Webinars

Recordings of past webinars & panels
Overcoming Common Deal Sticking Points
Overcoming Common Deal Sticking Points
A deep dive into the common sticking points that often occur in deals — and how to overcome them
Presented by: 
Bill Barlow, James David Williams
Jul 19, 2024
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73 minutes
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Search Investor Roundtable, State of the Market
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.
Presented by: 
Niklas James, Tony Cappaert, Adam Borcz
Jul 18, 2024
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84 minutes
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Due Diligence Office Hours: Quality of Earnings 101
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.
Presented by: 
Max Lummis, Olya Lumelleau, Travis Sadler
Jul 12, 2024
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84 minutes
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SBA Lender Roundtable: State of the Market
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.
Presented by: 
Lisa Forrest, Matt Dolsky, Brad Hettich
Jul 11, 2024
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84 minutes
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How to Buy a Business & Hire an Operator at Once
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.
Presented by: 
Matthew Saskin
Jun 27, 2024
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73 minutes
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DO's and DON'Ts of the LOI
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
Presented by: 
Bill Barlow, James David Williams
Jun 11, 2024
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81 minutes
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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
Mar 26, 2024
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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
Feb 29, 2024
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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
Feb 22, 2024
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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
Feb 2, 2024
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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
Jan 12, 2024
|
1 hour, 26 minutes
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