Aspiration & Preparation
Structured preparation before the first deal
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. Phase 01 turns ambition into criteria you can act on.
Most buyers skip this phase. They start browsing listings with no thesis, no budget model, and no honest read on their own readiness, and the search sprawls for years.
Before the search begins: five expert categories
Every expert in the network is matched to a phase. These are the categories that work Phase 01, and what each one does for you.
ETA Advisor
Search Capital · Acquisition Criteria · Deal Readiness · Buyer Psychology
The advisor for the whole preparation arc: sizing your search capital, sharpening acquisition criteria, and building deal readiness before you approach your first target.
Financial Readiness Coach
Personal Financial Statement · Equity Injection · SBA Prep
Gets your personal financial statement lender-ready, plans the equity injection, and prepares you for the SBA process before a lender ever sees your file.
CEO Coach
Mindset · Decision-Making · Leadership Readiness
Builds the operator before the operation: decision-making under uncertainty, leadership readiness, and weekly accountability through the search.
Mindset / Transition Coach
Psychological Readiness · Identity Shift
The move from employee to owner is an identity shift, and it breaks more searches than money does. This is the work of making it deliberately.
Personal CPA / Tax Advisor
Personal Tax Strategy · Equity Injection Structuring · Entity Selection
Personal tax strategy for the acquisition, structuring the equity injection, and selecting the right entity before documents get signed.
Membership includes the coordination: matching you to the right category and the right expert for your phase. The engagements themselves, hourly or fractional, are booked and paid separately at each expert’s listed rate.
Sessions, playbooks, and the room
Start Here session
A live monthly session for all members to orient the journey.
Phase 01 Readiness Guide
Our published guide plus the buy-box worksheet: criteria you can say no with.
Capital-stack education
How SBA 7(a) debt, seller notes, and equity combine, before the search begins.
Free expert intake call
A diagnostic, not a sales call: where you are and which experts fit.
Phase 01 community
Rooms organized by phase, so questions land with people in the same stage.
Resource library
Guides, templates, and the playbook, organized by phase, open from day one.
Included with membership. Engaged when you need depth.
Included with full membership
- Start Here and all live monthly sessions
- Phase 01 Readiness Guide and buy-box worksheet
- Capital-stack education and lender-readiness checklist
- Phase-organized community
- One free expert intake call
Expert engagements
- One-on-one thesis review with an advisor from the bench
- Personal financial readiness review with a CFO-level expert
All expert engagements, hourly or fractional, including LOI & deal review, are booked and paid separately at each expert’s listed rate.
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.