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.

Southeast Michigan Searcher Happy Hour
,
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
Austin Searchers & Operators Happy Hour
,
Happy Hour for searchers and operators in Austin, Texas. No service providers, just searchers and operators. Mingle and talk deals, share tips, and ask for recommendations. ... see more
A Special Book Club with Mrs. Loida Lewis     video
,
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
,
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
Greater Sac ETA Meet Up
,
Greater Sac ETA Meet UpCasual hangout. Exchange ideas, offer support etc. We plan to have - searchers- lenders- lawyers- Fractional CFOs and other executives- investorsorganized by Tee Up Advisors https://www.teeupnextgen.com/eta ... see more
Denver ETA Meetup
,
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
,
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
,
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)
,
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
,
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
,
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)
,
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
,
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
,
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     video
,
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
,
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
,
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
Los Angeles M&A Searchers Meetup
,
https://forms.clickup.com/36235781/f/12hug5-35398/MVKW1R1GPXWVKN098V ... see more
Baltimore ETA / SMB Meetup
,
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
,
​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
,
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
Pipeline Prep Mentoring Meetup
,
For this mentoring session exclusive to Pipeline Prep students, our guest speaker will discuss the differences in mindset, investing structure and risk of being an independent sponsor. ... see more
97% of Aspiring Business Buyers FAIL — Are You Ready to Beat the Odds?
,
In Just 30 Minutes, Learn Why Most Business Buyers Fail and How You Can Join the Top 3% Who Succeed ... see more
NYC Search Fund & SMB Happy Hour
,
**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
,
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
2nd Networking event in Madrid (Spain)
,
... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
,
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
,
**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
,
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
,
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)
,
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
,
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
,
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
,
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
,
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
SMBootcamp Live September 2024
,
More info: https://gamma.app/docs/SMBootcamp-One-Pager-esbp2sc8zgabshr ... see more
SMBootcamp Live September 2024
,
More info: https://gamma.app/docs/SMBootcamp-One-Pager-esbp2sc8zgabshr ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
,
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
,
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 Southeast Entrepreneurship Through Acquisition (SEETA) Conference
,
This event is not organized by me, but I noticed it wasn't listed, so I'm sharing it here. If you're interested in attending, you can register at: https://www.seetaconference.org/ ... see more
The Road Not Taken: A Journey Without Acquisition
,
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
,
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
,
​​​​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
,
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
,
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
,
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
Private Business Owner Dinner
,
Here's the link with more info: https://lu.ma/40olzm6a ... see more
Richmond/Charlottesville ETA Meetup
,
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)
,
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
,
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
,
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
,
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
Greater Sac - Meet up
,
Casual catch up & hangout.We want to get a community based in Greater Sacramento going. We're going with Roseville/Rocklin and go from there. ... see more
FREE Startup Webinar: Series Seed Financing - Term Sheets Part 3
,
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
,
** 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
,
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
,
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
,
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
,
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
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
,
Hey acquisitions entrepreneurs, let's get together and help each other out. I am hosting an M&A Networking event this coming August 20, 2024 @ 8AM Pacific time about buying and selling business. See you there! ... see more
Grow Your SMB Business Using AI: The Simple Way for Non-Techies to Thrive
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
Alternative Healthcare Strategies - Maximizing Transparency & Sustainability
,
https://events.teams.microsoft.com/event/8587e05b-9e5e-42f6-959b-7baa86e417ba@f6d033e2-7edf-432e-b170-eefb38a09313 ... see more
SMB Acquisitions Entrepreneurs (Buying / Selling of businesses) Networking
,
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
,
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
,
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
,
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
,
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 Growing a new franchise Brand. The challenges and opportunities in something new.
,
... see more
Chicagoland SMB Search Fund and ETA Happy Hour
,
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
,
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
,
​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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
**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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
3 Reasons Not To Buy     video
,
Join ^Richard Parker‌ and ^Deb Curtis‌ for another Live episode of Business Buying Banter - No BS.Can't make the Live event?Subscribe and catch the recorded episode here: https://www.youtube.com/@BusinessBuyingBanter ... see more
Pipeline Mastery: Expert Techniques for Serious SMB Buyers
,
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)
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
​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
,
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
,
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
,
**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
,
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.
