center for Entrepreneurship and Innovation, and the Kellogg Innovation & Entrepreneurship Initiative are delighted to host the 9th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference.This year’s conference will take place in person in Chicago on Wednesday, October 26.The Booth-Kellogg ETA Conference is an annual event that brings together search fund entrepreneurs, inves ... see more
Broadtree Partners Chicago Happy Hour
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Broadtree is hosting a happy hour the night before the Booth Kellogg Conference for those dedicated to ETA. The event will be in Chicago, IL at Upstairs at the Gwen (a block down from the Chicago Marriott Magnificent Mile). This event is a great way for potential searchers to learn more about Broadtree's accelerated model to search and to network with investors and service providers in the space. All interested or involved in the ETA space are welcome to join.RSVP: https://forms.gle/oJ1ZpYLF976B ... see more
Webinar of Ideas for Businesses to Navigate Economic Uncertainty
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Please feel free to join us for a webinar titled "Ideas for Businesses to Navigate Economic Uncertainty" on October 25, 2022 from 8:30 am (Eastern) until 11 am. This webinar will cover a number of topics include tax issues, raising capital in this market, deal issues in a downturn, HR issues, and tools to reduce risk (among others).The following link above provides a list of topics and a signup link is here: https://williamsmullen.zoom.us/webinar/register/WN_q36cg8ZkSU-LjPC71CTW-Q ... see more
Live How to Steal Money in a Small Business with Rick Nicholson
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How to Steal Money in a Small BusinessNew Livestream guest-> Rick NicholsonI’m happy to have Rick Nicholson join me on a live broadcast.Rick has decades of experience in the hospitality industry including having owned 7 different restaurants.He’s also the author of The Art of Restaurant Theft; 70 Sneaky Tricks Your Employees May be Doing.Tune in and as we’ll be discussing how to steal money in a business. (or how to make it harder for employees.)This is a ‘must see event’ for anyone ... see more
Austin Searcher Happy Hour
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Austin-based searchers, investors, lenders, advisors, and allies!Join my search partner and I at Easy Tiger East to network, share war stories, get to know the community, and have a couple of beers!Don't hesitate to reach out if you have any questions or concerns.Best,Edgar ... see more
New York Search Fund Community Happy Hour
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For all searchers and the community that supports entrepreneurship through acquisition.Please join us in New York City for another fun Networking event at our favorite bar in NYC - Automatic Slim's.Free for all to attend in partnership with Grata, GKG Risk Advisors & Search Fund Coalition.Please sign up here: https://nycsfchh1022.splashthat.com ... see more
Free Webinar: The Anatomy of an M&A Deal with Trevor Crow
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When selling or buying a business, process is paramount. Our firm counsels clients through the complexities of M&A and we problem-solve instead of merely identify roadblocks. Join Attorney Trevor Crow as he offers valuable insights and explains the most important aspects of an M&A deal process, including outline of an M&A, strategy development, key players and building your team, valuation, and typical deal killers that can arise.WHEN: Wednesday, October 19, 2022 from Noon to 1:00 pm ... see more
Search Fund Coalition: Community Networking
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There has been quite a bit of chatter about making connections. Both with potential sellers, but also finding fellow searchers & operators to make a stronger communityExpect event attendees to include fellow Searchers,Service Providers, Community Advocates & Investors. We'll have a quick discussion about finding deeper connection and then allow everyone to meet and find partners to be on this journey together.Please sign up here: https://sfcconnections1022.splashthat.com/Event ... see more
LIVE Exit Squad Update with Mike Finger
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Exit Squad Update with Mike FingerNew Livestream and show production update for Your Exit Squad.I’m happy to have Mike Finger back to join me on a live broadcast.We’re going to give you an update on our new show; Your Exit Squad!We’re even going to show you some clips of the reality some of our guests live in their small business.This is a ‘must see event’ for anyone who owns or will own a small business.Be sure to join live so that you can ask questions, replay will be available.Set y ... see more
Women in Search Happiness Hour (In person event)
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Please join ^Vani Nadarajah and ^Karen Spencer for an informal gathering of women in the search community following the IESE Conference.We will meet at the PHILOSOFIA Book Café at 11 am. Looking forward to seeing you there!Photo by Food Photographer | Jennifer Pallian on Unsplash ... see more
5th International Search Fund Conference - IESE Business School
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Event Details5th International Search Fund ConferenceDates October 13–14, 2022IESE Business School will be hosting the 5th International Search Fund Conference with the support of Pacific Lake Partners and DLA Piper on Thursday and Friday, October 13–14, 2022, in Barcelona. The conference will be an opportunity for search-CEOs, active searchers, new searchers, and search fund investors from around the world to meet and discuss issues of mutual interest.
Registration for the 5th Internationa ... see more
Leadership in Business and Problems with Gross Margin
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Leadership in Business and Problems with Gross MarginNew Livestream guest- Bill RingleI’m happy to have Bill Ringle join me on a live broadcast.Bill has been working with tech companies and startups in all sectors for years helping them to solve leadership issues and to focus on what really counts… gross margin.Tune in and as we’ll be discussing why gross margin is so important and how it gets eroded in most businesses and how to prevent this from happening.This is a ‘must see event’ f ... see more
ETA Utah Happy Hour, hosted by Decada Group
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Calling all Acquisition Entrepreneurs, Micro-PE Fanatics,Tired & Confused Searchers, and Weathered SMB Owners & Operators: You’re invited to our second ETA Utah Happy Hour, hosted by Decada Group.Join us at Decada’s operating company Tailor Cooperative — a luxury custom clothier in downtown Salt Lake City.Come for drinks, a food truck, and mingling with other ETA enthusiasts. All are welcome to attend. RSVP below so we may have a proper headcount.RSPV: https://www.decada-group.com/ ... see more
SMB360 - Grow Buy Sell Invest - Exit Acquire or Raise Networking
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Calling all Acquisition Entrepreneurs, Micro-PE, Searchers, and Weathered SMB Owners & Operators who either want to grow or exit. We are industry agnostic. SMB360 group is open to search fund entrepreneurs, investors, private equity professionals, attorneys, accountants, financial planners, exit planners, exit advisors, founders, lenders, and others that work in the search fund space.We are industry agnostic.You’re invited to our Happy Hour, hosted by SMB360 Group. All are welcome to ... see more
How one company wrecked its advantage: The Tale of Two Companies - Positioning, Segmentation and Pricing
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A few years ago, two companies came up with a very similar concept to solve an issue in data centers - how to scale the data centers' data storage as companies' needs constantly increase. Let us discuss what happened and share lessons learned. ... see more
What I learned from 3 Acquisitions and Interviewing 90 Serial Acquirers
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What I learned from acquiring 3 companies and Interviewing 90 Serial Acquirers.I ask these serial acquirers about their process, where and how they source their deals, their journey, what they had to overcome, obstacles, Industries they work in, how they analyze deals, valuations, and pricing, negotiating the deal, due diligence, transition planning and closing. Our guests have acquired over 500 businesses and over $53 Billion in Value ... see more
The Acquisition Entrepreneur & Mental Health
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The ETA community, particularly of late, has done a wonderful job providing searchers and CEOs with tools and resources to inform various aspects of their professional lives. However, as any experienced searcher or CEO can tell you, the journey is a deeply personal one, and as a result, tools, strategies and resources meant to inform one's personal life are equally important for a successful and sustainable journey. It is for this reason that I am hosting this webinar. During our 60 minute lives ... see more
Search Fund Coalition: Tales From the Search - From Searcher to Operator
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Back To Work & Learning From SuccessThe ETA Journey is not to search endlessly, but to acquire and then successfully grow and operate your business. We've got a great group of SMB Operators discussing their path to Search success and what it's now like to be in the operator role. Our Tales from the Search Series brings together different stories of success. Featuring Searcher / ETA Operators: ^Justin Vogt & ^Kaustubh DeoWednesday September 28th @ 11am ETSign Up Here: https://sfctal ... see more
One Minute News Ep 29 - LOIs, eBook, Exits, Investing
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.For specific items, refer to links on the YouTube landing page. <<<< Watch Episode 28: https://www.searchfunder.com/event/view/923<<<< Watch Episode 30 here: https://www.searchfunder.com/event/view/934 ... see more
Live- Buy a Business and Put someone else in charge!
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Buy a Business and Put someone else in charge!New Livestream guest-> Palmer Higgins from ChenmarkI’m happy to have Palmer join me on a live broadcast.Palmer and his partners have built up a holding company with multiple small business operating units in two countries from their home base in Portland, ME.Tune in and as we’ll be discussing how they buy businesses and put someone else in charge of running them.This is one of the biggest topics I’m asked about all the time and we’ll get t ... see more
How to Decommoditize a Product or Service (30 Mins)
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Does the company you are acquiring sells a commodity? It is a commodity when its market views it as nothing special and decides to buy from you primarily on your price. Feeling this pressure, seller probably feel forced to cut prices and add more and more value to what they offer. You feel pressure to win customers by providing even "more for less." What else can you do to turnaround that acquisition. Meet my business partner "The Price Whisperer" Per Sjofors. ... see more
1st 100 Days After Acquiring a Small Business
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It's time to check out our next Private Market Insights event on Twitter Spaces, Wednesday, September 21 at 4:00 CT! https://twitter.com/i/spaces/1rmGPkanPbyKN/peekWe’re going to talk about the critical months following a business acquisition with Justin Vogt, an SMB Twitter regular, and someone who recently acquired a business and has gone through this phase.The first 100 days after an acquisition are extremely important to achieving the deal thesis a buyer set out with. It’s a time of expe ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling) Networking
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Meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses.This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, share ideas and resources, and help eac ... see more
Skip the Start-Up: How to Buy & Build a Company through Acquisition Entrepreneurship
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This year at Twin Cities Startup Week we're challenging the assumption that start-ups are the only entrepreneurial model to innovate and disrupt industries. Our session, “Skip the Start-Up”, will include an experienced panel of ETA influencers and gatekeepers, to share our insider acquisition toolbox with you! Grab a ticket and join us on Sept. 20th, 5-9 pm: https://bit.ly/tcsw2022tix on the Spotlight track.#TCSW2022 #ETA #Innovation ... see more
Due Diligence Panel: How to Protect Yourself as Search / SMB Buyer
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Join us for a Group discussion on current topics in Due Diligence for this current economic cycle.CO-HOSTED by: Max Lummis / LCS Forensic Accounting and Consulting ^Max Lummis; Tom Gilroy of GKG Risk ^Tom Gilroy; and Heather Endresen / Lisa Forrest Co-Directors Live Oak Bank Searchfund/SMB Lending ^Heather Endresen and ^Lisa Forrest.Real World scenarios for those searchers tough enough to handle the truth. ... see more
Live - Can you really build a successful business by ignoring the majority of the market?
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Can you really build a successful business by ignoring the majority of the market?New Livestream guest-> Chris Mosier & Scott Freerksen of Lakefront Living Realty.I’m happy to have these two guests join me on a live broadcast.Scott and Chris have built a new franchise model in the real estate industry that exists to sell one thing only- lakefront property.They ignore everything else.We’re going to discuss how they came across the concept, why they believed in it and how it’s going.W ... see more
One Minute News, Ep 28 - Summer Round Up Part 4 --Giving Pledge, Ambit closes fund I
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Please see the YouTube page for links to each article referenced in the newsreel. <<<< Watch Episode 27: https://www.searchfunder.com/event/view/922 ;;;>>>> Watch Episode 29 here:https://www.searchfunder.com/event/view/927If you have feedback or this post was helpful to you, please Comment or Like below. ... see more
EtA Forum - Australia & New Zealand
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The first major event in this region for the Search Fund & EtA Community.Commencing with a Networking Breakfast overlooking the Pacific Ocean, it will be a full day packed with presentaitons and panel discussions with speakers and panelists from around Australia, New Zealand, South Africa and more!Agenda and bookings: www.etaforum.com.au ... see more
South Florida Private Equity (& Search Fund) Happy Hour & Networking Event -- Sponsored by Prospect Capital
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South Florida Private Equity (& Search Fund) Happy Hour & Networking Event -- Sponsored by Prospect CapitalThursday, September 15, 2022, 6-8PM.Location: SLS South Beach Miami, 1701 Collins Ave, Miami Beach, Miami, FL 33139Complementary drinks provided by Prospect Capital.Dress code: Casual chicPlease email Carlo Santelli to RSVP: csantelli@prospectcap.comProspect Capital: debt and/or equity investor in $3M+ EBITDA opportunities. Check sizes: $15 - $200 million. ... see more
One Minute News, Episode 27, Summer Round Up Part 3
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Please see the YouTube page for links to each article referenced in the newsreel. <<<< Watch Episode 26: https://www.searchfunder.com/event/view/921>>>> Watch Episode 28 here: https://www.searchfunder.com/event/view/923If you have feedback or this post was helpful to you, please Comment or click the Like button below. ... see more
One Minute News, Episode 26 -- IBISWorld Special Report
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Karen Spencer's special report on sector interest in the first half of 2022.* For more info on IBISWorld for searchers, please see our Perks & Discounts page: https://www.searchfunder.com/post/beta-test-discounts-perks-page. <<<< Watch Episode 25: https://www.searchfunder.com/event/view/915>>>> Watch Episode 27 here: https://www.searchfunder.com/event/view/921 ... see more
A conversation with Searchers- How a Pricing Strategy Helps Sell a Company
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Many Searchers, PE firms, and portfolio companies have asked us for the #1 method of improving shareholder value quickly. 700+ companies, including P.E. firms, have successfully implemented this solution (Pricing Sweet Spot and Customer Segmentation). Often leading to more than doubling of sales growth, 25%-40% higher margins, and a more than doubling of shareholder value quickly.Searchers can get the best out of their acquisition by quickly growing their revenue and profits without changin ... see more
One Minute News, Ep 25 - Summer Roundup (Part 2) - New Research, Platforms & Conferences
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Click the links below for more info.Please support this effort by liking and commenting below.RESEARCH* Discounts & Perks page: https://www.searchfunder.com/post/beta-test-discounts-perks-page* Yale/Interns: https://www.searchfunder.com/article/viewarticle/28818LAUNCHES* Spain: https://www.searchfunder.com/article/viewarticle/28109* UK: https://www.searchfunder.com/article/viewarticle/29058* Ava ... see more
Southeast ETA Conference
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Join us for the annual SE ETA Conference hosted by University of Virginia Darden School of Business, UNC Kenan-Flager Business School, and the Duke Fuqua School of Business. This year's event will take place on Friday, September 9th, 2022 from 4:30-6:30pm ET and on Saturday, September 10th from 9am - 6pm ET. It will be a fully in-person event hosted in Charlottesville, VA. Details on the agenda, speakers, hotels, and registration can be found at https://www.seetaconference.org/ ... see more
Learn How to Acquire Your First Business and Create a Serial Acquisition System
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The Learn How to Buy Your First Business and Create a Serial Acquisition System is perfect for first time buyers who want to head towards transformational wealth!By the end of the webinar, you will learn how to create your goals,identified your ideal target acquisitions,how to take massive action and prospect, what to ask for from the seller,how to analyze a deal, how to value and negotiate the terms and understand how to raise the capital to finance the deal! ... see more
One Minute News, Ep 24 - Summer Roundup (Part 1) - Research, Launches, Acquisitions, Conferences
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^Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition. Click the links below for more info.NEWS* Central Europe: https://www.searchfunder.com/article/viewarticle/28226* Nova conference: https://www.searchfunder.com/article/viewarticle/29035* Yale research: https://www.searchfunder.com/article/viewarticle/28818* Discounts & Perks page: https://www.searchfunder.com/post/beta-test-discounts-perks-page* New Majority: https://www.searchfunder.c ... see more
SF Conference by NOVA SBE, CCSL and Birdmont CP
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Haddad Entrepreneurship Institute together with CCSL and Birdmont CP will be hosting the 1st Search Fund & Entrepreneurship Through Acquisition Conference in Nova SBE Campus - Portugal.The conference will be an opportunity for active SME investors, students, search-CEOs, active searchers, new searchers, and search fund investors to meet and explore current trends and opportunities in Portugal and around Europe.https://www.eventbrite.pt/e/1st-search-fund-entrepreneurship-through-acquisition-c ... see more
Chicago-based Search Fund Happy Hour Event
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Hey Chicago-based Search Fund Community!An in-person get-together has been suggested various times on Searchfunder.com and other places.Let's get together at Parson’s in Lincoln Park, (2435 N Halsted St) Chicago, on Wednesday, August 31st from 5:30 – 7:30 pm.This is a great chance to get together with other professionals in the search fund community and those who support entrepreneurship through acquisition.If you're interested in attending, please RSVP to carlos.sava@procfopartners.com by A ... see more
Q&A session EtA Program Novastone Capital Advisors
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Are you a mid-career professional looking at Search Funds and exploring alternatives? Join us for a Q&A session on Novastone Capital Advisors' EtA program. Registration is required to get the zoom details: http://insights.novastone-ca.com/register-qa/ ... see more
Live - Sell your Business for MORE than it’s worth!?!
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Sell your Business for MORE than it’s worth!?!New Livestream guest-> Michelle Seiler TuckerI’m happy to have Michelle join me on a live broadcast.Michelle has over 20 years of experience as a business broker and has closed over 500 deals from her home base in New Orleans, Louisiana.Tune in and as we’ll be discussing getting the maximum value for your small business when it’s time to sell.This is a ‘must see event’ for anyone who owns a business or will one day.Be sure to join live ... see more
Acquisitions Entrepreneurs (buying / Selling of businesses) Networking
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Meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses. This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, share ideas and resources, ... see more
Live - Using the Media to increase awareness and find customers with Guest Janet Falk
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Using the Media to increase awareness and find customers.New Livestream guest-> Janet Falk from https://janetlfalk.com/I’m happy to have Janet Falk join me on a live broadcast.Janet has had an amazing career journey through the corporate world, private advisory businesses and more which has led her to the field of public relations.Tune in and as we’ll be discussing how you can take advantage of what’s new in your business to find customers and influence the market by helping those in th ... see more
How to Create Deal Flow and Find Motivated Sellers on LinkedIn
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How to Create Deal Flow and Find Motivated Sellers on LinkedInWant to Fill Your Calendar with your first 5 to 10 Motivated Sellers in just 30 Minutes a Day?This course will show you 5 Lessons...How to Only Target Motivated SellersHow to Position Yourself as a Serious Buyer - even if you are 1st time buyerHow to create Unlimited Motivated Seller Leads...How to get to your Motivated Seller onto that first zoom callWhat questions to ask a Motivated Seller - to uncover the gems!Brought to you by Jon ... see more
Q&A Roundtable - Let’s Demystify Pre-LOI Due Diligence
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Let me know, by providing your email address, if you want a link to the recording of this event. (Limited time offer.)Don't let this happen to you: “Thanks Ted. Just replying to your email to take you out of my spam folder. Also, I can't find the link to join the meeting.” Please whitelist my email address: TedJLeverette@partneroncall.com. You use Gmail? Add me as a contact. Often, my email goes into spam folders (especially Gmail) due to the business opportunity topics. This means, wh ... see more
Buying SMBs with the Co-Op Model
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We're back with our Private Market Insights series! This time Josh Levine will be talking with Eduardo Cabral from the Obran Cooperative about the Co-Op model in small business acquisitions. If you've ever been interested in how a small business can be transitioned to employee ownership, check out our conversation next Wednesday! #smallbusiness #mergersandacquisitions #impactinvesting #buyabusiness ... see more
Acquisitions Entrepreneur's (buying / Selling of businesses) Networking
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Meet other entrepreneurs who are looking to acquire existing businesses, grow them, and exit. Often called Acquisitions Entrepreneurs, we are a group of people who look to invest into or acquire an interest in existing businesses.This is a business networking event, not a presentation, you will be asked to introduce yourself, tell us about what type of business you'd like to buy, grow or sell, and what help if any you need. The objective is to build teams, share ideas and resources, and help eac ... see more
Search Fund Coalition July Panel: The Searcher & CEO Report
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Research On What Makes a Great Searcher & Successful CEOThis month, we'll be partnering with some Search Fund Ecosystem heavy weights to dig into what makes a great successful Searcher and great SMB CEO.Our panelists all have completed sizable and published research studies.They are not only talking from theorized experience but also from cold hard collected facts. With their expertise, deep knowledge, insights and know-how, we're here to help take your entrepreneurial game to the next ... see more
Live -With Guest Mason Harris Enough Chutzpah to be the boss?
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Enough Chutzpah to be the boss?New Livestream guest-> Mason Harris, The Chutzpah Guy!I’m happy to have Mason Harris join me on a live broadcast.Mason Harris is a motivational speaker and author.Tune in and as we’ll be discussing Chutzpah, Guts, Stones, Balls, whatever you want to call it. I read the book and I liked it.This is a ‘must see event’ for anyone who needs to do something that is a little scarry.Be sure to join live so that you can ask questions, replay will be available.Set ... see more
Different ways to search for a suitable SME to acquire
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I am excited to announce that Moonbase Capital will be hosting a webinar on June 29th at 6 pm CET, where we will be discussing how to search for a suitable company to acquire from the entrepreneur’s perspective.I will be joined by our Search Fund entrepreneurs Christopher Bates, Louis Jardel and Pierre Donvez to discuss how to acquire a company through a Search Fund.Here are some of the key topics we will cover in the webinar:- The methods and criteria used to search for a suitable SME through ... see more
Acquired over 38 Ecommerce sites - now IPO - join roadshow webinar
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I am pleased to share that one of my podcast guests, E:4 Dominic Wells, CEO of Onfolio, has started conducting an IPO to list on Nasdaq in the next few weeks.Dominic says it's a smaller raise, at $8.5M, but they have reserved $1m to raise ourselves rather than via the investment bank.Onfolio is a company that buys and holds online businesses (38 when I interviewed him in April 2021), and his IPO offering comes with 1 share and 2 warrants to buy additional shares at the IPO price any time in the ... see more
Searchfunder: Nuts & Bolts: Session 6 -- FINAL PITCH DAY!!
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Our first cohort of Searchfunder's Nuts & Bolts workshop completes their 6 months of training with a 2 minute pitch to mentors and investors. Live streaming will begin at approximately 10 am (Pacific/Los Angeles time). Save the date by clicking the the calendar icon next to the title above. The guest and pitch portion of this session will be streamed on Searchfunder.Only investors will be permitted to ask questions of our students. If you are an investor who wishes ... see more
LIVE The Super-Hero reality of Exiting your Small Business with Mike Finger Your Exit Squad
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The Super-Hero reality of Exiting your Small BusinessNew Livestream guest-> David C Barnett & Mike Finger of YOUR EXIT SQUADWhat the heck is Your Exit Squad???I’m happy to have Mike Finger join me on a live broadcast and we’ll tell you all about it.Mike has years of experience in running his own businesses and helping others exit.You know who I am.Tune in and as we’ll be discussing this fun and educational new project.This is a ‘must see event’ for anyone who owns a business or ... see more
Search Fund Coalition June Panel: Adjusting to Adjustments & Working Capital
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Come join our discussion on Net Working Capital & Fun With Other Adjustments on 6/21! Sign Up here:https://sfcadjustments622.splashthat.comFree searcher ticket / $5 discount codes: BYLINE622 or LCS25 to get the deal.This month, we'll be discussing the tough conversations that need to be had when deep into LOI and the numbers aren't adding up. We'll discuss a full range of common adjustments and key findings during Q of E. We'll even lean heavy towards everyone's favorite, Net Working Capital ... see more
Texas Networking Happy Hour
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On Thursday June 16th at 5:00pm we will take over The Remington Bar at the St. Regis Hotel in Houston.RSVP Here: https://forms.gle/N6raABYChudg3bDc9Sponsored by:Search Investment Group (SIG) - Searcher Advisory & Capital Raising SupportJordan Carter – jcarter@searchinvestgroup.comRobert Graham – rgraham@searchinvestgroup.comAaron Blick – ablick@searchinvestgroup.comwww.searchinvestgroup.comSymphony Risk Solutions - InsuranceJoshua Richman – jrichman@symphonyrisk.com/www.symphonyrisk. ... see more
Self-Funded Search Office Hours - Service Contractor Industry
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Join us for a special edition of our Office Hours call.We will have the head of our Service Contractor vertical on and will explore what it takes to buy, operate and grow HVAC, Electrical & Plumbing contractor businesses.Register here:https://liveoakbank.zoom.us/meeting/register/tJApfuCqrTIqG91StdWrkMhlNTPA2ECjaP1I ... see more
New York Search Fund Community Happy Hour
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**Updated Date / Time** Confirmed LocationJoin Us To Connect, Network and Launch Into Summer Together.https://sfcnychh622.splashthat.com/Please RSVP via link so we can get an accurate count of attendees! ThanksFor all searchers and the community that supports entrepreneurship through acquisition - we're getting together for the first time in 2022 IRL! Please join us in New York City Hope to see you there! ... see more
DC Happy Hour
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Mid-Atlantic Searchers Unite.Live in the Mid-Atlantic and interested in search? Are your friends/family tired of you talking about the "Red Book", Think Like an Owner podcast, SMB twitter, EBIDTA multiples, & more.Now you've found your tribe.Whether you are a traditional searcher, self-funded searcher, investor, or just learning about the ETA space, it's time to connect.Join us for a Mid-Atlantic Happy Hour:Date / Time: Tuesday, June 14th in Washington, DC from 5:30pm - 7:30pm EST for. ... see more
LIVE The power of podcasting for non-podcasters.
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New Livestream guest- Cliff Duvernois.I’m happy to have Cliff Duvernois join me on a live broadcast.Cliff has experience in the world of real estate, small business and podcasting.Tune in and as we’ll be discussing the difference between podcasters and business owners who use podcasts for marketing purposes.This is a ‘must see event’ for anyone in any kind of business!Be sure to join live so that you can ask questions, replay will be available.We’ll be going live June 10 at 11 AM Easte ... see more
One Minute News, Ep 23 - Discounts & Perks, Yale Research, Italy & Conferences
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Searchfunder's round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/l1AkeEKXPdM Watch Episode 22Yale Research, Spain, Canada, New Investors here:https://www.searchfunder.com/event/view/768 ... see more
LIVE- Get Business Brokers to take you seriously. Secrets Revealed!
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LIVE- Get Business Brokers to take you seriously. Secrets Revealed!New Livestream guest-> Steven Beal, CBV, CFA, CPA <-I’m happy to have Steven Beal join me on a live broadcast.Steven has decades of banking, accounting, business valuation and business brokerage experience.Tune in and as we’ll be discussing why so many buyers are being IGNORED by business brokers and how to break through the static and noise of the marketplace and be noticed.This is a ‘must see event’ for someone tr ... see more
Join me for a quick Livestream update. Business Buyer Adventure Group Coaching Program 4th Anniversary
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It's a party!Join me on Thursday for a quick Livestream update.What's new?The Business Buyer Adventure Group Coaching Program is now 4 years old and some exciting changes are in store.News about the Holiday Chat features being released over the summer.Plus- What's brewing as far as live events for 2022. Something very new and different from anything I've ever done before.Be sure to tune in live if you want to ask questions, replay will be available if you can't make it.Set your reminder here: (h ... see more
Entrepreneurship Beyond VC & Startup
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No registration required, just click here Monday May 23 at 7PM CT: https://lnkd.in/gaKWuZQpAre you an incoming BIPOC or female MBA student? If so, there are likely dozens of large corporations initiating early recruiting to lock you in with an internship offer before school starts.While I think that it is an incredible opportunity to receive an offer in your target industry before you hit campus and not have to worry about recruiting, I've run into many BIPOC MBA students who feel salty for comm ... see more
Searchfunder: Nuts & Bolts: Session 5: Operational Changes
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Our guest ^Gautam Basu speaks with the first cohort of Searchfunder's Nuts & Bolts workshop about strategies for making operational change in their acquired business. Save the date by clicking the the calendar icon next to the title above. The guest portion of this session will be streamed on Searchfunder.Only students will be permitted to ask questions of our guests. ... see more
The Fireside Chat with Irv Grousbeck presented by the Black Searcher Network & Searchfunder
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Irv Grousbeck is the father of Search Funds, having started the concept over 35 years ago. In this conversation, Irv will discuss the origins of Search Funds and his thoughts on their future.Register for the event by clicking the link next to the profile photo above. Contact ^Jason Jackson for questions. ... see more
Demystifying tax issues in small business M&A
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Buying and selling companies often has material tax implications, yet many people don't necessarily understand them when they begin their searches. We're here to help: In our 6th installment of Private Market Insights, we talk with tax expert Diana Oprescu about the tax implications of different transaction structures and strategies. Log in through the Twitter app to ask questions in real time at the end of the conversation! ... see more
Legal aspects and main recommendations to consider for a succesfull acquisition - EGADE's Search Fund Community Monthly Webinar (Spanish)
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EGADE Business School and it's Search fund accelerator, have created monthly webnairs with the obejtive of enhancing Mexico's ETA community and connecting it with the world, through expert advise, from local and international talent. On this occasion, we will be joined by David Rajunov Djaddah, who is managing partner of RL&A. With more than 20 years of professional career, he has advised a wide spectrum of both private and public companies. David has made his professional career in top law ... see more
Search Fund Coalition Virtual Networking & Deal Discussion
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We've spent the last few months hearing experts talk about various components of deal structure, investment and LOI, now let's come together and support the community through peer mentoring and discussion so we can all rise together.Expect attendees to include fellow Searchers,Service Providers, Community Advocates & Investors for our event.Free for all to attend. You must sign up here:https://sfccommunity522.splashthat.comThe SFC Community Platform easily allows for small group networking, ... see more
One Minute News, Ep 22 - Yale Research, Spain, Canada, New Investors
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Karen Spencer's round up of news concerning search funds and entrepreneurship through acquisition.Click the links below for more info. Click here for links to the items discussed in the video: https://youtu.be/yCrGVVQm8-IWatch Episode 21 - WSJ, new survey, all the blogs & more:https://www.searchfunder.com/event/view/767 ... see more
Search Fund Community Happy Hour - London
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PLEASE RSVP here: https://www.eventbrite.com/e/london-search-fund-community-meetup-tickets-319011220147In the traditional Search Fund spirit of community engagement and networking, we arranged a date and time in London to meet for an after-work cocktail and network in person. The idea is to exchange Search Fund experiences and best practices within the realm of searchers, CEOs, investors, lawyers and all the people that make the Search Fund industry one of the most collaborative communities in t ... see more
Creating Deal Flow on Linkedin - REPEAT
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For those who couldn't make the afternoon session, I have one coming up Sat and 12 noon CSTDeal Flow, Deal Sourcing is often the hardest part of the game of any business. Without a doubt, these are very challenging times for many, but they equally offer an opportunity to grow your business and start building new deal flow like never before.LinkedIn is the largest B2B social network hands down and if you don’t have a LinkedIn strategy you’re missing out. Whether you are acquiring clients ... see more
Funding strategies
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we are looking for one more guest speaker for the upcoming “funding strategies” conference, scheduled for May 12th in Orlando and for a segment titled “early state and angel investors.”The event is sponsored by the Thermo Credit companywww.thermocredit.comand the link for the conference is: https://www.fundingstrategies.net/funding-strategiesBecome a guest speaker and receive a great deal of publicity and exposure for yourself and your company.You do not have to attend the event on site ... see more
What is a Search Fund and what makes them such a strong alternative asset class?
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Moonbase Capital is excited to announce that we will be hosting a webinar on May 11th at 6 pm CET, during which we will be discussing what Search Funds are and what makes them so special - from the investor and searcher's perspectives.During this session, Moonbase Capital's Managing Partner - Ibrahim Abdel Rahim will be joined by Search Fund investor Jose Martín Cabiedes, along with our Moonbase Capital entrepreneur Federico Ratini to discuss everything related to Search Funds!Here are some of ... see more
Searchfunder's People of Color in Search Happy Hour
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We're excited to host this meetup for black, indigenous and people of color in the search fund community. Searchfunder member Anthony Walker joins us as our special guest.All bipoc members and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following ... see more
Live- How the Pandemic has affected Peer to Peer SME Lending- AND tools to handle FX easily.
