New to search? Here are some helpful resources.

Hi all,

If you’re new to search, here’s a list of resources to get you started. No particular order, just a few items to help you ramp up quickly.

Basic Search Topics

• Traditional vs self-funded economics: https://sigpartners.com/compare-models
• Webinar on simple SMB LBOs: https://acquiringminds.co/webinars/how-to-model-a-self-funded-sba-acquisition
• Quick primer on equity step up: https://www.youtube.com/watch?v=y7qRva9ID6s
• Learn about add-backs: https://bigdealsmallbusiness.substack.com/p/addback-magic
• Negotiation mistakes: https://resources.guardianduediligence.com/
• Seller notes: https://www.projectionhub.com/post/guide-to-seller-notes-and-sba-loans-for-buying-a-business

Helpful newsletters

• https://smbsecrets.co/
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• https://bigdealsmallbusiness.substack.com/
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• https://www.smbdealhunter.xyz/

Company Research

• https://opencorporates.com/
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• https://www.atozdatabases.com/home (never used it personally)
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• https://www.searchfunder.com/post/what-software-are-you-using-for-sourcing-looking-for-alternative-to-grata

Direct Mail

• https://www.robotinkmarketing.com/ (never used it personally, but planning to)

Tech stack

• I keep it simple & cheap with:
  • Google Sheets for my pipeline (see example here: https://docs.google.com/spreadsheets/d/16wS3XeYCh2odpLWQphFeh0V4eWuRyM_RK4kqp6dblKA/edit?usp=sharing)
  • 
    
  • Dropbox for my files
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  • Streak for Gmail (free version) https://www.streak.com/
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  • Trello for tasks (free version) www.trello.com
  • 
    Website with https://www.squarespace.com/ (cheapest version)

Do you have other links/resources? Share them down below in the comments :)
Best, 

David