,
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
Sell My Business Live
,
Bringing business owners, Investors, and Industry experts together for a full day Master class and meeting Industry peers. ... see more
Southeast Michigan Search Fund Networking Happy Hour
,
Since the last happy hour was such a success, let’s do it again!Please RSVP here so I can get an idea of numbers.Looking forward to seeing everyone in person again. ... see more
SMB Wilmington (North Carolina)
,
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
Buy a Business with $0 Down?     video
,
Tune in: "Buy a Business with $0 Down?"   Discover who can, who can't, and all the inside info. Join ^Deb Curtis‌ and ^Richard Parker‌ Live!Can't make it?  Never miss an episode.  Subscribe:  https://www.youtube.com/@BusinessBuyingBanter ... see more
Deal Review Speed Dating: Learn to Quickly Identify & Match With Your Perfect Business: An Interactive Session
,
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
,
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
,
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)
,
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
,
^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
,
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
,
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
,
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
,
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
London Meetup
,
M&A workshop with several of us who have completed multiple acquisitions.https://www.acquisitionsmasters.com/london1709025399749 ... see more
NYC #TechWeek Franchise Pitches
,
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
,
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)
,
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
,
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
,
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
,
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
,
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
Atlanta Entrepreneurship Through Acquisition Luncheon
,
Join us at this exclusive seminar and luncheon to explore entrepreneurship through acquisition.Register today at https://bit.ly/3wGLgzB ... see more
Unlock the Hidden Potential of Your Email List     video
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
Open Q & A - The Business Buyer Networking & Learning Series
,
Wide open forum to network with other buyers, discuss deals, and get all your burning questions answered. ... see more
Austin Hold Co Dinner
,
We are holding a Hold Co dinner for those who are operating long term Holding Companies in Austin.This is just for operators and consolidators.No PE/VC/Brokers/Vendors.DM for invite and pre-screen as we have only a few spots. ... see more
SearchFunder - Central Florida - Meeting & Social
,
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
,
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
,
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
SMBootcamp Live - May 2024
,
The Premier Self-Funded Search AcceleratorWe have just a few spots remaining in our last event (May 22-24) till SeptemberApply now through this link: https://gamma.app/docs/SMBootcamp-One-Pager-esbp2sc8zgabshr ... see more
MBC | Search Funds - Learnings and Challenges.
,
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
,
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
,
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
,
**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
,
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 -
,
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
,
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
NYC Happy Hour
,
My partner Alyssa and I are putting together a little get-together for searchers in the New York area. Come hang out with us on May 16th at Mercury Bar at 659 9th Ave. Hope to see you there!https://mercurybarnyc.com/ ... see more
SMB Pricing Strategies     video
,
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
,
​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
,
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
,
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
,
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
,
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
Pipeline Pulse Special Report: International Acquisitions     video
,
A special report by Karen Spencer on trends in international search. Be sure to subscribe to the YouTube channel: https://www.youtube.com/@FetchStrategies/ ... see more
Houston Happy Hour: The Seller's Point of View (from an active seller)
,
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
,
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
,
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
,
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
Business Transition Forum
,
25% off discount code: "Shaughnessy25"A conference about growth and transition ... see more
Charleston Happy Hour
,
Gathering a bunch of accounting firm owners and searchers in Charleston, SC on Monday, May 13th for Happy Hour at 5:30pm at Uptown Social.Feel free to come and bring anyone you think would love to connect as well. ... see more
Live Does your small business need big B2B marketing?
