Charlotte Private Business Roundtable

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Frequent asked questions:

What is Searchfunder.com?

Searchfunder.com is an online community of searchers, investors, lenders, brokers and other professionals. Over 80% of those involved in searchfunds maintain a Searchfunder account to help them network, hire, and mentor others.

What are the benefits of membership?

In addition to accessing the most active online network of business buyers, Searchfunder licenses research that is simply not cost effective for individuals. Access over 15,000 industry reports and 50,000 transaction financials. You also get monthly credits for contact information for your company sourcing campaign with the option to purchase more at drastically discounted rates. Searchfunder has pre-purchased access from these data providers in order to empower individual buyers and to help searchers level the playing field versus private equity.

Do you have deals?

While we are primarily a buy-side network, we do have hundreds of brokers that regularly post deals to the community.

Can I find an internship on Searchfunder?

Absolutely! We have the industry's largest intern job board. If you are considering a search, the first step is to help another business buyer so you can hit the ground running.

What does it cost?

Searchfunder is a subscription service. We offer flexible monthly, annual and lifetime memberships.

Monthly

$79 / month

Annual

$19 / month

Lifetime

$432 / once

Those who maintain an account with us for over 4 continuous years are permanently added to the community without the need for a membership.

Do I need an MBA to join?

While a large number of our members come from dedicated programs at Harvard Business School, Stanford GSB, Chicago Booth, and other top programs, searching is no longer reserved for the elite. With the current abundance of dry powder in private equity, and an increasing number of business owners reaching retirement age, good deals rarely go unfunded.

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by a professional from Columbia University - Columbia Business School
in Charlotte, NC, USA

2yrs ago

meetup

1 attending

Charlotte Private Business Roundtable

· Zoom

Event Type:

meetup

Format:

In-Person

Start Time:

Duration:

1 hr

0 Likes

21 Views

reply by a professional 2yrs ago
from Columbia University in Charlotte, NC, USA

Please register here: redacted

reply by a professional 2yrs ago
from Columbia University in Charlotte, NC, USA

Our guest speaker is Co-Founder of Aiwyn in Charlotte, NC. SaaS leader in automating billing, collections and payments for accounting industry.

Aiwyn (redacted) integrates with practice management systems (“time and billing”) to automate revenue cycle tasks — like billing, collections, client payments — and to synchronize data across systems. Aiwyn works with 100 top-ranked CPA firms (20 in the Top100), and is expanding to the Legal sector inredactedAiwyn, 1-pager (PDF) - redacted

Aiwyn's benefits i.e. "With Aiwyn, firms can..."
1. Speed up cash flow: Reduce lockup and DSO, cut merchant costs, smooth out revenues 2. Increase capacity: Free up Partner time by automating billing/collections; more time to work at "highest and best use" 3. Deliver best-in-class client experience: Make easy 1-click payments in personalized portals. 4. Clean data and integrate siloed systems: Bridge gaps in the firm IT stack (think “Zapier, for law firms”). 5. Innovate securely: Protect data in our SOC2-audited and PCI-compliant platform. 6. Outsmart eBilling systems: Reduce invoice challenges; protect revenues, realization; save Partner time/headaches (new Legal-specific solution concept we're' incubating).

Who in the firm we help:

• MPs, C-level leaders: stronger, more predictable cash flow; relief for partners/staff from manual tasks; platform for innovation (i.e. clean data to support generative AI tools). • Finance leaders: superior (real-time) reporting; less manual collection work; reduced DSO/"lockup"; merchant processing cost savings • IT leaders: clean and synchronized data across the entire firm tech stack; new apps that integrate with old (extend life of sunk costs, and/or reduce duplicative systems) • Partners: No more collections calls, manual billing, collections headaches (great client experience)... Aiwyn frees up professionals to operate at their highest and best use.

Why Aiwyn is expanding to Legal

• Clear Need, ROI: Issues in cash flow, data, and productivity are growing among top-ranked law firms, and Aiwyn has proven solutions to these problems. • Firm Feedback and First-Hand Experience: o Requests are currently coming into Aiwyn (email, website) from AmLaw 200 firms that are clients of the CPA firms using Aiwyn’s platform; these AmLaw firms see Aiwyn’s value first-hand when working with their CPAs. o Aiwyn worked with an AmLaw Top 10 firm to optimize billing and collections; gaining first-hand experience of the pains we can solve. • Technical Compatibility: Aiwyn integrates with practice management systems in both the CPA profession (Thomson Reuters, Wolters Kluwer, STAR) and the Legal profession (ELITE, Clio, SAP),

Recap of my “ask”

For Law Firms --> I'd appreciate the chance to interview experts in the legal sector (ex: firm leaders, legal consultants) to affirm Aiwyn's market fit; if suitable for firms interested in Aiwyn’s offering, I can propose a pilot or discounted engagement for firms to maximize the value of their feedback and time. For CPA Firms --> If they want to speed up cash flow, free up Partner time, and/or deliver a best-in-class Client experience by automating engagement letters, billing, collections, and/or client payments, they should drop me a line asap -- we have solutions they can use right now!

Questions - email Pat Morrell at redacted