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Live- How the Pandemic has affected Peer to Peer SME Lending- AND tools to handle FX easily.Small Business Loan Defaults and the Nightmare of Multi-Currency Biz New Livestream guest Cato Pastoll, Co-founder & CEO of Loop Inc. I’m happy to have Cato join me on a live broadcast. Cato helped to found Lending Loop, a Canadian small business loan crowdfunding site in 2014. Tune in and as we’ll be discussing how the pandemic has affected investors loans to small businesses ... see more
NYU ETA Bootcamp
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Who says the path to entrepreneurship means starting from scratch? Some would-be entrepreneurs are better suited for acquiring, operating, and scaling a fundamentally sound company than building one from the ground up. This all-day, hands-on boot camp will walk you step-by-step through how to get started in the exciting realm of ETA (entrepreneurship through acquisition). Plus, a dogged, first-time searcher and seasoned investor will walk you through the good, bad, and totally unforeseeable aspe ... see more
HR Questions in SMBs (pre-and-post-acquisition)
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Hi everyone - Private Market Labs is hosting our next Insights event on Twitter Spaces this Thursday at 4:00 CT. We're talking HR issues pre-and-post acquisition with expert consultant Jacquelyn Valek. Hope to see you there!Event link here: https://twitter.com/i/spaces/1BRJjnrVabLJw/peek ... see more
8th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference
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The ETA Group at Chicago Booth, the Polsky Center for Entrepreneurship and Innovation, and the Kellogg Innovation & Entrepreneurship Initiative are delighted to host the 8th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference.The Booth-Kellogg ETA Conference is an annual event that brings together search fund entrepreneurs, investors, MBA students, faculty, and other participants in the ETA ecosystem to meet one another and share insights into this rapidly-growing area ... see more
ETA Case Competition Finals
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For those of you attending the Booth Kellogg ETA Conference on Monday, I'd encourage you to check out the finals for the ETA Case Competition. The case challenges the teams to integrate multiple acquisitions while simultaneously responding to competitive threats from a much larger and better-capitalized competitor. The two finalist teams will present their recommendations to a panel of ETA investors and CEOs. The finals will be held 8-9:30 AM at the conference.For more info, check out the confer ... see more
Presented by Searchfunder's People of Color Meetup: Buying Your Business as a Black Entrepreneur:
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Searchfunder's People of Color Meetup presents Buying a Business as a Black Entrepreneur.In this Searchfunder Session, we speak with Searchfunder members ^Kenna Craver and ^Bruce Vann about their experiences in successfully acquiring a business. We'll discuss what motivated their decision to buy a business, how they were able to accomplish the feat, and what it's like to be a CEO of a stable profitable business, especially in the context of being a black entrepreneur. Searchfun ... see more
Searchfunder Session: Using HubSpot for Entrepreneurs
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In this Searchfunder Session, we speak with HubSpot representative ^Walter Mannino about the features and benefits of HubSpot for entrepreneurs. To learn about our partnership with HubSpot, please see https://www.searchfunder.com/post/searchfunder-partners-with-hubspot-for-entrepreneursSearchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate ... see more
Next Coast ETA presents "Find a Search Partner"
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Search community friends! Next Coast ETA has listened to your feedback and is proud to announce its inaugural “Find a Search Partner” networking event. The goal is to create a space for soon-to-be Searchers who wish to find a Search partner to meet others with similar goals and interests, increasing everyone’s chances of finding a great match! We have partnered with Speed Networking to facilitate conversations. Every Searcher will be matched with up to 6 others for 15-min conversation ... see more
Searchfunder Session: SBA and Change of Ownership with Bruce Marks
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In this Searchfunder Session, we speak with Searchfunder member Bruce Marks about the real nuts and bolts of approved language for SBA loans, what is acceptable and what is not. Bruce has done some great sessions with us on SBA loans. Please check those out on the video playback page on the main menu► next to your upper right profile pic. Here is the direct link: https://www.searchfunder.com/event/pastSearchfunder Sessions is an information series for Searchfunder members and interested member ... see more
Search Fund Coalition April Panel: The Search Tank & Pitching To Investors
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Real Deals. Real Investors. Real-Time Negotiations & Feedback.Raising capital is one of the most important parts of an Acquisition Entrepreneurs journey.This month we will have a lively discussion about what it takes to properly pitch to investors as well as have a few live pitches by a few in LOI Searchers to help them gain exposure and support the community as we all look to grow and get smarter on the Search.You must sign up via link:https://sfcsearchtank422.splashthat.com/Free Searcher T ... see more
LIVE- Lisa Forrest shares SBA Business Acquisition Loan Secrets.
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New Livestream guest Lisa Forrest, Director of Seachfund Lending at Live Oak Bank.I’m happy to have Lisa Forrest join me on a live broadcast.Lisa has over 30 years of experience writing loans under the US Small Business Administration’s (SBA) loan programs.Tune in and as we’ll be discussing some of the misunderstood features of these loans and answering some viewer questions that have been submitted over the last two weeks.This is a ‘must see event’ for anyone who is buying a busine ... see more
Lessons From My First Month as CEO of a Newly Acquired Company (incl. Live Q&A)
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As prospective searchers and aspiring CEOs, if you're anything like I was, you're understandably focused on raising capital or successfully navigating the search process, relegating the actual operations of the company to the "I'll cross that bridge when I get there" bucket. However, as a former searcher and CEO myself, I can tell you from first-hand experience that your plans for the early days of company operations are indeed worth considering right now, as they will impact your due diligence ... see more
Live Debate: Self-Funded vs. Traditional Search Fund
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Live recording of an Acquiring Minds episode! Watch a debate about the merits of two distinct models of search: self-funded search on one side, traditional search funds on the other. The two guests, Greg Geronemus and Robert Graham, have each been both searcher and investor in his preferred model of search. Each is a strong proponent of his preference, so it promises to be a high-quality debate. The goal is for you to come away with a stronger sense of the pros & cons of each ... see more
Get to Know Searchfunder - Asia Pacific Edition
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Searchfunder co-founder and COO ^Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. She shares tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spencer or email welcome@searchfunder.com.The discussion will be driven by your needs/questions -- likely topics include:► Get started with search funds and entrepreneur ... see more
Franchising in a Post-Covid world.
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Monday at 5pm Eastern time, The Franchise Guide- Giuseppe Grammatico joins me for a live discussion about what has changed since the lockdowns.What new types of franchises are coming out?Who is struggling to make it?What have franchisors done to make a difference?I’ll share some of the interesting things I’ve seen in franchised businesses lately and see Giuseppe thinks.Click here to set yourself a reminder or join us live: https://youtu.be/E7J1d2gK7OY ... see more
Texas Search Group Networking Happy Hour
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Texas Search Group will host a happy hour on April 7th, 2022 in Dallas. We will have strong attendance from searchers, independent sponsors, lenders, service providers, investors, and more. We're holding the event at Chelsea Corner in Dallas.Be sure to RSVP if you want to attend as our venue will only allow 50 attendees.RSVP here: searchinvestgroup.com/tsg ... see more
Smart, Measurable & Cost-Effective Approaches to Engage Enterprise Buyers
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In this S.O.S., we speak with Searchfunder member ^Michael Phelan on smart, measurable and cost-effective ideas to engage enterprise buyers.S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other operators and ask questions.This session is open to Searchfunder members and interested members of the public. Our S.O.S., ... see more
One Minute News, Ep 21 - WSJ, new survey, all the blogs & more
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Searchfunder's round up of news concerning search funds and entrepreneurship through acquisition. Click here for links to the items discussed in the video: https://youtu.be/DiuT7KAoLDQWatch One Minute News Ep. 20 - Ukraine, new study & MIT discount here:https://www.searchfunder.com/event/view/766 ... see more
Developing A Strategic Marketing Plan (Online)
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I teach a 6 week course on Strategic Marketing starting Monday, April 4th through May 9th.This is an interactive course, where by the end you will be able to articulate your strategic marketing objectives and how you plan to pay for that marketing through your business operations.This course is a highly recommended prerequisite to my Business Planning course. This course is great for:1) start-ups that may be seeking grant funding2) solopreneurs who are wondering what they can do to elevate their ... see more
Building your SMB Tech Stack with Alex Lathery
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A key tenant of the search fund model is implementing technology to jump start growth at a longstanding business. But what does this actually mean? What tools do you need in your SMB tech stack as a new business owner? We talk with technology expert Alex Lathery from Blue Collar Builds, and SMB-focused tech firm to discuss strategies for building technology into a newly-acquired small business.Sign up here: https://tinyurl.com/yepypek5 ... see more
Search Fund Coalition March Panel: Let's Make A Deal (Terms)
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A Candid Conversation On Getting the Deal DoneThis month, we'll be discussing the finer points of ETA deal structure from capital to board structure, equity incentives, closing conditions and more. It's going to be a serious masterclass in getting the best terms and crossing another important threshold on our journey from Searcher to ETA Operator.**Note: Your must sign up via link below**https://sfcdealterms322.splashthat.com/Free Searcher Tickets / $5 off others with code: Searchfunder1Hope to ... see more
Searchfunder: Nuts & Bolts: Session 3: Financing the Search & Deal
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Our guests ^Newton Campos and ^Ken Alozie speak with the first cohort of Searchfunder's Nuts & Bolts workshop on financing your search and deal. For Newton's Discussion click here: https://www.youtube.com/watch?v=KEDq2IEgyr0&ab_channel=PipelinePrepSave the date by clicking the the calendar icon next to the title above. The guest portion of this session will be streamed on Searchfunder. Only students will be permitted to ask questions of our guests. ... see more
CommunEtA, the World’s First Student-Run EtA Fund, Makes the Case for Self-Funded
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To self-fund, or not to self-fund, that is the question. Join our Searchfunder Session with ^Juan Ruiz, Harvard Business School student and CommunEtA founder, and a self funded CEO to hear the definitive quantitative and qualitative arguments for the self-funded model. CommunEtA (pronounced commune-e.t.a.) is an MBA student-run fund investing at the acquisition stage of EtA deals. More than a fund, CommunEtA is a community of investors, acquisition entrepreneurs, and MBA students br ... see more
NY Happy Hour & Business Valuation Networking Event (03/18 4:00pm)
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NY Happy Hour & Business Valuation Networking Event (03/18 4:00 PM)We are happy to invite you to a private happy hour and business valuation networking event on March 18th at 4:00 pm at our office located at 60 East 42nd Street in NYC.Our founder, Cameron McKenzie, will be making a presentation and complimentary food and drinks will be served.Mr. McKenzie has vast experience in mergers and acquisitions, capital raises, and business valuation. He has been named 40 under 40 by NACVA and as one ... see more
Searchfunder's Women of Color in Search Success Circle with Special Guest Adrian Bracy
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We're excited to host this monthly meetup for women of color in search, with Special Guest Adrian Bracy. Bracy was CEO of YWCA Metro St Louis for over a decade. Prior to the YWCA, she had a career in financial management with the National Football League. She worked for the Miami Dolphins, the St. Louis Rams and the Arizona Cardinals. In 2006, Adrian was indeed one of the most powerful black women in business. Even if you can't turn on video, please be prepared to participate, share and con ... see more
Women in Search Success Circle with Trish Higgins
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Our guest will be Trish Higgins to discuss her journey with Chenmark.Click here for playback of this session: https://www.youtube.com/watch?v=KEDq2IEgyr0&ab_channel=PipelinePrep This playback is indexed, tagged and transcribed. In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-own ... see more
Private Market Insights: Managing Transitions as a New Business Owner with Expert Consultant Matt Glazer
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The next Private Market Labs event is next week! Buying a #smallbusiness is just the beginning. Check out an engaging conversation with expert consultant Matthew Glazer of Blue Sky Partners. We'll talk about managing transitions as a business owner. Don't miss it! Set your reminder on Twitter Spaces at this link:https://twitter.com/i/spaces/1PlKQaEkaPzKE/peek ... see more
Searchfunder Session: Buying & Operating a SaaS Business for a Search Fund
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In this Searchfunder Session, we speak with Searchfunder members ^Alexander Mears and ^Steve Ressler.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the search community, plus gain tips and tricks to ge ... see more
Searchfunder MeetUp: UK Searcher Brainstorm with Michael McDonald
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In this meetup, our UK searchers have the opportunity to hear and speak to Searchfunder member ^Michael McDonald, an SME investor. Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community, plu ... see more
NC ETA Panel: Industry Evolution I - Digital Transformation
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During this panel, we will discuss how value can be created by infusing technology and processes into businesses that have historically been without. We detail how to pace the transformation, prioritization, building vs. buying-to-improve, key learnings around possible cultural rejection of new technology, and more. ... see more
One Minute News, Ep 20 - One Minute News Ep. 20 - Ukraine, new study & MIT discount
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/GBKI1WtTgcEWatch Episode 19 here:https://www.searchfunder.com/event/view/765 ... see more
Get to Know Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. She shares tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to Karen Spencer or email welcome@searchfunder.comThe discussion will be driven by your needs/questions -- likely topics include:► Get started with search funds and entrepreneurship through acquisiti ... see more
FREE How to Use LinkedIn for Off - Market Acquisition Deal Flow
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How to Use LinkedIn for Off Market Acquisition Deal Flow. Register BelowA 9 step approach for deal flow outreach that will fill your acquisition pipeline, provide you with more opportunities to make more offers to acquire a business than you thought possible.”Who this training is for:1st AcquisitionIf you are new to the M&A game,you will learn how to create and fill your pipeline with business owners who want to sell their business. 10th + Acquisition(s)If you have ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on ... see more
Bridging the Gap: Risk & Opportunity Roundtable Discussion + Q&A
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View a recording of Episode #1: https://youtu.be/M5g5nyN5zog.Let me know if you want to be invited to the next episode.Roundtable Guests + Q&A: David Barnett (Advisor & Author), Nancy Fallon-Houle (Business Transactions Lawyer), Steven Beal (Valuation & Brokerage). They have it. You want it. Explore ways to make the exchange during these unsettling times. (Legal, dealmaking, sourcing, brokerage and more.) We'll talk reality, about what we’re seeing, experiencing. And what we can do ... see more
Financing SMB M&A Transactions - Private Market Labs with Jarryd Osborne
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Come learn the nuances of financing your SMB transaction, including how to evaluate lenders, when to use the SBA, and how to find financing options. Our guest for this conversation is Jarryd Osborne, who has been using his knowledge of SMB financing structures to help buyers get their deals done.This is the second Private Market Labs Twitter Spaces Conversation!Check us out: www.privatemarketlabs.com ... see more
Searchfunder Session: Evolving Landscape in Latin America
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In this Searchfunder Session, we speak with Searchfunder members, Professors Newton Campos, PhD (FGV, Brazil) and Felix Cárdenas, PhD (EGADE, Mexico), two of the most prominent Search Fund researchers in the continent.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases ... see more
Search Fund Coalition February Panel: Tales from the Search - From Searcher to Operator
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Search Fund Coalition Community - We've got some stories to tell you! Our February Panel & Networking event is set for Two's- Day 2/22/22 - Tales from the Search: From Searcher to Operator and BeyondSign Up Required Below::https://sfcsearchtales222.splashthat.com/Free Searcher Code: BYLINE222----------Once Searchers. Now Operators & Investors. Sharing Their Stories.The ETA Journey is not to search endlessly, but to acquire and then successfully grow and operate your business.Our Tales fr ... see more
One Minute News, Ep 19: - 3 acquisitions + 1 new investment fund
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/RolyC0KpJV4Watch Episode 18- Research Studies Need Your Help here:https://www.searchfunder.com/event/view/764 ... see more
Search Funder Discussion Forum
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We are hosting a discussion with Search Funders to gain insight into how to better serve your Search Curation process.We've got some ideas, but more importantly, would like to hear directly from you.Seating is limited for this event, so book now.You are invited to a Zoom meeting.When: Feb 18, 2022 03:00 PM Eastern Time (US and Canada)Register in advance for this meeting:https://us02web.zoom.us/meeting/register/tZ0pcO2uqjgqEtEdvznC-VkfXz60JzX0xocaAfter registering, you will receive a confirmation ... see more
Women of Color in Search Happiness Hour
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We're excited to host this monthly meetup for women of color in search. For each session. we will do our best to select a host and announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your company years ago.Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Follo ... see more
Seller Stream: In Home & Online Tutoring
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With Seller Stream, you meet a business owner who specifically desires to sell his business to a search fund. Only non-confidential information will be presented.Our Seller Streams are exclusive for Searchfunder members.This event will be recorded and live streamed on Searchfunder.Photo by ThisisEngineering RAEng on Unsplash ... see more
Searchfunder Session: Powering Your Proprietary Search With Y-Combinator Tools And Elite Interns
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In this Searchfunder Session, we speak with Searchfunder member ^Ronald AngSiy.Ronald is a Wharton MBA graduate, former Y-Combinator startup founder, venture capitalist, and is now SVP at a publicly traded blockchain company. He will go over the following topics that gave him strong proprietary search results and how these skills translated to future projects later in his professional career.* Recruiting a high volume of intern candidates on $0 budget* How to manage 10+ interns in a time-effecti ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host this MeetUp for self-funded searchers. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago.Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to the full group to share learnings.Even if you can't turn on video, please be prepared to participate, share ... see more
Searchfunder Session: Legal for Small Deals
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In this Searchfunder Session, we speak with Searchfunder member Jake Parsley, an attorney, on how you can save yourself some precious cash on the legal work on smaller SMB transactions. Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to dat ... see more
M&A Webinar Series: Tax Trends in M&A Transactions
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We are kicking off 2022 with the latest tax considerations for M&A transactions. Click here to join practice chair Larry Parker and tax partner Anna Derewenda as they outline key incentives and tax trends for you to contemplate for your next deal. Register here for this quick 15 minute webinar: https://urldefense.proofpoint.com/v2/url?u=https-3A__sites-2Dwilliams-2Dmullen.vuturevx.com_e_xy0mkpwfv0xc01q_d297c073-2De942-2D41a2-2Db2db-2D645ecb62e40e&d=DwMFaQ&c=Ey4eW6FyjuP3VQxHFMnsZcjQYJ ... see more
One Minute News, Eps. 17 and 18 - Research Studies
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/k2FctFd2ubIWatch Episode 16- Top 20 Researched Industries here: https://www.searchfunder.com/event/view/762 ... see more
NC ETA Panel: Best Practices of Due Diligence
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Join us for a virtual discussion on the best practices of deal due diligence from deliverables and timelines to effective communication with investors. We will feature panelists Anthony Walker, Partner at NC ETA, & Sam Swan, CEO at TaskRay. ... see more
Manufacturing M&A Insights with David Jones - Private Market Labs
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Private Market Labs is starting a new event series to provide detailed intelligence about a specific part of the SMB M&A process. Next week, we'll talk with David Jones, head of 4Ward Solutions about investing in manufacturing companies. Join us on Twitter Spaces and follow us @PrivateMarket for more details!Event link: https://twitter.com/i/spaces/1lDxLLerpVLxm ... see more
Searchfunder Ops Session: the cheat codes to strategic growth
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In this S.O.S. session, we speak with Searchfunder member, ^Stijn Hendrikse about understanding T2D3, the playbook B2B SaaS companies use to scale after finding product market fit. Through Trilogy Search Partners, Stijn supports search fund entrepreneurs with his experience in marketing and sales excellence for SaaS-based businesses. He works with searchers during diligence and post-acquisition, including as an interim Chief Marketing Officer, where he applies his positioning, branding, messa ... see more
Searchfunder's People of Color in Search Happy Hour
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We're excited to host this meetup for black, indigenous and people of color in the search fund community. For each session. we will do our best to select a host and announce a specific topic for discussion beforehand. All bipoc members and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for in ... see more
Get to Know Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. She shares tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to Karen Spencer or email welcome@searchfunder.comThe discussion will be driven by your needs/questions -- likely topics include: ► Get started with search funds and entrepreneurship through acquisit ... see more
Can owners 'see the exit?'
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What if information about how to sell a business isn't what keeps owners from exiting successfully?What if the problem is the vision or intention to actually pull it off?Can people be so caught up in the 'doing' that they fail to see how things will be different one day?We're going to explore this and more and you're invited to come and join live to give your comments and ask questions.Special guests Exit prep coach Mike Finger and Business Vision consultant Stephen Wilkinson ... see more
Search Fund Community Meetup - London
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In the traditional Search Fund spirit of community engagement and networking, we arranged a date and time in London to meet for an after-work cocktail and network in person.
The idea is to exchange Search Fund experiences and best practices within the realm of searchers, CEOs, investors, lawyers and all the people that make the Search Fund industry one of the most collaborative communities in the Entrepreneurial world.
To keep things simple, each attendee should plan to settle their own ta ... see more
Miami Private Equity (& Search Fund) Happy Hour & Networking Event
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Prospect Capital is hosting a Miami Private Equity (& Search Fund) Happy Hour & Networking Event. Complementary drinks provided by Prospect Capital.Thursday, February 3 2022, 6-8PM.Location: covered outdoor venue on South Beach - to be shared with attendees
Dress code: Casual chicPlease email Carlo Santelli to RSVP: csantelli@prospectcap.com ... see more
Women in Search Success Circle
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We welcome women and allies in the search fund community for our Success Circle, which includes brainstorming, special guests, and social time. In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-ownThrough our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay u ... see more
How to Use LinkedIn for Off - Market Acquisition Deal Flow
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Deal Flow, Deal Sourcing is the hardest part of the Acquisition Game
Acquiring a company is a numbers game. You need, at minimum, 100 Outreaches, 60 Responses, 10 Conversations, 5 Offers to get to 1 to 2 Deals.
This training you will Learn how to increase your acquisition deal flow using LinkedIn!
We will show you How and Why you need to...
1. Create a great profile
2. Get on LinkedIn Sales Navigator Now
3. Launch a new company
4. Post Classified Ads in your feed
5. Post in, Netw ... see more
Searching in India: Currently Acquiring A Procurement Automation Company
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As search expands globally, could this be the right time for a searcher in India? Searchfunder member ^Ravi Parikh explains why the answer is an enthusiastic "Yes!" in this Searchfunder Session on Acquiring A Procurement Automation Company.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, y ... see more
SMBash (1st Annual Conference for SMB Buyers, Investors & Operators)
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Join us in Orlando, FL for one-on-one interaction with others who focus on buying, operating, and investing in the SMB and Micro-PE space. More info is available at SMBash.com and https://twitter.com/SMB_ash.Listen, learn, and participate in conversations with like-minded friends about best practices and personal experiences in sourcing, funding, closing, and operating businesses.Hosted by ^Sam Rosati, ^Brandon Laughridge and ^Matthew Hinson. Join us for cold drinks and g ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host this Meetup for self-funded searchers. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago.Host: ^Brian Yeado.Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to the full group to share learnings. Even if you can't turn on video, please be pre ... see more
AM&AA Winter Conference
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Event DetailsWhen - Feb 2 - 4, 2022Where - Charleston Place, A Belmond Hotel, Charleston, SC
The 2022 AM&AA Winter Conference provides a unique opportunity to connect with middle-market decision-makers representing corporate and institutional sellers and buyers of businesses ranging broadly from $5 million to $500 million in transaction value.What you can expect from 2022 Winter ConferenceDeal Connect. Subject Matter Experts. CPE Credits.For more details https://www.amaaconference.com/amaaw ... see more
Searchfunder MeetUp: European Search Fund Community with Patrick Malcor
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We're excited to host this Meetup for the search fund community in Europe with Searchfunder member, Patrick Malcor as our guest. All are welcome -- whether you are just exploring the option or bought your company years ago.Even if you can't turn on video, please be prepared to participate, share and contribute.Through our Searchfunder Meetups, you can network with others in the community, learn about the phases of a search fund, stay up to date on issues and trends in the search community, conve ... see more
One Minute News, Ep 16
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/KGiUwE3Ds_gWatch Episode 15 - Asia Pacific here: https://www.searchfunder.com/event/view/761 ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to ... see more
How to Buy a Business in a Seller's Market
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11 searchers discuss tactics with dealmakers and legal counsel . Scroll down my webpage to see 45 dealmaking tactics not covered during our discussion. You'll also see a link you can use if you want deeper insights, which I can privately share with you via Zoom. https://partneroncall.com/how-to-buy-a-business-in-a-sellers-market/Who’s selling whom? Beware of a disabling or fatal case of business buyer fever. Right now buyer fever is raging. It’s contagious. It’s fueling unhealthy competiti ... see more
Search Fund Coalition Panel: 2022 Search Fund Market Outlook
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We’re excited to kick off another great year of Search Fund & ETA Community Events on 1/25:
A Market Outlook for 2022 -
https://sfcmarketoutlook.splashthat.com/Free Searcher Ticket Codes: BYLINE122 or ASPEN25 to get the deal.
You must sign up via the link above...
To kick off 2022, we'll take a look at the US and International Search Fund / SMB Acquisition Markets from a Funded and Self-Funded Search Perspective. Come hear our experts landscape insights and prognostications for the co ... see more
Searchfunder Session: Launching in a New Market
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In this Searchfunder Session, we speak with Searchfunder member Jake Nicholson on the ups and downs of launching in a new market.For further info on this topic, please see: * Searchfunder Session: Blitzlaunching Search Funds in New Markets:https://www.searchfunder.com/event/view/319* HAVING FORTITUDE WHEN BEING THE FIRST SEARCHERS IN A COUNTRYhttps://www.searchfunder.com/post/having-fortitude-when-being-the-first-searchers-in-a-countrySearchfunder Sessions is an information series for ... see more
One Minute News, Ep 15
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/gru4RD2w2ekWatch Episode 14 on the Endurance Search Survey of new Operators here: https://www.searchfunder.com/event/view/760 ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Women of Color in Search Happy Hour
video
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We're excited to host this monthly meetup for women of color in search. For each session. we will do our best to select a host and announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your company years ago.
Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host this MeetUp for self-funded searchers. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to the full group to share learnings. Even if you can't turn on video, please be prepared to participate, shar ... see more
One Minute News, Ep 14 - New Endurance Searcher Success Survey
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Click here for links to the items discussed in the video: https://youtu.be/7sTlyoptdG0 Watch Episode 13 here: https://www.searchfunder.com/event/view/759 ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate each other to succeed and not take the traditional corpor ... see more
S.O.S: How SMBs can Save Money by Hiring Great remote Talent from Latin America
video
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In this Searchfunder Ops Session, we speak with Searchfunder member ^Franco Pereyra about the remote talent pool in Latin America that may save money for your small-to-medium sized business. S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other operators and ask questions.This session is open to Searchfunder member ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to ... see more
Searchfunder Session: Getting the Most Out of Your Search Investors
video
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In this Searchfunder Session, we speak with Searchfunder member Jeff Stevens of Anacapa Partners about getting the most out of your investors. Please message ^Jeff Stevens for the slides to this presentation.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of ... see more
Searchfunder MeetUp: LatAm Searchers
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Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.CHAT: 08:47:59
Doing a Geographically focused search: https://www.searchfunder.com/event/view/613
08:48:42
Women of Color in Search MeetUp: special guest Kenna Craver: https://www.searchfunder.com/event/view/427
08:51:25
How Sticking to One's Search Instincts Can Reap Rewards (Searchfunder Interview). https:/ ... see more
Get to Know Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. She shares tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to Karen Spencer or email welcome@searchfunder.comThe discussion will be driven by your needs/questions -- likely topics include: ► Get started with search funds and entrepreneurship through acquisit ... see more
One Minute News, Ep 13
video
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Links to news items: https://youtu.be/7sTlyoptdG0Watch Episode 12 for our Countdown of the Top 21 posts on Searchfunder for 2021 here: https://www.searchfunder.com/event/view/758 ... see more
Women in Search Success Circle: Special Guest Jillian Schoene
video
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We welcome women and allies in the search fund community for our Success Circle, which includes brainstorming,special guests, and social time.This session includes special guest Jillian Schoene.JIllian has been a mentor ,and guide fortrailblazing women who are seeking to launch successful political campaigns for the first time.Jillian will share her insights and lessons learned that may help you better understand and avoid pitfalls as you launch your search fund and conduct a fundraising campaig ... see more
How to Avoid or Beat Buyer Competition
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Email me if you want a recording of the event. It was a good group!Searchers, worldwide, are registering: NZ, AU, UK, USA and Canada. Searching but not finding enough worthwhile opportunities? Losing deals to other buyers? Let’s talk about it. Participate for answers. Progress more productively.Click "Going" and now use the link to advance-register.Trying to protect the confidentially for searchers who want it, this event will not be live-streamed on Searchfunder or anywhere else.Questions Sea ... see more
Top Searchfunder posts 2021: One Minute News, Ep 12
video
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.For links to each post, please click here: https://www.searchfunder.com/post/our-countdown-of-the-top-21-posts-of-2021Watch Episode 11 - Acquisitions for 2021 here: https://www.searchfunder.com/event/view/754 ... see more
David's Holly Jolly Christmas Eve Party 2021 Party!!
video
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Come and hang out with me and some of my small business besties.
This year's guests include:
Rocky Lalvani, host of The Profit Answer Man Podcast and Richer Soul.
https://profitcomesfirst.com/ and https://www.richersoul.com
Mike Finger, SME Exit consultant and blogger extraordinaire (Multiple Exits) over at
https://exitoasis.com/
Henry Lopez, investor, entrepreneur (Multiple Exits) and host of The How of Business Podcast
https://www.thehowofbusiness.com/
Rick Nicholson, restauran ... see more
One Minute News, Ep 10
video
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch Episode 9 here: https://www.searchfunder.com/event/view/752Summary of a Stanford Presentation on Top 25: https://www.searchfunder.com/post/9-key-characteristics-of-the-top-25-high-performing-search-fund-companiesStanford Search Primer:
https://www.gsb.stanford.edu/experience/about/centers-institutes/ces/research/search-funds/primer ;;Bay Area Meetup: https://www.searchfunder. ... see more
Women of Color in Search - Holiday Cheer
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We're excited to host this monthly meetup for women of color in search. For each session. we will do our best to select a host and announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your company years ago.
Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. ... see more
UK Search Bi-Weekly Brainstorm - guest presenter Saadat Ahmed
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more. ^Saadat Ahmed will discuss lessons learned in acquiring his business and in continuing his search. Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meet ... see more
Searchfunder MeetUp: LatAm Community
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Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community, plus gain tips and tricks to get the most out of your Searchfunder membership.
This event is open to the public and interested members of the pub ... see more
Search Fund CEO Conference - Stanford GSB
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Search Fund CEO ConferenceTuesday, Dec 14, 2021 – Wednesday, Dec 15, 2021The Search Fund CEO Conference will include speakers, investor meetings and networking opportunities for search fund CEOs and frequent investors.Open to
Stanford CommunityLocation
On Campus
Stanford Graduate School of Business
Knight Management Center
655 Knight Way
Stanford, CA 94305
United StatesAttendees will learn from successful CEOs, GSB faculty, and board experts from within and outside the search fund commu ... see more
Searchfunder Session: Get to Know Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. She shares tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to Karen Spencer or email welcome@searchfunder.com
The discussion will be driven by your needs/questions -- likely topics include:
► Get started with search funds and entrepreneurship through ac ... see more
Search Fund Coalition 2021 Holiday Party!
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2021, A Year We'll Never Forget - For our last event of 2021, we just wanna party!
Please come celebrate all that we have accomplished in the face of adversity and looking forward to a successful 2022 together. We'll hang out, talk some shop, play some games and have a raffle with door prizes.
Just like a real holiday party, except it's virtual. Free to all, hope you can make it!https://sfc21holidays.splashthat.com/Andrew & The Search Fund Coalition Team
... see more
One Minute News, Ep 9
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch Episode 8 here: https://www.searchfunder.com/event/view/751 Links to news items Arista: https://www.searchfunder.com/post/congratulations-arista-partners-on-their-recent-investment-in-instituto-medico-laser-iml
Brazil: https://www.searchfunder.com/post/congratulations-to-gabriel-ronacher-of-arcocapital-on-his-recent-investment-in-agger-sistemas and https://www.searchfunder.c ... see more
Texas Search Group (TSG) - Houston Networking Happy Hour!