,
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
,
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
EtA Launch Hub Graduation
,
​Students -​Our EtA Launch Hub students are graduating. Investors, lenders and operators are welcome to attend to learn about these wonderful individuals.To learn more please see, https://fetchstrategies.com/#courses or DM Karen. ... see more
M&A Launchpad Conference
,
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
,
... see more
5th annual Student-led ETA Conference – 11th of May
,
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
,
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
,
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
,
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
,
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
IvyFON Family Office Trends Forum
,
Join me in person (Century City, CA) or virtually for IvyFON Family Office Trends Forum. I will be speaking on healthcare, but there will be numerous investors and connectors across multiple industries.https://ivyfon.com/may8-9forum/agenda.html ... see more
ETA at the University of Denver
,
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
,
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
,
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
,
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
,
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     video
,
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
,
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
Bay Area SMB happy hour
,
Come join us! ... see more
Denver ETA Meetup
,
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
,
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
How to Buy a Laundromat
,
Dive into the laundromat acquisition world with ^Mark Csordos‌ and ^Deb Curtis‌.  This is a Live LinkedIn Audio session with Q&A.   ... see more
Business Buyer Networking & Learning Group - session # 4
,
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
,
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
,
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
,
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
Deal Talk and Open Q & A session
,
... see more
Rescheduled! International SMB Acquisitions: LATAM and Asia     video
,
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
,
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
,
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
,
**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
,
Welcome to the April Business Mixer​A 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
,
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
,
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
,
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
,
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
,
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
,
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
,
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
,
** 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     video
,
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
,
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
,
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
,
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
,
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
New York Search Fund & SMB Community Happy Hour
,
... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
,
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
,
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
,
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
Discover the Ultimate Financial Toolkit for Business Buyers
,
Register here https://us06web.zoom.us/meeting/register/tZcldeypqD4tHNeLA85sIZUeyNqUzk4XyvqC ... see more
Deal Zoom (40% IRR, 5x MOIC) - Wed 2pm ET
,
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
,
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
Nashville ETA Coffee Connection
,
Join our quarterly Nashville ETA Mixer! For the official calendar invite please email chloe@stegventures.com. For questions, please email me at joe@stegventures.com. ... see more
ETA Circle Houston happy hour. Acquiring Minds guest speaker & networking.
,
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
,
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
,
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
,
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)
,
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
,
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
,
“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
,
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
,
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
,
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
,
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
,
​**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: Introduction​2:3 ... see more
Monthly Canadian Searchfunder Virtual Meetup
,
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
,
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
,
​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)
,
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
,
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
,
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
,
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
,
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
,
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
,
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
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
,
If you're a woman in the ETA ecosystem, please join us to network and brainstorm re your journey - https://us02web.zoom.us/meeting/register/tZUudeyqpjMtEtOT4GbjaCNooiB5GV2EariM ... see more
Houston Happy Hour - Ladies Night with Our WAEE
,
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
Seller Transition Talks     video
,
... see more
Coffee chat - international women searchers
,
An informal coffee chats for women searchers outside of the US & Canada. No formal agenda, just an opportunity to meet each other and connect. Please send me a DM with your email address to receive an invite. ... see more
Denver Area Searcher Boardroom Lunch Event
,
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
,
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
IHK Schleswig-Holstein: Aktionstag Nachfolge
,
https://www.ihk.de/schleswig-holstein/system/veranstaltungssuche/vstdetail-antrago/5288442/11103?terminId=11103 ... see more
Austin ETA Meetup
,
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
,
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
,
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
,
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
,
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
,
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
Annual Wharton ETA Summit
,
https://whartonetaconference.swoogo.com/2024/4858745?i=PGREKt9ufXzgoOmRiTQo2R7sWaCK-tTl ... see more
Baltimore ETA Meetup
,
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
Annual Wharton ETA Summit
,
https://whartonetaconference.swoogo.com/2024/4858745?i=PGREKt9ufXzgoOmRiTQo2R7sWaCK-tTl ... see more
Acquisition CLT - SearchFunder Happy Hour
,
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
,
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
,
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
Sell Smarter!     video
,
Insider secrets. The right sale. ... see more
Phoenix Small Business Mixer
,
... see more
Kansas City ETA Happy Hour
,
Open to anyone interested in SMB / ETA. Hope to see you there! ... see more
Searcher/SMB Meet Up in Philly
,
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
,
***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
Columbus SBA/ETA Meetup
,
Register here - https://www.mixily.com/event/3529791254327896013 and thank you ^Rand Larsen‌ for setting this up! Hope it's fine to share here ... see more
Building Community for SMB     video
,
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
,
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.
,
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
,
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
Denver Small Business Social
,
... see more
Austin SXSW SMB Meet Up
,
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
Southeast Michigan Search Fund Networking Happy Hour
,
Name says it all. Royal Oak is probably a good place to start, as it is fairly central for a lot of folks. We have tables reserved at The Morrie.  ... see more
Business Acquisition Mindset
,
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
SBA - Pledge Home Equity?
