Helping Entrepreneurs Build Their Own Private Equity Portfolio One Business at a Time

Starting a business is hard. Why not buy businesses and grow them using your unique expertise and network? You do better financially in a shorter period of time, with much less effort and, less risk – using our scalable systems.

Get a backstage pass to a private equity firm that acquires and operates 6+ new businesses per year. See how we find and evaluate deals, conduct due diligence, structure offers, finance, and our systems to grow the businesses.

We are inviting a select group of people who we hope we can partner with to build their own portfolio of businesses.

Next workshop date: September 13-14

location: san francisco

Why Buy a Small Cap Business

We’ve been fans of small-cap M&A for so-long that sometimes we forget to talk about why.

A few of the reasons:

Cash Flow & Financial Independence

Buying a business can be an excellent shortcut to financial independence

Lower Risk

Buying a proven business with 3, 5, or even 10+ years of operating history can be much lower risk than starting a business from scratch

Attractive Financing Available

It is often much easier to find financing for an existing business vs a new business

Unparalleled Return on Investment

Buying a business can generate a 30%+ Return on Investment on an Annual Basis (even after highering an operator to do the day-to-day management. This can increase to a 100%+ Per Year Return using Some of the Financing Options We Will Teach You.

Not Your Typical Workshop

When you come to our workshop, be prepared to work one on one with some of the best and brightest entrepreneurs in this small cap acquisition space.

  • Intimate – We are inviting a small group of talented and like minded individuals who we see as potential partners (the types of people we want to invest in)
  • Mastermind groups – break into one on one sessions with our featured entrepreneurs and industry experts (that are actually practitioners in their craft)
  • All-inclusive – meals and accommodations included

Featured Entrepreneurs

We help entrepreneurs build their own private equity empires by helping them source, evaluate, acquire, and scale one business at a time. Learn from the best including:

Topics Covered

When you come to our workshop, be prepared to work one on one with some of the best and brightest entrepreneurs in this small cap space.

We will be sharing all our systems and procedure, along with case studies of actual businesses we’ve bought and operated.

1. CRAFTING YOUR INVESTMENT THESIS

2. WHERE TO FIND DEALS

3. SHARING OUR PROCESSES FOR DILIGENCE (how to quickly eliminate bad deals and deeply evaluate the good ones)

4. OFFER STRUCTURE (maximize your return on equity and minimize your risk using creative financing structures)

5. FINANCING (learn about some of the best ways to finance the acquisition of small businsses)

6. TAX STRUCTURE (c-corp, s-corp, llcs, vs offshore, we’ll share what has worked best for us and why)

7. ONBOARDING (how to spend the first 30 days after you buy a business to maximize success)

8. OPERATIONS (how to build the mindset, team, and systems to successfully operate 1, 2, or 10 businesses)

9. VERTICAL INTEGRATION / CROSS-SELLING (why and how to grow your business by selling more products to the same customer base)

10. PORTFOLIO EXAMPLES (learn from real life successful (and not so successful) case studies)

11. EXIT OPTIONS (how to optimize your business(es) for exit)

WORKSHOP RUNS:

SEPTEMBER 13-14