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Texas Search Group is hosting our final sponsored networking happy hour of 2021 in Houston on December 9th! RSVP here: https://www.searchinvestgroup.com/tsg- Self-Funded Searchers- Traditional Searchers- Independent Sponsors- Small Business Owners- Lenders- Investors- Attorneys- QofE Firms- Business BrokersJoin TSG on LinkedIn: https://www.linkedin.com/groups/12317955/ ... see more
S.O.S.- Searchfunder Ops Session: Supply Chain Concerns for SMBs
video
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In this S.O.S. session, we speak with special guest Lisa Anderson, an expert in Manufacturing Strategy and End-to-End Supply Chain Transformation.S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other operators and ask questions.This session is open to Searchfunder members and interested members of the public. Our S.O. ... see more
Searchfunder MeetUp: European Searchers
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We're excited to host this MeetUp for searcher based in or searching for businesses in Europe. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All searchers are invited -- whether you are just exploring the option or bought your company years ago. Depending on attendance levels, we will use breakout rooms by country or language to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the bre ... see more
Self-Funded Searchers MeetUp with Guest Alex Wang
video
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We're excited to host this MeetUp for self-funded searchers. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago.Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to the ... see more
Searchfunder Session: Tax Considerations during Due Diligence
video
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In this Searchfunder Session, we speak with Searchfunder member Matt Foreman about the issues that can arise during the due diligence phase of the deal. This session is for education and illustrative purposes. It is not intended to provide legal advice. Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessi ... see more
One Minute News, Ep 8
video
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One minute news - November 28th through December 4th Searchfunder's weekly round up of global news concerning search funds and entrepreneurship through acquisition. Let us celebrate your accomplishments with you! Searchers, when you launch your search fund, acquire that business or grow your business, please post it on Searchfunder and tag #Searchfunder on social media. Brokers and business sellers, post your deal on Searchfunder for free without a referral fees. Watch Episode 7 here: ... see more
Women in Search Success Circle
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We welcome women and allies in the search fund community for our Happy Hour event.
In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-own
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community ... see more
Searchfunder Nuts & Bolts: Application Deadline
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Join the inaugural cohort of Searchfunder's Nuts & Bolts program:. This program is designed for searchers who are more than 1 year from their launch date: For more information, please see: https://www.searchfunder.com/post/announcing-the-launch-of-searchfunders-nuts-bolts-program-starting-january ... see more
Virtual Webinar - Search Funds in Canada Latest Trends
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REPLAY: https://vimeo.com/652104819/4f035d46a3Search Funds In Canada: Latest Trends
Virtual Seminar Followed By An Authentic Pasta Making Experience
Tuesday, November 30, 2021 - Eastern Time
5:20 pm
Log On
5:30 pm
Seminar6:30 pm
Authentic Pasta Making Experience with Chef Roberto Fracchioni - OptionalWe invite you to join us for Stikeman Elliott’s annual Search Funds In Canada: Latest Trends virtual seminar. Hear from our panel of investors and searchers on recent developments and ... see more
Search Fund Coalition: Hidden Risks in Search
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Not All Acquisition Risks Live In Plain Sight.
Our goal this month is to explore things other than the usual suspects of EBITDA, Profit Margins, Industry Fragmentation and the like to discuss things to spot while going through your research, due diligence and acquisition. Come hear our experts stories so that we can all learn and take our entrepreneurial games to the next level together.https://sfchiddenrisks1121.splashthat.com/
Free Searcher Ticket / Discount Code: BYLINE1121 / OR / GUARDIA ... see more
One Minute News, Ep 7
video
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Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch Episode 6 here: https://www.searchfunder.com/event/view/744Canada latest trends: https://www.searchfunder.com/post/virtual-seminar-search-funds-in-canada-latest-trends-nov-30-2021Working Capital:AJ Wasserstein: https://yale.app.box.com/s/eof88twpf8fpfwlrnzgndhcwq1kdxo8p
Also refer to: * A.J. Wasserstein Emotional Aspects of Search: https://www.searchfunder.com/event/view/456* Max Lummis ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
video
,
In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to d ... see more
Searchfunder's One Minute News, ep. 6
video
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One minute news - November 14th through 21stSearchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch episode 5 here: https://www.searchfunder.com/event/view/743LINKSHere is What is Searchfunder: https://www.searchfunder.com/post/tip-for-the-week-what-is-searchfundercom. Europe: https://www.searchfunder.com/post/congratulation-to-alex-glasner-on-the-acquisition-of-workpays-by-search-fund-coniston-peak
Canada Beta-i: https://www.searchfu ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Building Relationships with Lenders sponsored by Searchfunder's Women of Color in Search:
video
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This session is open to all and is sponsored by our Women of Color in Search group. ^Ken Alozie will discuss why and how to build relationships with lenders. We're excited to host this monthly meetup for women of color in search. For each session. we will do our best to select a host and announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your ... see more
Searchfunder Session: Get to Know Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. She shares tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to Karen Spencer or email welcome@searchfunder.comThe discussion will be driven by your needs/questions -- likely topics include: ► Get started with search funds and entrepreneurship through acquisit ... see more
Searchfunder One Minute News, episode 5
video
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One minute news - November 7th through 13thSearchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch Episode 4 here: https://www.searchfunder.com/event/view/739NewsGalicia: https://www.searchfunder.com/post/luceiro-capital-creates-the-first-search-fund-with-international-private-capital-based-in-galiciaSage Capital: https://www.searchfunder.com/post/sage-capital-acquires-modulemd-llc
Canada: https://www.searchfunder.com/post/virtual-semi ... see more
Denver/Colorado Acquisition Entrepreneurs Social
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Denver ETA Operator Jesse Warlick has kindly offered to host our next gathering at his Archery Games. Opportunity to play games there as well as hang out and catch up. This event is only for ETA community members to motivate thematic discussions and is therefore not open to kids (nor will it be staffed to provide childcare). Email Jesse at jesse@archerygamesdenver.com if you plan to attend so he has a headcount. See you there! ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
,
In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to ... see more
Searchfunder Session: Using BizNexus for Your Search
video
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In this Searchfunder Session, we speak with Searchfunder member and BizNexus Founder, Adam Ray, about the partnership with Searchfunder and how BIzNexus might benefit your search.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on is ... see more
Self-Funded Searchers MeetUp
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We're excited to host this MeetUp for self-funded searchers. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago.
Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to t ... see more
Why Search Funds Need More Women
video
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A Search Fund panel of women debunk common myths and discuss why more women should know about Entrepreneurship Through Acquisition (ETA).About this eventA panel of women from the international Search Fund community, moderated by ^Vani Nadarajah, Partner at Newton Equity Partners, will explore the world of Search Funds from the perspective of searchers, CEOs, investors and board members.This event is designed to spread the word about the opportunities for women in Entrepreneurship through Acqu ... see more
One Minute News, Episode 4
video
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One minute news - October 31st through November 6thSearchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch Episode 5 here: https://www.searchfunder.com/event/view/743Watch Episode 3 here: https://www.searchfunder.com/event/view/755Links:Nuts & Bolts: https://www.searchfunder.com/post/announcing-the-launch-of-searchfunders-nuts-bolts-program-starting-januaryItaly healthcare search: https://www.w4health.it/post/the-first-italian- ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
NFT Week Rooftop Fashion Show, Hosted by Bridge Point Capital
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Hey NYC, I'm heading to this free event tonight 11/4/21 with an open bar (sorry for late notice). Hosted by Bridge Point Capital,
Event location: 216 E 45th Street NY, NY 10017
https://www.eventbrite.com/e/nft-week-rooftop-fashion-show-hosted-by-bridge-point-capital-tickets-201034618957
ID and proof of vax required.
Probably not staying for the actual fashion show but will be there for 6-7:30pm. DM or email me dave@conciergepainrelief.com if you want to meet up. -Dave Kittle ... see more
Women in Search Success Circle
video
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We welcome women and allies in the search fund community for our Happy Hour event.In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-own
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community, pl ... see more
Searchfunder Session: Finding Meaning, Purpose & Fulfillment on Your Search Journey
video
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In this Searchfunder Session, we speak with special guest Sherri Lassila, an executive coach and leadership development facilitator, who has worked with hundreds of professionals, including senior leaders in Fortune 500 and entrepreneurial companies, to accelerate their impact and influence, and grow into their next-level of authentic and inspired leadership. Ms. Lassila has graduate degrees from Stanford in Business Administration and Education. Searchfunder Sessions is an information series fo ... see more
Entity Selection: Search Fund Structure and Target Entity Concerns
video
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In this Searchfunder Session, we speak with Searchfunder member ^Matt Foreman about considerations in structuring your search fund. This session is for education and is not intended to provide legal advice. Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phas ... see more
S.O.S.- Searchfunder Ops Session: Lessons Learned from Implementing a New ERP on Day 1
video
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Most searchers are advised to not make big changes for the first months of ownership.Does a Enterprise Resource Planning system count? In this S.O.S. session, we speak with Searchfunder member, Alexander Burkhardt, on the lessons learned from implementing a new enterprise resource planning system on the first day of ownership.S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to. discuss approaches, ideas and operational trends. During each Sess ... see more
Veteran Entrepreneur Training Symposium 2021 (VETS’21)
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November 2, 2021—November 5, 2021
9:00 AM-5:00 PMVenue DoubleTree by Hilton Orlando at SeaWorld
10100 International Drive
Orlando, FL 32821The Veteran Entrepreneur Training Symposium is a business development conference created by successful Veteran business owners for Veterans who are looking to enter the Federal marketplace.
VETS’21 brings together Federal agencies, contractors and Veterans to discuss ways to take full advantage of the federally mandated contracting for veteran-owned ... see more
One Minute News, Ep. 3
video
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One minute news - October 24th through October 30th
Searchfunder's weekly round up of news concerning search funds and entrepreneurship through acquisition.Watch Episode 4 here: https://www.searchfunder.com/event/view/739 Watch Episode 2 here: https://www.searchfunder.com/event/view/756
News
Australia 1st fund of search funds: https://www.searchfunder.com/post/dorado-closes-australias-first-fund-of-search-funds
2 acquisitions in Spain; https://www.searchfunder.com/post/jorge- ... see more
The Southeast Entrepreneurship Through Acquisition Conference
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The Southeast Entrepreneurship Through Acquisition ConferenceEvent detailsFriday, 29 October 2021 from 4:30PM until 7PM EDT & Saturday, 30 October, 2021 from 8:00AM until 6:00PM EDTThe annual Southeast Entrepreneurship Through Acquisition Conference is hosted by the Batten Institute at the University of Virginia Darden School of Business, UNC Kenan-Flagler Business School and the Center for Entrepreneurship & Innovation at the Duke Fuqua School of Business. This conference is designed to ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Expert Insights on Acquiring Your Own Business
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Event detailsThursday, October 28, 2021
6 – 7:30 p.m. EDTHave you always dreamt about owning a small business but didn’t want to build one from scratch? For individuals with business skills and a desire to make a meaningful impact, buying and growing an established business can be a safer option than starting a new company around an unproven product or service. Business acquisition is easier than ever before, but you need to know the rules of the game.
For this virtual panel discussion, ... see more
UK Searcher Bi-Weekly Brainstorm with guest Martin King
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more. Our guest will be ^Martin King, principal at BOOST&Co to discuss financing options. Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.Through our meetups, you can n ... see more
The Real Impact of Supply Chain and Labor Issues on M&A Today
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I’m a panelist in this virtual event on October 27. We will be getting insights from the experts on this environment. To register, contact me or use this link:
https://lnkd.in/emC2yrEN
I look forward to seeing you. Best regards, Bill (bwiersema@millercooper.com) ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host this MeetUp for self-funded searchers. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago.
Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to ... see more
Search Fund Coalition: Search Success Through Failure
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Join us this month as we analyze failures for Search & ETA Success
There is an old saying, "Knock Down Seven Times, Stand Up Eight". Our goal this month is to explore things that have gone wrong during the search, acquisition and operation of businesses in the ETA & SMB World. Our experts have a wealth of experience and have found success, but not without seeing and experiencing significant amounts of failure along the way. Come hear their stories so that we can all learn from past m ... see more
Q&A ― How Pre-LOI Due Diligence Can Crater Deals (Zoom)
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(82 registrations so far.) This is NOT a livestream. Use the link to pre-register for Q&A with Ted Leverette, The Original Business Buyer Advocate. Buying a business? Too many deals fall apart before the LOI / HOT (or upon submission of it) because of the mishandling of the kinds of due diligence that happens early in the communications between buyers, brokers, owners, and sellers. And sometimes lenders. And maybe, thanks to lawyers and accountants.It's more likely you'll buy the right busin ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Women of Color in Search Happy Hour
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We're excited to host this monthly meetup for women of color in search. For each session. we will do our best to select a host and announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring your options around entrepreneurship generally or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. ... see more
Uncovering the Truth: How Executive Investigations discover the facts
video
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Inthis Searchfunder Session, we speak with Searchfunder member ^Nona Patronite on what you need to know about executive investigations, the kinds of things they can uncover, and what services to order when.PRESENTATION SLIDES: https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:0753d91f-fd05-4c16-92c3-7dcbbbf90d93Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively s ... see more
Equity Incentives in an Acquisition
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There are numerous ways an employer can seek to incentivize its workforce and it is important to prepare and plan ahead. Especially if you're considering an acquisition and all that comes with it. WHEN: Wed., Oct. 20, Noon - 1:00 pm Mountain Time via ZoomJoin Attorney Trevor Crow as he explains the most important aspects of Equity Incentive Plans, including types of incentives, advantages and disadvantages, and things to think about as you create and navigate your offerings, including ... see more
S.O.S.- Searchfunder Ops Session: Lesson Learned after 30 Franchises
video
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In this S.O.S. session, we speak with Searchfunder member, Hiram Moy and his colleague, Dwayne Redmon, owner of over 30 franchises on his experience and lessons learned. S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other operators and ask questions.This session is open to Searchfunder members and interested members ... see more
What to look for when acquiring a government professional services firm
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For this session, Jordan Carter will be joining to talk about his experience acquiring and operating a professional services company selling to government clients. He's both an operator and a search investor, and I'm excited to dig in with him!
Just last year, Jordan purchased Blais & Associates (B&A), full-service grant consulting firm serving local and regional government agencies. While B&A primarily provides consulting services for their clients, they also sell a software so ... see more
Get to Know Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. They'll share tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spencer or email welcome@searchfunder.com The discussion will be driven by your needs/questions -- likely topics include:► Get started with search funds and entrepreneurship through ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Greater Vancouver Area Search Fund Social
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Search Fund Networking Event – Greater Vancouver Areahttps://www.meetup.com/vancouver-search-fund-mastermind-group/events/281174852
We are happy to host our first in-person networking event for Search Funds in the Greater Vancouver Area. Looking forward to getting together, meeting other searchers, sharing best practices, storytelling, and bouncing deals around.
Details on the event:
- Location - Darby's Public House - 2001 Macdonald St, Vancouver, BC V6K 3Y2
Some Housekeeping Rules: ... see more
Searchfunder Session: 10 Business Buying Traps to Avoid
video
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In this Searchfunder Session, we speak with Searchfunder member John Martinka on how to avoid the common traps that can turn your dream into a nightmare.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the sea ... see more
Search Funds: What are they and why they may be a Great Option for You
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Event detailsThursday, October 14, 2021
10:00 AM 11:00 AMJoin ^Jackie Kopcho of Big Branch Capital as she discusses the details of a search fund (also known as ETA, entrepreneurship through acquisition) and why one may be a great career fit for you.
In a traditional search fund one or two people raise $300-$500K to fund their search for a business to acquire. The person(s) serves as CEO of the business for 5-10 years with their investors serving as board members. The individual earns a s ... see more
Wine Chat with Newton Campos - EtA spreads around: What’s behind it?
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Event detailsTHU OCT 14 2021 AT 06:30 PM TO 08:00 PM UTC+02:00
INNSiDE BY MELIÃ LUXEMBOURG, 12 Rue Henri M. Schnadt, 2530 Luxembourg, Luxemburg, Hesperange, LuxembourgFace to face eventEntrepreneurship Through Acquisition spreads around: What’s behind it?Although developed in the 1980’s in the US, Entrepreneurship through Acquisition only started reaching international stages by the 2010’s. Canada and Mexico in North America and the UK and Spain in Europe where the frontrunners. For the ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host this MeetUp for self-funded searchers. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to th ... see more
Become a CEO post-LBS | Discovering the Search Fund Model with WSC & Co
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Event details Wed, Oct 13, 2021
7 PM – 8 PM (GMT+1)Are you looking to become a CEO post-LBS? Let ^Ted Baxa from WSC & Company tell you how to achieve it. Ted will unveil what is the search fund model, why is an attractive career path for those with an entrepreneurial mindset, and what investors are looking for in high-caliber candidates.
WSC & Company is one of the most active search fund investment firms in the U.S. and internationally. WSC has backed over 100 search funds and ... see more
Searchfunder Ops Session: Operational Value Creation Post-Acquisition for ETA
video
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In this S.O.S. session, Searchfunder member, Gautam Basu, returns for a discussion ofOperational Value Creation Post-Acquisition for entrepreneurship through acquisition. S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other operators and ask questions.This session is open to Searchfunder members and interested member ... see more
Searchfunder MeetUp - LatAm Searchers
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Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community, plus gain tips and tricks to get the most out of your Searchfunder membership.This event is open to the public and interested members of the public ... see more
Search Models w/ Nick Haschka, Search Fund Accelerator & Next Coast Ventures (ETA Club)
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Search Models w/ Nick Haschka, Search Fund Accelerator & Next Coast Ventures (ETA Club)
by Entrepreneurship Through Acquisition ClubTue, Oct 12, 2021
12 PM – 1 PM EDTNick Naschka
Founder & Co-Owner at Wright Gardner, LLC
^Nick Haschka is an experienced small business owner, entrepreneur, and investor. He is the co-owner at Wright Gardner, LLC, a family-owned business operating horticulture services brands in Northern California.
Prior to that, Nick was Chief Commercial Office ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder Fall Summit: Women in Search Success Circle
,
We welcome women and allies in the search fund community. For our October session, we will continue our discussion of A.J. Wasserstein's case note on women launching search funds: https://www.searchfunder.com/post/on-the-nature-of-women-considering-a-search-fund-launch-1In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-o ... see more
Business Investor Conference
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Hey everyone!I decided to open the flood gates to our Business Investor Conference where you can meet other investors and engage as long as you want. (None of those silly two-minute count downs)Every Thursday for the month of October 2021 at 12:00pm Pacific we will be meeting in conference-approved online software. (This is not Zoom)What makes this different is you can connect with other investors and speak as long as you like AND you can easily connect with each other through social media in or ... see more
Searchfunder Fall Summit: How to Find the Perfect Search Partner
video
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In this Searchfunder Session, we speak a panel of Searchfunder members who found the perfect partner for their search.Moderator: ^Greg GeronemusPanelists: ^Akara Ambak is the co-founder of The Brevoort Company launched in 2019. Akara began his career at Goldman Sachs and subsequently at a large investment firm in New York City. He received his Bachelor of Science from MIT and MBA from Stanford GSB. ^Ryan Lechner is the Managing Partner of Bonsai Gro ... see more
Searchfunder Fall Summit: Starting a Search Fund Mid-Career: Risky Business?
video
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In this Searchfunder Session, we speak with a panel of US & European searchers who embarked on their search fund journeys mid career. Our guests will share the challenges and opportunities of starting a search fund later on in your career as a self-funded or incubator fostered searcher along with solo and partnered search. ^Rania Missoumi is an Entrepreneur through Acquisition at Novastone Capital Advisors. She has over 20 years of experience working with family-owned businesses ... see more
Digital Marketer President Mark de Grasse - The Choreography of Negotiation
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Come join us as we interview Digital MArketer President Mark de Grasse. I met Mark at Traffic & Conversions this year along with Roland Frasier, Ryan Deiss, and others. Mark is an enthusiastic public speaker who is passionate about strengthening teams, fostering leadership programs with laser-like focus, and assisting individuals and small businesses to achieve their goals faster to scale their brand.
Mark designs, develops and approves comprehensive, strategic, and low-cost programs for ... see more
Search Fund 101 - Lunch & Learn
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Event DetailsTue, Oct 5, 2021
12 PM – 12:45 PM EDTPrivate Location (rsvp to display)by Startup & Entrepreneurship ClubThis event is open to specific members only.Come join a Lunch & Learn session with ^Ted Baxa from WSC & Company, a private investment firm focused on acquiring businesses through the traditional search fund model.WSC & Company is one of the most active search investors in the country, backing 150+ search funds and search-acquired operating companies across t ... see more
Sharpen Your Search - Q&A with Ted Leverette, The Original Business Buyer Advocate
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(52 registrants.) You’re going to interact with a few of my favorite dealmakers and advisory experts. Advance-register, now, (using the Zoom link) so your questions get priority. We’ll promptly confirm your reservation by email, and then you can reply with your questions or concerns. We'll take questions, too, during the Zoom. Don’t risk losing any of your opportunity. If you’ve been searching for more than a month but haven’t been interacting with at least one business opportunity (ev ... see more
NextGen Growth Partners - Intro to Entrepreneurship Through Acquisition
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NextGen Growth Partners - Intro to Entrepreneurship Through Acquisition
by Private Equity ClubIntro session about entrepreneurship and the NGP model.Mon, Oct 4, 2021
5 PM – 6:30 PM EDTThis event is open to specific members only. https://cglink.me/2ez/r1216113
... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Texas Search Group – Austin TX - Networking Happy Hour – RSVP
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Texas Search Group Hosts Networking Happy Hour in Austin, TX!
Texas Search Group will host a networking happy hour on Thursday, 9/30 starting at 5:00pm in Austin, TX. RSVP here: https://tinyurl.com/TexasSGATXRSVP
Join our LinkedIn group to get notified of our next event – https://www.linkedin.com/groups/12317955/
Special thanks to our sponsors for supporting the event! Sponsored by:
Symphony Risk Solutions - Insurance
Joshua Richman, President
jrichman@symphonyrisk.com
www.sympho ... see more
Search Fund Happy Hour - Austin, TX 9/30/21
,
Texas Search Group – Austin TX - Networking Happy Hour – RSVP
Thursday, September 30th, 2021
5:00pm – 8:00pm
Location: Cosmic Coffee & Beer Garden (121 Pickle Rd. Austin, TX 78704)
Contact: Jordan Carter at jcarter@searchinvestgroup.com / Robert Graham at rgraham@searchinvestgroup.com / Jonathan Dietz at jonathan@mayborncapital.com
Add to your calendar:
https://tinyurl.com/texasSGATX
Sponsored by:
Symphony Risk Solutions - Insurance
Joshua Richman, President
jrichman ... see more
Searchfunder Session: Dos & Don’ts for Search Funds: a Lawyer's Perspective
video
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In this Searchfunder Session, we speak with Searchfunder member Brian Axelrad to help you avoid common pitfalls in the legal aspects of your search fund. Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the se ... see more
Search Fund Coalition Panel: The Mind of a Business Seller
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Understanding the Seller's Perspective Can Make All The Difference!
Getting back to work and digging deep into the mind of a seller, we're bringing together a diverse group of perspectives to better understand the Seller's perspective / mindset and what a buyer can do during the process to build a great relationship and successfully close your acquisition. Sign Up Link: https://sfcsellermind.splashthat.com/Get a free searcher ticket using the sponsor code: BYLINE921 // GUARDIAN25
Our panel ... see more
Captives: WHat you need to know for your business
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https://lockton.webex.com/mw3300/mywebex/default.do?nomenu=true&siteurl=lockton&service=6&rnd=0.22757124421342578&main_url=https%3A%2F%2Flockton.webex.com%2Fec3300%2Feventcenter%2Fevent%2FeventAction.do%3FtheAction%3Ddetail%26%26%26EMK%3D4832534b00000005bbe58617ae8c4f4d7c9b0eefb4c7a4d8799918a8c597cb0a080b38cda3a876e0%26siteurl%3Dlockton%26confViewID%3D202903534545445833%26encryptTicket%3DSDJTSwAAAAUjgiAKzZWYOO_-kW5Fdc1d2LpbNmQD99HroXKA8WXEuA2%26 ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder MeetUp: Middle East & Africa Searchers & Supporters
video
,
We're excited to host our first MeetUp focused on search funds in the Middle East & Africa. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout grou ... see more
S.O.S.- Searchfunder Ops Session: A CEO's Lessons Learned in EOS Self-Implementation for a SMB
video
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In this S.O.S. session, we speak with Searchfunder member ^John Rood about his implementation of the EOS (Traction) system as a CEO without the aid of a consultant. He'll discuss his lessons learned, including what he would do differently if he were to do it again. S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with ot ... see more
Pacific Lake Partners - Search Fund Intro Session
,
Pacific Lake Partners - Search Fund Intro Session
by Private Equity ClubDate: Tue, Sep 21, 2021
Time: 6 PM – 7 PM EDT (GMT-4)This event is open to specific members only. Details
The search fund model offers relatively inexperienced, recent MBA graduates with limited capital resources a quick path to owning, managing, and growing a company.
Come join us to learn more about the search fund model and Pacific Lake Partners!https://cglink.me/2ez/r1216081
... see more
Searchfunder Session: Financial Diligence Town Hall with Max Lummis - Part II
video
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In this Searchfunder Session, Searchfunder member, ^Max Lummis will answer your questions on forensic accounting issues related to your search.Please refer back Part 1 here: https://www.searchfunder.com/event/view/413Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phase ... see more
Get to Know Searchfunder
,
Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. They'll share tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spencer or email welcome@searchfunder.comThe discussion will be driven by your needs/questions -- likely topics include:► Get started with search funds and entrepreneurship through ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Toronto Search Fund Happy Hour - Sept 16
,
https://www.meetup.com/Canadian-Search-Fund-Group/events/280493925/Search Fund Networking Event - Toronto & GTA
After a great turnout last time, we are happy to host another in-person networking event for Search Funds in the GTA. Looking forward to getting together, meeting other searchers, sharing best practices, storytelling, and bouncing deals around.
PLEASE ONLY REGISTER IF YOU PLAN TO ATTEND. With capacity limits, it's not fair to others if there are no spots and you take one, not ... see more
Women of Color in Search Happy Hour
,
This session will begin with any follow-ups to the women in search meetup's discussion exploring A.J. Wasserstein's Case Note: https://yale.box.com/s/ho6knp0wp11c7zpkq0vfjknto0nl8j1cAfter registering, you will receive a confirmation email containing information about joining the meeting.We're excited to host this monthly meetup for women of color in search. For each session. we will select a host and do our best to announce a specific topic for discussion beforehand. All women of color and alli ... see more
Searchfunder MeetUp: European Searchers
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We're excited to host this MeetUp for searcher based in or searching for businesses in Europe. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. Depending on attendance levels, we will use breakout rooms by country or language to create a group size sufficiently small enough for introverts to feel comfortable conversing. Follo ... see more
Searchfunder Session: Using Interexo for Your Search
video
,
Searchfunder recently partnered with Interexo, incorporating Interexo into the Searchfunder DealExchange.In this Searchfunder Session, we speak with Searchfunder member Vahagen Khodaverdian about the partnership and how you can use Interexo for your search. Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder S ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host this MeetUp for self-funded searchers. For each session. we will do our best to select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to th ... see more
Webinar: What to look for when acquiring a professional services business
,
For this session, Nic will be joining to talk about his experience buying and now running a professional services business for over 5 years.
Nic Anderson is the CEO of ArcherHall, a digital forensics and e-discovery company based in Sacramento, California. Nic acquired the business in 2015 through self-funded search, and has driven 20%+ annual growth since then. He's seen a ton over the past 5 years -- and I'm excited for all of us to learn from his experience!
Registration link: ... see more
A Conversation with Jessica Markowitz: Insights from a Current Operator
video
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Incoming NGP Searcher Michelle Kime will interview Paragon Legal COO & President Jessica Markowitz on September 14th at 4pm CT. Jessica will be discussing her ETA experience, beginning with her partnered search through Calyx Capital Partners, and onto her current day-to-day as an operator, including how gender has played a role in her experience. Please join us. LinkedIn: https://www.linkedin.com/events/insightsfromoperating-aconversa6838167169314906112/Zoom: https://us06web.zoom.us/j/845507 ... see more
Searchfunder MeetUp: LatAm Searchers
,
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community, plus gain tips and tricks to get the most out of your Searchfunder membership.This event is open to the public and interested members of the public ... see more
CMU Shark Tank 2.0
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Experienced investors and CMU graduates, Ivan & Adam offer advice, feedback and next steps for budding CMU Entrepreneurs.
You can come watch, or you can apply to pitch your start up at the event here! The last day to apply is September 30th!Link to Join:https://lu.ma/join/g-oJarQ2HhQjcrTJA ... see more
Tepper School of Business - Entrepreneurship Through Acquisition Speaker Series: Tim Bovard, CEO of Search Fund Accelerator (for CMU students only)
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Hosted By Graduate Entrepreneurship ClubTepper School of Business - Entrepreneurship Through Acquisition Speaker Series: ^Timothy Bovard, CEO of Search Fund Accelerator (for CMU students only)Mon, Sep 13, 2021
5 PM – 5:50 PM EDT (GMT-4)
This event is open to specific members only. You need to Sign In.https://cglink.me/2c1/r1128367 ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder Session: Hits & Misses on Pitching Your Deal to Investors
video
,
In this Searchfunder Session, we speak with Searchfunder member ^David Slenzak of BroadTree about what you can do to improve your pitch to investors. Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the sea ... see more
S.O.S.- Searchfunder Ops Session: Attracting and Retaining Talent in a Multigenerational Workforce
video
,
Thinking through compensation structures, recruiting, and how to retain those top employees when you buy a business can be a lot to go through! Join Searchfunder members ^Allison Porter and ^Todd Dorsey for our S.O.S. on Attracting and Retaining Talent in a Multigenerational Workforce and we can dig into the details and share some tips for analyzing and executing retention strategies for employees at every stage. REGISTER IN ADVANCE:: by clicking the link next to Allison's profil ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Women in Search Success Circle
,
We welcome women and allies in the search fund community. For our September session, where we will discuss A.J. Wasserstein's case note on women launching search funds: https://www.searchfunder.com/post/on-the-nature-of-women-considering-a-search-fund-launch-1In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-ownThrough o ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
End of Summer Networking Happy Hour - Search Fund Coalition August Event
,
Date: Tuesday, August 24 at 6:00pmSCHEDULE
6:00 PM - 6:15 PM ET Introduction & Opening Remarks
6:15 PM - 7:45 PM ET Small Group Speed Networking
7:45 PM - 8:00 PM ET Wrap Up Connecting Makes Searching Better
We've all made it through an interested summer. As we start buckling down for the Fall, let's come together and haven a drink and laugh together!
Come join us ^Andrew Hoffman and meet with fellow searchers and ETA Ecosystem Service Providers, Advocates & Investor ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Q&A - NCA Entrepreneurship Through Acquisition Program
,
Entrepreneurship Through Acquisition
Free Q&A Sessions - Thursday, August 19, 2021
For Aspiring CandidatesAre you looking to take the next big step in your career? Join our (^Marine Hamou) free question and answer session to find out more about our Entrepreneurship Through Acquisition Program. Choose a date and register below. We will provide you with log-in details for Zoom via email.http://insights.novastone-ca.com/register-qa/
All our Q&A sessions start at 9am USA PST | 12p ... see more
SFA - Virtual Roundtable - Due Diligence in the Search Fund Space: Pitfalls, Ideas and Improvements
,
Please join SFA on Thursday, August 19 at 11:00 AM eastern for the virtual roundtable Due Diligence in the Search Space: Pitfalls, Ideas and Improvements. A panel of key investors (^Larry Dunn, ^Rich Kelley, ^Jeff Stevens, ^Kent Weaver ) will discuss what they look for in due diligence including the factors that may impact whether or not they decide to invest.