,
... see more
Off Market Deal Flow: THE SECRET TO FINDING MOTIVATED SELLERS
,
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
,
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
LA Searcher Happy Hour
,
Let's get together! <Venue changed to Father's Office in Culver City to accommodate both West and East side ppl and easier parking> ... see more
STARTUP Webinar: Choice of Entity & Structure
,
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
,
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
,
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
,
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
,
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
,
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
,
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
401(k) for BIZ BUYING?     video
,
401(k) for BIZ BUYING? Suzy Granger from Guidant Financial is coming to show us how to turn your old retirement savings into a tax-free down payment. Let's learn to buy the business of your dreams! ... see more
Denver ETA Meetup
,
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
,
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
,
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
Private Workout & Dinner for Austin Business Owners
,
SMB peeps: @jacubwilliamson and I are hosting a private workout + dinner in Austin.We'll hang and grab dinner after.All business owners, builders, and operators welcome.Only 20 spots available.Link to signup: https://lu.ma/aus ... see more
Biz Buying Banter - No BS     video
,
Business Buyer Personal Financial Statement ... see more
ALL THINGS SBA - Right from SBA ( Creator of the SBA's SOP)
,
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
ALL THINGS SBA - Right from SBA ( Creator of the SBA's SOP)
,
https://www.harvardae.org/events-overview/2023/2/28 ... see more
Acquisitions Alliance group coaching and Mastermind
,
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
NYC Search Meetup: Feb 27 - Midtown
,
Please sign up through Luma to see event details and location!https://lu.ma/5ucv54ss ... see more
Amplēo Lunch & Learn Hosted by Forbes Partners + CPE Credit - 2024 M&A Market Outlook
,
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
,
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?
,
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)
,
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
,
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
Biz Buying Banter - No BS
,
Managing the piles of information.  On LinkedIn?  Connect with Deb Curtis and watch the Live stream there as well at: https://www.linkedin.com/events/gettingorganized-managingthepil7150711745638993920/theater/ ... see more
Dallas Search Happy Hour!
,
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
,
**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
,
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
Brooklyn ETA Happy Hour
,
Come hang out with fellow searchers from NYC. ... see more
8th Annual ETA @ MIT Conference
,
... see more
Cambridge SFSA Search Networking Happy Hour
,
Join the Self-Funded Search Association (SFSA) and sponsors SIG Partners & Live Oak for a search networking happy hour in Cambridge, MA on Thursday, February 15th!RSVP here: http://tinyurl.com/sfsacambridgefeb2024 ... see more
SearchFunder - Central Florida
,
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?
,
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
Biz Buying Banter - No BS
,
What do lenders want to know??  Common underwriter questions. ... see more
ETA @ MIT Conference - Hands On Workshops
,
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
Does Your BDR Pipeline Require Fixing
,
https://www.linkedin.com/posts/michaeljphelan1_join-our-webinar-boost-your-sales-success-activity-7161446974146179072-I1AF?utm_source=share&utm_medium=member_desktop ... see more
Proof of Funds & Down Payment Investors for SMB Business Buyers: A Capital Raise Solution
,
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
San Diego searchers happy hour
,
If you're a searcher in San Diego, come join us to talk about search and EtA!This will be a very casual happy hour to meet other searchers and trade notes. ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
,
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
Biz Buying Banter
,
What is the right business for you? ... see more
Charlotte Private Business Roundtable
,
Register today for our February 8th kickoff event for the ... see more
Madison, Wisconsin ETA Happy Hour
,
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
,
​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
,
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
,
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
,
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
Portland, OR ETA Happy Hour
,
Opportunity for Portland Area searchers to get together, share stories, ask questions, and develop community. ... see more
,
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
,
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
,
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
,
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!
,
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
Canadian Searchfunder Virtual Meeting (Monthly)
,
Monthly Searchfunder Meetup for Canadian Searchers.Thursday Feb 1-2024 at 7:00 pm ESTZoom link to join the meetinghttps://us06web.zoom.us/j/6473611444 ... see more
NMC Fellows Pitch Night!
,
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
,
​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
,
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)
,
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?
,
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)
,
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
Pipeline Pulse Special Report: Search Fund Acquisitions     video
,
For the previous report on Search Fund Formation, please see https://www.searchfunder.com/event/view/1391. ... see more
EtA Launch Hub Meet & Greet/Orientation
,
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
Exit Your Way, Guest Damon Pistulka
,
Empowering Business Owners to Build Value & Achieve Successful Exits | Chief Exit Officer | Business Growth | Profit Enhancement | Navigating the Buy/Sell Journey | Host of The Faces of Business & MFG eCommerce Success ... see more
Special Live Oak Session on SERVICE CONTRACTORS
,
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
,
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     video
,
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!
