Webinars

Recordings of past webinars & panels
Legal
Mechanics of Search
Market Trends
Searching Tactics and Strategy
Due Diligence

Searching Tactics and Strategy

Where Searchers Go Wrong: Part 2
Part 2 to November's session on what separates the searchers who succeed in closing a deal from those who don't.
Chelsea Wood

Legal

Understanding the Waterfall
Learn the "waterfall", the standard model for when & how all the players in a search deal are paid, or paid back.
Bill Barlow, James David Williams

Searching Tactics and Strategy

Where Searchers Go Wrong: Part 1
Acquisition Lab's Chelsea Wood shares what separates the searchers who succeed in closing a deal from those who don't.
Chelsea Wood

Searching Tactics and Strategy

How to Run a 2-Year Search in 2 Months
Increase the velocity of your deal analysis to arrive at "the one" faster, avoiding the notorious multi-year search.
Johannes Hock

Legal

Cap Tables 101: How Capital Structure Works When Buying a Business
How to structure a partnered search, structuring for outside capital, seller equity rolls, post-closing employee equity
James David Williams, William Barlow

Due Diligence

Due Diligence Office Hours: IRS Form 8594, Important Tax Considerations, and Purchase Price Allocation
Get your due diligence questions answered by one of the most active diligence teams in the search & sponsor ecosystem.
Max Lummis, Olya Lumelleau, Travis Sadler

Searching Tactics and Strategy

Which Business Should You Buy?
Learn to identify your own value proposition as a future owner, and which types of businesses will most benefit from it.
Chelsea Wood

Searching Tactics and Strategy

How to Hire an Operator to Replace Yourself
Dave Lewis recently hired & trained an operator to replace himself at the blue-collar business he'd run for 2.5 years.
Dave Lewis

Legal

Deal Structure (and Its Legal & Tax Implications)
A session on asset vs. stock deals, F-Reorg, QSBS, S-corps, and other common tax questions asked by searchers.
William Barlow, James David Williams, Joshua Siegel

Searching Tactics and Strategy

How Much to Budget for a Self-Funded Search
Searcher-owner Kaustubh Deo provides detailed numbers for the costs and time frames to conduct a self-funded search.
Kaustubh Deo

Due Diligence

Due Diligence Office Hours: Revenue Recognition, NWC Analysis, and Tax Diligence
The LCS team cover key diligence issues: revenue recognition, net working capital analysis, and tax due diligence.
Max Lummis, Olya Lumelleau, Travis Sadler

Searching Tactics and Strategy

How Big a Business Should You Buy?
A very frequent question of first-time business buyers in Acquisition Lab. Chelsea Wood explains how to think about it.
Chelsea Wood

Legal

Common Legal Diligence Issues (and How to Handle Them)
A deep dive into the common sticking points that often occur in deals — and how to overcome them.
William Barlow, James David Williams

Searching Tactics and Strategy

How (and Why) to Choose a Franchise as an Acquisition Entrepreneur
Learn the merits of buying an existing franchise business & how to evaluate a franchise network from an ETA perspective.
Connor Groce

Legal

Overcoming Common Deal Sticking Points
A deep dive into the common sticking points that often occur in deals — and how to overcome them.
Bill Barlow, James David Williams

Market Trends

Search Investor Roundtable, State of the Market
3 search investors on what they're seeing in the self-funded, independent sponsor, and traditional search landscapes.
Niklas James, Tony Cappaert, Adam Borcz

Due Diligence

Due Diligence Office Hours: Quality of Earnings 101
An intro to QoE plus due diligence questions answered by one of the most active diligence teams in the ETA ecosystem.
Max Lummis, Olya Lumelleau, Travis Sadler

Market Trends

SBA Lender Roundtable: State of the Market
3 lenders in discussion about what they're seeing out there in the market right now, good & bad.
Lisa Forrest, Matt Dolsky, Brad Hettich

Searching Tactics and Strategy

How to Buy a Business & Hire an Operator at Once
How Matthew Saskin bought a $5m towing business and, at the same time, found & hired an operator to run the day-to-day.
Matthew Saskin

Legal

DO's and DON'Ts of the LOI
How LOIs can stand out both for good & bad reasons and what you can do to get a competitive edge and avoid pitfalls
Bill Barlow, James David Williams

Mechanics of Search

Working Capital for Searchers
What accounts it's tied to, how to calculate it, how to include it in your LOI, modeling working capital needs
Sam Rosati

Mechanics of Search

How to Raise Equity to Buy a Business, Part 2
Writing the teaser & memorandum, offering a private placement without violating rules, documents & sequencing the raise
Sam Rosati, Kevin Henderson

Mechanics of Search

How to Raise Equity to Buy a Business, Part 1
Learn the process of raising money from investors, how to find them, market terms, writing a term sheet, & doc templates
Sam Rosati

Mechanics of Search

The Anatomy of an LOI
Paragraph-by-paragraph analysis of the LOI used for a real self-funded SBA acquisition. The LOI template is included.
Sam Rosati

Mechanics of Search

How to Model a Self-Funded SBA Acquisition
Learn how to model a self-funded, SBA-financed search deal. You can download the model itself for use in your own deal.
Sam Rosati