You've likely heard about Pursuant Capital’s SMBootcamp Live here in Tampa...
But in case you haven't, let me fill you in:
Our three-day crash course aims to halve your journey to SMB ownership through our proprietary self-funded searcher playbook, our top-flight Deal Team, and our vast network of investors + deal flow.
Here's a sneak peek into all three days + more:
Day 1) How to Search & Make an Offer
Section 1: Welcome, Introductions, + Overview
· Attendee Introductions
· Bootcamp Overview
· Overview of ETA
· Traditional vs. Self-Funded Search
· Self-Funded Search: The Bright Future of ETA
Section 2: Deal Screening
· Search Criteria: Big 3, Second 2
· Nailing Your Elevator Pitch
· Initial Diligence 101
· Don't Spend Time on Deals That'll Never Close
· How To Successfully Work With Biz Brokers
Section 3: How to Search & Build a Pipeline
· Why Time is Everything in Self-Funded Searching
· Learning What Deal is "Good Enough" For You
· Setting Up Your Search: Blocking + Tackling
· Why A Strong Pipeline Is Key
· Direct vs. Intermediary Approach
· Importance of Intermediary Approach in Self-Funded Searching
· Outreach Strategies + Tactics
· Searching CRM 101
Section 4: Valuation
· Multiples 101
· EBITDA vs. SDE + Which To Use?
· Earnings "Bridge"
· Add-Backs 101
· Importance of DSCR
· Financial Modeling 101
· Tricks From The Front Lines
Section 5: Offer Letters
· LOIs 101
· Where are LOIs in the M&A Process?
· Real LOI Review Case Studies
· Structuring LOIs That Work For SBA
· Should You Submit Multiple LOIs at once?
Section 6: Bank Loans (SBA)
· Presented by Bruce Marks with First Bank of The Lake
Night 1) Group Dinner #1
Day 2) Due Diligence & Capital Raise
Section 1: How To "Quarterback" Your Deal
· Hire Great "Position Players"
Section 2: M&A Tax
· Presented by Mark Edler and Maher Abduselam with Builders CPA
Section 3: Accounting & QoE
· Presented by Mike Jerman with Hollywell Partners
Section 4: Legal Diligence & Documentation
· Presented by Eric Pacifici with SMB Law Group
Section 5: Insurance Diligence
· Presented by Josh Richman with Symphony Risk
Section 6: HR & Employee Benefits Diligence
· Presented by Kayla Kennedy with Living HR
Section 7: Business Broker (beginning in November's SMBootcamp Live)
· Presented by Jackie Ossin Hirsch with Crowne Atlantic Business Brokers
Night 2) Group Dinner #2 With Deal Team
Day 3) Live Case Studies + Q&A
· 5 Case Study + Q&A Sessions with successful self-funded searcher turned CEOs
Post-Bootcamp) Cohort Calls + Slack Community
Cohort Calls (1/Month For 3 Months)
• Big 3/Second 2, Search Tactics
• Financial Modeling Deep Dive
• Equity Raise Process
Slack Community (Lifetime Access)
• Join 100+ Alumni (Current Searchers + Searcher CEOs) in our tight-knit community to ask questions, neatwork, and grow on your SMB journey.
Next Steps:
If you're a current or future self-funded searcher looking to accelerate your journey to Owner CEO... SMBootcamp Live is your answer.
Apply for one the remaining 9 spots in our final bootcamp of###-###-#### November 29 – December 1, 2023) in the link below:
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