Details
Date: Thursday, August 19, 2021
Time: 11:00 AM - 12:00 PM Eastern
Location: Zoom
Cost: There is no fee to atte ... see more
Due Diligence Best Practices: Sponsored Black Searcher Network
video
,
After a great kickoff with Part 1 of our inaugural series "How to Get Deals Done," we are excited to present Part 2 of the series, "Due Diligence Best Practices." We will have an all-star panel of investors, operators and due diligence experts that can help you navigate the post-LOI to close process whether it be your first acquisition or a tuck-in acquisition for your current company. The date of the panel is August 18th from 6 - 7 pm ET.Confirmed panelists included:- Badge Stone, WSC & ... see more
Searchfunder Session: Cybersecurity & Due Diligence 101
video
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In this Searchfunder Session, we speak with Searchfunder member Michael Condon about cybersecurity concerns when conducting due diligence for a small to medium sized business acquisition. Register in advance for this meeting using the link next to my profile picture. After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring ... see more
Get to Know Searchfunder
,
Searchfunder co-founder and COO Karen Spencer answers all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. They'll share tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spenceror email welcome@searchfunder.com
The discussion will be driven by your needs/questions -- likely topics include:
► Get started with search funds and entrepreneurship through a ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
S.O.S. - Searchfunder Ops Session: It’s All About People: Lessons Learned from the Trenches on How to Hire, Inspire and Develop Talent
video
,
In this S.O.S. session,we speak with Searchfunder member ^Mark Sinatra on his lessons learned in attracting, inspiring and developing people.Register in advance for this meeting using the link next to my profile picture.After registering, you will receive a confirmation email containing information about joining the meeting.This session is open to Searchfunder members and interested members of the public. Our S.O.S., Searchfunder Sessions and Searchfunder MeetUps are offered at no addit ... see more
Bay Area Search Fund Gathering
,
^Manvendra Saxena and I are excited to announce the first in-person Bay Area search fund event since March 2020!
^Joshua Richman of Symphony Risk will be sponsoring/hosting the event at Villa Fontaine at 411 Vermont St on August 10th at 5pm.
To RSVP, please fill out the following link: https://forms.gle/K75UYeaboVRH5ek77
Looking forward to seeing old and new friends in person in August!
All the best,
Greg & Manny ... see more
Q&A - NCA Entrepreneurship Through Acquisition Program
,
Entrepreneurship Through Acquisition Free Q&A Sessions - Tuesday, Aug 10, 2021For Aspiring CandidatesAre you looking to take the next big step in your career? Join our (^Marine Hamou) free question and answer session to find out more about our Entrepreneurship Through Acquisition Program. Choose a date and register below. We will provide you with log-in details for Zoom via email.http://insights.novastone-ca.com/register-qa/All our Q&A sessions start at 9am USA PST | 12pm USA EST ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
1Y Entrepreneurship through Acquisition (ETA) Kickoff
,
STUDENT ONLY EVENT!1Y Entrepreneurship through Acquisition (ETA) Kickoff
by Entrepreneurship Through Acquisition Club (ETA@Kellogg)Wed, Aug 4, 2021
7 PM – 9 PM CDT (GMT-5)Please join ETA@Kellogg for a 1Y ETA kickoff event! The event will include an overview of ETA, a discussion of the resources available at Kellogg and the Zell Fellows program, and most importantly, insights on the 1Y ETA experience on campus and beyond. We plan to host Kellogg faculty and recently-graduated 1Ys who are curr ... see more
Buy a Business. Become a CEO - Exclusive Event for MLT Alumni & Fellows
,
Exclusive Event for MLT Alumni & Fellows: Buy a Business. Become a CEO.On Tuesday, August 3, 2021, at 5 p.m. ET, MLT will host a virtual panel discussion on Entrepreneurship through Acquisition, “Buy a Business. Become a CEO.” Moderated by Harvard Visiting Executive ^Jim Sharpe, the panel will demystify the EtA process, including the search for companies and funders, and what it takes to succeed. Marques Torbert will be among the panelists.
How to Register:
Alumni can register vi ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Toronto Search Fund Happy Hour
,
Register here: https://www.meetup.com/Canadian-Search-Fund-Group/events/279634955/Search Fund Networking Event - Greater Toronto Area
We are happy to host the first post-lockdown in-person networking event for Search Funds in the GTA. Looking forward to getting together, meeting other searchers, sharing best practices, storytelling, and bouncing deals around.
PLEASE ONLY REGISTER IF YOU PLAN TO ATTEND. With capacity limits, it's not fair to others if there are no spots and you take one, no ... see more
Doing A Geographically Focused Search
video
,
In this Searchfunder Session, we will speak with Searchfunder member, ^Scott Holley on his tips for a geographically focused search.In 2018, we interviewed Scottjust after he bought his company about his search & operating his new business: https://www.searchfunder.com/post/my-first-six-months-as-an-operator-searchfunder-interview.Click here for playback of this session: https://lu.ma/focused. This playback is indexed, tagged and transcribed. Once you register, you will be sent a l ... see more
THE Summer BIPOC ETA Virtual Mixer
,
Are you a BIPOC Searcher, Operator, or Investor? Maybe you're a BIPOC MBA student interested in ETA
I’m excited to announce a new social series where we are bridging the BIPOC MBA ETA community with the Black Searcher Network in a quarterly interactive virtual mixer. This isn't your standard Zoom event where you listen to 1 speaker for 45min and maybe get a 10 minute break out room. This is a highly FUN interactive way to step away from work, and network and support fellow BIPOC ETA professio ... see more
Searchfunder Session: Most Asked Lending Questions for Search Funds
video
,
In this Searchfunder Session, we speak with Searchfunder member Bruce Marks about the most asked questions concerning lending for search funds.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIsd-yrrzMrE9P9he3j0YW_c6724bCU7zWG ;;;;;;;;;;After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are expl ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
,
In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJUudumhpj0qGdL_PJ2ohVfshH0R0IjC_6Jy Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through our meetups, you c ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
ETA - Sponsored Search Careers & Networking Session with NCA
,
ETA - Sponsored Search Careers & Networking Session with NCAJul 22 | 6:00pm - 7:30pmIn this first of its kind session, we will hear from Novastone Capital Advisors ( ^Elena Trukhina & ^Christian Malek) about their sponsored ETA Program followed by Searcher and Investor testimonials; What's more - participants can also leverage networking sessions with the speakers! Novastone Capital Advisors Gmbh (NCA) is a Swiss company (based in Baar, Switzerland), founded by a consortium of Sing ... see more
DACH Searcher MeetUp
,
With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIode6trDMpGtR-3G0HTLQjRXPu8siwlHDWSearchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.Through our meetups, you can network with others in the community and allies, learn ab ... see more
Searchfunder Session: Capital Raising Process Overview for Self Funded Searchers.
video
,
In this Searchfunder Session, we speak with Searchfunder member, Christian Berger about capital raising.Click here for playback of this session: https://lu.ma/capital. This playback is indexed, tagged and transcribed. Once you register, you will be sent a link for immediate viewing. ... see more
Pittsburgh Search Fund Happy Hour
,
^Andrew Petnuch and I are excited to host an in-person search fund event in the Steel City! People from across the region (PA, OH, WV, MD, VA, NY) and beyond are encouraged to join us.
Join us at Mario's on Walnut St. on Tuesday, July 20th at 6pm.Please RSVP here: https://forms.gle/M57om59vpMxW2mRc6
Looking forward to seeing you there,
Andrew & Andrés ... see more
S.O.S.-Searchfunder Ops Session: What Did I Just Buy?
video
,
In this Searchfunder Ops Session, we speak with Searchfunder member, Trevor Boehm about his experiences buying numerous businesses.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJwodeyspz0qGdd68geFfDkWX0kHLNWQ-q1y S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other operators and ask ... see more
Get to Know Searchfunder
video
,
Searchfunder co-founder and COO Karen Spencer and Summer intern Louis Levitan answer all your questions about entrepreneurship through acquisition, search funds, and Searchfunder. They'll share tips on how to get the most out of Searchfunder during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spencer or email welcome@searchfunder.comThe discussion will be driven by your needs/questions -- likely topics include: ► Get started with searc ... see more
Branding & Authenticity in Your Search
,
Search Fund Coalition Community - Our July Event is Set for 7/20!! Our (^Andrew Hoffman) next panel on Branding & Authenticity in Your Search and Operator is coming up!12:00 PM - 12:10 PM EST -HQ Opening & Networking
12:10 PM -1:15PM EST - Panel Starts Followed By Q&A
1:15 PM - 2:00 PM EST - Additional Community Networking Sign Up Below!
https://lnkd.in/gWgazcE
Our Awesome Panelists Include: Operator ^Danny Fields + Investor ^Shannon Jones + Searcher ^Alisa Kolodiz ... see more
Search Fund Coalition July Panel: Branding & Authenticity in Your Search
,
Search Fund Coalition Community - Our July Event is Set for 7/20!!
Our next panel on Branding & Authenticity in Your Search and Operator is coming up!
12:00 PM - 12:10 PM EST -HQ Opening & Networking
12:10 PM -1:15PM EST - Panel Starts Followed By Q&A
1:15 PM - 2:00 PM EST - Additional Community Networking
Sign Up Below!
https://lnkd.in/gWgazcEOur Awesome Panelists Include: Operator ^Danny Fields + Investor ^Shannon Jones + Searcher ^Alisa Kolodizner, CFP ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
NYC Searcher Happy Hour
,
^Will Bressman, ^Andrew Hoffman and I are thrilled to announce the first in-person NYC search fund event since the start of the pandemic! The plan is to gather at Madison Square Park (23rd and Madison) on July 15th at 6pm. To RSVP, please fill out the following link:https://forms.gle/ioaG91L1oHLiuspZALooking forward to seeing old and new friends in person in July!All the best,David, Will & Andrew ... see more
Women of Color in Search Happy Hour
video
,
We're excited to host this monthly meetup for women of color in search. For each session. we will select a host and do our best to announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring the option or bought your company years ago. Register in advance for this meeting:
https://mit.zoom.us/meeting/register/tJ0vduuvrDIoHdJTvuDhIjrxZroJKxeQSYq1 Depending on attendance levels, we will use breakout rooms to create a group size ... see more
Webinar: What to look for when acquiring a SaaS business (and selling to services businesses)
,
For this session, we'll be talking about our experience buying and running a SaaS business that specifically sells into other business service providers (landscaping, pool maintenance). Not only will we talk about what to look for when acquiring a SaaS business -- but also the ways in which other services companies adopt software/tech to drive greater growth.Areas we’ll cover:- Why this industry is ripe for ETA- What good vs great companies look like- Where to spend the most time during dilige ... see more
The University of Queensland - ETA - MBA Webinar
,
Entrepreneurship Through Acquisition - MBA Webinar14 July, 2021 12:00pm–1:00pm (AEST)
Registration: 14 July 2021https://business.uq.edu.au/event/session/10145https://business.us2.list-manage.com/subscribe?u=a25fef641fc01519f6043dee6&id=8559c44e4cEntrepreneurship is often equated with startups. But is that all entrepreneurship is?
This webinar will introduce you to search funds, an entrepreneurial buyout model enabling hungry, capable, mid-career managers to buy and run an existing bus ... see more
Insights from a Diverse Operator at a PE-Backed Portfolio Company: A Conversation with Linda Barros
,
Incoming MBA Candidate Carolina Galdiz will interview ConData Global Chief Operating Officer Linda Barros on July 13th at 5pm CT / 6pm ET. Linda will be sharing insight and advice based on her experiences as a diverse woman in a NGP-backed company. Topics will include how Linda's unique perspective shapes her management approach, how she navigates identity in the workplace, and why ETA is her anticipated next path. Please join us.Zoom available via LinkedIn event: https://www.linkedin.com/events ... see more
LatAm Searchers MeetUp
,
In this meetup, our LatAm searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMucemppjsvGNwuu0DDHnq5TbPjCCVzsZlt After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a networking and information series for those exploring the search ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
DACH Searcher MeetUp
,
With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIode6trDMpGtR-3G0HTLQjRXPu8siwlHDWSearchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.Through our meetups, you can network with others in the community and allies, learn ab ... see more
Self-Funded Searchers MeetUp
,
We're excited to host the bi-monthly MeetUp for self-funded searchers. For each session. we will select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago.Depending on attendance levels, we will use breakout rooms to create a group size sufficiently small enough for introverts to feel comfortable conversing. Following the breakout groups, we will have report backs to the full ... see more
Search Fund Briefing Session - YMFG Search Fund
,
Search Fund briefing session - YMFG Search FundDESCRIPTIONWe would like to introduce a new career called "Searcher" from YMFG Search Fund, which is the first in Japan to realize multiple successions by search funds. (This is the 3rd event.)
A search fund is a corporate investment model that was born in the United States and is also called a personal M & A fund.
Currently, it is attracting attention as a new form of entrepreneurship.
Excellent businessmen and MBA holders can become "manag ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
,
Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Women in Search Happy Hour: Special Guest Kate Delhagen
video
,
We welcome women and allies in the search fund community for our Happy Hour event. Our guest will be Kate Delhagen to discuss issues around seeking out women investors and making the ask. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJwlc-urpzwvHtSlYeo5B1TStFyb19ratgxG After registering, you will receive a confirmation email containing information about joining the meeting.In addition to the live stream, please be sure to join our Women in Search group which is open ... see more
Chicago ETA/ Search Funds Meetup [West Town]
,
Thank you to HMB and Brian Axelrad for sponsoring the second monthly Chicago ETA/ Search Funds event! Their sponsorship gives us a safe and private space to meet + light snacks and drinks. We had a great time and turn out for the first event. Thanks to everyone who came.
Come stop by for a cold drink and network with your fellow Chicago ETAers.
RSVP + VAX is required. Please message me if you have any questions. EVENT SPONSOR: HMB Legal Counsel ... see more
Intellectual Property for Small & Medium Sized Business Entrepreneurs
video
,
In this S.O.S. session, we will speak with Searchfunder member Brent Whitlock about common questions that come up in owning a small to medium sized business. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIpce-vqj4iGdWHKhiBMZBeFOnT_MUkxUKb S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with ot ... see more
Webinar: “Purchasing a Business: Entity Structure & Strategies”
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Lunch & Learn Webinar (via Zoom):
“Purchasing a Business: Entity Structure & Strategies”
Wednesday, June 30
Presentation: Noon – 12:45 pm | Q&A 12:45 – 1:00 pm
Calling all entrepreneurs looking to buy a business! This in-depth discussion will go beyond a basic review of entity types. Attorney Trevor Crow will analyze the pros and cons of each as well as factors including the business’s growth plan, capitalization, financing strategies, as well as:
• Common mis ... see more
How to Close a Search Fund Deal ?
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How to Close a Search Fund Deal ?Breakfast Searchers organized by CCSL Advogados and Ayuela Jiménez.The Breakfast Searchers is a recurrent forum for discussion between searchers and investors of topic of interests for the community promoted by the CCSL Advogados and Ayuela Jimenez Abogados Search Fund Iberian Desk.
The virtual roundtable speakers Juergen Rilling, Ricardo Velilla Flores, David J. Jacq, João Diogo Stoffel, Leonardo Elvas de Carvalho and Tiago Neves Paixão will be moderated b ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate e ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Virginia Tech Richmond Center - Virtual Workshop on 'Entrepreneurship Through Acquisition'
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Registration is open for virtual workshop on 'Entrepreneurship Through Acquisition'From: Virginia Tech Richmond Center
Entrepreneurship Through Acquisition (ETA) is often an overlooked option for today’s entrepreneurs. ETA can serve as a meaningful way to leverage your entrepreneurial spirit and capacity.
This virtual workshop — from 5-6:30 p.m. Thursday, June 24 — is taught by Richard Hunt, assistant professor and director of doctoral studies in management in the Department of Manag ... see more
Factors in Lending for Healthcare Businesses
video
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In this Searchfunder Session, we speak with Searchfunder member, Linh Phu, Vice President, Commercial Relationship Manager and her SBA partner, Lindsey Purdy at Columbia Bank on lending in the healthcare sector for searchers. They will give you an overview of "preflight" process and the three distinct types of lending in the sector: SBA, Non-SBA and Practice Finance. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJEpdO6rrjgqHdQu4flv77oPtvJy-HCxPRBq After register ... see more
Searchfunder MeetUp: LatAm Searchers
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In this meetup, our LatAm searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Register in advance for this meeting:https://bit.ly/3v2TsV8After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to ... see more
Webinar: What to look for when acquiring a home care provider
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For this session, Robert Graham will be joining to talk about his experience buying and running multiple home care providers. We'll be digging deeply into the weeds!
More on Robert: he's the CEO of Pillar Health Group, a group of healthcare companies acquired through a self-funded search. He is also an investor in multiple other search/PE deals, and a partner at Search Investment Group.
Areas we’ll cover:
- Why this industry is ripe for ETA
- What good vs great companies look like
... see more
Searchfunder MeetUp: DACH Searcher MeetUp
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With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland.
Register in advance for this meeting:
https://mit.zoom.us/meeting/register/tJAlcOCtrz4vEtJdNDLbcnCU8LIw5Mj4NG9G
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and al ... see more
Mid-Atlantic ETA MeetUp
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Live in the Mid-Atlantic and interested in search? Are your friends/family tired of you talking about the "Red Book", Think Like an Owner podcast, Searchfunder, SMB twitter, EBIDTA multiples, & more.Now you've found your tribe. Whether you are a traditional searcher, self-funded searcher, investor, or just learning about the ETA space, it's time to connect.
Join us on June 23rd in Washington, DC from 5:30pm - 7:30pm.Location: Black Finn, 1620 I Street, NW, Washington, DC
Reserved are ... see more
Searchfunder Session: Workers Comp & Safety 101
video
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In this Searchfunder Session, we speak with Todd Dorsey & Cathy Puls on what you need to know about Workers Comp and Safety. Presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:097c096b-ecd9-45ad-a884-9cdb222f4e9bSearchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder S ... see more
Getting the Most out of Searchfunder
video
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Searchfunder co-founder and COO Karen Spencer answers all your questions about Searchfunder and shares tips on how to get the most out of it during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spencer or email welcome@searchfunder.comRegister in advance for this meetinghttps://mit.zoom.us/meeting/register/tJUvcOmorzsvGNaxRzhzlvMQ-k-rRqHejnReSearchfunder Sessions is an information series so that Searchfunder members and interested members of the pu ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Military Veteran EtA Mastermind (Military Veterans Only)
Every Friday at 12:00pm EST
Description
Weekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder Ops Session: You Don't Deserve to be a CEO on Day 1
video
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In this S.O.S. session, we speak with Keith Burns about his lesson learned from operating his business and doing numerous follow-on acquisitions. His insights will help you get off to the right start in operating your newly acquired business. We'll also discuss his work the Black Searcher Network. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJUlcOGtqzgiGtR-FxzU_Z0OqZmhY_uAwURl After registering, you will receive a confirmation email containing informatio ... see more
Search Fund Coalition: Search One Year Later
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The Longest, Quickest, Most Exciting Year in Search Yet...
What a difference a year makes! The new world is opening up, deal flow is increasing and sellers are re-engaging. The next 12 months will be a mad dash with much uncertainty. We're bringing together multiple perspectives across Searcher / Operator, Investor and Sellers to reflect on the past 12 months and what the next year holds for Search and the ETA Ecosystem.12:00 PM - 12:15 PM EST - HQ Opening & Networking12:15 PM -1:15PM ES ... see more
Using Data Axle for your Search
video
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In this Searchfunder Session, we speak with representatives about the using Data Axle for your search. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJAkce2qqDMvG9X7-XBRUNwD1MqCBOnuZeTI After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for ... see more
Military Veteran EtA Mastermind (Military Veterans Only)
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Event: Military Veteran EtA Mastermind (Military Veterans Only)Every Friday at 12:00pm ESTDescriptionWeekly mastermind(s) for veterans looking to buy small businesses ie EtA/Search Fund. Some in this group are just beginning their search, some deep into the search process, some have already acquired, and some are just looking to invest. We talk about each other's wins, blockers, and helps, along with network shares.
The goal of this group is to give us a place to compare notes and motivate ea ... see more
Searchers Mastermind Group - Multiple Dates
,
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Entrepreneurship Through Acquisition With HBS Professor Archie Jones
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Entrepreneurship Through Acquisition With HBS Professor Archie JonesEVENT DETAILS:
Date: Thursday, June 10, 2021
Time: 5:00 to 6:00 PM CENTRAL
Virtual: ZoomThe HBS Club of ChicagoOverview and current trends in Entrepreneurship through Acquisitions (ETA) and practical advice for each stage in the process.SPEAKER
Archie L. Jones Jr.
Investor, Advisor, EducatorAn increasingly popular route to success as a small business owner is through Entrepreneurship through Acquisition (ETA) with one of ma ... see more
Special Panel: Lending for Service Contractors, Home Healthcare & Federal Government
video
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In this Searchfunder Session, we host a special panel with Searchfunder members Lisa Forrest and Heather Endresen along with vertical leads at Live Oak bank. They'll share their deep industry knowledge to help you close on a great business successfully. Those verticals are: HVAC, Plumbing, Electrical Contractors, Home Healthcare Businesses & Federal Government Contracting. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJcrfu6gqzwiE9G6n-uf7qbLzEHK7-AIhO4e ... see more
Searchfunder MeetUp: DACH Searcher MeetUp
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With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJAlcOCtrz4vEtJdNDLbcnCU8LIw5Mj4NG9G Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through our meetups, you can network with others in the community and allies, learn ... see more
It’s Not Just About the Numbers
video
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In this Searchfunder Session, we speak with Searchfunder member, Sheila Spangler on common pitfalls and best practices in working with brokers and sellers.Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:6a1101b7-1f28-49a9-acd4-fc5aaf01b5fbAfter registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Searchfunder members and interested memb ... see more
Search & Acquire - Follow-up FAQ session on Veteran ETA
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Join us for a follow-up FAQ session on Veteran ETA on Tuesday, June 8th hosted by Search & Acquire.
We (^Alexander Mears & ^Steve Ressler) will discuss the most common questions we get on both the traditional and self-funded search models and open up the discussion to questions from attendees.
This session will be hosted on Tuesday, June 8th from 1:00 - 2:30pm EDT.
Register below and we'll send you the Zoom link.https://share.hsforms.com/1hn20jjcGQw27rFkztY0Cvw5mbbf ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Women in Search Happy Hour
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We welcome women and allies in the search fund community for our Happy Hour event. The proposed topic for this session will be identifying women investors. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJwlc-urpzwvHtSlYeo5B1TStFyb19ratgxG In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your- ... see more
Veteran ETA 2021 Symposium
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Live Oak Bank, SBLiftOff and NVSBC are just a few of the proud sponsors of the Veterans ETA 2021 Symposium. ^Alexander Mears ^Michael Mahre ^Patrick Dunagan ^John Hubbard ^Jamie Warlick and ^Lisa Forrest are a few of the speakers/moderators. Topics will include Stories from successful VETERAN ETA searchers and their path to the CEO chair. Also discussed Capital Sources for Veteran Acquisitions: Debt & Equity panel discussion. The goal is to bring awareness of the busine ... see more
Buy like a Poet Not a Quant
video
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In this Searchfunder Session, we speak with Searchfunder member, ^Shannon Jones about the non-quantitative factors to consider to get your acquisition to close.Here is the presentation:. https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:660698b1-d20c-4c7f-b961-0307ab74b10cClick here for playback of this session: https://lu.ma/poet. This playback is indexed, tagged and transcribed. Once you register, you will be sent a link for immediate viewing. ... see more
Navigating Rapid Growth
video
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In this Searchfunder Session, we will discuss with Searchfunder member Jason Tuzinkewich the questions you will want to answer and concepts to explore during the identification and due diligence process of business acquisition to ensure maximum potential of hitting the ground running and putting your investment to work. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJYof-qhrTosH9Y_ON60xcCS0ucJR84CPVCJ After registering, you will receive a confirmation email containing ... see more
LBS ETA: Entrepreneurship Through Acquisition Conference
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First-ever London Business School ETA conference hosting speakers in noted searchers, entrepreneurs, and investors across the globe over five sessions through June 1st (1300-1600 BST) and June 2nd (1300-1500 BST). Sessions as follows:
1. Fundamentals of a Search (June 1st - 1300-1400)
2. Raising a Search Fund and Running a Company (June 1st - 1415-1500)
3. Investor's Perspective on Search (June 1st - 1515-1600)
4. Alternative ETA Strategies (June 2nd - 1300-1400)
5. Life After Search (June ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Register in advance for this meeting: https://bit.ly/3tPqd6IAfter registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to a ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Search Fund Conference - 2nd Latin American IPADE
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Search Fund Conference May 28th 2021 (9am-3pm Mexico City Time CST)Entrepreneurship through Acquisition, Search Fund as the meeting point for investors, searchers and sellers with the presence of Relay Investments, Alza Capital Partners and Creel Lawyers
4 Conferences
1 Panel
Networking EventThe IPADE Business School Finance Club invites you to participate in the Search Funds event that will be held on Friday, May 28 from 9 am to 3 pm where we will have 4 conferences, a panel and a networking ... see more
INSEAD Global Entrepreneurship Network Event
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Prepare for a fun and effective evening by carefully reading the information below: The IEF team is delighted to welcome you to the INSEAD Entrepreneurship Virtual Networking event on Thursday, 27th of May at 6:30pm CET!
WHAT TO EXPECT:
This event is for entrepreneurially-minded INSEAD alumni and is focused solely on networking amongst the INSEAD community. There will be opportunities for participants to “host a table” within the event. Table hosting gives attendees the chance to have ... see more
Searchfunder MeetUp: DACH Searcher MeetUp
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With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland. This session may be in German and/or English.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJEpfuqqrzMiGd2q_mF_R2xkhUfOOeryQSEZ After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept o ... see more
Chicago ETA Meetup [West Town]
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Meetup page to RSVP - https://www.meetup.com/chicago-eta/events/278326922/ UPDATE - Great news. We now have an official sponsor (HMB Legal) and a new private venue. --------------------EVENT SPONSOR: HMB Legal Counsel
Thank you to HMB and Brian Axelrad for sponsoring this first Chicago ETA event! Their sponsorship gives us a safe and private space to meet + light snacks and drinks.
Come stop by for a cold drink and network with your fellow Chicago ETAers.
RSVP is required. Please messag ... see more
Entrepreneurship Through Acquisitions - With Brian O'connor And Jay Davis
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Entrepreneurship Through Acquisitions - With Brian O'connor And Jay Davis
DATE & LOCATION
Date: 5/26/2021
Time: 5:00 PM to 6:00 PM
Location:
Zoom Webinar
Event Description
An increasingly popular route to success as a small business owner is through “entrepreneurship through acquisition (ETA)”, with one of many “ETA” paths being a “search fund” — buying and running an existing operation. Entrepreneurs sometimes choose to forgo the traditional model of starting a busi ... see more
Insurance 101 for Search Funds
video
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Insurance 101 - sounds riveting! Curious why that board member keeps asking to see if you have D&O insurance? Why your lease or PEO you work with requires you to have insurance? At how many employees do you need workers comp? And why is insurance so expensive? In this Searchfunder Session, we will have a practical conversation with Searchfunder members ^Allison Porter and ^Todd Dorsey around Insurance 101 and what phases of your growth you are needing insurance for the n ... see more
Webinar: What to look for when acquiring an HVAC company
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For this session, Niklas will be joining to talk about his experience buying and running multiple HVAC companies. We'll be digging deep into the weeds!
More on Niklas: he's the founder at Siddis Invest, an independent sponsor group that has been involved in 7 lower-middle market private equity deals since 2016 (EBITDA between $0.5-5.0 million). He obtained a minority position in K&S Heating and Air in early 2019, and acquired Lex Air in April 2019 -- both HVAC companies. He knows this ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder Session: Women of Color in Search Happy Hour
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We're excited to host this monthly meetup for women of color in search. For each session. we will selec a host and do our best to announce a specific topic for discussion beforehand. All women of color and allies are invited -- whether you are just exploring the option or bought your company years ago. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJ0vduuvrDIoHdJTvuDhIjrxZroJKxeQSYq1 After registering, you will receive a confirmation email containing information about ... see more
Novastone Capital Advisors: Q&A Sessions - ETA recruitment in Europe
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FREE Q&A SESSIONS - FOR ASPIRING CANDIDATES
Event date : May 20 2021
Are you looking to take the next big step in your career? Join our free question and answer session to find out more about our Entrepreneurship Through Acquisition Program. Choose a date and register below. We will provide you with log-in details for Zoom via email.
With Novastone Capital Advisors
^Marine Hamou & ^Elena Trukhina
All our Q&A sessions start at 9am PDT | 12pm EDT | 5pm UK | 6pm CEST.
... see more
S.O.S.: Starting a Fund of Funds with Second Squared
video
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In this S.O.S. session, we speak with Searchfunder members ^Akram Sabbagh and ^Lui Pangiarella of the Australian juggernaut, Second Squared about their launch of a funds of funds. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIofuigrT0rGtOioxXcg-Qob9-7lo8iLeET After registering, you will receive a confirmation email containing information about joining the meeting.S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operat ... see more
Texas Search Group – Networking Happy Hour
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RSVP here: https://forms.gle/ShCW4eGGgv6A1f4i6Join Texas-based searchers, operators, investors, and advisors for a networking happy hour at Chelsea Corner in Dallas.Sponsored by:Bruce Marks at First Bank of the Lake – bmarks@firstbanklake.com(https://www.fblake.bank/)Max Lummis at LCS – mlummis@lcsfirm.com (https://www.lcsfirm.com/) Braden Wayne at SWCC – braden@swclaw.com (https://www.swclaw.com/)Search Investment Group – team@searchinvestgroup.com (https://www.searchinvestgroup.co ... see more
Common Misconceptions in Lending with Colin McNulty
video
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In this Searchfunder Session, we speak with Searchfunder member, ^Colin McNulty discusses common questions and misconceptions in bank lending for small to medium sized businesses. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJYucOirqTIrE9A_fWlfOs6n0ujz_7sweYqO After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Searchfunder members and interested memb ... see more
Kellogg School of Management Event - How I Bought This: Jean-Paul Destarac hosted by Jaison Thomas, sponsored by Zell Fellows
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How I Bought This: ^Jean Paul Destarac hosted by ^Jaison Thomas, sponsored by Zell FellowsWed, May 19, 2021
12:15 PM – 1:15 PM CDTThe Zell Fellows Program's Entrepreneurship Through Acquisition (ETA) track, is hosting a series of episodes of How I Bought This, modeled after the popular podcast, How I Built This.
For this session, ETA Track Fellow Jaison Thomas will host Jean-Paul Destarac. Jean-Paul is the current CEO and owner of Capin-Vyborny, a US Customs brokerage and logistics fi ... see more
Streamlining the Cross-Border M&A Process
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ACG Virtual Experience
Streamlining the Cross-Border M&A Process
Best Practices in Managing the Risk Associated with Compliance, HR and Global Payments
May 18, 2021
3:30 pm - 6:00 pm EDTMergers and acquisitions are never simple. And transactions that involve more than one country add even more complexity to the process.
Join us on May 18th, for a virtual event all about streamlining the cross-border M&A process. Learn how to become proficient in solutions for each challenge inhe ... see more
Searchfunder MeetUp: Social & Environmental Impact Brainstorm
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All are invited to explore and brainstorm around having a positive social and environmental impact as a search fund and small to medium sized business operator. Topics cover may include sourcing, negotiating with sellers, handling brokers, closing the deal, operating the business and more.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMrcOGhrTgrEtPvSOyYIxfsu0TOfLmETR30After registering, you will receive a confirmation email containing information about joining ... see more
Panel: Searchfunder Session: Self-Funding vs. Incubator vs. Traditional Model
video
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In this Searchfunder Session, we speak with Searchfunder members ^Tiffany Clay, ^Jordan Carter, ^Greg Geronemus, ^Drew Gottenborg, and ^Robert Graham about the choice and economics behind the popular search fund models. Click here for a playback of this session: https://lu.ma/3types. This playback is indexed, tagged and transcribed. Once you register, you will be sent a link for immediate viewing. Photo by Clem Onojeghuo on Unsplash ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
TheCO - Entrepreneurship Through Acquisition Kickoff
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Join Pathway's multi-week training program for trade industry experts interested in business acquisition- business planning, market research, and 1-on-1 technical assistance will bridge the gap with new buyers to become capital ready and transition business.Thursday, May 13, 2021
6:00 PM - 8:00 PMWho should enroll?
Aspiring mid-career entrepreneurs with business management, trade or industry experience
Professionals considering purchasing a Tennessee businessWhat is the Cohort?
