Resources

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Perspectives, frameworks, and real-world insights on how execution drives outcomes — for searchers, operators, and sponsors at every stage of the acquisition journey.

All Value Creation Industry Trends Five Success Resources for Experts GTM Acceleration Sales Organization & Enablement Customer Success & Retention Value Creation & Portfolio Impact Product & Innovation Strategy Operational Value Creation Brand & Market Presence Post-Acquisition Leadership People & Culture Investor Partnerships Expert Ecosystem ETA Trends Due Diligence
You Paid for the Course. Did You Pay for the Diligence?
quality of earnings report, due diligence small business acquisition, SBA acquisition diligence,QoE report cost, commercial due diligence, acquisition entrepreneurship, buying a small business, SDE seller discretionary earnings, small business acquisition risks
You Paid for the Course. Did You Pay for the Diligence?
Buyers spend $120K on a down payment and skip the $15K QoE report. Here is why that is the most expensive mistake in acquisition entrepreneurship.
17 Mar 2026
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Beneath the Balance Sheet: Technology Debt and Cybersecurity Risks in Business Acquisitions
technology due diligence LMM, IT due diligence lower middle market, cybersecurity risk acquisition, technology debt M&A, hidden IT risks business acquisition, IT diligence small business acquisition
Beneath the Balance Sheet: Technology Debt and Cybersecurity Risks in Business Acquisitions
Outdated systems and cybersecurity gaps are among the most common hidden liabilities in LMM acquisitions. Learn what technology due diligence covers, why it matters, and how to protect deal value before close.
15 Mar 2026
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Stop Calling It Soft—Customer Success Is the Hardest Math in SaaS
Customer Success,Retention,NRR
Stop Calling It Soft—Customer Success Is the Hardest Math in SaaS
Customer Success loses budget battles because it creates value slowly. But for portfolio companies approaching exit, retention economics can drive 2-3x valuation premiums. Shows where CS investment pays off, where it doesn't, and the math to prove it.
10 Dec 2025
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Operator Match vs. Hiring: Why Most “Great Resumes” Still Fail in SMB and PE-Backed Companies
operator match, leadership hiring risk, mis-hire cost,search CEO hiring, PE operator, execution leadership, COO hire
Operator Match vs. Hiring: Why Most “Great Resumes” Still Fail in SMB and PE-Backed Companies
The real reason operator hires fail isn’t skill—it’s execution mismatch. Learn how Search CEOs and founders avoid costly mis-hires.
1 Dec 2025
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Why Execution Fails After an Acquisition (And It’s Rarely the Strategy)
post-acquisition execution, search fund execution, execution failure after acquisition
Why Execution Fails After an Acquisition (And It’s Rarely the Strategy)
Most post-acquisition execution failures are not strategy problems. Learn the real execution system breakdowns that slow Search CEOs and PE-backed companies—and how to fix them.
1 Dec 2025
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The VCM Playbook: 3 Pillars for Search CEOs to Maximize Exit Value
VCM Execution, Search Fund CEO, Value Creation Team, Exit Multiple, ETA
The VCM Playbook: 3 Pillars for Search CEOs to Maximize Exit Value
Search CEOs: Stop VCM friction. Learn 3 actionable pillars to recruit niche operators, engineer alignment with shared KPIs, and guarantee maximum EBITDA for your exit multiple.
4 Nov 2025
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