Financial Planner for ETA Entrepreneur

Member resources:

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 searcher
in Denver, CO, USA

1mo ago

Financial Planner for ETA Entrepreneur

Does anyone have a financial planner/professional they work closely with to help them manage the whole picture with ETA a part of their plan? Struggling to find someone who effectively helps me make strategic decisions as a self-employed, rental property owner, and pursuing ETA. Looking most for experiences and referrals from the client side.

2 Likes

160 Views

reply by a professional 1mo ago
from University of New Brunswick in Toronto, ON, Canada

I am not a financial planner, and am based in Canada. But as someone who has worked with searchers/acquisition entrepreneurs, I would recommend that the first thing searchers/acquisition entrepreneurs should do is to isolate their personal assets and income from the EtA process. That means at a minimum forming a corporation and running their search process through it (likely LLC in United States), get a domain for website, and always use that domain email for communication with sellers/lenders/brokers/etc. If you acquire a business, thats great. If not, you can dissolve the Corp/LLC and get out of the process. This is like getting a car insurance, you have it for a bad day but hope it is never used. I have seen some searchers get into issues that were completely avoidable with a proper liability strategy.

reply by a searcher 1mo ago
from University of California, Berkeley in San Francisco, CA, USA

If you are talking about capital formation, I'd be happy to jump on a call. If you are talking about links to personal financial matters, thats not me :)