Overview of b ... see more
DACH Searcher MeetUp
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With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland. This session may be in German and/or English.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJEpfuqqrzMiGd2q_mF_R2xkhUfOOeryQSEZ After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept o ... see more
S.O.S.: Using Traditional Sales Methods for Your Online Business
video
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In this S.O.S. session, we speak with Searchfunder member, ^Ryan Condie, to discuss the benefits of using traditional sales methods for your online business.Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:645a8728-acd0-4087-aaa6-5a939291e2ccS.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty o ... see more
Yale SOM Exchange: The SPAC: A Global Search Fund on Steroids
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[WEBINAR] The SPAC: A Global Search Fund on Steroidsby Yale SOM Alumni CommunityMon, May 10, 2021
12 PM – 1 PM EDT (GMT-4)
DetailsJoin us for a conversation about special purpose acquisition companies (SPACs) moderated by ^A.J. Wasserstein, the Eugene F. Williams, Jr. Lecturer in the Practice of Management. He’ll talk with Noah Aptekar ‘16 and Eduardo Marini ’06, who are teaming up to launch a Nasdaq-listed SPAC called IX Acquisition Corp, focused on technology, media, and telecom i ... see more
Webinar this Wed 5/12: What to look for when acquiring a light manufacturing business
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Webinar this week: What to look for when acquiring a light manufacturing business
Last week, I shared I was interested in hosting a bi-weekly webinar series where existing operators — past searchers who’ve already acquired a company — would share their experience and dig into the specifics of their industry.
I received a lot of positive feedback, and over 50 searchers submitted ideas for industries they like us to dig into. We took the top ones and put together a rough calendar for th ... see more
Special Guest A.J. Wasserstein: Family & Failure - The Emotional Aspects of Search
video
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In this Searchfunder Session, we speak with A.J. Wasserstein, who is the Eugene F. Williams, Jr. Lecturer in the Practice of Management at Yale School of Management. A.J. is the author of cases on entrepreneurship, relevant to search funds and entrepreneurship through acquisition. He also was the President of Onesource Water, the third largest bottleless water service business in the U.S. Onesource Water was sold to Water Logic, a UK based strategic acquirer, in 2016.A.J. will speak for approxim ... see more
Novastone Capital Advisors: Q&A Sessions - ETA recruitment in Europe
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FREE Q&A SESSIONS - FOR ASPIRING CANDIDATESEvent date : May 11 2021Are you looking to take the next big step in your career? Join our free question and answer session to find out more about our Entrepreneurship Through Acquisition Program. Choose a date and register below. We will provide you with log-in details for Zoom via email. With Novastone Capital Advisors^Marine Hamou & ^Elena Trukhina.All our Q&A sessions start at 9am PDT | 12pm EDT | 5pm UK | 6pm CEST.http://insights. ... see more
Getting the Most out of Searchfunder
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Searchfunder co-founder and COO Karen Spencer answers all your questions about Searchfunder and shares tips on how to get the most out of it during the life of your search and beyond. Feel free to send questions in advance by DM to ^Karen Spencer or email welcome@searchfunder.comRegister in advance for this meeting:
https://mit.zoom.us/meeting/register/tJcrduCgpjgrHddx8uLvtfYXo46BOy9o4sIZ
After registering, you will receive a confirmation email containing information about joining the me ... see more
TheCO - Entrepreneurship Through Acquisition Kickoff
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Thursday, April 29, 2021
6:00 PM 8:00 PMJoin Pathway's multi-week training program for trade industry experts interested in business acquisition- business planning, market research, and 1-on-1 technical assistance will bridge the gap with new buyers to become capital ready and transition business.Who should enroll?
Aspiring mid-career entrepreneurs with business management, trade or industry experience
Professionals considering purchasing a Tennessee business
What is the Cohort?
Overview ... see more
Women in Search Happy Hour
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We welcome women and allies in the search fund community for our Happy Hour event. Our host will be ^Fan Dai. In addition to the live stream, please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-ownRegister in advance for this meeting:https://mit.zoom.us/meeting/register/tJwlc-urpzwvHtSlYeo5B1TStFyb19ratgxG After registering, you will r ... see more
Searchfunder Session: Understanding the Unique Challenges BIPOC Searchers Encounter
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In this Searchfunder Session, we speak with Searchfunder member ^Gabriel Patterson and the CEO of Nealon Consulting Debbie Stojanovic, who have been instrumental in the launch of BETA-I, the Black Entrepreneurship Through Acquisition Incubator. BETA-I is the first Canadian and first Black-focused incubator in the search fund world. The discussion will cover: * Systemic negative perceptions* Dealing with sellers* Dealing with investorsRegister in advance for this meeting:https://mit ... see more
Search Funds – Expediting the Path to Becoming an Owner/CEO
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Dallas Chapter Private Equity CFO Series | VIRTUALOpen to all membersMay 5, 2021 | 4:30 PM - 5:50 PM Central TimeSearch Funds – Expediting the Path to Becoming an Owner/CEOLearn about search funds and the search fund ecosystem by hearing from a successful searcher, an investor, and an active searcher. A search fund is an entrepreneurial path undertaken by one or two individuals (the “searchers”) who form an investment vehicle with a small group of aligned investors, some of whom become me ... see more
Going Beyond DCF
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In this Searchfunder Session, we speak with Searchfunder member, Mike Adhikari about his views on why DCF may be the wrong approach for small business transactions and how to get bey0nd it.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMldeisrDwtEtfnW-REQRQHFd2aINVr_OPl After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Searchfunder members and interested mem ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host the bi-monthly MeetUp for self-funded searchers. Our host will be ^Sam Chase. The discussion will focus on funding strategies and sources. For each session. we will select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJYvdOuqrjIvG9VTem-mrMmQzO6BicOptW ... see more
Search Funds: Students Intern Panel
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ETA - Student Intern PanelTue, May 4, 2021
8 PM – 9 PM (GMT+1)Hosted By : Private Equity & Venture Capital ClubKnow about ETA and Search Funds from student interns across programmes who've assisted searchers set up the fund and search targets. (Bonus: Most of them are on their way to raise their own search funds!) Fire in your questions as we hear from:
^Justin Watson (MBA'21):
• Justin has interned with Simon Webster (an internationally recognized serial search fund investor) an ... see more
Arbitrage from the Venture Capital Investment Model
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In this Searchfunder Session, we speak with Searchfunder member, ^Jonathan Lu, who co-founded a turnaround fund three years ago that began as a search fund under an alternative thesis: acquiring venture-backed businesses that overspent in pursuit of growth and are left orphaned by their venture investors. Jonathan restructures them to reach profitability at a lower scale than original ambitions.Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds: ... see more
ETA: Entrepreneurship Through Acquisition Conference
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First-ever LBS ETA conference hosting speakers in noted searchers, entrepreneurs, and investors across the globe over five sessions through June 1st (1300-1600 BST) and June 2nd (1300-1500 BST). Sessions as follows:
1. Fundamentals of a Search (June 1st - 1300-1400)
2. Raising a Search Fund and Running a Company (June 1st - 1415-1500)
3. Investor's Perspective on Search (June 1st - 1515-1600)
4. Alternative ETA Strategies (June 2nd - 1300-1400)
5. Life After Search (June 2nd - 1415-1500)Age ... see more
Pathway Lending: Interested in Acquiring a Business in Tennessee - Inaugural ETA Cohort this April and May
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Pathway LendingWe’re inviting mid-career, aspiring entrepreneurs with meaningful business management, trade or industry experience who are interested in acquiring a business in Tennessee to save the date for our inaugural ETA Cohort this April and May! Registration opens in a few days, join us to accelerate your entry into entrepreneurship! theCO https://www.attheco.com/https://www.pathwaylending.org/https://www.linkedin.com/posts/pathwaylending_businessacquisition-buyersjourney-businesso ... see more
Searchfunder Session: Twists & Turns of Learning to Do Deals
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In this Searchfunder Session, we speak with Searchfunder member, ^Dan Tamkin on the Twists & Turns of Learning to Do Deals, including his lessons learned, the emotional ups and downs and the what he looks for in Operators.Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:c4f6535e-ee6a-42ff-a0e5-0a8b9f87f32b Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are explor ... see more
Next Coast Ventures ETA: Technology in Search
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Technology in Search: Next Coast Ventures ETA L&L
by Entrepreneurship Through Acquisition Club (ETA@Kellogg)Thu, Apr 29, 2021
12:15 PM – 1:15 PM CDT (GMT-5)DetailsNext Coast Ventures ETA will introduce their firm, investment model, and share how entrepreneurs can strategically utilize technology in search and operations. Next Coast Ventures is an Austin-based venture capital and search fund investment firm.http://cglink.me/2dr/r1087690https://kellogg.campusgroups.com/ETAC/rsvp_boot?id=10 ... see more
Search Fund Panel with the Women's Search Network
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Event detailsWed, Apr 28, 2021
5:00 PM – 6:00 PM PDTThis event is open to specific members only.https://usc.zoom.us/j/93361412097?pwd=SXZEUTFDR2NrNEcwdmlFTEZDaUxYUT09https://clubs.marshall.usc.edu/EVMA/rsvp_boot?id=1072964EVMA has partnered with the Women's Search Network, a group of women and allies dedicated to supporting female entrepreneurs and CEOs in the search fund ecosystem, to present a panel discussion of the various types of Search Funds. What's the best type of fund for you? We wi ... see more
Live Oak Bank: Self-Funded Searcher Office Hours
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Self-Funded Searcher Office Hours
April 28, 8:00 am (PST)^Lisa Forrest and ^Heather Endresen will be hosting a standing weekly introductory call for Self-Funded Searchers every Wednesday. The best time to start a lending relationship is before you have a signed LOI. We will be going over our industry verticals, SBA search fund lending parameters and process. It will also be a great way to connect with other like-minded searchers. If you are new to Self-Funded search, this is a great wa ... see more
Searchfunder Session: Managing the Ups & Downs of the EtA World
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In this Searchfunder Session, we speak with ^Sergio Borasino andIbrahim Abdel Rahim, partners of Moonbase Capital about managing the ups and downs of search. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJ0lduGurT0iEtHZz0aVDBM25zUxeGPbo6Ik After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who ... see more
Searchfunder Searcher Success Story: The Ongoing Dividends of Stubborn Persistence
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In this Searchfunder Session, we speak with Searchfunder member, Joseph Heieck on his reflection on search and operating for the past 6 years. Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the search co ... see more
5 Most Common Deal Negotiation Mistakes
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In this session with Elliott Holland, founder of Guardian Due Diligence, we will discuss the top 5 deal negotiation mistakes searchers make when making offers on deals and trying to get an LOI signed.1) Share too much2) Mis-read the auction3) Mix up issues with price vs. issues with structure4) Under-utilize the visit5) Evergreen offers & getting shoppedRegister here: https://us02web.zoom.us/meeting/register/tZUsf-ihqzsvG9ToywX3oIRciWeQiJ2_7JML ... see more
Best Practices When Dealing with Bankers
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In this Searchfunder Session, we speak with Searchfunder member, ^Ken Alozie of Greenwood Capital Advisor.Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:2e01cab6-3ee0-4d87-abe5-072ac688146bSearchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Ses ... see more
Diversity & Inclusion in Private Equity, ETA, and Beyond: A Conversation with Kim Vender Moffat
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A NextGen Growth Partners event: Incoming MBA Candidate Carolina Galdiz will interview Rosa Partners Managing Partner and NGP Advisory Board Member Kim Vender Moffat on April 22nd at 12pm CT. Kim will be sharing insight and advice based on her own experiences in private equity and ETA, as well as address FAQs often asked by women and underrepresented minorities in the space. Please join us.Zoom available via LinkedIn Event: https://www.linkedin.com/events/diversity-inclusioninprivateequ678241180 ... see more
Live Oak Bank: Self-Funded Searcher Office Hours
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Self-Funded Searcher Office HoursApril 21, 8:00 am (PST)^Lisa Forrest and ^Heather Endresen will be hosting a standing weekly introductory call for Self-Funded Searchers every Wednesday. The best time to start a lending relationship is before you have a signed LOI. We will be going over our industry verticals, SBA search fund lending parameters and process. It will also be a great way to connect with other like-minded searchers. If you are new to Self-Funded search, this is a great wa ... see more
Search Fund Coalition: Leveraging Lender Experiences
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Search Fund Coalition April PanelCome join us Tuesday 4/20 @ 12pm EST to discuss creative financing solutions for the ETA Ecosystem
Sign Up Below!
https://lnkd.in/gDYndnU
Leveraging Lender ExperiencesFeaturing Banking Panel: ^Zach Duprey + ^Lisa Forrest + ^Anthony Rodriguez, CFA
Our (^Andrew Hoffman) community events are not only panels, we have networking to bring you together with other folks doing the same things with a mission to Search, Acquire and Successfully Operat ... see more
Searchers Mastermind Group - Multiple Dates
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About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors, and others network and share ideas, strategies, resources, and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.Join Us Here
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09
... see more
Searchfunder MeetUp: DACH Searchers
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With this meetup, we focus on networking and discussions surrounding searching in the DACH region - Germany, Austria and Switzerland. This session may be in German and/or English. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJEpfuqqrzMiGd2q_mF_R2xkhUfOOeryQSEZ ;;;After registering, you will receive a confirmation email containing information about joining the meeting. Searchfunder MeetUp is a networking and information series for those exploring the s ... see more
Novastone Capital Advisors EtA program Q&A
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Interested in Entrepreneurship Through Acquisition? Not sure if you want to do it on your own? Find out more on NCA's EtA program and current recruitment during our Q&A event. Registration through https://www.novastone-ca.com/q-a-session.php
to receive the log in details. ... see more
Alternative Models for Launching Startups
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DetailsWednesday, April 14, 2021
6:00 PM to 7:00 PM EDT
Online eventhttps://www.meetup.com/Cbus-Startup-Community/events/277302847/
Link visible for attendees
This month we'll be discussing Alternative Models for Launching Startups.
Raising venture capital funding is great. However, entrepreneurship can be incubated and funded in many ways.
Here are a few of the alternative models we plan to cover:
- Bootstrapping
- Revenue-based Financing
- SaaS Contract Marketplaces
- Searc ... see more
Search Fund Playbook / LiveOak Bank Discussion
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Join us as Heather Endresen and Lisa Forrest from LiveOak Bank, the largest SBA lender in the country, give their thoughts on the Search Fund Playbook and can answer any SBA specific loan questions you may have.When: Wednesday, April 14, 2pm ESTWhere: https://us02web.zoom.us/j/82573546394 ... see more
Legal Aspects of Entrepreneurship Through Acquisition (ETA) - Polsky Center for Entrepreneurship and Innovation
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About this Event
The Polsky Center is pleased to host Raam Jani, Shareholder Vedder Price, for an interactive presentation on the legal side of Entrepreneurship through Acquisition investments and deals.
Mr. Jani focuses his practice on private equity and venture capital, mergers and acquisitions, investment services and general corporate advisory work. He has experience in a wide range of transactions, business ventures and general corporate matters and has represented a number of well-know ... see more
Why Invest in Search Funds?
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I wanted to invite you (and ask your hep to promote/share) our next activity: a webinar on Search Funds (next Wednesday 14 at 6PM CEST). (its only 1 Euro for INSEADERs). You can see the details and instructions to sign in on the following link: https://www.eventbrite.es/e/entradas-why-invest-in-search-funds-webinar-networking-event-148310702303
Cheers!
... see more
Searchfunder Session: Operational Due Diligence for EtA Deals
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In this Searchfunder Session, we speak with Searchfunder member, Gautam Basu about the key issues in conducting due diligence from an operational perspective. Please DM ^Gautam Basu or email him at gautam.basu@truenorthsearch.io for a copy of the presentation. Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate a ... see more
INSEAD Alumni Association (Poland): How to become an entrepreneur through acquisition
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INSEAD Alumni Association Poland is back with a series of webinars bringing up-to-date analysis and insights from leaders, practitioners, and entrepreneurs.
Join us at 6 PM on April 13th for a thought-provoking online conversation on search funds with Andrzej Basiukiewicz and Wojciech Korpal, Co-CEOs of MotionVFX, market leader in the production of templates and plugins for Apple Motion and Final Cut Pro and Co-Founders of Nextline, the first Polish search fund.For more info, please see: http ... see more
Searchfunder Session: Common Hurdles in SBA Search Fund Deals
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In this Searchfunder Session, we speak with Searchfunder member, Pattie Ehsaei along with Marina Naya on common hurdles searcher face with SBA loan debt.Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the ... see more
Novastone Capital Advisors' EtA program Q&A
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Interested in Entrepreneurship Through Acquisition? Not sure if you want to do it on your own? Find out more on NCA's EtA program and current recruitment during our Q&A event. Registration through https://www.novastone-ca.com/q-a-session.php to receive the log in details. ... see more
Searchfunder Session: Financial Diligence Town Hall with Max Lummis
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In this Searchfunder Session, we speak with Searchfunder member, Max Lummis will answer your questions on forensic accounting issues related to your search.Click here for Max's presentation: https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:2686da09-3ac5-4ac8-9be5-07dc98356526Click here for playback of this session: https://lu.ma/diligence1. This playback is indexed, tagged and transcribed. Once you register, you will be sent a link for immediate viewing. ... see more
The Four Seasons of Search with special guest Peter Seligman
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In this Searchfunder Session, we speak with Searchfunder member and investor/coach/mentor, Peter Seligman about transitioning in mindset from Searcher to Operator to Director to Investor.Click this link for the presentation: https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:298c6cae-c444-4e50-aa43-5890a26ea94c ... see more
ETA DEAL STRUCTURING - Polsky Center and Live Oak Bank Team
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Polsky Center partner and Director of Search Fund and M&A Lending at Live Oak Bank Lisa Forrest leads a workshop on ETA deal structuring.About this Event
Join the Polsky Center and Live Oak Bank Team as they walk through a number of real world examples of acquisition deals with extensive discussion on the strategies and techniques used in those deals. The workshop will feature a variety of scenarios and provide opportunities for audience participation and questions.https://polsky.uchicago.e ... see more
Search Fund Playbook - Q&A Session on "The Search'
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Mark your calendars!
I will be hosting the first Search Fund Playbook Q&A session on Wednesday, March 31 at 2pm EST.
Free to interested Searchers, Investors and Other Professionals.
Focus of this first session is "The Search."
https://us02web.zoom.us/j/82573546394 ... see more
ETA - Raising a Search Fund during MBA and Acquiring your Business in 5 months
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Wed, Mar 24, 2021
7:00 PM – 8:00 PM (GMT+0)This event is open to specific members only.ETA - Raising a Search Fund during MBA and Acquiring your Business in 5 monthsETA is thrilled to invite you to our panel about Fundraising your Search Fund during your MBA and how to go about acquiring a business. We will discuss how our panel structured their pitches to some of the largest UK institutional Search Funds investors, and how they have undertaken acquisitions abroad. We will also discuss the br ... see more
ENTREPRENEURSHIP IN SPAIN: WHY SEARCHFUNDS HAVE BECOME SO POPULAR?
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The first Search Fund in Spain was launched in 2011, acquiring a company in 2014 and selling the company 6 years later. Now, in 2021, there are more than 20 Search Funds in Spain, and the industry continues growing. What is the appeal that investors see in this alternative investment? What is the opportunity for entrepreneurs that want to lead and grow a company? Come join us to find more about the Entrepreneurship through Acquisition Business Model.Moderator: Fernando Sandoval (Mexico & Spa ... see more
Prepare Your Business for Sale
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Learn the Practical Tools to Prepare Your Business for Sale! On Wednesday, March 24th at 12:00 PM (CST) Exit Advisors will be hosting Karl Maier of Abunden who will share five practical, easy-to-use tools that have been used to dramatically increase the exit value of companies.Registration Link: https://lnkd.in/g9vT55D ... see more
The Mind of a Search Investor
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Search Fund Coalition Community! We're excited to announce our next panel event focused on Search and ETA from the Investors Point of View
The Mind of a Search Investor
Featuring: Jordan P. Carter, Robert Graham and Steve Ressler
March 24 at 12 PM EST - registration linkhttps://lnkd.in/gxipX8V Special Thanks to our partner Live Oak Bank for their support - we have free searcher ticket codes:
Use LIVEOAK321 to get your free searcher tickets. ... see more
Search Fund Coalition: The Mind of a Search Investor
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Our next Search Fund Coalition Panel is set - we'll delve into The Mind of Search Investors with a focus on Self-Funded (but also including Traditional) deal structure and how to get and gain an advantage with the right partner.. What to look for, how to source and when to make it happen!Please sign up using the link below:https://sfcoinvestormind.splashthat.comReach out to me direct for a free searchers code!Andrew & The Search Fund Coalition ... see more
Searcher Success Story: Max Holvik
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In this Searchfunder Session, we speak with Searchfunder member, Max Holvik of Holvik Ventures which acquired Training Systems Design in 2020. Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the search co ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. When: Mar 19, 2021 08:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMldu-qrzwuHdE2IpF51bHC7VkqxL_RzTr1 After registering, you will receive a confirmation email containing information about joining the meeting.Through our meetups, you can network with others in th ... see more
Learn the Ins-and-Outs of Search Funds with top ETA investor Endurance Search Partners
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Learn the Ins-and-Outs of Search Funds with top ETA investor Endurance Search Partners - by Venture Capital and Private Equity ClubThu, Mar 18, 20211:00 PM – 2:00 PM EDTFree Event 100 Main Street, Cambridge, MA 02139, United StatesZoom link https://mit.zoom.us/j/9988474722 For more details, please visit https://sloangroups.mit.edu/venturecapitalandprivateequity/rsvp_boot?id=946740Details
Endurance Search Partners is a private investment firm founded in 2009 to exclusively invest in exceptiona ... see more
Searchfunder Ops Session: Marketing at Low Tide
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In this Searchfunder Ops Session, we speak with author Allison Tivnon about her book, Marketing at Low Tide: How to Recession-Proof Your Marketing Department. In her book she discusses how disinvestment in marketing resources hinders a firm's ability to position its brand in the hyper-competitive landscape of a recession. To prevent this from happening again, we must understand the motivations and perceptions that drive firm financial decisions, and review some of the miss-steps marketing depart ... see more
What do buyers look for when acquiring a business?
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On Wednesday, March 17th at 12pm CST, I will be hosting a panel of active buyers to discuss what they look for when making an acquisition. This will be a great topic that focuses on the motivators and drivers for different types of purchasers - financial and strategic. Tune in to learn how various buyers approach the acquisition process. The panel will include:Vik Bakshi - Principal @ Seneca Trails Capital (Funded Searcher)Jason Burinescu - VP @ Fletch Equity (Private Equity)Jason Mauricio - VP ... see more
Searchfunder MeetUp: Self-Funded Searchers
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We're excited to host the bi-monthly MeetUp for self-funded searchers. For each session. we will select and announce a specific topic for discussion beforehand. All self-funded searchers are invited -- whether you are just exploring the option or bought your company years ago. When: Mar 17, 2021 09:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJ0qcu-qqjopHdziDGBWSjDtwkvp9XXMSbh0 After registering, you will receive a confirmation ema ... see more
IBISWorld for Searchers
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Live Q&A Information Session with IBISWorld - What's new?- Enhanced functionality- Search tips- Q&A When: Mar 16, 2021 12:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://mit.zoom.us/meeting/register/tJIkfuqupjgtGtdKttfI_auwJN2AK2en4m1LAfter registering, you will receive a confirmation email containing information about joining the meeting. ... see more
Growing Your Business When You Think You Hate Sales
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In this Searchfunder Ops Session, we speak with Elizabeth Case of Yellow Dog Consulting about sales and marketing tips for Small Business Owners who think they hate Sales. Click here for her presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:f362ce8e-aa1e-4a39-b6e2-d4d37025cedfS.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have ... see more
Searchfunder Seller Stream
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In this Searchfunder Session, we speak with a business owner in the home connection/home security sector seeking to sell his business to a searcher who will grow it. In this session, he will discuss the industry, his business and why he prefers a searcher. This business is now posted on our DealExchange: https://www.searchfunder.com/deal/exchange. Or, click on DEALS on your main Timeline page. ID# 1824Searchfunder Sessions is an information series so that Searchfunder membe ... see more
Searchfunder Session: Understanding Comparables with DealStats
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In this Searchfunder Session, we speak with BVR DealStats representative, Adam Manson about the Searchfunder/BVR DealStats Partnership, their contributor network for intermediaries and provide a live demo of basic and advanced DealStats features. Joining Adam will be Oday Merhi and Gaelan Duncan When: Mar 11, 2021 09:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJclf-6vpj4pEtJJpQ7A_gyhJoUePlH_57ox After registering, you will receive ... see more
Live Chat with Mukesh Patel, Director of Innovation
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Mukesh is a Serial Entrepreneur, Advisor, Investor, Professor and Director of Innovation.
He's passionate about helping entrepreneurs, corporations, non-profits, educational institutions, students and adults with ideation, connections, and inspiration.
Mukesh is on a mission is to use entrepreneurial mindsets and skillets to create significant positive impact and help others achieve breakthroughs in their ventures, organizations, careers and lives.
In this live session, we'll discuss ba ... see more
USA Visas for Entrepreneurs
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In this Searchfunder Session, we will speak with Searchfunder member, Angie Rupert about the types of USA Visas for Entrepreneurs and the process that you can expect. When: Mar 10, 2021 09:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJ0lcumqqz8iGNReNZPhwUEA-ZtgXY_mt-rY After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that Sear ... see more
LAMedTechWeek
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This is not searchfund specific, but I have had a lot of conversations about medtech and health innovation here, so I think there are some who will be interested in this upcoming event, where we are bringing together an array of investors, entrepreneurs, and companies in the medtech space. Most of the content is on March 10 (and free with pre-registration), but there are related events on March 8-11. Check out http://lamedtechweek.com for more details. ... see more
SaaS Searcher MeetUp: Special Guest Tony Cappaert
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We're excited to host our first ever SaaS searcher meetup with Special Guest ^Tony Cappaert. Tony will discuss operational metrics for SaaS businesses as well as factors to consider for a sale or acquisition. This event will include networking and discussion. Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through our meetups, you can network with others in the community ... see more
Canadian Search Fund Investor Forum
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Join Equation Angels on March 9 as they moderate this 3-hour introductory session to accredited Canadian Investors on Search Funds. You will be introduced to the various forms they take and provided with an overview of this asset class that can be used within an angel investing portfolio.A panel of experts will provide greater insights into:*What is a Search Fund and what you need to know about Search Funds?*Comparative returns to other investment activities.*Search Fund limited partnerships and ... see more
Cooking the Books: Importance of Quality of Earnings Reports
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In this Searchfunder Session, we will speak with ^Bill Wiersema of MIller Cooper & Co. concerning Quality of Earnings Reports. Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date on issues and trends in the search community, ... see more
In celebration of Women’s Day on Monday 3/8, take the opportunity to celebrate your accomplishments by participating in a wellness workshop
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In celebration of Women’s Day on Monday 3/8, take the opportunity to celebrate you and your daily accomplishments by participating in one, two or three complimentary wellness workshops throughout the day. Register today as tickets are limited: https://www.eventbrite.com/e/38-celebrate-being-remarkable-workshops-tickets-141775003853
You can start your day at 8 AM CST taking a Sampoorna yoga class, where you will learn to manage your breath, exercise your mind and body as you take time to cel ... see more
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMldu-qrzwuHdE2IpF51bHC7VkqxL_RzTr1After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a networking and information series for those exploring the search fun ... see more
Women in Search: What's Holding You Back?
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We welcome women and allies in the search fund community for our monthly Happy Hour for connecting and sharing insights. This MeetUp will be chaired by ^Jennifer Anderson. The topic for discussion will be "What's Holding You Back?" For instance, are you have difficulty making a decision to engage in a search, Or, what obstacles are you facing during your search? We will discuss these matters of concern to you and brainstorm potential solutions. When: Mar 4, 2021 01:00 PM Pacific Time (US a ... see more
Should you use LBO analysis to guide investment decision-making?
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In this Searchfunder Session, we will speak with ^Benjamin Bryer, CFA on using LBO analysis to guide small and medium sized business acquisition decisions.Click here for playback of the session: https://lu.ma/lbo1. This playback is indexed, tagged and transcribed. Once you register, you will be sent a link for immediate viewing. ... see more
Search Funds from Funding to Exit
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Search Funds from Funding to Exit - Hosted By Private Equity & Venture Capital Club - London Business SchoolWe are super excited to announce the first ETA event of the year ‘Search Funds from Funding to Exit’. Our speakers have been galloping across all stages of a model ETA – Fundraising, Searching, Running the Company and Exiting! Join us on Wednesday March 3 at 7pm GMT and hear from:
1. Simon Webster – Host (LBS MBA1991): LBS ETA faculty, founder of the FIRST EVER Search Fund i ... see more
Legal Aspects of ETA Workshop
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Tuesday, 3 March 2021, 12:00:00 CST Online EventLegal Aspects of ETA Workshopby Polsky Center for Entrepreneurship and InnovationUniversity of ChicagoAbout this EventJoin Raam Jani, Shareholder Vedder Price, for a workshop on the legal side of ETA.
The Polsky Center is pleased to host Raam Jani, Shareholder Vedder Price, for an interactive presentation on the legal side of Entrepreneurship through Acquisition investments and deals.Mr. Jani focuses his practice on private equity and venture cap ... see more
Searchfunder Session: Funding, Funding, Funding
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We will speak with ^Long Cheng, who wrote the most popular Searchfunder post for 2020 about closing his first deal.Click here for his post: https://www.searchfunder.com/post/just-closed-on-my-first-deal-reflections-and-takeaways-for-other-searchers.The common refrain in real estate is "location, location, location."For searchers, it could be "funding, funding, funding.'In this live stream, Long will discuss the various challenges during the search, acquisition and operation phases from a sear ... see more
ETA Panel at the 48th Naylor Fitzhugh Conference
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Join us for the African American Students Union conference. Our black women panelists are in their first year as operators or have recently raised a search fund. They will discuss the lifestyle and economics of different search fund models (accelerator, self-funded, traditional), and key phases of the journey including: raising a fund, structuring a deal, and operating a company.
Moderator:
Karen Spencer, COO and Founder, SearchFunder.com
Panelists:
Mia Jackson, CEO, Vital C ... see more
Searchfunder Session: Getting to Close During Covid
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In this Searchfunder Session, we bring the lending and deal valuation sides together to discuss how you can close a deal during the pandemic. Our special guests are ^Bruce Marks and ^Amy LaSala, who are generous in sharing their experience and lessons learned through their excellent tips, case studies and war stories.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIuc-mrqzstHNIlXUlQYi1xVDgCLFPHgLV8 After registering, you will receive a confirmation email contain ... see more
The Spread of Search Funds around the World: What is behind it?
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ie Business School - Search Fund Club | SearchfunderAlthough developed in the 1980’s in the US, Search Funds only started reaching international stages by the 2010’s. Canada and Mexico in North America and the UK and Spain in Europe were the frontrunners. For the 2020’s Brazil, Australia, South Africa, France, and Russia, among other countries, started joining the global Search Fund “movement”.
But why only now? What is the difference between a Search Fund in an Emerging Economy or in ... see more
Search Fund Playbook Introduction
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Learn about a one-stop program for your search, providing real tools to help you search, access, execute an LOI, build a financial model, conduct diligence, get approved for a loan, sign and Purchase Agreement and Close. This presentation is an introduction to a broader curriculum - the Search Fund Playbook, which will be available in March. https://us02web.zoom.us/j/89939739355 ... see more
Searchfunder Session: Importance of Tax Due Diligence
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In this Searchfunder Session, we will speak with Searchfunder member ^Robert Shefferly III on the importance of tax due diligence.Robert will focus on why tax due diligence is important, how the structure of the acquisition impacts tax due diligence, and tax due diligence procedures. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIlc-uvpzkjGtBcFFVS8bR4_AJ_3H3lryYW Searchfunder Sessions is an information series so that Searchfunder members and interested members of ... see more
Ecommerce Searcher Meetup
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This event is an organizational / exploratory for a recurring Ecommerce searcher meetup. During this session, we will network, brainstorm, share resources - as well as discuss meetup recurrance, agenda, etc. If you are interested in eCommerce businesses in your search, please join us! This event is open to Searchfunder members and members of the public. Photo by Myrim Jessier, @mjessier, via UpSplashTo join Zoom Meeting:
https://us02web.zoom.us/j/87989061575?pwd=T0c0TFRmRnZOSlhRWnpyazNLYlE1dz0 ... see more
S.O.S: Moneyball Recruiting Strategies for Small & Medium Sized Businesses in a Post-COVID Economy
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In this S.O.S. session, we speak with Searchfunder member, ^Atta Tarki, on evidence-based recruiting strategies for small and medium sized business in the post COV-19 world. The presentation is located at this link: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:550b4c5c-0469-429c-87b4-928c086340c2S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, y ... see more
Creating wealth with tax free strategies
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With Biden tax hikes, it is even more important to plan your business and investment strategically.
