Webinars

Recordings of past webinars & panels
Working Capital for Searchers
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
Presented by: 
Sam Rosati, Will Smith
Mar 26, 2024
|
70 minutes
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How to Raise Equity to Buy a Business, Part 2
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
Presented by: 
Sam Rosati, Kevin Henderson, Will Smith
Feb 29, 2024
|
91 minutes
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How to Raise Equity to Buy a Business, Part 1
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
Presented by: 
Sam Rosati, Will Smith
Feb 22, 2024
|
1 hour, 9 minutes
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The Anatomy of an LOI
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.
Presented by: 
Sam Rosati, Will Smith
Feb 2, 2024
|
1 hour, 18 minutes
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How to Model a Self-Funded SBA Acquisition
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.
Presented by: 
Sam Rosati, Will Smith
Jan 12, 2024
|
1 hour, 26 minutes
Watch Recording