Partnered self-funded search roadmap / playbook

searcher profile

August 18, 2023

by a searcher in New York, NY, USA

I'm kicking off a self-funded, partnered search and we're looking for some resources to help get organized. Does anyone have any good resources (e.g. a tactical playbook or process roadmap) that outlines key steps, to-do's, etc. that they found helpful in getting organized for conducting a successful self-funded search?


Any advice would be super helpful. Thanks!!

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commentor profile
Reply by a lender
from California State University, Sacramento in Seattle, WA, USA
Congrats on your search!!

DM for links to join two of my weekly Power hours.

All things sba, structure, new SOPs, M&A process roadmap, ebitda addback strategy, PRE-LOI process on WEDs.

THURS we share our deal-vetting templates for you to use in your PRE-LOI analysis process. redacted
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