You are invited to a Zoom meeting.
When: Feb 20, 2021 10:30 AM Pacific Time (US and Canada)
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZwtf-qvpj0rGtJPJPaR-f9mADlcmu65H30Y
After registering, you will receive a confirmation email containing information about joining the meeting.
You will walk away with the confidence in creating a unique strategic pla ... see more
Searchfunder MeetUp - UK Searcher Bi-Weekly Brainstorm
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Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Register in advance for this meeting:
https://mit.zoom.us/meeting/register/tJMldu-qrzwuHdE2IpF51bHC7VkqxL_RzTr1
After registering, you will receive a confirmation email containing information about joining the meeting.
Through our meetups, you can network with others in the community and allies, learn about the phases of ... see more
7th Annual Booth-Kellogg Entrepreneurship Through Acquisition (ETA) Conference
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DETAILSFriday, February 19, 20219:00 a.m. - 5:00 p.m.LOCATIONZoom (virtual webinar)The 7th annual ETA conference will feature sponsored events and virtual networking Tuesday-Thursday with educational content on Friday.QUESTIONS?Paul Cavalieri - paul.cavalieri@chicagobooth.edu ... see more
Live Chat with Paul Lopez from 11-11 Ventures
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Paul is a co-founder and partner of 11-11 Ventures and Charter Member of TiE Georgia.
11-11 Ventures is an innovation-driven venture capital firm investing and growing early stage technology companies run by the best entrepreneurial minds in the world.
Some of their portfolio companies include Adcuratio, GoProcure, Leapcredit, Monetizr, Oomf, Softwear Automation, Splitty, Urgent.Ly and ZVerse. ... see more
Live Chat with Parth Mehta, founder of StartUp Tribes
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Parth is the 23-year old founder & CEO of StartUp Tribes.
He has been awarded the STEM Innovator to Watch in 2019 and represented NJ at TiECON 2019 startup competition.
The principle mission of StartUp Tribes is to facilitate the growth of virtual ecosystems that support experiential learning innovation, entrepreneurship, and economic development. ... see more
7th Annual Booth-Kellogg ETA Week
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DATE & LOCATIONFebruary 16-19, 2021 VirtualWELCOMEThe ETA Group at Chicago Booth, the Polsky Center for Entrepreneurship and Innovation, and the Kellogg Innovation & Entrepreneurship Initiative are delighted to host the 7th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference.
The Booth-Kellogg ETA Conference is an annual event that brings together search fund entrepreneurs, investors, MBA students, faculty, and other participants in the ETA ecosystem to meet one a ... see more
Searchers Mastermind Group
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Searchers Mastermind Group - Multiple Datesby Erik Korondy
About this EventWe are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://www.eventbrite.com/e/searchers-mastermind-group-tickets-119292548223?aff=ebdssbonlinesearch ... see more
S.O.S.: Post-Acquisition Financing
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We hosted a panel discussion with Searchfunder members ^Sam Rosati and the dynamic duo fromLive Oak bank, ^Lisa Forrest and ^Heather Endresen, on post-acquisition financing. This session covers roll-ups and add-ons, recaps and refinancing.Photo by Chronis Yan on Unsplash ... see more
AM&AA Virtual Conference, Advantage 2021
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BRIDGING THE VALUATION GAP IN M&A
Today, valuing companies offered for sale can be difficult, as their performance is less stable and predictable. Not surprisingly, deferred and contingent payments have surged. The September 28 Wall Street Journal cited one estimate that 50% of recent transactions had earnouts, double pre-pandemic levels.
I am moderating a virtual panel discussion on earnouts and seller notes for the AM&AA virtual international conference on Thursday, February 11 a ... see more
S.O.S.: Searchfunder Ops Session: Avoiding Catastrophe with Carveouts
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In this S.O.S. session, we speak with Searchfunder member, ^Jordan Stolper on his lessons learned from acquiring a carveout. Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:b8d3c4dc-f3ad-4015-8c9b-7c51be778d54S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operational trends. During each Session, you will have plenty of opportunities to network with other oper ... see more
First 100 Days: Virtual Business In a Virtual World
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Search Fund Coalition & ETA CommunityFirst 100 Days: Virtual Business In a Virtual WorldJoin us on February 10th at 12 PM EST
Featuring: Greg Geronemus , Christopher Sykes, Rina Vernovskaya and more to come
Registration link
https://lnkd.in/dzjrRNk
Special Thanks to our partners: Live Oak Bank Lisa Forrest and Footbridge Partners - for their support - we have free ticket codes for the event:
Use LIVEOAK50 and Footbridge1 to get your free searcher tickets. ... see more
S.O.S.: Lessons from the Zombie Apocalypse (Story of a failed acquisition)
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I am a former searcher that acquired a $10MM revenue service company and had to wind down the company after 2 years.Searchfunder has invited me to share my story on February 9th at 12:00 PM Mountain time.For a preview of the story, Here is a LinkedIn article that I wrote about the experience:https://www.linkedin.com/posts/johnikalowych_privateequity-insurance-business-activity-6734494256196657152-882SClick here for playback of this session: https://lu.ma/zombie. This playback is indexed, tagged ... see more
ETA in the Nordics with True North Search
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Learn more about Entrepreneurship Through Acquisition in the Nordics, and meet the True North Search Entrepreneur Operators in Residence. This event follows a panel discussion format with the current Entrepreneur Operators in Residence from True North Search. The panelists have recently embarked for their search in the Nordics, and share their lessons learned from the market.Sign up for this webinar via the link below:https://www.eventbrite.com/e/entrepreneurship-through-acquisition-in-the-nordi ... see more
Searchfunder MeetUp - UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers will explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.The meeting will be chaired by ^Ola Lawal.Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to date on issues and trends in the search community, plus gain tips and tricks to get the most out of your Searchfunder membership. ... see more
Searchers Mastermind Group
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Searchers Mastermind Group - Multiple Datesby Erik Korondy
About this EventWe are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://www.eventbrite.com/e/searchers-mastermind-group-tickets-119292548223?aff=ebdssbonlinesearch ... see more
S.O.S.: Leaving Corporate America
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In this S.O.S. session, we will speak with ^Al Cameron about leaving corporate America, operating your own business and exiting it. Click here for the presentation link: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:6ac12573-c4ab-454c-b2b4-a84f12782b1aPhoto by Wesley Tingey on Unsplash ... see more
Searchfunder Session: Tales from the Trenches: Due Diligence War Stories
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In this Searchfunder Session, we will speak with Searchfunder member, ^Elliott Holland to help you avoid common pitfalls in due diligence. Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:5e9e4fc6-8d05-4ec3-af21-fb8371a9ec9bPhoto by Nastya Kvokka on Unsplash ... see more
Searchfunder Session: Using HubSpot for Your Search & Acquisition
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Searchfunder recently partnered with HubSpotfor Entrepreneurs.In this special Searchfunder Session, we will speak with Kelsey Genert about using HubSpot for your search and your operating company. https://www.searchfunder.com/post/searchfunder-partners-with-hubspot-for-entrepreneursCHAT TRANSCRIPTThis event is open to Searchfunder members and those exploring the search fund concept. It will be live streamed on Searchfunder.kelsey gernert to Me (Direct Message) (11:05 AM)I also have magdaline sma ... see more
Searchers Mastermind Group
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Searchers Mastermind Group - Multiple Datesby Erik Korondy
About this EventWe are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://www.eventbrite.com/e/searchers-mastermind-group-tickets-119292548223?aff=ebdssbonlinesearch ... see more
Searchfunder's BIPOC MeetUp: Preparing to be a Diverse CEO
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Our guest is Mari Watanabe, the executive director of Partners in Diversity and the program director for Leadership Portland. We will discuss the unique challenges of being a diverse CEO and how you might prepare for them. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMkcuCrrDsuE9bgWS9cwHon1DmswjW_vrJk After registering, you will receive a confirmation email containing information about joining the meeting.MORE INFOAs Executive Director of Partners in Diversity, Mar ... see more
Business Owners: Elevate: The Summit for Growing & Selling Your Business
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All business owners face struggles at one point or another. Whether it's lack of business knowledge, cash flow, a volatile economy, or not knowing how to transition out of your business, no one can be the expert in everything and that is why we have created Elevate. This premier summit brings business experts and thought leaders together under one roof to work with you to solve your problems. This summit is for you if you are...
* Business Owner or C-Suite Executive
* A company with revenues ... see more
Selling Your Business - A Buyer's Perspective
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If you are a business owner and want to learn how to get your business ready for a sale, join us on Wed, January 27 at 4:30 pm ET.When thinking about selling your company, there are certain considerations every seller should take into account. Join Mitch Brill, Managing Director at Altium Wealth Management, as he speaks with active buyer, Jackie Kopcho, Managing Partner at Big Branch Capital LLC, in discussing the ideal thought process when preparing for a sale.
Topics: Getting Personal: Who ... see more
Searcher Success Story: Getting Funded During Covid
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In this Searchfunder Session, we will speak with Special Guests ^Colin McNulty & ^Curt Neider about Curt's search for both the right company and the right lender. They will share how they collaborated to make the deal happen and provide practical insights to help you as you conduct your search.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIqdeqrqj4iGdPcjJLNZjD-6U3-h66D7PmX After registering, you will receive a confirmation email containing information abou ... see more
Searchfunder Ops Session: Special Guest Walker Deibel
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In this S.O.S. session, we will speak with Walker Deibel, author of Buy Then Build. When: Jan 26, 2021 11:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJIqdOGsqjMtE9BmjHlEJoDM6fdxsrIn7c2E After registering, you will receive a confirmation email containing information about joining the meeting.S.O.S.: Searchfunder Ops Sessions is an information series for current and future business operators to discuss approaches, ideas and operatio ... see more
Women in Search Happy Hour
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We welcome women and allies in the search fund community for our Happy Hour event.Please be sure to join our Women in Search group which is open to women and allies. Here is our tip sheet on Groups: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-ownPhoto by Katherine Hanlon on Unsplash ... see more
Searchers Mastermind Group
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Searchers Mastermind Group - Multiple Datesby Erik KorondyAbout this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://www.eventbrite.com/e/searchers-mastermind-group-tickets-119292548223?aff=ebdssbonlinesearch ... see more
Due Diligence Office Hours with Elliott Holland
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Due Diligence office hours with ^Elliott Holland. I'll be answering your questions during this session. Feel free to email questions ahead of time to eholland@guardianduediligence.com or message me on Searchfunder.Playback:https://www.youtube.com/watch?v=1tznZ08epuE ... see more
Searchfunder MeetUp - UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers will explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to dat ... see more
Searchfunder Session: Blitzlaunching Search Funds in New Markets
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In this Searchfunder Session, we will speak with ^Dmitriy Goloshchapov and ^Igor Stepanishchev about Blitzlaunching Search Funds in new to the Search fund model markets: Opportunities and Challenges in Russia and CIS. When: Jan 21, 2021 09:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJEqdOmpqD0oGNSl6wfI2pwvyiC2xNXDA4aj After registering, you will receive a confirmation email containing information about joining the meeting.Se ... see more
Searcher Success Story: Being Managed to Manager to Entrepreneur
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In this S.O.S. session, we speak with Searchfunder member, ^Ayo Phillips, about his transition as an Operator from the mindset of being managed to that of a manager to ultimately being an entrepreneur within his acquired company as he seeks to build a a 50 city multi-unit service business. When: Jan 19, 2021 11:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJckdOuspz4tGtJHg3So75ZNIunnlflgvnuF After registering, you will receive a ... see more
Searchers Mastermind Group
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Searchers Mastermind Group - Multiple Datesby Erik Korondy
About this EventWe are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://www.eventbrite.com/e/searchers-mastermind-group-tickets-119292548223?aff=ebdssbonlinesearch ... see more
Weekly Searchers Mastermind Group
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder Session: Common (Legal) Mistakes Searchers Make ft. Andy Lock of Goodwin
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In this Searchfunder Session, we will speak with Andy Lock of the Goodwin law firm about common legal issues related to your search. Click here for playback of this session: https://lu.ma/Mistakes. This playback is indexed, tagged and transcribed. Once you register, you will be sent a link for immediate viewing. ... see more
Discover Your Story | Free Webinar
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Have you taken the time to discover your personal story? The one that will attract the right business sellers? This free webinar will introduce you to Paul Geiger's proven method of finding and owning a narrative that projects authenticity, trust, and persuasion. ... see more
Searchfunder Session: How to use a DCF model for your value calculation
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In this Searchfunder Session, we will speak with Amy LaSala about how using a DCF model for your value calculation.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJAufuuvqj0rE9JXQJiw7xpiwt6zVIxBaIob After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series for Searchfunder members and interested members of the public who are exploring the search fund concept or actively searc ... see more
Live Chat with Jason DeLaurentis, founder of DealMakers
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Jason works for Lockton Companies, the world's largest privately held insurance brokerage firm. He specializes in risk management and insurance services.
I met Jason through a mutual friend in private equity. He's one of the founders of DealMakers, a popular private equity buyside event group in NYC.
At this event, we'll discuss:
➡️ Jason’s role at Lockton
➡️ What he expects in 2021
➡️ Why he started DealmakersFeel free to contact me if you have any questions for Jason. You co ... see more
S.O.S.:: Finding Your Niche & Knowing Your Pinch Points
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Please join us for a discussion with Sharon Blair founder and CEO of the Portland Fashion Institute. Sharon is a an entrepreneur, a designer and a writer. She'll discuss how she found and maintained her niche and how she continues to adapt and thrive, while knowing her pinch points, during the pandemic. Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJwpcu-hpjovHdC1kngk6nFkbdHGlHGP_u2s After registering, you will receive a confirmation email containing information ... see more
Searchfunder MeetUp - UK Searcher Bi-Weekly Brainstorm
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In this meetup, our UK searchers will explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more. When: Jan 8, 2021 08:00 AM Pacific Time (US and Canada) Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJMldu-qrzwuHdE2IpF51bHC7VkqxL_RzTr1 After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder MeetUp is a netwo ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://us02web.zoom.us/j/86207650140?pwd=ZllYZzFSeTRGSU1DWHNRZnN2b0dhZz09 ... see more
Searchfunder Session: Reducing the Risk of a Failed Search with Eli Drucker, Robert Graham and Jordan Carter
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In this Searchfunder Session, we will speak with Eli Drucker, Robert Graham and Jordan Carter of Search Investment Group, an investor and support for self-funded searchers and the companies they operate. We will discuss the risks of a failed search, what you can do to increase your chances of success as a self-funded searcher, and what investors in self-funded searchers are seeking on their searchers and their operating companies. When: Jan 7, 2021 12:00 PM Pacific Time (US and Canada) Register ... see more
Meet investors, present deals (New on Clubhouse)
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We match deals that need funding w/ investors who have funds and are looking for deals. All are welcome to listen, but investors & entrepreneurs are preferred. Max. 10 people presenting
Tuesday, Jan 5th @ 6pm EST
https://www.joinclubhouse.com/event/rM5qLeM1 ... see more
S.O.S: Being A New Operator during a Pandemic
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Join us for an S.O.S.:Searchfunder Ops Session with Searchfunder member, Bruce Vann, who became President of LuXout Products in February 2020, just as the pandemic began.Register in advance for this meeting:https://mit.zoom.us/meeting/register/tJYtce-vpjIoG9XKxgNzLp3DJtVuIl15olaT After registering, you will receive a confirmation email containing information about joining the meeting.SOS: Searchfunder Ops Sessions is an information series for current and future business operators to discuss appr ... see more
Business Acquisitions and Real Estate Projects
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Ladies and Gents,Apologies to all in advance, we are making a shameless plug for investors to join our database!If you are in dire need of making your hard cash do the work for you, then you have come to the right place. We are looking to add high net worth individuals, private lenders, debt and equity partners to our database of contacts who would like to work with us on future acquisitions and/or real estate projects mainly in the UK and USA, but also with alternative projects Globally on a de ... see more
Searchfunder MeetUp - UK Searcher Bi-Weekly Brainstorm
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Join us for a MeetUp of UK searchers discussing the nuts and bolts of aspects of searching in the United Kingdom. When: Dec 18, 2020 08:00 AM Pacific Time (US and Canada)
Register in advance for this meeting:
https://mit.zoom.us/meeting/register/tJYsceuvrTkjGNFLZfHROwWUeoSDRjbkOQNv
After registering, you will receive a confirmation email containing information about joining the meeting.
This event is open to the public and interested members of the public. This event will be live str ... see more
Searchers Mastermind Group - Online
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THIS IS OUR LAST EVENT OF THE YEARWe are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Search Fund Coalition: 2020 Holiday Party!
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A reflection and celebration for 2020Connecting The Search Fund & Entrepreneurship Through Acquisition CommunityThe Launch of the Search Fund Coalition and the support we’ve been able to give to the Entrepreneurship Through Acquisition ecosystem during the pandemic has been incredible. SFC made some lemonade and pivoted from local events to a meeting place for all of ETA globally.
We’ve engaged with close to 500 Entrepreneurs and the community . We're excited to celebrate our great work ... see more
Search Fund Coalition Holiday Party!
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Hey All - come celebrate with us all the great work we have done together in the Search Community for 2020, Games, Raffles and Great Conversation included. Sign up link below:https://sfcoholidayparty2020.splashthat.com/Hope to see you there. - Andrew ... see more
5 Tips from an Investor in Self-Funded Searchers
video
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Searchfunder member, Steve Ressler shares his tips for self-funded searchers from an investors' perspective. Steve is a serial entrepreneur and PE executive in GovTech space with multiple exits to private equity firms including Vista Private Equity & strategic acquirers such as Motorola Solutions.Please contact ^Steve Ressler directly for slides. Click this link for a playback of this session: https://lu.ma/5tips. This playback is indexed, tagged and transcribed. Once you regist ... see more
Searchfunder Session: IBISWorld for Searchers
video
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Live demonstration of IBISWorld for Searchers from IBISWorld Senior Client Relationship Manager, Meghan O'Doherty.
Register for this meeting:
https://mit.zoom.us/meeting/register/tJAlcOGvrD4pHNHyOsnsDg2ck_6plrMA5QyR
After registering, you will receive a confirmation email containing information about joining the meeting.- Search best practices- FAQs- Q & A ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Women in Search Happy Hour
video
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We welcome women and allies in the search fund community for our Happy Hour event. Click here for registration:: https://mit.zoom.us/meeting/register/tJAtdO2grjkjHdWTAfGKAsg8Wbx-gLDqQpDwThis event will be live streamed on Searchfunder. Playback will be posted in the Women in Search group. Photo by Zan on Unsplash ... see more
Investing in Search Funds in Canada: The Latest Trends
video
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Investing In Search Funds In Canada:
The Latest Trends
Virtual Seminar Followed By An Acrobatic Pizza Making Experience
Tuesday, December 8, 2020
5:20 pm Log On
5:30 pm Seminar
We invite you to join us for our Investing In Search Funds In Canada: The Latest Trends virtual seminar. Hear from our panel of leading investors on recent investments and what they are looking for when it comes to future Canadian opportunities.
Following the seminar we invite you to join us for an Acro ... see more
Virtual Roundtable: Pricing Strategies
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Virtual Roundtable: Pricing Strategies - Hosted by ECA PartnersTuesday, 8 December 2020, 14:00 PST Agenda 1. Theoretical goals vs. realistic impact on bottom-line results from pricing improvements2. Key opportunities and pitfalls by sector and intended strategy3. Operational challenges and how to overcome them4. Specific pricing optimization challenges in companies with revenues <$20M5. How to evaluate and select the right pricing consultant https://www.searchfundalliance.org/events/EventDe ... see more
Searchers Panel with Stacey Krauss and Mandus Hakansson - SFA Webinar
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SFA Webinar - Searchers Panel SFA Searchers will participate in Q&A style panels moderated by Partner Chris Fuller Tuesday, December 8 at 5pm ETJoin us next week for the final webinar of our Fall Series! Here is the link to RSVP: https://lnkd.in/eBAJcC5Contact us at natasha@searchfundaccelerator.com ... see more
Goodwin Law: Intro to IOI, Contracts, and Closing
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(This event is open to specific members only)Goodwin Law: Intro to IOI, Contracts, and Closing
by Columbia Entrepreneurship Through AcquisitionTue, 08 Dec 2020
12:30 PM – 1:30 PM ESTVideo ConferencingDetailsColumbia ETA is excited to host Stephen Lee of Goodwin Law as part of our workshop series. Stephen's full bio is below and located at this link: https://www.goodwinlaw.com/professionals/l/lee-stephen
Stephen Lee is a partner in Goodwin’s Private Equity group. He co-chairs the firm’ ... see more
2020 Harvard Business School ETA Conference
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The Entrepreneurship Through Acquisition Club at Harvard Business school will be holding its 6th annual conference on Sunday, December 6th, 2020. Given the COVID-19 pandemic, the event will be held in a remote setting.
The one-day event will bring together students, searchers, CEOs, owners, investors, and service providers from across the world for a day of keynote speeches, panels, and networking sessions. Experienced moderators and panelists will be discussing a wide array of topics including ... see more
2020 HBS ETA Conference (Virtual)
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The Entrepreneurship Through Acquisition Club at Harvard Business School will be holding its 6th annual conference on Sunday, December 6th, 2020. Given the COVID-19 pandemic, the event will be held in a remote setting.
The one-day event will bring together students, searchers, CEOs, owners, investors, and service providers from across the world for a day of keynote speeches, panels, and networking sessions. Experienced moderators and panelists will be discussing a wide array of topics includ ... see more
Searchers Mastermind Group - Entrepreneurs Seeking to Acquire Profitable Businesses
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About this EventSearch Fund Mastermind Group by Erik Korondy
Location
Online EventFriday, 4 December 2020, 10:30 am ESTMastermind Group for Entrepreneurs Seeking to Acquire Profitable BusinessesThis is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space are welcome.https://www.eventbrite.com/e/searchers-mastermind-group-tickets-119292548223?aff=ebdssbonlinesear ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Fireside Chat with Timothy Bovard, Founder & CEO of Search Fund Accelerator (SFA)
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Fireside Chat with Timothy Bovard, Founder & CEO of Search Fund Accelerator (SFA)by Columbia Entrepreneurship Through AcquisitionThu, 03 Dec 20207:00 PM – 8:00 PM ESTVideo ConferencingTimothy Bovard Former CBS Adjunct Professor of Entrepreneurship through Acquisition
Search Fund Accelerator (SFA) is a specialized investment firm that focuses on micro-LBOs and was created to improve upon the historical search fund model. SFA works with a hand-picked group of top MBAs seeking to buy small ... see more
AM&AA Virtual Holiday Party
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The AM&AA Midwest Chapter has a virtual networking event coming up December 3 at 4:45 pm cst, which you won’t want to miss. We’ll be sharing ideas about the current M&A market, what to expect in 2021, steps to take to get in position for it, and some positivity we can all use. It’s free to attend, just register at https://lnkd.in/eBH-fYw. Best regards, Bill Wiersema ... see more
Searchfunder Session: Developing Your Advisory or Company Board
video
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In this Searchfunder Session, we will speak with Vada Manager, Founder/CEO at Manager Global Holdings LLC and co-principal and co-owner of Think TRUE. The new Los Angeles-based group Think TRUE, a Black-owned and minority-led marketing consultancy also features Blueprint Collective founder Alvin Stafford. The group, hatched by the similarly minded On Board Experiential incubator (Blueprint had earlier merged with On Board), launched last month.The new venture specializes in brand initiatives aim ... see more
McCarter & English: Legal Mechanics of ETA Deal Execution
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This event may be open to specific members onlyMcCarter & English: Legal Mechanics of ETA Deal ExecutionHosted by Columbia Entrepreneurship Through AcquisitionThu, 03 Dec 202012:30 PM – 1:30 PM ESTVideo ConferencingDetailsCETA welcomes Jared Sorin, an associate at McCarter & English, for a discussion on the legal mechanics of ETA deal execution. Jared's bio is below and located at this link: https://www.mccarter.com/people/jared-m-sorin/
Jared Sorin, recognized as a leading venture ... see more
Veterans Entrepreneurship through Acquisition
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Veterans Entrepreneurship through AcquisitionEvent by 51 VetsWednesday, 2 December 2020, 5 pm ESTTOPICS
Navigating a successful search fund as a veteran
Top 3 skills for success in ETA
Mindset behind ETAPANEL
Lisa Forrest, Director Sponsor Finance, Live Oak Bank
Brian Gugliotta, Managing Director, Platinum Oak
Dave Spencer, CO-Founder & CEO, Shasta Dental Services
Justin Loutfy, Managing Partner, Onyx Peak CaptialHOSTS
Jordan Selleck, CEO, 51 Labs
Zach Walters, Veteran in Residence, ... see more
Getting the Most out of Searchfunder
video
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In this session, you'll network with other searchers, ask questions, learn best practices and view features that are our hidden treasures. Tips:IBISWorld for Searchers: https://www.searchfunder.com/post/searchfunder-and-ibisworld-announce-partnershipHubspot discount for Searchfunder members: https://www.searchfunder.com/post/searchfunder-partners-with-hubspot-for-entrepreneursJoining/creating group: https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-ownPosting to a gr ... see more
Entrepreneurship Through Acquisition: How To Look and Find the Perfect Company
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Entrepreneurship Through Acquisition: How To Look and Find the Perfect Company - Hosted By IE Search Fund ClubAre you passionate about running a business?Want to become an entrepreneur but you don´t have an idea? You can raise funds to acquire a company.It is not about Startups is about Scaleups!Video Playback Available Here:https://ieuniversity.zoom.us/rec/share/GYwAhpqUEzObAOvC30aWwheEcR5ErYoOOGSNYe-JSmxD7tqqewT3s68ifNCQOvpT.5ppldT4X_8Kl6prq
Code: ^#gQ%ST4For more info see: https://clubs.ie. ... see more
Searchers Mastermind Group
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Search Fund Mastermind Group by Erik KorondyLocationOnline EventAbout this EventWe are a group of professionals actively seeking to acquire great businesses!Friday, 27 November 2020, 10:30 am EST
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17 ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Searchfunder Session: SBA War Stories & Lessons Learned with Bruce Marks
video
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Back by popular demand, Bruce Marks shares war stories in lending for small business that will help you understand the SBA process better and learn from the school of hard knocks.Searchfunder Sessions is an information series so that Searchfunder members and interested members of the public who are exploring the search fund concept or actively searching for a company to acquire and operate as a CEO. Through Searchfunder Sessions, you can learn about the phases of a search fund, stay up to date o ... see more
The Summit for Maximizing Business Value (Virtual) - Day 2
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What You’ll Get From the Summit:
Panels & Talks filled with new key conversations to help your business:
Key Takeways to capitalize on the current situtation and on the art of growth during times of upheaval and adversity.
Access an ecosystem that you won’t get anywhere else:
The Summit gives you the chance to converse with people you need to know during a truly unique virtual experience. It will happens on a groundbreaking online platform with innovative features like:
Co ... see more
Searchfunder Ops Session: Managing the Year 1 Transition
video
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Please join us for a discussion with Searchfunder member,^Greg Geronemus of Footbridge partners to talk about that first year after your acquisition. Greg & David Rosner searched for, acquired, operated & sold smarTours, a value-oriented tour operator, generating an outsized return for investors. Greg served as co-CEO and on the Board of Directors from 2013 to 2019.Greg also co-authored the Yale School of Management case titled “How to Prepare for a Search Fund During Your MBA”. H ... see more
Manage "How Businesses Can Take-on New Capital - Zach Shultz of Miles and Stockbridge P.C."
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Join the Exit Advisors team as they host Zach Schultz and Joe Ward of Miles & Stockbridge P.C. as they discuss how small businesses can take on new capital, generally through minority private equity investments, while effectively maintaining control of the business.Registration Link: https://zoom.us/webinar/register/WN_Pzzm6ExTQRWXD6wZFE-_lg ... see more
The Summit for Maximizing Business Value (Virtual) - Day 1
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What You’ll Get From the Summit:
Panels & Talks filled with new key conversations to help your business:
Key Takeways to capitalize on the current situtation and on the art of growth during times of upheaval and adversity.
Access an ecosystem that you won’t get anywhere else:
The Summit gives you the chance to converse with people you need to know during a truly unique virtual experience. It will happens on a groundbreaking online platform with innovative features like:
Communicate ... see more
David Rosner, Footbridge Partners: Personal ETA Journey
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David Rosner, Footbridge Partners: Personal ETA Journey
by Columbia Entrepreneurship Through AcquisitionColumbia ETA Club is excited to welcome back David Rosner of Footbridge Partners to share his personal ETA journey. David's bio is below and also located at this link: https://www.footbridgepartners.com/team
David began his career in investment banking at Credit Suisse in the Financial Sponsors Group, advising private equity firms and their portfolio companies on debt, equity and M&A tra ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
SFA Webinar - CEOs Panel with Justin Schulte and Josh Eickmeier
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SFA Searchers and CEOs will participate in Q&A style panels moderated by Partner Chris Fuller SFA Webinar Registrationhttps://docs.google.com/forms/d/e/1FAIpQLScF9HmwFeuLYUc14YFoFVUnepOXfRiOyRJtXMj1PcpSimXJGw/viewformThurs, November 12, 2020 (5pm EST): CEOs Panel with Justin Schulte and Josh Eickmeier ... see more
Introduction to Entrepreneurship through Acquisition
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Think big, buy small!Online EventThis webinar is an introduction to the concept of Entrepreneurship through Acquisition, a path to company owner/operatorship whereby an entrepreneur raises capital from investors to acquire an existing small business and immediately become its CEO.Popularized at the Harvard Business School and the Stanford Graduate School of Business, “search funds” have grown in popularity immensely over the last decade, promising a fast-track to leadership for entrepreneurs ... see more
Searchfunder Session: Basics of Business Valuation
video
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We will speak with Amy LaSala, the Vice President of Operations of Blue Sky Business Resources. As the Vice President of Operations, she provides strategic development and oversight and facilitates consistent execution at all levels of the organization. Ms. LaSala also prepares and coordinates the Business Market Value Analysis and Certified Valuations with Clients, their trusted advisors, and the Blue Sky Team. She conducts buyer and seller research, compiling competitive overviews and industry ... see more
RISKS TO MITIGATE OR ELIMINATE WHEN BUYING OR SELLING A BUSINESS
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Join the Exit Advisors team on Wednesday November, 11th at 12:00 PM as we host guest speaker Herbert Kalman. Herb will discuss: “Seller Due Diligence”, he is a CPA and Certified Valuation Analyst with experience in M&A.
Join us to learn more about going through the process of selling a business and the proper due diligence.
RSVP for the event:
https://lnkd.in/gSnYJk6
... see more
Searchfunder Ops Session: Customer Communication During Crisis
video
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In this S.O.S., we speak with Pat McCormick, co-founder of AM:PM PR about customer relations during a business crisis.Pat has 40 years of communications experience. He was honored with a lifetime achievement award from Portland’s Public Relations Society of America. Pat is a respected strategist and has provided counsel to the region’s largest industries and national brands. As a result, he is regularly called upon for his strategic planning, crisis communications and ballot measure campaign ... see more
SAVE THE DATE: 7th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference.
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WELCOME
The ETA Group at Chicago Booth, the Polsky Center for Entrepreneurship and Innovation, and the Kellogg Innovation & Entrepreneurship Initiative are delighted to host the 7th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference.
