Seeking Advice: Building Financial Acumen

April 21, 2025
by a searcher from University of Washington in Seattle, WA, USA
Hi Searchfunder community,
I'm actively preparing to acquire a small business and want to sharpen my financial acumen to ensure I'm making smart, confident decisions throughout the process. My background is in strategy and operations, and while I understand business fundamentals, I’d like to go deeper in areas like:
Analyzing financial statements
Understanding deal structures and valuation
Cash flow forecasting and modeling
Diligence best practices
I'd love recommendations on:
- Courses (online or in-person)
- Books or resources that helped you -- I've read Buy then Build and HBR, I'm looking for more financial literacy books.
- Meetups or groups where I can connect with others on the same path
- Any frameworks or tools you rely on during acquisition
If you’ve gone through this journey, I’d appreciate any advice you’re willing to share—especially on what actually moved the needle for you.
Thanks in advance!
from The University of Michigan in Seattle, WA, USA
from University of Texas at Austin in Fort Worth, TX, USA