Resources on Practical Steps of Search?

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March 21, 2025

by a searcher from Yale University - School of Management in New Haven, CT, USA

Does anyone know of helpful resources for the very practical steps of the search process? Much of what I've seen and read is either somewhat high-level advice or is confined to a very specific topic. Which is great but I'm curious if I'm missing resources I should be aware of. Examples of things that I'm looking for more detailed resources on would be things like advice on best practices for CRMs in the context of search, important terms to consider making clear at the LOI stage, detailed due diligence checklists to serve as a starting point, and the like. I am aware of www.searchfundguide.com, which has some of this but looking for any additional resources. Thanks!

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Reply by a lender
from California State University, Sacramento in Seattle, WA, USA
Join our weekly office hours on all things SBA financing. Policy process structures diligence. redacted Email for links to register. It’s a very tactical hour live zoom every WEDs.
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Reply by a searcher
from Indian School of Business in Mumbai, Maharashtra, India
A ton of interesting and detailed articles here - https://jimsteinsharpe.com/
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