The Booth-Kellogg ETA Conference is an annual event that brings together search fund entrepreneurs, investors, MBA students, faculty, and other participants in the ETA ecosystem to meet one another and share insights into this rapidly ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Entrepreneurship Through Acquisition #5: Structuring the Deal
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Chicago Booth Alumni Club of ChicagoJoe Cortese, '10, Chicago Booth Alumni Club Co-President, Brian O'Connor, '08, Adjunct Assistant Professor of Entrepreneurship at Booth and Founder – Managing Partner of NextGen Growth Partners, and Josh Dennis, '16, Principal at NexGen, will present the fifth webinar in our Entrepreneurship Through Acquisition (ETA) series. In this edition, we will discuss the process of structuring the acquisition, working through the transaction, and common pitfalls that ... see more
Common Risks to Mitigate or Eliminate When Buying or Selling a Business
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Register Here: https://zoom.us/webinar/register/6016001014219/WN_ptz-lyvQTOOwrHmtvMcA4AAl Danto is the managing partner of Exit Advisors, LLC which advises the owners of privately held companies in developing and completing exit strategies, valuations, and due diligence representation. Al has over 30 years of experience with startup and entrepreneurial companies as well as expertise in the acquisition, valuation, and divestiture of business interests. Al has served as a lead representative on a ... see more
SFA Fall webinar series
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SFA Webinar RegistrationSFA Searchers and CEOs will participate in Q&A style panels moderated by Partner Chris Fuller
https://docs.google.com/forms/d/e/1FAIpQLScF9HmwFeuLYUc14YFoFVUnepOXfRiOyRJtXMj1PcpSimXJGw/viewform
Next Event: Monday, November 2, 2020 5PM EST
Contact us at natasha@searchfundaccelerator.comWhich webinar(s) are you attending? *
Mon, November 2, 2020 (5pm EST): CEOs Panel with Brian Kruse and Jason Jones
Thurs, November 12, 2020 (5pm EST): CEOs Panel with Justin Sch ... see more
Whitepaper: Creating Favorable Transaction Structures
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Check out our latest whitepaper - Creating Favorable Transaction Structures: Insights into the Current M&A Marketby: Al Danto (Managing Partner at Exit Advisors & Rice Business Professor) & Andrew Sheils (Partner at Exit Advisors)The future is extremely uncertain with no clear path forward. However, we are starting to see more deals put back on the table and buyers emerging to hunt for opportunities, but how do sellers, buyers, investors, and their advisors navigate these uncertain ... see more
Searchers Mastermind Group - Online
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Searchfunder Session: Deal Sourcing for Searchers
video
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Please join Gabe Galvez and Alex Karlsen of CapTarget for this session focused on deal sourcing for Searchers. Gabe is co-Founder and CEO of CapTarget, and Alex Karlsen, is Vice President. In this session, they will describe their deal sourcing tactics, provide tips for new searchers and answer your questions on deal sourcing.After registering, you will receive a confirmation email containing information about joining the meeting.Searchfunder Sessions is an information series so that our members ... see more
2020 French Search Fund Conference
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Dear community,
It is with great pleasure that we announce the 2020 French Search Fund Conference (video).
We are particularly excited about the fact that it will be held as a partnership of the "Grandes Ecoles" (Ivy League French equivalent), which will help significantly boost awareness of the Search Fund model.
We will welcome Tim Bovard, Jean-Cyrille Droin, Marc Cussenot and David Lescure as panellists, it will certainly be a great event !
The event will be in French, for those who wan ... see more
Entrepreneurship Through Acquisition: a gateway to SME investing and succession
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DescriptionExploring Entrepreneurship Through Acquisition, this one-hour seminar hosted by the Lorange Network will provide insights on Search Funds as an asset class as well as the unique career opportunity it offers aspiring entrepreneurs. With guests from Novastone Capital Advisors (NCA).PanelistsElena Trukhina
Co-CEO & co -Founder. An experienced C level executive, Elena worked for companies like Coca Cola, Nestlé or Philip Morris for 20 years. After finishing her MBA at IMD Lausanne i ... see more
Searchfunder Session: Landing the Whale?
video
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We know how it is.Sometimes you go out looking for some decent fish and then suddenly a whale comes across your bow.What happens if you're self-funded or traditional searcher who finds a whale of deal that you don't want to pass up?In this session, we will review structures for larger SBA Junior Debt and Conventional debt with Searchfunder members, ^Lisa Forrest and ^Heather Endresen.Click here for the presentation: https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:381a5 ... see more
Searchers Mastermind Group
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We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Indian/South Asian Search Funders Virtual Meetup
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There are several South Asian/Indian Search Funders on the group who are trying to identify a good opportunity in the sub-continent. This meet up us intended for all of us to share learning and network. Thanks.https://us02web.zoom.us/j/85838006766?pwd=S3NuMHMycWprQW9uTU1JNmMwNkFlZz09
Meeting ID: 858 3800 6766
Passcode: 171409 ... see more
How to Become an Entrepreneur While Sidestepping the Startup Grind
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Who says the path to entrepreneurship requires starting from scratchClick here to register: https://www.eventbrite.com/e/how-to-become-an-entrepreneur-while-sidestepping-the-startup-grind-tickets-124713016991Please note that this event will be held remotely. Zoom details will be sent to participants the day before the event.
About this Event
Who says the path to entrepreneurship requires starting from scratch?
Join the Berkley Center for an exciting panel discussion on how acquiring an exis ... see more
Search Fund Coalition: The Great Debate - Self Funded vs. Funded Search
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Search Funder Community - Exit Advisors will be helping sponsor a great panel series with Andrew Hoffman and the Search Fund Coalition. This will be a great opportunity to hear from different parties on their methodologies and experiences with Search Funds.Come participate in the The Great Debate: The Self Funded vs. Funded Search (and Independent Sponsor) Approach.Register here: https://sfcodebate1020.splashthat.com/ ... see more
Searchfunder Ops Session: Operational Modernization
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In this S.O.S. session, we will speak with Searchfunder member, Nick Haschka, about operational modernization. Since first acquiring Wright Gardner, Nick's Cub Investments has done 5 bolt-on acquisitions.To learn more about Nick's search and first acquisition, please check out our written interviews of Nick at https://www.searchfunder.com/post/redesigning-a-plant-services-company-for-growth and https://www.searchfunder.com/post/redesigning-a-plant-services-company-for-growth-part-iiCLICK HERE TO ... see more
Searchers Virtual Mastermind Group
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This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space are welcome.
https://us02web.zoom.us/meeting/register/tZIvd-6uqzsrHtSFfK17NjO1rGtZrVrCxzZq ... see more
Manage "Effect of COVID 19 on M&A with Steve Kesten
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Join Steve Kesten and the Exit Advisors team as they discuss the impact of COVID 19, on M&A with special attention on the added complexity to the process brought on by seller’s PPP loans. This will be a great discussion that also really focuses on the maneuvers and actions that private equity is taking.Register here: https://zoom.us/webinar/register/WN_mjezhmBfRd2GP7-scHl-CA ... see more
Selling to a Strategic Buyer
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Why would Facebook acquire Whatsapp for $19 Billion when Whatsapp had no profits? Selling to a Strategic Acquirer will typically bring the highest possible valuation when it comes to selling a business. Join us for our Town Hall on Wednesday October 7th at 12:00 PM (CST) Al Danto will walk through the Strategic Acquisition and why this is most often the best possible exit strategy.RSVP:
https://lnkd.in/gS5D6FQ ... see more
Current State of M&A and the Impact of COVID-19
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There’s been a lot of talk about how Covid is affecting M&A. While we saw a rally in June, the middle market is still not back to where it was. We’ve put together a panel of experts to discuss what all this means, including:
o The impact on pricing and valuations.
o Ramifications of changes in lender terms.
o Tools for bridging the gap between buyers and sellers.
This is important information for you to know in helping you move transactions forward. Please contact me for a copy ... see more
Searchfunder Session: Getting the Most Out of Searchfunder
video
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Our Summer session was so successful that we decided to have another Getting the Most Out of Searchfunder session this Fall. Please save the date. for Tuesday 9/29. In this session, you'll network with other searchers, ask questions, learn best practices and view features that are our hidden treasures. Some things we're likely to cover:* How to see posts you've commented on* SearchfundMatch - how to be matched with interested investors* DealMatch - how to match your deal to investors and l ... see more
Searchers Mastermind Group
,
Search Fund Mastermind Group
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://zoom.us/j/967393585
Contact ^Erik Korondy for more info.
... see more
Searchfunder Sessions: SBA 7A Lending for Acquisitions *** VIDEO PLAYBACK AVAILABLE ***
video
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Our special guest is Searchfunder member, Bruce Marks, who is Senior Vice President and M&A Sales Manager for First Bank of the Lake. The emphasis for this session will be on what you need to know in the initial stages of search -- as you begin exploring a search fund as an option and as you are starting your search. During the session, you will have the opportunity to network with other searchers and to ask Bruce questions about the lending process. All Searchfunder members and intereste ... see more
Buying a Business: How to Hit the Ground Running - Webinar
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Starting a business from scratch is not the only way to turn your entrepreneurial dreams into reality. Whether you are looking to start a new business or grow an existing one, entrepreneurship through acquisition is a rapidly growing, and time-tested trend. In many cases, it may be far less risky as well as easier to finance than starting a business from scratch and allows you, the entrepreneur, to hit the ground running.
For information, call 678-985-6820
Register: www.georgiasbdc.org/ ... see more
S.O.S.: Searchfunder Ops Session: Being Purposeful about Diversity. *** VIDEO PLAYBACK AVAILABLE ***
video
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Being Purposeful about Diversity.We kick off our S.O.S. series with guest Scott Fogarty. Scott, an attorney, transitioned into the the head of the non-profit, Friends of Trees. He grew his non-profit from 5 team members to a diverse team of over 42 employees, while growing the non-profit's topline every year for 15 consecutive years. In doing so, Scott created a diverse team that served every community within the Portland Metro region.Our focus will be on Scott's transition from the legal world ... see more
Search Fund Coffee Chat (virtual)
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Due to the latest government legislation, this event will now be virtual. Come and join us for the Search Fund Coffee Chat.This session is intended for committed aspiring searchers and current searchers.We intend to keep this event interactive. So there will be a lot of opportunities to ask any burning questions.
We will cover issues related to launching and running a search fund including due and acquisition.Expert Panel: Simon Webster - First Search Fund Entrepreneur Outides US and a high pro ... see more
Searchers Mastermind Group
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Search Fund Mastermind Group
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://zoom.us/j/967393585
Contact ^Erik Korondy for more info.
... see more
Search Fund Coalition Community Networking Event
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Hey ETA Community - We're Kicking off Fall with a networking event next week on 9/16 at 12pm EST to continue our great conversations and support the overall Search/ ETA community. We'll have a good mix of searchers, owners/operators and service providers all giving insights for the community at large.https://sfconetworking920.splashthat.com/Thanks to our partners Citrin Cooperman, Footbridge Partners and Hapday Group we have free searcher tickets! Use the Free Code: CITRIN920 or Footbridge1
... see more
Review of Findings from 2020 Search Fund Studies *** VIDEO PLAYBACK AVAILABLE ***
video
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IESE will host a webinar on September 15 to present the findings from the new biannual search fund studies conducted by Stanford Graduate School of Business and IESE International Search Fund Center.^Jan Simon will moderate a session with ^Coley Andrews, ^Peter Kelly, ^Gerald Risk, ^Will Thorndike, and ^Simon Webster discussing insights about the results of the Stanford study on US and Canadian search funds and the IESE study on international search funds. Details about joining ... see more
Searchers Mastermind Group
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Search Fund Mastermind Group
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.
https://zoom.us/j/967393585
Contact ^Erik Korondy for more info. ... see more
Searchfunder Session: Importance of Industry Information *** VIDEO PLAYBACK AVAILABLE ***
video
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PLAYBACK AVAILABLE: Please join me for an information session on industry research with special guests and Searchfunder members, ^Isaac Satten and ^Meghan O'Doherty. All Searchfunder members are welcome to join us. Feel free to post a questions for Isaac below or DM ^Karen Spencer.Searchfunder Sessions is an information series on the features of the Searchfunder community so that our members get the most out of their membership. During each Session, you will have plenty of oppor ... see more
Phoenix or Fire Trap? Acquiring Distressed Businesses
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Join Exit Advisors & Aaron Ball of Ball Weelborg Attorneys.Buying a distressed business at a bargain-basement price can produce huge financial gains for the acquiring company—and there are plenty of opportunities right now. However, it can also result in severe financial indigestion, as the value of the purchased company can continue to fall and legal problems arise after the acquisition. When acquiring a financially distressed business, buyers must consider a number of special issues and ... see more
Searchers Mastermind Group
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Search Fund Mastermind Group
About this Event
We are a group of professionals actively seeking to acquire great businesses!
This is an online forum where searchers, investors and others network and share ideas, strategies, resources and more. This is an online mastermind group and all who are in the search fund space or are looking to buy a business are welcome.https://zoom.us/j/967393585Contact ^Erik Korondy for more information ... see more
Integrating Accountability Into Your Company's Culture
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Accountability is critical to the success of your organization. Join us for a discussion how you can clarify the roles and responsibilities of your leadership team and create a culture of accountability.
Leadership + Management = AccountabilityRegistration Link: https://zoom.us/webinar/register/WN_mRP26onZTDa4fTipKfkZZA ... see more
How to Build a Service Business, Part III: EOS Implementation
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Were you stuck without a banking contact when the PPP applications started? Make sure you are never put in a position like that again by developing a solid professional network. In the third and final part of his series, How to Build a Service Business, Gary Cooper will give a list of vital industries to develop relationships with as well as how to go about making those connections. Gary will also be discussing what an EOS system is and how to implement it into your company. Registration Link: h ... see more
Exits Exist: The Exit Academy + TechStars [FREE]
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"Exist Exists" presented by Techstars, The Exit Academy, and Speedinvest is the only Exit focused masterclass series - helping founders, investors, and corporates navigate the M&A process. Understanding how this process works and being better equipped with the tools and expertise will give everyone in the ecosystem a better chance of more successful exits. For investors and founders – more exits and better valuations; for the acquirers – better outcomes.
You'll hear hints and tips on ... see more
Women in Search Happy Hour. *** VIDEO PLAYBACK AVAILABLE ***
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VIDEO PLAYBACK AVAILABLE IN WOMEN IN SEARCH GROUP -- We welcome women and allies in the search fund community for our first Happy Hour event. There will be prizes for best *beverage* holder and best beverage name. By *beverage*, we mean any liquid substance (with or without alcohol) that looks fun and tastes great to you. So, sidle up to Zoom with something to sip and munch on for a casual hour of fun and networking.Also, please be sure to join our Women in Search group. You'll find it by cli ... see more
Featured Entrepreneur: Jay Steinfeld - Founder & CEO of Blinds.com
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This week, the Exit Advisors team will be hosting Jay Steinfeld during our weekly Town Hall Series. Jay is the founder and CEO of Blinds.com, the world’s largest online window coverings store. After starting a small chain of window coverings retail stores in Houston, Texas, he launched the Internet’s first blinds Web site in 1993, and sold his company to The Home Depot in 2014. ... see more
Search Fund Coalition Panel: Tales from the Search - From Searcher to Operator
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Search Fund & Acquisition Entrepreneurship Community! We’ve got an exciting new panel coming up with successful search fund entrepreneurs sharing their stories of success (and failure) while searching for and acquiring their businesses:
Tales from the Search: From Searchers to Operators
**NOTE** - You must register using the link below
https://sfcotales820.splashthat.com
Panel Featuring Kelly Bianucci Danny Fields Steve Reis Rina Thomas White & Moderator Greg Geronemus
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Searchfunder's BIPOC meetup *** VIDEO PLAYBACK AVAILABLE ***
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VIDEO PLAYBACK AVAILABLE IN PEOPLE OF COLOR GROUP -- The purpose of this meetup is to create a safe and inclusive environment for BIPOC Searchfunder members and those exploring search funds to connect and check-in given the economic and social times we are living in. You'll meet other BIPOC members of the search fund community to share ideas and insights. Allies are welcome.As part of the fun, we'll host a contest for the best real or virtual background on this Zoom meeting. The winner will rec ... see more
Keys to Increasing Business Valuation
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To maximize value, entrepreneurs must understand how business value is derived. As many find out too late, the viewpoint of an investor or potential buyer is much different from the outside looking in.
In this engaging presentation, Al Danto will share the top 10 keys to increasing enterprise value, common valuation misconceptions, and a simple game plan that any business owner (or their advisor) can use..
Al is a Certified Valuation Analyst (NACVA) and teaches the subject at the Jones Graduat ... see more
"How to Build a Service Business, Part II: Human Capital, Accountability & Internal Reporting"
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Gary Cooper, CEO and President of Cooper CPA Group, PC and Partner in Exit Advisors, continues his three-part series of building a service business. In Part II, Gary will explain how to prevent employee turnover, build accountability systems, and review the fundamentals of internal reporting.You can sign up for the event here - https://www.exitadvisors.com/townhalls
To catch up and watch the recording of Part I: Networking & Marketing, please visit our website to download and view - https:/ ... see more
Searchfunder Session: Getting the Most Out of Searchfunder
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Our goal is to make the difficult task of searching more efficient for you. So, in this session, you'll network with other searchers, ask questions, learn best practices and view features that are our hidden treasures. Feel free to send us questions or areas you'd like to see covered in advance by DM to ^Karen Spencer. Whether you just started or have been at it for awhile, feel free to join us. Prizes will be awarded for the best background (real or virtual) on Zoom.Searching is better tog ... see more
Fundamentals of Business Valuation
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Join the Exit Advisors team this upcoming Wednesday, July 22nd, at 12:00 PM (CST) for our virtual Town-Hall. Managing Partner and Rice graduate professor, Al Danto, will walk through the Fundamentals of Business Valuation. Exit Advisors takes an education-based approach when working with entrepreneurs to prepare their businesses for a successful transaction. Exit Advisors also partners with search funds, family offices, and private equity groups by helping them source deals that fit their invest ... see more
South Africa Searchers Zoom Meet & Greet?
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Hello JHB Searchers - I am curious if there is an appetite for an event in order for everyone to meet each other?My firm, Secha Capital, co-invests with Searchers (thus, I have a motive for building out this group).Please let me know if we should work on building this community? Ping me here, at brendan@sechacapital.com or Whatsapp me +27 76 376 1629.Cheers,Brendan ... see more
Search Fund Coalition Community Networking Event
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https://searchfundconetworkingjuly.splashthat.com
Thanks to our partners @citrincooperman, @liveoakbank and @searchfunder we have 60 free tickets! Use the Free Code: Searchfunder1Hey Folks, We're Kicking off July with a networking event next week to continue our great conversations and support the overall Search/ ETA community. Information for the event, We'll have a good mix of searchers, owners/operators and service providers all giving insights for the community at large. ** Note ** you mu ... see more
Fireside Chat: Entrepreneurship through Acquisition
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Welcome to our Fireside Chat on Entrepreneurship through Acquisition. Feel free to grab a cup of tea and join us. Click on this link to to find more information: https://www.linkedin.com/events/firesidechat-entrepreneurshipthroughacquisition/August One is a MAS regulated private investment firm based in Singapore with offices in Europe and plans to invest through a European entity. We have a successful track record in investing in Private Markets with active relationships with Governments, Corp ... see more
Search Funds In COVID Times
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Hey SFC Community!
We’ve got an exciting networking panel coming up.
Bringing together some of the best minds in the entrepreneurship through acquisition community to bring you an honest, transparent conversation around how COVID-19 has affected small business entrepreneurs and the search fund ecosystem.
Topics being covered: Financing in the New World, How Searchers pivot, What to do with PPP, what is a seller’s perspective
Powered by Search Fund Coalition
Expert Panelists
C ... see more
Association of Corporate Growth - Exclusive Member Summit (June 23-25)
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ACG Global will host its first-ever virtual ACG Member Summit June 23-25, an event that will gather ACG's worldwide community of 15,000 for digital business development opportunities and a program focused on connectivity, growth and peer engagement. ACG will kick off the exclusive and all-inclusive event with live programming and one-on-one meetings via ACG Access, its featured scheduling tool for the event. ACG Access allows members to connect when they want during the three-day digital experie ... see more
Searchfunder's BIPOC meet up (virtual)
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The purpose is to check-in given the economic and social times we are living in, meet each other, share info/ insights. If you have other topics you'd like to cover, feel free to DM ^Karen Spencer. Join the People of Color group on Searchfunder by clicking on discover groups on your main menu. For more info on groups, see https://www.searchfunder.com/post/tip-for-the-week-join-a-group-or-create-your-ownPhoto by Chris Montgomery on Unsplash ... see more
ONLINE INTERACTIVE DEBATE: RESTRUCTURING SMALL AND MEDIUM-SIZED COMPANIES THROUGH SEARCH FUNDS
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Most people believe that entrepreneurship refers only to the creation of small and medium-sized companies or startups, that is, having a brilliant idea, starting a company from scratch, going through many challenges and finally achieving success.
Are there other entrepreneurial ways to make a business grow? Should you always start a business from scratch? Certainly not: you can buy a business from another entrepreneur and restructure it in an entrepreneurial way, innovating in sales, manageme ... see more
Searchers Mastermind Group - Online
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Description
Network with fellow searchers, private equity professionals and entrepreneurs in this bi-weekly mastermind group.
https://zoom.us/j/967393585 This group is open to search fund entrepreneurs, investors, private equity professionals, attorneys, accountants, financial planners, lenders and others that work in the search fund space.See ^Erik Korondy for more info. ... see more
XBRL 101: How XBRL can help you research public and private companies better
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XBRL is the investment world's best kept secret. The CFA institute has sung paeans of praise for XBRL and written articles on how it can impact research, More than 70 regulators around the world have adopted XBRL. India's banks can no longer hide their non performing assets and expect to get away with it. Because the central bank has mandated XBRL reporting. In the US, before 2025, it is likely that data will speak only one language: XBRL.We are a global leader in XBRL and this webinar is our of ... see more
XBRL 101
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XBRL is one of the investing world's best kept secrets.. The CFA Institute extols the value of XBRL, yet few analysts know much about it. But in 70 countries around the world, regulators swear by XBRL, or eXtensible Business Reporting Language as its full form reads. Like the SEC in the US who require public companies to report in XBRL. It is a reporting standard adopted by regulators: of capital markets like the SEC in the US, by central banks like the Reserve Bank of India and by business re ... see more
Lightheart Management Partners Roundtable
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We are working with Cassels Brock to host a roundtable discussion among private equity firms, M&A brokers, and company leaders on the current state of activity and investment in our business community. We invite you to participate in the discussion, which commences at 10:00am Pacific / 1:00pm Eastern on Thursday, May 21.
This will not be a webinar, but rather a chance for all attendees to participate in the discussion. Using a virtual platform that facilitates small-group discussions and ... see more
Tickets Available: 2nd Latin American Search Fund Conference
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We are pleased to announce the 2nd Latin American Search Fund Conference is happening at IPADE Business School next year on May 15th at Mexico Cityhttps://www.eventbrite.com.mx/e/2nd-latin-america-ipade-search-fund-conference-tickets-96164638021
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ACG Intergrowth
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InterGrowth draws thousands of middle-market M&A professionals."Come to the ARIA Resort & Casino in Las Vegas for InterGrowth, ACG’s signature networking and dealmaking conference. More than 1,000 open networking seats will fill the InterGrowth Lounge, and meeting space is more accessible and convenient than ever. InterGrowth is worth the investment."https://intergrowth.org/ ... see more
Bunker Labs Zoom Call - Military Connected
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Zoom call with Peter Gudmundsson, Managing Director of Longship Partners and CEO of The Pet Loss Center. Oriented to searchers and investors connected to the US military in some way, but open to the entire entrepreneurial ecosystem. Register here: https://www.eventbrite.com/e/bunker-brews-dfw-virtual-small-business-mergers-acquisitions-tickets-99553631592?utm-medium=discovery&utm-campaign=social&utm-content=attendeeshare&aff=escb&utm-source=cp&utm-term=eventcard ... see more
Professor Ed Batista’s The Art of Self-Coaching (Free Course from Stanford GSB )
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Professor Ed Batista’s The Art of Self-Coaching is an acclaimed course at the Stanford Graduate School of Business (GSB) launched in Spring 2015. In Spring of 2020 Professor Batista will teach it again for the 13th time (although for the very first time online.) In response to COVID-19, the Stanford’s GSB has moved all Spring Quarter classes online, and in an effort to make a small contribution to help people cope with the pandemic he is offering an online version of the course. Registratio ... see more
The importance of having a Business Valuation
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Ever wondered what your business economic value is? A business valuation can help you discover your business worth.
Join us on March 18th as I help you uncover:
- Why it is important to have a business valuation
- What are the metrics that drive the value of a business
- How to utilize the business valuation upon completion
This is a free educational webinar to assist you in your business success hosted by Don Emmett of Murphy Businesshttps://www.eventbrite.com/e/the-importanc ... see more
Seattle Searcher Happy Hour
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Casual networking for Seattle area searchers, investors, operators, and others that are interested in the ETA idea! Cash bar. Looking forward to meeting everyone!Here's the meetup link, in case you'd like to forward to someone not on this site: https://www.meetup.com/Seattle-Searchfund-Meetup/events/268517745/ ... see more
LBS Private Equity & Venture Capital Club: Entrepreneurship Through Acquisition – Becoming a CEO from an MBA, Session 4
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This event is open to specific members only.
Session Details:
Session 4: March 4, 2020 – LT7: 7:00 PM – 8:30 PM – What’s next? Lessons from a successful career in entrepreneurship through acquisition to a business school professor – AJ Wasserstein
For more info, http://l.cglink.me/r32049 ... see more
LBS Private Equity & Venture Capital Club: Entrepreneurship Through Acquisition – Becoming a CEO from an MBA, Session 3
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This event is open to specific members only.Session Details:Session 3: March 3, 2020 – LT14: 7:00 PM – 8:30 PM - Negotiating the Deal, Due Diligence and AcquisitionSession 4: March 4, 2020 – LT7: 7:00 PM – 8:30 PM – What’s next? Lessons from a successful career in entrepreneurship through acquisition to a business school professor – AJ WassersteinFor more info, http://l.cglink.me/r32049
... see more
LBS Private Equity & Venture Capital Club: Entrepreneurship Through Acquisition – Becoming a CEO from an MBA, Session 2
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This event is open to specific members only.Session Details:Session 2: Feb 26, 2020 – LT14: 7:00 PM – 8:30 PM – Searching for and Assessing CompaniesSession 3: March 3, 2020 – LT14: 7:00 PM – 8:30 PM - Negotiating the Deal, Due Diligence and AcquisitionSession 4: March 4, 2020 – LT7: 7:00 PM – 8:30 PM – What’s next? Lessons from a successful career in entrepreneurship through acquisition to a business school professor – AJ WassersteinFor more info, http://l.cglink.me/r32049 ... see more
LBS Private Equity & Venture Capital Club: Entrepreneurship Through Acquisition – Becoming a CEO from an MBA, Session 1
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This event is open to specific members only.Session Details:Session 1: Feb 25, 2020 – LT14: 7:00 PM – 8:30 PM - The different types of entrepreneurship through acquisition and what it takes to be an ETA CEOSession 2: Feb 26, 2020 – LT14: 7:00 PM – 8:30 PM – Searching for and Assessing CompaniesSession 3: March 3, 2020 – LT14: 7:00 PM – 8:30 PM - Negotiating the Deal, Due Diligence and AcquisitionSession 4: March 4, 2020 – LT7: 7:00 PM – 8:30 PM – What’s next? Lessons from a ... see more
Nordic ETA Event: Adventures in Acquisition Entrepreneurship @ Aalto Business School
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This event is structured as a moderated panel discussion with several acquisition entrepreneurs at various stages of their search, acquisition, and operative phases of their respective ETA journeys. You can register for the event at the following link:https://www.eventbrite.com/e/adventures-in-acquisition-entrepreneurship-aalto-registration-94351185937 ... see more
What the Heck is a Search Fund?
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Want to know more about the newest and fastest growing type of investment? Join us to learn how search funds arose, why they have proliferated, and what challenges they've faced. Each of our esteemed speakers will bring a unique perspective to the discussion.
Derek Turner – Managing Partner, Chaparral Capital
Paul Harraka – Partner, Anodized Capital
Jim Fowler – CIO Harvest Capital CreditFor more info, please refer to https://www.rmaaz.org/02202020.php. ... see more
Search Fund Coalition NYC February Networking Breakfast
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Search Fund Coalition NYC - empowering and connecting the Search Community in market with networking and educational opportunities. Open to Active & Future Searchers, Intermediaries & Service Providers. Find more information and register here: https://searchfundcoalitionfeb2020.splashthat.com/ ... see more
Buyout entrepreneurship conference
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If you are around Liège (Wallonia, south of Belgium) on tuesday February 11th, don't hesitate to join us in HEC-University of Liege, for a conference dedicated to buyout entrepreneurship .
Gregory Wauters and Benjamin Givelet will outline the Searchfund Model. We'll also have the testimony of Gilles Spirlet, who successfully completed his first acquisition, and the comments of Samuel Rizzo, seasoned broker from Copilot.https://www.facebook.com/events/1293809037485971/ ... see more
Atlanta ACG Capital Connection 2020
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The Atlanta ACG Capital Connection is the premier networking event in the Southeast for participants in all facets
of corporate growth and Middle Market deal making.
The event presents the opportunity for intermediaries, corporate development officers, accountants, lawyers, senior lenders and other deal makers to meet and greet with top private equity and mezzanine capital providers.
Exhibitors include approximately 200 Private Equity Groups, Investment Banks and Mezzanine Capital Funds ... see more
La rencontre : Tunisian American Enteprrise Fund & ATUG
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Si vous êtes un top-manager expérimenté et talentueux, que vous avez la fibre entrepreneuriale et que vous souhaitez donner à votre carrière une nouvelle impulsion, le modèle « Search Fund » pourrait vous intéresser pour reprendre / acquérir une PME existante, devenir son CEO et assurer son développement : c'est le concept de l’entrepreneuriat par l’acquisition. For more info, https://docs.google.com/forms/d/e/1FAIpQLSeBOF20xfudcLOC7avmCOT6DUXfvJXWigm_1GOPXua1ZnN53g/viewform ... see more
Searchers: Mastermind Call
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@830pm Eastern - biweekly Contact ^Ryan Fetterly for more infoAll members indicated they are in the "Search" phase, rather than ongoing operations post-acquisition.
Call Format:
Weekly Roundtable - (Review of Objectives)
* Roadblocks
* Deep Dive/BrainStorm for 1 team member
* Objectives for the following 2 weeksIf you are interested DM ^Ryan Fetterly ... see more
Searchers Mastermind Group
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Network with fellow searchers, private equity professionals and entrepreneurs in this bi-weekly mastermind group.
https://zoom.us/j/967393585
This group is open to search fund entrepreneurs, investors, private equity professionals, attorneys, accountants, financial planners, lenders and others that work in the search fund space.Contact ^Erik Korondy for more info. See also https://www.eventbrite.com/e/searchers-mastermind-group-online-tickets-84906578863 ... see more
DALLAS - Networking Happy Hour
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Those in Dallas area who are currently searching for, investing in or operating a search fund acquisition are all welcome to attend the Networking Happy Hour. We usually have about 30 - 35 people attending. Feel free to forward to any colleagues who would be interested in attending (just ask them to RSVP below). Looking forward to seeing everyone again next week! Event DetailsWhat: Texas Search Group - Networking Happy HourDate: Tuesday, January 14th from 6:00pmLocation: Chelsea Corner Address: ... see more
Nordic ETA Event in Helsinki
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Individuals that are interested in learning more about ETA or launching their own search in Northern Europe are encouraged to attend. Please use the registration link below:https://www.eventbrite.com/e/entrepreneurship-through-acquisition-eta-evening-aalto-registration-82342395321?aff=ebdssbeac ... see more
The Search Fund, an innovative model for SMEs buy-out in France
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This event aims at explaining the Search Fund model to the French investors community. 4 panelists have confirmed there presence: - Simon Webster- Tobias Raeber- José Martin Cabedies- Bruno LéaThis event is facilitated by the Alumni Chapters of IESE Business School and INSEAD. We are sold out and therefore the registration process is now closed. We will publish an article after the event to provide you with feedback on how it went.Benjamin Givelet (Stella Maris Equity) François d'Aligny (Ayer ... see more
Search Funds – Uma classe de ativo que emerge no Brasil” (Member event)
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O #MemberEvent “Search Funds – Uma classe de ativo que emerge no Brasil” será realizado no dia 27 de Novembro, no escritório da CFA Society Brazil e contará com a presença de Marcelo Gomes, CFA, sócio da Caatinga Capital, e Lucas Dolabela Barcellos Correa, CFA, Fundador e Managing Director da Horizonte Capital, além de Board Member da CFA Society Brazil. Durante o evento os Speakers explorarão o tema, o conceito e a aplicação do modelo de Search Fund no Brazil.
