One journey. Five phases. Every one of them covered.
Buying, running, and eventually exiting a business is one continuous journey. Five Experts organizes the whole thing into five phases, with experts, peers, playbooks, and live sessions matched to each one.
Aspiration & Preparation
Before the first deal, the work is on you: what you want to own, what you can afford, and whether your life is set up for the search. This phase turns ambition into criteria you can act on.
Readiness assessment · Buyer thesis & criteria · Capital-stack education · Start Here session
Inside Phase 01 →Search & Sourcing
The search is a discipline: a funnel with stages, conversion rates, and a weekly rhythm, not a hobby of browsing listings. This phase builds and runs that funnel.
The search funnel playbook · Buy-box discipline · Broker positioning · GTM Through the Phases
Inside Phase 02 →Deal Structure & Financing
From signed LOI to funded close: structure, diligence, and the capital stack. This is where a good target becomes a good deal, or gets walked away from.
LOI & deal review · Diligence checklist · Capital-stack guidance · Deal War Room
Inside Phase 03 →Ownership & Value Creation
The deal closes and the execution gap opens. Year 1 decides whether value is built or destroyed, and the first 100 days set the trajectory.
The 100-Day Plan · Weekly cash rhythm · Key-person audit · Fractional expert bench
Inside Phase 04 →Succession & Exit
Every ownership story ends in a transition: a sale, a successor, or the next acquisition. The owners who exit well start preparing years before the exit.
Exit readiness · Succession planning · Valuation preparation · Sell-side bench
Inside Phase 05 →Start free. The system is already running.
Free membership opens the community and the playbook. Full membership, $295 a month or $2,950 a year, puts the whole coordinated system behind your deal.