,
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
,
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
,
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     video
,
^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
Pipeline Pulse Special Report: Search Fund Formations     video
,
In this session, we'll look at the trends in search fund formations. For acquisitions, please see https://www.searchfunder.com/event/view/1408 ... see more
Live Big Brand Output- Small Business Budget with Jaci Russo
,
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
,
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
,
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     video
,
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
,
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
,
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
SF/Peninsula SMB/ETA Social
,
Gathering all SF Bay Area ETA and SMB enthusiasts, operators and investors to hang out in the Peninsula ... see more
Search Fund Coalition - 2024 Search Fund & ETA Market Outlook
,
**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
,
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
,
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
,
​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     video
,
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     video
,
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
BIZ in a BOX - Established Franchise Resales
,
Business Buying Banter - Streaming Live Weekly Every Thursday 2pm EST ... see more
Women in SMB Weds with Our WAEE (Women's Acquisition Entrepreneur Empowerment)
,
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
,
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     video
,
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
,
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
,
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
Canadian Searchfunder Virtual Meeting (Monthly)
,
Happy New Year!Monthly Searchfunder Meetup for Canadian Searchers.Thursday Jan 4-2023 at 7:00 pm ESTZoom link to join the meetinghttps://us06web.zoom.us/j/6473611444 ... see more
1 Minute News, Ep. 60     video
,
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
UAE & MENA Search Fund Meetup
,
Meetup Happy Hour to get to know other searchers in Dubai. Welcome are Searchers, Potential Searchers, Investors, M&A Advisors. No Banks at this time.AER @ Emirates Financial Towers - C Floor.6:00 PMSee you all there! ... see more
Q&A for TakeOff's EtA Launch Hub
,
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
,
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
,
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     video
,
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
Live - Take advantage of FREE business promotion with a little elbow grease. Guest Mickie Kennedy
,
... see more
Viewing Search Funds through a Social Entrepreneurship Lens     video
,
​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
,
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
LA Search meetup - holiday edition
,
Let's get together before the end of yearMoved across the street due to private event at original bar. Now at La Serenata  ... see more
"Buy Businesses at Below Market Prices by Knowing the 8 Seller Avatars"
,
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
Keiretsu Forum - North Texas
,
This is an invite-only event for accredited investors.If you are interested in learning about angel investing in the most active network in the US email me, and I will invite you.The focus of the meeting is investors. kotis@keiretsuforum.net ... see more
Portland ETA Happy Hour
,
Putting out another opportunity to meet up, share stories, and discuss future meet ups. ... see more
EQUITY Structures in Self-Funded SBA Loans
,
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
,
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     video
,
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
,
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
Canadian Searchfunder Virtual Meeting (Monthly)
,
Monthly Searchfunder Meetup for Canadian Searchers. ... see more
Private Market Insights - 2023 SBA Wrap Up with Lisa Forrest!     video
,
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
,
​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
,
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     video
,
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
,
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     video
,
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
PHX Small Business Meetup
,
Excited to be bringing together some of the brightest small business minds in Arizona for another meetup on November 29th.This community is gaining serious traction so I'm really excited for this one.RSVP here: https://lu.ma/piucv87b ... see more
SOLD OUT - New York Search Fund Community Happy Hour
,
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
,
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
,
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
,
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     video
,
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
,
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     video
,
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)
,
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
,
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
,
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     video
,
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
,
​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
,
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
Bay Area (Oakland) Meetup
,
The first meetup last month was great! Looking forward to reconnecting with everyone again, and hopefully have more folks join us! ... see more
Search Fund Coalition November Panel: From LOI To SBA And Close
,
** 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)
,
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     video
,
​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
California & Bay Area Online ETA networking - Weekly 30-60 mins
,
Each week, we have great conversations. I am looking forward to reconnecting with awesome searchers. Let us help each other. The future is brighter with abundant opportunities. ... see more
Decada Group Presents: ETA Utah Happy Hour
,
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
Los Angeles Searchers Happy Hour
,
Location: Market in Venice (https://www.marketvenice.com/)Time: 5:30pmWe will have a designated area on the patio reserved for our group. Looking forward to seeing you there! ... see more
Portland SearchFunder Happy Hour
,
First meetup of this kind in Portland.Hoping to meet folks in the area searching for business to acquire and shore stories, ideas, challenges etc.Looking forward to meeting you all. ... see more
Replay: Fall Conferences Virtual Roundtable with Karen Spencer & Guests     video
,
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
,
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
,
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
Canadian Searchfunder Virtual Meeting (Monthly)
,
Monthly Searchfunder Meetup for Canadian Searchers. ... see more
Corporate Development to SMB     video
,
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
Entrepreneurship Through Acquisition Awards UK
,
Join us for a celebration of all things search and ETA in the UK.Contact Carl Lundberg for more details on clundberg@geraldedelman.com ... see more
CHICAGO Self-Funded Searcher and SMB Meet-up!