Prévia da agen ... see more
Webinar: Search funds: per imprenditori in cerca di imprese
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Concepiti alcuni anni fa negli Stati Uniti, e solo di recente approdati in ambito europeo e italiano, i search funds consentono di coniugare abilità imprenditoriali e capacità finanziarie, rispondendo alle necessità degli aspiranti imprenditori, spesso giovani e capaci ma privi dei necessari mezzi finanziari.Speaker: ^Fabio SattinFor more info, see https://www.rulingcompanies.org/it/event/detail/186-search-funds-per-imprenditori-in-cerca-di-imprese ... see more
MIT VCPE: Be a CEO! Lunch & Learn with Timothy Bovard (Search Fund Accelerator)
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If you aspire to buy and lead a business as an equity-owning CEO, Search Fund Accelerator was designed for you. SFA works with select entrepreneurs to provide them with the support they need to successfully find, acquire, and manage outstanding companies. Our CEOs experience the excitement and satisfaction of running their own business while building their personal wealth.For more info, please refer to: https://sloangroups.mit.edu/venturecapitalandprivateequity/rsvp_boot?id=613550 ... see more
Search Funds in Canada: Looking Ahead
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5:00 pm
Registration and Networking
5:30 pm
Panel Discussion
7:00 pm
Networking Reception - Drinks and Bites
Stikeman Elliott invites you to join industry leaders for their Search Funds in Canada: Looking Ahead seminar. Hear from searchers, investors, and deal advisors on recent buy and sell side experiences and future trends.This event is by invitation only. Please contact sevents@stikeman.com for an invitation. ... see more
Taking Over An Existing Business
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Baby Boomers. Seems to be a topic of conversation everywhere except on Social Media. The upcoming challenge in the business world is these baby boomers built companies they need to transition. These companies with clients, employees and cash flow need new leadership. So are you up for the task? Business ownership through acquisition is a viable option to entrepreneurship. As a purchaser of Exhibit Associates in 2012, Don Jalbert can speak about his experience in the acquisition of a company foun ... see more
6th Annual Entrepreneurship through Acquisition Conference.
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The Keynote Speaker is Eric Roza, SVP/GM, Oracle Data Cloud and former CEO of Datalogix. CONFERENCE AGENDA:
9:00 - 9:30 am Registration and Breakfast
9:30 - 9:45 am Opening Remarks
10:00 - 10:45 am Track 1: ETA Career Path
10:00 - 10:45 am Trackt 2: Mid-Career Transition to CEO
10:45 - 11:00 am Break
11:00 - 11:45 am Track 1: The Investor Perspective
11:00 - 11:45 am Track 2: Women in ETA
12:00 - 1:00 pm Networking Lunch
1:00 - 1:45 pm Track 1: Working with the Owne ... see more
Searcher Happy Hour meet-up Chicago Booth-Kellogg ETA hosted by Live Oak Bank
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We're hosting this event near other events happening that night so ppl can come/go 'open house' style and enjoy as many activities as possible. Cocktails and lite bites/bar grub hosted by Live Oak Bank. Come meet with your fellow searchers and professionals dedicated to the community to share drinks and stories. PM me at lisa.forrest@liveoak.bank if you'd like to attend. 425-999-2042. #searcher meet-up #networking #community ... see more
Little Engine Ventures' Searcher Dinner in Chicago
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SEARCHER DINNER
An informal gathering over food for those that own multiple businesses and are looking to buy more. Let's be better acquirers, owners, operators, and investors. The current event location for dinner is the hotel where the 6th Annual Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference is happening. We will find a restaurant nearby once the time gets closer and we have a better idea of how many people will be attending.For more info, please see https://www.eventb ... see more
Footbridge at Kellogg
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On November 14, the PE Club will host ^Greg Geronemus as he talks about his search fund journey and current work as a search fund investor. After graduating from HBS in 2012, Greg sourced, acquired (in 2013), led, and ultimately exited (in 2017) smarTours, a value-oriented tour operator. After a two-year transition period following the sale of smarTours, Greg and his business partner (^David Rosner ) were eager to work closely with the next generation of searchers and formed Footbridge Par ... see more
Elite Meet NYC Reception (Searchers are invited and encouraged to attend)
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Come support transitioning elite veterans as they choose their civilian path which can often include ETA/search. Searchers have been invited to meet-up and support one another in their own search process AND to help provide insights for our elite transitioning veterans on the ETA path. PM Lisa Forrest at lisa.forrest@liveoak.bank 425-999-2042 if you'd like to attend as specific REGISTRATION is required due to security protocol and I can share additional information on the event. ... see more
Searcher Panel at Special Operations Veterans Event
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Join investors and other professionals for the Search Fund panel in NYC. The panel is one of the events at a conference focused on helping connect special operators (SEALs, Special Forces, Army Rangers) and combat aviators to connect with professionals. In addition to the elite veterans, past NYC events have seen executive attendees from finance, real estate, consulting, enterprise software, construction materials, and other industries. Please DM ^David Spencer to RSVP. ... see more
Workshop - Entrepreneurship through acquisition
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How about becoming an entrepreneur through buying an already existing business?
About this Event
"Working for yourself" sounds a lot like "starting your own business" which can feel risky, formless and it requires a really good business idea - something that most of us don´t carry around in our back pocket.....The hosts: ^Mikko Järvinen and Gautam BasuFor more info, https://www.eventbrite.com/e/workshop-entrepreneurship-through-acquisition-tickets-77260021805 ... see more
How to Buy a Business with a SBA Loan (Booth)
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^Darrin Shillair, MBA ’16, acquired Specialty Sales Inc. through a self-funded search and an SBA loan. Will McClain is a Managing Director at Windsor Advantage, where his lending team specializes in SBA 7(a) loans.
During this lunch and learn, we will hear both sides of the story on using a SBA loan to acquire a business - the pros, cons, and detailed process. This is a great discussion leading into the 6th Annual Booth-Kellogg Entrepreneurship Through Acquisition Conference in Chicago o ... see more
The Future of Search Funds in Brazil
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For over a decade, the Search Fund model has been encouraged by international business schools such as Harvard and Stanford, and Spanish IE and IESE. Search Funds represent an attractive alternative for young executives with an entrepreneurial profile to become, early in their careers, presidents of high-performing small and medium companies.
Thus, in addition to implementing efficiency, governance and growth gains for Brazilian SMEs, these young people open opportunities for investors who wish ... see more
UCHICAGO ENTREPRENEURSHIP THROUGH ACQUISITION (ETA) NYC ALUMNI SYMPOSIUM
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The Nuts and Bolts of Buying and Building a BusinessThe Alumni Entrepreneurship through Acquisition (ETA) Symposium is designed for University of Chicago alumni interested in acquiring and operating small businesses.For more info, please see: https://nyc.uchicagoalumni.org/article.html?aid=1379 ... see more
Distressed Debt Conference
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The United States is in the longest economic recovery in its history. However, persistent and significant macro risks, including a trade war with China and structural and fundamental issues within credit markets, are setting up a cycle that will inevitably present a large and attractive distressed credit opportunity. This half-day conference is geared towards industry professionals who want to learn about one of the last true value investing asset classes—distressed debt.Tickets:https://www.fo ... see more
Austin: Bunker Brews: Entrepreneurship Avenues
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Entrepreneurship is difficult for anyone, but when you lack resources, it can be even harder. Did you know that 25% of those exiting the military are interested in starting or owning their own business, but less than 50% have the resources or networks to do so? get started. What if you had an opportunity to access a network of experts and businesses for free that would jump start your journey to entrepreneurship? To find out, join Bunker Labs along with Techstars alumna, Alison Anderson, CEO &am ... see more
Webcast: New Trends in Capital and Financing Options for Independent Sponsors
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PANEL:
Terry Keating, President and CEO, Accord Financial, Inc.
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
MAJOR TOPICS:
Terminology — Independent Sponsors, Private Equity and Family Offices
Search fund model
Involvement of independent sponsors in the deal proces
Financing independent sponsor transactions
Independent sponsor, PE and family office transactional alliances
Finding and closing deals in the hyper-competitive seller’s market
Understanding fina ... see more
ACG Greenville Lunch
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Come take an in-depth look at Azalea Capital’s recent investment in Simpsonville-based company, The Muffin Mam Inc. The Muffin Mam is a manufacturer of baked goods, including decorated cakes, cupcakes, brownies, crème cakes, and muffins. Since its initial investment, Azalea and the management team have focused resources on growth for the business, recently breaking ground on a 100,000-square-foot manufacturing facility. Azalea Capital and Company management will discuss motivations for the tr ... see more
Meet the Search Fund in Brussels @ Vlerick Business School
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Invitation on Eventbrite: https://www.eventbrite.com/e/meet-the-search-fund-in-brussels-tickets-71215580719Outline of the networking event:Within the buyout landscape in Europe, the Search Fund investment model is gaining momentum besides the USA, Spain and UK. With a mature acquisition market for SMEs, Belgium and by extension the Benelux provide interesting opportunities for acquisition using the Search Fund investment model.
This networking event will gather entrepreneurs through acquisition ... see more
CEO Boot Camp - Mendoza College of Busiiness
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For current CEOs looking to jumpstart growth, Notre Dame's Mendoza College of Business is hosting a 5-day Innovation Action Boot Camp in Chicago. The program "teaches the fundamentals of the innovation process and our Unifying Innovation Methodology™, supports you as you accelerate existing initiatives, and provides a common language and set of tools that can be used throughout your organization to spark innovation."
Dates: October 07-11, 2019
Location: Notre Dame's Mendoza College of Bu ... see more
Anatomy of a Search Fund – Pacific Lake Partners – Haas Info Session
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Interested in buying, leading, and growing your own business? Want to be your own boss and the CEO of an exciting, quickly growing small business? You can, via the search fund model.
Leading the discussion will be:
Keith Gross is a Director at Pacific Lake and leads the firm’s Bay Area office. Keith has worked with over 75 search fund entrepreneurs and has been involved in dozens of small business acquisitions. Prior to joining the Pacific Lake team, Keith worked at both Hellman & Fr ... see more
Webinar: Searching with Search Fund Accelerator
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Meet three of SFA's Searchers:
Mike Guido - Booth School of Management ‘15 Rahul Natesh - Harvard Business School ‘17 Justin Schulte - Yale School of Management ‘19
To RSVP, see here: https://searchfundaccelerator.us10.list-manage.com/track/click?u=22d799586ac164ab81ce32a3c&id=76e386f8bc&e=09dee0f574Zoom Webinar Link: https://searchfundaccelerator.us10.list-manage.com/track/click?u=22d799586ac164ab81ce32a3c&id=977f5a4a95&e=09dee0f574 ... see more
Houston Area CEO-Searcher and M&A Community Breakfast Networking Event
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Hosted by Live Oak Bank & Lummis Consulting Services (LCS) Forensic Accounting & Advisory, with support from the Houston M&A Forum. Save the Date for an opportunity to join with the Houston (and greater Texas) searcher community together with local M&A experts. If you would like to attend either event, please RSVP to Lisa Forrest, Live Oak Bank Sponsor Finance by direct message 425-999-2042 or email me at Lisa.Forrest@liveoak.bank ... see more
Search Fund Accelerator - Info Session with Founder/CEO Tim Bovard
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If you aspire to buy and lead a business as an equity-owning CEO, Search Fund Accelerator was designed for you. SFA works with select entrepreneurs to provide them with the support they need to successfully find, acquire, and manage outstanding companies. These CEOs experience the excitement and satisfaction of running their own business while building their personal wealth. ... see more
How and Why Search Fund CEO’s are Fired, and What Can be Done to Avoid It…?
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Round Table: How and Why Search Fund CEO’s are Fired, and What Can be Done to Avoid It…? - Search Fund AllianceOnline registration is available until: 9/12/2019. Access to this event may be restricted. For more information, see https://www.searchfundalliance.org/events/EventDetails.aspx?id=1267773&group=*Member's Only*
Round Table: How and Why Search Fund CEO’s are Fired, and What Can be Done to Avoid It…?
September 12, 2019 -Stanford, CA
Join us for the Search Fund Alliance R ... see more
GID Sydney: Investing in Search Funds
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The evening will kick off with an introductory presentation followed by a panel discussion moderated by Tarun Sankaran (GEMBA ‘18), Director in the deals team at PwC, and featuring our expert panelists, Alex Simmons, Jake Nicholson, and Lisa Foster.
For more info: https://alumni-gsb.stanford.edu/get/page/events/details?event_id=30722 ... see more
2019 Search Fund CEO Conference
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Stanford GSB’s Search Fund CEO Conference is designed for CEOs, directors, and investors of search-acquired companies. The full-day conference on September 11 (Wednesday) will include a keynote address by Irv Grousbeck, industry and Stanford GSB faculty speakers on current operating topics, and opportunities to connect with friends and colleagues from around the world. Registration:
General registration for the Search Fund CEO Conference will open on June 1, 2019. Who Should At ... see more
Southeast Entrepreneurship Through Acquisition Conference - 2019
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Fuqua, Kenan-Flagler, and Darden Schools of Business will be jointly hosting the Southeast Entrepreneurship Through Acquisition Conference in Durham, NC. The conference will bring together business students, search fund entrepreneurs, search fund investors, faculty, and other professionals in the entrepreneurship through acquisition (ETA) community. Attendees will learn more about this fast-growing, unique asset class and will meet the community of investors and advisors through a variety of sea ... see more
Pacific Northwest Searchfund and M&A Community Meetup hosted by Live Oak Bank
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Lisa Forrest, Heather Endresen, Live Oak Bank President Huntley Garriott, and Sponsor Finance team invite you to an evening of appreciation for the 20+ years of partnership in the PNW and to support our Searchfund community. If you are a CEO searcher or part of the Searchfund community in the Pacific Northwest, please join local investors, M&A Advisors, and Investment Bankers for collaboration and deal discussion. Please RSVP to myself or Lisa Forrest by August 29th to reserve your spot. ... see more
Murdoch Search Fund Seminar
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On Wednesday 28th August (6:30-7:30pm) at the Murdoch University Launchpad, co-founders of the Second Squared Search Fund, ^Akram Sabbagh and ^Lui Pangiarella, will be on campus to explain how search funds function and to search for talented people who'd like the backing to buy and run their own businesses.
Second Squared empowers entrepreneurs to buy and build great companies using the search fund model.
Food provided. ... see more
Meet investors, present deals
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On Tuesday nights, my investment club hosts 50+ investors and entrepreneurs inside Jay Z's lounge at The 40/40 Club to discuss, evaluate, and invest in businesses & real estate.
Feel free to come by Tuesday at 6pm - especially if you are fundraising for a deal or looking for an opportunity to invest in. Five entrepreneurs will be presenting actionable deals they're raising money for.
If you're interested in investing in search deals or learning how they can be constructed, feel free to a ... see more
ESADE Alumni Event: Search Funds
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Program Welcome and moderator of the sessionDaniel Sánchez (ADE Lic & MBA 92) , founding partner and general partner of Nauta Capital , and president of the ESADE Alumni Finance Club Speakers: ^Marc Bartomeus , founder of Ariol Capital (first Search Fund in Spain), CEO of Repli and partner of Albira Investments ^León Bartolomé , private investor (Chairman of Repli, first company in Spain bought by an SF) ^Simon Bores , Co Founder and Partner in Istria Capital ( ... see more
London Search Fund meetup
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A small group of highly motivated searchers, usually working fulltime on their search, meet monthly at a gentleman's club on Pall Mall. The agenda is centered around sharing experiences, and learning about deal structuring, financing and origination processes. Contact Alex to sign up to the next one, on the 10th of June at 1000, on Pall Mall.alex@pawle.co.uk ... see more
@IESE NYC: Search Funds - Valuable Management & Investment Lessons
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EVENT DETAILS:
Date - June 3 2019, 18:30hrs @ IESE Business School NYC Campus, 165 W 57th St, New York, NY 10019.
Spaces - Up to 15 spaces available to members of SearchFunder.com. Please see below for details.
OVERVIEW:
Since the launch of the first search fund in 1983, over 500 of these investment vehicles have been founded. With historical pre-tax IRRs of over 33% and pre-tax returns on capital of more than 3x, these asset classes are starting to attract the attention they deserve beyo ... see more
M&A Source Spring Conference May 12th to 19th
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Workshop: Getting Search Fund Deals Done:There has been significant growth in the number of active “Search Funds” actively seeking businesses to acquire in the lower middle market. This panel will explore the origins of this growth (Entrepreneurship through acquisition courses being taught at major business schools) and the differences in the various Search Fund models. The panel will discuss best practices for an effective and efficient dialogue in working with this type of buyer. &n ... see more
Search Fund Insights - by IE Search Fund Club
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For all of you in Madrid, the Search Fund Club from IE Business School is organizing its first open event at LOOM Coworking Spaces (C/Princesa 5).We have invited José Moreno (Investor) from AI Management and Gerardo Montalti & Jacobo Espinós (Searchers) from Arista Parterns. They will share their insights on the Search Fund model and we'll have a networking cocktail afterwards for those interested.You can join us next Tuesday, May 7th at 19:30 and invite anyone interested in the model.Plea ... see more
New York Searchfund Community Meetup
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Join Heather Endresen and Lisa Forrest with Live Oak Bank’s Sponsor Finance team for a casual cocktail networking event. Live Oak's President and Chief Sponsor Finance Credit Officer will be joining Heather and Lisa to offer further support on deal discussions and how we help the search fund community nationwide with senior debt.5/1 6-8 p.m.
The Breslin Mezzanine Bar (in the ACE Hotel) 16 West 29th St, NY, NYRSVP to lisa.forrest@liveoak.bank. ... see more
Boston Searchfund Community Meetup
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Join Heather Endresen and Lisa Forrest with Live Oak Bank’s Sponsor Finance team for a casual cocktail networking event. Live Oak's President and Chief Sponsor Finance Credit Officer will be joining Heather and Lisa to offer further support on deal discussions and how we help the search fund community nationwide with senior debt. Tuesday, April 30, 2019 – 5:30 – 7:30 p.m.
Park Cambridge
59 JFK Street
Cambridge, MA 02138 Contact Lisa at lisa.forrest@liveoak.bank to RSVP. ... see more
BUYING A BUSINESS: THE PATH TO ENTREPRENEURIAL SUCCESS
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Why start your own business from scratch when you can incorporate your vision into an existing foundation? Let us show you how easy it can be. 3 hour course by University of Georgia, Small Business Development Center. For more information, refer to: https://www.georgiasbdc.org/buying-a-business/ ... see more
Stanford: 2019 Building Momentum: Women Entrepreneurs
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Afternoon Breakout Session 1 includes Search Funds: An Alternative Path to EntrepreneurshipWho Should Attend?
Aspiring and active founders
Investors and providers of capital to founders
Academics and others interested in diversity in entrepreneurship Open to
Students, AlumniFor more info, https://www.gsb.stanford.edu/events/2019-building-momentum-women-entrepreneurs ... see more
UChicago Alumni Entrepreneurship through Acquisition Symposium
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The Nuts and Bolts of Buying and Building a Business.The Alumni Entrepreneurship through Acquisition (ETA) Symposium is designed for University of Chicago alumni interested in acquiring and operating small businesses. For more information, contact ^Cerise Miller or see this link: https://goo.gl/5Nbr1u.This event is open to Chicago Alumni. Tentative Agenda(Subject to Change) Friday, April 12
8:15am – 8:45am // Registration and Breakfast 8:45am ... see more
Small Business Investor Alliance: Western Private Equity Conference
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This conference includes a session entitled at 4 pm on 4/10/19, Evolution of the Search Fund Model in Private Equity:
Is it a Fit for the Lower Middle Market? Some Say It’s PerfectFor more info, refer to https://www.sbia.org/event/western-private-equity-conference/ ... see more
Southeast Entrepreneurship Through Acquisition Symposium at Duke Fuqua
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Fuqua, Kenan-Flagler, and Darden will be co-hosting a collaborative Southeast Entrepreneurship Through Acquisition Symposium in Durham, NC, including sessions moderated by ^Badge Stone and ^Timothy Bovard.For more info, refer to https://www.eventbrite.com/e/southeast-entrepreneurship-through-acquisition-symposium-at-duke-fuqua-tickets-58603148595 ... see more
Chai & Just Chat,"The Art of StARTups: Do you have what it takes"
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This event notes that entrepreneurship through acquisition will be a discussion topic. For more information, refer tohttps://patch.com/georgia/johnscreek/calendar/event/20190328/515040/chai-just-chat-the-art-of-startups-do-you-have-what-it-takes ... see more
Pittsburgh ASPIRE 2019
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Every year ASPIRE connects hundreds of Pittsburgh-area dealmakers, including middle-market CEOs, top PE and VC firms, major lenders and leading service providers. With sessions ranging from raising capital to buying and selling companies to liquidity events, ASPIRE covers the breadth of the M&A landscape. To experience ASPIRE, take a look at our event videoFor more information: https://www.aspiredealmakers.com/pittsburgh/ ... see more
FULL TIME ETA OPPORTUNITIES: WORKING WITH THE CEO
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Evaluating a career in Entrepreneurship Through Acquisition but perhaps not ready to take the plunge?
Join ^Carlos Saez, MBA ’06, managing director at the Operand Group, and ^Dave Newberry, MBA ’15, CEO of Condata Global, a NextGen Growth Partners portfolio company. For more info, see https://polsky.uchicago.edu/event/full-time-eta-opportunities-working-with-the-ceo/ ... see more
ETA@MIT 3rd Annual Summit
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Please join us for an exciting day where we bring together the searcher community in an intimate setting that allows for candid discussion to help you decide and prepare for searching as a career opportunity.Tickets: https://www.eventbrite.com/e/mit-eta-summit-tickets-55341455784Agenda: https://www.mitsearchfunds.com/etasummit/ ... see more
Search Funds / Entrepreneurship Through Acquisition Weekend Boot Camp with Jan Simon
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Interested in buying and running your own business? Want to be your own boss and the CEO of a small company?This weekend boot camp will expand upon other speaker sessions in the fall related to Search Funds and Entrepreneurship Through Acquisition, with a deeper focus on skills to develop, and objective perspective and advice. ^Jan Simon will bring to Haas his experience teaching a course on Search Funds / ETA at IESE.https://haas.campusgroups.com/Finance/rsvp_boot?id=396502This event cu ... see more
Introduction to "Entrepreneurship through Acquisition"!
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This time, Mr. Masakazu Mito, CEO of Japan Creative Investment Co., Ltd. and Shimazu, Representative of Japan Search Fund Accelerator Co., Ltd., and the merits / disadvantages of each model of "Entrepreneurship through Acquisition", individuals through corporate acquisition We will talk about the charm and challenge of being a president, 'Entre' through acquisition. https://jasfa-party-2019-02.peatix.com/ ... see more
Dallas - Texas Search Group - Networking Happy Hour
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Those in Texas who are currently searching for, investing in or operating a search fund company are all invited. Investors, lenders and lawyers are also welcome.
Feel free to forward to any colleagues who would be interested in attending. Looking forward to seeing everyone! What: Texas Search Group - Networking Happy Hour Date: Tuesday, February 26th from 5:30pm Location: Chelsea Corner
Adress: 4830 McKinney Ave, Dallas, TX 75205 Please RSVP here: https://goo.g ... see more
Vlerick Business School: Buy Your Own Company Conference
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Ready to buy your own company and launch your entrepreneurial career? WHY THIS CONFERENCE? More and more people are aspiring to become owner-managers or entrepreneurs rather than managers in large companies. One way to realise your entrepreneurial potential is to take over an existing company through a management buyout or management buy-in. Given the huge number of company founders who will retire in the coming decade, management buyouts or buy-ins might well be fruitful avenues to e ... see more
Polsky: ETA LNL: SEARCH FUNDS – LEGAL NUTS & BOLTS
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Raam Jani, Partner, with Vedder Price P.C. will lead a presentation on the legal aspects of a search fund transaction, including entity formation, fund-raising structure and documentation, and a high-level discussion of the legal process for the ultimate transaction by which the search fund entrepreneur acquires a business and transitions to its CEO.
Raam is one of the nation’s leading search fund attorneys and frequently speaks at top business schools regarding different aspects of the ETA ... see more
Search Funds: Valuable lessons from an overlooked asset class
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Since the launch of the first search fund in 1983, over 500 of these investment vehicles have been founded. With historical pre-tax IRRs of over 35% and pre-tax returns on capital of 7.5x, search funds are starting to attract the necessary attention outside the US.
In this session, Professor Jan Simon will provide insight into the world of search funds and deliver valuable lessons on entrepreneurial acquisitions (acquisitions by entrepreneurial managers), including sourcing, acquiring and gro ... see more
"Buy Vs. Build"
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Entrepreneurship through acquisition is gaining popularity and provides a compelling business case for new and experienced entrepreneurs.
In recent years the practice of buying and operating small businesses as an entry into entrepreneurship has gained popularity, as well as generated significant capital gains for those who practice it. Even institutional investors have started to recognize the significant upside of investing in the small business space. Bryan Cambra will walk through his per ... see more
NEW ZEALAND MEET UP & LUNCH
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The New Zealand search fund community is meeting over lunch in Auckland on Monday 28 January to discuss how to build greater awareness and education of search funds. Open to all interested parties—message me if you'd like to come along on Monday or be on the list for future NZ meet ups.
One thing we will discuss is starting a NZ search fund association.Please contact ^Bruce McGechan for more information. ... see more
Meet investors, present deals
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On Tuesday nights, my investment club hosts 50+ investors and entrepreneurs inside Jay Z's lounge at The 40/40 Club to discuss, evaluate, and invest in businesses & real estate. Feel free to come by tomorrow at 6pm - especially if you are fundraising for a deal or looking for an opportunity to invest in. Five entrepreneurs will be presenting projects they're working on. In 2017, the club invested in 40 deals sourced from our weekly event and several folks in my deal are investors I ... see more
Meet investors, present deals
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On Tuesday nights, my investment club hosts 50+ investors and entrepreneurs inside Jay Z's lounge at The 40/40 Club to discuss, evaluate, and invest in businesses & real estate. Feel free to come by tomorrow at 6pm - especially if you are fundraising for a deal or looking for an opportunity to invest in. Five entrepreneurs will be presenting projects they're working on. In 2017, the club invested in 40 deals sourced from our weekly event and several folks in my deal are investors I ... see more
Second Squared: Accelerating Business Ownership (Sydney)
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Have you ever heard someone say “I’d love to own and operate my own business, but…” and what follows is a long list of fears that stop them? Or, are you an investor who understands that value creation comes not from a great idea, but from great people who not only develop ideas but lead an organisation to execute on those ideas?https://www.eventbrite.com.au/e/second-squared-accelerating-business-ownership-sydney-tickets-51957113124?aff=ampmlt ... see more
Meet investors, present deals
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On Tuesday nights, the Alternative Investments Club hosts 50+ investors and entrepreneurs inside Jay Z's lounge at The 40/40 Club to discuss, evaluate, and invest in businesses. Feel free to come by 12/4 at 6pm - especially if you are fundraising for a deal or looking for an opportunity to invest in. Five entrepreneurs will be presenting projects they're working on and I'll be discussing my deal with the club as well. In 2017, the club invested in 40 deals sourced from our ... see more
The 1st Annual Vanderbilt Entrepreneurship Conference: REGISTRATION OPEN
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WHO: Everyone is welcome. The entrepreneurial community is growing and Vanderbilt intends to help foster that development. Investors, students, professionals (alumni or otherwise) are all invited. WHAT: Learn from expert panelists (scroll down for the list of speakers). Join the conversation. Network with industry leaders. With a catered breakfast, lunch and happy hour. WHEN: November 9, 2018. 8:00AM – 4:00PM CST. WHERE: Vanderbilt University’s Student Life Center: 310 25th Av ... see more
5th Annual Booth-Kellogg ETA Conference
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Registration is now open for the 5th Annual Booth-Kellogg Entrepreneurship Through Acquisition Conference on Wednesday, November 7. This year's conference will highlight ETA models employed by graduating students and young alumni, including traditional, self-funded, and incubated search funds. For the more experienced executives in attendance, the conference will spotlight operator-focused strategies, including Special Purpose Acquisition Companies (SPACs), Management Buyouts (MBOs), ESOP transa ... see more
USyd MBA Search fund club - Introducing Second Squared
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The University of Sydney MBA Search fund club will hear from Lui Pangiarella, founder of Second Squared about how this accelerator assists entrepreneurs with the process of raising funds and acquiring an existing business to manage.
To access this event you will have to be a University of Sydney MBA student or alumnus/alumna. ... see more
Buy, Sell, Partner Summit at the 2018 Urgent Care Fall Conference
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UCA is offering an exciting M&A focused 'conference within a conference' at the upcoming New Frontiers Conference in Houston:This Summit will bring together urgent care industry leaders and consultants to address future trends in growth, partnership and investment strategies.For more info, see https://www.eventscribe.com/2018/UCAOA-Fall/SearchByPresentation.asp?BCFO=A ... see more
Search Fund Accelerator talk with founder Tim Bovard
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Be a CEO! Speak with Tim Bovard, founder of Search fund Accelerator:- Info Session 10/11 5:00-6:00pm in N300- Gathering at Cafe Think after the info session- One-on-one meetings the next morningMore info at https://haas.campusgroups.com/Finance/rsvp_boot?id=424615 ... see more
Introducing Search Funds: Entrepreneurship Through Acquisition
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Little-known to most entrepreneurs and investors, Search Funds get results: The asset class provides returns of 28.8% IRR and cash-on-cash multiples of 3.1x (Stanford). But WHAT IS a Search Fund? An entrepreneur raises a small fund, pays themselves while seeking a small business acquisition, then structures that transaction--and runs the company for years more with a focus on growth and preparing for an exit. Join us for this panel to learn more about Search Funds and this type of next-level ent ... see more
Search Fund Accelerator at Harvard Business School
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Search Fund Accelerator will be presenting at Harvard Business School on Thursday, October 4th at 4pm in Aldrich 102. ^Jeremy Silverman (MBA 81) and ^Chris Fuller (MBA 17) will give students an overview of SFA and answer questions along with ^Ricardo Aguirre (MBA 15), former SFA searcher and now CEO of American Plant Maintenance. ... see more
3rd International Search Fund Conference
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IESE will be hosting the 3rd International Search Fund Conference on Thursday and Friday, October 4-5, 2018, in Barcelona. The conference will be an opportunity for search-CEOs, active searchers, new searchers, and search fund investors from around the world to meet and discuss issues of mutual interest. On Thursday, October 4, there will be private meetings for search-CEOs and searchers with their investors, scheduled throughout the day. Conference registration and the opening session of t ... see more
Search Funds 101 Lunch and Learn with Relay Ventures
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https://eventbrite.com/e/…Come hear about how you can run your own business through the search fund model. Relay Ventures, a search fund out of Boston, will present on how search funds work and answering questions.
Grant Todd, Owen '17, CEO of Thoroughbred Capital (he is currently searching for a company to purchase) will be on hand to answer questions about going through the search fund process.Owen Graduate School of Management
401 21st Avenue South
Room 222
Nashville, ... see more
Meet Investors, Present Deals
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The Alternative Investments Club of New York w/ Microventures.com is the largest investment club in NYC - made up of angels & VCs, CEOs & C-Suite executives, hedge fund managers, real estate investors, and private equity groups. Come meet us tonight at 6pm inside The 40/40 Club. Bring a deal with you - we'd love to hear about it. We like investing in businesses and real estate that are making money.
When you get to The 40/40 Club, speak to the Hostess and ask for the "Investment ... see more
Tokyo Search Fund Conference
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In this first edition of the Tokyo Search Fund Conference, in collaboration with Japan Search Fund Accelerator, IESE Professor ^Jan Simon will join several business leaders from the search fund community in Japan to report on the latest developments in this exciting investment area.https://alumni.iese.edu/evento/perfil/… ... see more
UK Search Bi-Weekly Brainstorm
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In this meetup, our UK searchers explore and brainstorm on specific topics related to starting a search, deal sourcing, negotiating with sellers, handling brokers, closing the deal, and more.
Searchfunder MeetUp is a networking and information series for those exploring the search fund concept or actively searching for a company to acquire and operate as a CEO.
Through our meetups, you can network with others in the community and allies, learn about the phases of a search fund, stay up to ... see more