ETA - Entrepreneurship through Acquisition
Here’s a summary of my thoughts to my friend.
1. Having a freedom number You can’t work on a big financial project like a business without having some idea of where you’re headed. Especially now that you’re starting to experience resentment. You’ve got to know what you’re aiming for. So what exactly is the number at which you’d be prepared to wa
Decada Group - Utah Holdco (stumbled onto it from Michael Girdley’s newsletter)
Community-based holdings, acquisitions and growth around building forever
How to start a Holding Company (full tutorial)
youtube.comMichael Girdley on HoldCo’s - building, designing, types, starting ones, and examples
Step-Up: The Most Important Number In Search Fund Investing - Searchfunder
searchfunder.com
Basic Step-Up Math and Examples in Search
Preferred returns vs Equity tradeoff
Common / default seeking for investor returns - MOIC, IRR, and Profits
Working Capital in Small Business Acquisitions: Insights from Industry Experts
Roman Beylinduedilio.com
Working Capital for Deals
Examples, different cases
Solutions
New Deal Checklist - Andy Vandenberg (Twitter)
docs.google.com
New Deal Checklist
Setting values/metrics/criteria for deals
Ranking/Priorities
Sourcing
A Look at Search Funds and Section 1202 Qualified Small Business Stock | Insights | Holland & Knight
Sanaa Ghanimhklaw.com
QSBS walkthrough and setup
Where are advantages of passthrough entity vs double taxations
The Art of Connection: How Funds can Reach Family Offices
mrs-newsletter-6afd08.beehiiv.com
Targeting Family Offices within a Fundraise, Suggestions, Lists, Deals and how to niche down
SMB Minute - The Art of the Deal: Investor Economics in Self Funded Search Acquisitions
youtube.comInvestor Economics for Self-Funded Search acquisitions
ETA
Acquisitions
SMB
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