,
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)
,
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
Booth Kellogg
,
10th Annual Booth-Kellogg Entrepreneurship Through Acquisition (ETA) Conference which will be on November 1 at the Marriott Magnificent Mile in downtown Chicago. ... see more
BOSTON self-funded Search/SMB Meet-up!
,
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
HBS ETA Conference
,
More information here: http://hbsetaclub.com/conference ... see more
California & Bay Area Online ETA networking - Weekly 30-60 mins
,
Each week, we have great conversations. I am looking forward to reconnecting with awesome searchers. Let us help each other. The future is brighter with abundant opportunities. ... see more
Free and New Resources for Acquisition Entrepreneurs
,
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
Atlanta Search Funder Community Happy Hour
,
Bringing together acquisition entrepreneurs and the investors that fund them.Please register at the link below.:https://www.eventbrite.com/e/searchers-funders-tickets-737398297157?aff=oddtdtcreator ... see more
SearchFunder - Charlotte Happy Hour
,
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
ETA Conference - Case Western Reserve University
,
More details available here: https://www.eventbrite.com/e/2nd-annual-richard-l-osborne-eta-symposium-tickets-673878387397 ... see more
Tuesday Coffee Chat - Our Women's Acquisition Entrepreneur Empowerment
,
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
California & Bay Area Online ETA networking - Weekly 30-60 mins
,
Each week, we have great conversations. I am looking forward to reconnecting with awesome searchers. Let us help each other. The future is brighter with abundant opportunities. ... see more
[Postponed] New York Tech Week Searcher Happy Hour
,
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
Dallas Happy Hour!
,
Had a great time at the last event in August, so thought we should do it again. Calling all DFW Searchers, Operators, Investors, and Intermediaries for a Happy Hour at Truck Yard! ... see more
Live Webinar: A Blueprint for Your Post Acquisition Finance & Accounting
,
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
,
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
Oakland (SF East Bay) Meetup
,
Casual meetup in Oakland for folks to connect in person, the old fashioned way. ... see more
DC ETA Happy Hour
,
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)
,
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
,
**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
Southeast Wisconsin ETA Meetup
,
Come commiserate with fellow searchers over a beverage or two - all welcome.First round sponsored by Sunbelt Business Advisors / Valens M&A.RSVP: https://wisconsin-eta-meetup-fall-2023.eventbrite.com/ ... see more
Houston Happy Hour. Speaker: $5m-$22m revenue in 3 years after acquiring! (searcher only)
,
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
,
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     video
,
​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
,
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
California & Bay Area Online ETA networking - Weekly 30-60 mins
,
Each week, we have great conversations. I am looking forward to reconnecting with awesome searchers. Let us help each other. The future is brighter with abundant opportunities. ... see more
Nashville ETA Cocktail Hour
,
Gathering of Nashville ETA searchers, investors, lenders and brokers. Please also email joe@stegventures.com your attendance. ... see more
Seattle Security Awareness for Business Leaders
,
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
,
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
,
​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
,
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)
,
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
California & Bay Area Online ETA networking - Weekly 30-60 mins
,
Each week, we have great conversations. I am looking forward to reconnecting with awesome searchers. Let us help each other. The future is brighter with abundant opportunities. ... see more
Vegas Valley Meetup
,
... see more
NYC Searcher Happy Hour
,
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     video
,
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
,
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
,
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
,
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
,
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
,
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
,
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