Deal Search & Screening
Accelerate your business search process.
This section of our training takes what was explained in The Gauntlet and covers it in much more detail.
We think of this as “Searching at Scale.” As your training continues, you will gain experience by looking at as many as 20 deals at any given time.
Here, we populate your project management system with deals that match the investment thesis you created.
You will then take at least one of those deals to the Investment Committee.
Key points of our Deal Search and Screening Process:
- Designed to find and acquire a business for you in half the time, at half the price as traditional acquisition routes
- Learn how to use free online resources to help find businesses that match with your unique investment thesis in order to ensure you only consider the best businesses.
- Learn how to position yourself with brokers in order to find the best on-market deals
- Screen and score businesses using our proprietary tools
- Adapt and evolve your investment thesis
1. WHAT SHOULD BE YOUR FIRST BUSINESS SEARCH GOAL?
How to reach out to at least three to five businesses per week
2. WHERE TO SOURCE DEALS
An introduction to Acquira's proprietary deal flow
3. TECHNIQUES FOR KEEPING YOUR SEARCH ORGANIZED
Building a CRM
4. DEAL FLOW MANAGEMENT
Helping you find deals and disqualify bad deals
5. YOUR INITIAL COMMUNICATION WITH THE BROKER
What to expect
6. HOW TO REVIEW PROSPECTUSES
How to provisionally pass or quickly fail any deal
