The Acquisition AdvisoryBook a call
(a) — The Offer

Build your acquisition strategy. Evaluate real businesses. Know what to do next.

A private 6-week 1:1 advisory for corporate professionals ready to pursue business ownership through acquisition.

You don't need to quit your job. You don't need to start from scratch. And you don't need to figure out a six- or seven-figure acquisition by yourself. 

Over six weeks, we'll build your acquisition strategy, analyze opportunities, and give you the tools and expert guidance to pursue the right business with confidence.

Book a call
At a glance
Format
Private 1:1 advisory
Duration
Six weeks
Investment
$7,500 / $10,000
(b) — What You Get

Four things included in the engagement

01

Private 1:1 Acquisition Advisory

Six weeks of private advisory with me. We'll work through the actual decisions involved in your acquisition—not just a generic curriculum.

Together, we'll develop your
  • —Acquisition criteria
  • —Target business profile
  • —Acquisition budget
  • —Financing strategy
  • —Deal sourcing strategy
  • —Deal evaluation process
  • —Due diligence framework
  • —Offer strategy
  • —90-day acquisition roadmap

And when you find a business worth investigating, we'll analyze the actual deal together.

02

Full Access to the Acquisition Software + Course

You'll get access to my acquisition software and course for the duration of the advisory.

Use the platform to support the work we're doing together, including the frameworks, education, and tools you need to move through the acquisition process.

The software and course gives you the system. Our 1:1 advisory gives you the judgment and personalization. That's an important distinction.

You aren't paying me to spend six weeks teaching you information you could eventually find online. You're getting the tools plus an advisor helping you apply them to your specific situation.

03

Deal Analysis & Decision Support

Bring potential acquisition opportunities into our work together. We'll pressure-test the deal by looking at things such as:

  • —Revenue
  • —SDE / EBITDA
  • —Margins
  • —Add-backs
  • —Valuation
  • —Owner dependence
  • —Customer concentration
  • —Employees
  • —Operations
  • —Growth opportunities
  • —Financing
  • —Debt service
  • —Cash flow
  • —Key risks

The question isn't: "Can I buy this?"

It's: "Should I buy this?"

04

Warm Introduction to a Due Diligence Provider

When you reach the appropriate stage of an acquisition, I'll make a warm introduction to a trusted third-party due diligence provider.

They can help you independently investigate the business before you commit to the transaction. This gives you another layer of protection between "This looks like a good deal." and "I've independently verified what I'm buying."

The due diligence provider is a separate third party and is responsible for their own scope, findings, and engagement.

(c) — The 6-Week Experience

One focus each week. One deliverable each week.

  1. Week 1

    Acquisition Strategy

    Define exactly what you're looking for and what makes a business a fit.

    Deliverable

    Personalized Acquisition Criteria

  2. Week 2

    Money & Deal Structure

    Determine your acquisition budget, financing approach, and deal economics.

    Deliverable

    Acquisition Budget + Financing Strategy

  3. Week 3

    Deal Sourcing

    Build your pipeline and learn how to quickly screen opportunities.

    Deliverable

    Deal Sourcing & Screening System

  4. Week 4

    Deal Evaluation

    Apply the framework to real businesses and learn to distinguish attractive listings from attractive acquisitions.

    Deliverable

    Deal Evaluation Scorecard

  5. Week 5

    Due Diligence & Risk

    Identify what needs to be verified before you move forward and prepare for third-party diligence.

    Deliverable

    Due Diligence Framework

  6. Week 6

    Acquisition Game Plan

    Turn everything into a clear execution plan for the next 90 days.

    Deliverable

    Personalized 90-Day Acquisition Roadmap

(d) — Your Acquisition Toolkit

By the end of the advisory, you'll have:

Your Strategy
  • Acquisition criteria
  • Target business profile
  • Acquisition budget
  • Financing strategy
Your System
  • Software access
  • Acquisition course
  • Deal screening framework
  • Deal evaluation scorecard
  • Due diligence framework
Your Support
  • Six private advisory sessions
  • Deal analysis
  • Between-session decision support
  • Warm introduction to a due diligence provider
Your Next Move
  • A personalized 90-day acquisition roadmap
(e) — The Investment

Two ways to work together

The Acquisition Advisory

$7,500

Six weeks of private 1:1 acquisition advisory + software/course access + deal analysis + warm introduction to a due diligence provider.

Book a call

The Acquisition Intensive

$10,000

For buyers who already have an active acquisition opportunity. Includes everything above, with additional support focused on the live transaction, including deeper deal analysis, offer/LOI strategy, and additional advisory support during the six-week engagement.

Book a call

This is not a promise that you'll buy a business in six weeks.

And that's intentional.

The objective isn't to push you into a transaction. The objective is to help you become a better buyer.

Sometimes that means moving forward. Sometimes it means negotiating. And sometimes the best outcome is walking away.

Because the goal isn't: Buy a business.

The goal is: Buy the right business.

Book a call