Resources

Insights for every phase of
the ownership lifecycle.

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

All Phase 01 - Aspiration & Prep Phase 02 - Search & Sourcing Phase 03 - Deal Structure & Financing Phase 04 - Ownership & Value Creation Phase 05 - Succession & Exit Industry Guides Market Guides
Operate First, Own Later: How to Think About Compensation
operator to owner, operate to own, succession planning, ETA, employment agreement equity, path to ownership
Operate First, Own Later: How to Think About Compensation
Stepping into a company as its future owner? The salary matters least. How to structure the three layers of operate-to-own compensation, and what to get in writing.
8 Sep 2026
Read
The First 90 Days of a Search: What to Actually Do Before You Look at a Single Deal
aspiration & prep
The First 90 Days of a Search: What to Actually Do Before You Look at a Single Deal
A 90-day plan to go from "someday" to a prepared buyer. What to actually do before you evaluate a single deal: your thesis, your financing path, and a real search system.
5 Aug 2026
Read
Your Buy Box: How to Decide What Business to Buy, and What to Say No To
buy box, acquisition criteria
Your Buy Box: How to Decide What Business to Buy, and What to Say No To
A buy box turns "I want to buy a business" into a clear filter. Learn how to set your acquisition criteria by industry, size, and fit, so you can say no fast.
5 Aug 2026
Read
How to Learn to Buy a Business: The Programs and Resources Worth Knowing
how to learn to buy a business, entrepreneurship through acquisition, ETA programs, search fund education, buying a business courses, small business acquisition resources
How to Learn to Buy a Business: The Programs and Resources Worth Knowing
A practical guide to the best programs, courses, books, and communities for learning how to buy a business, and how to choose the right one for you.
30 Jul 2026
Read
Buying a Blue-Collar Business to AI-Proof Your Future
AI-proof business, buying a blue-collar business, SBA acquisition loans, HVAC business valuation, recession-resistant business, entrepreneurship through acquisition
Buying a Blue-Collar Business to AI-Proof Your Future
A record wave of buyers is acquiring plumbing, HVAC, and electrical companies to hedge against AI. The data behind the trend, what a good deal looks like, and the risk most buyers underestimate.
20 Jul 2026
Read
Search Fund vs Self-Funded vs Independent Sponsor: Which Acquisition Path Fits You
search fund vs self-funded, independent sponsor vs search fund, self-funded search vs traditional, ETA paths compared, how to buy a business, entrepreneurship through acquisition models, ways to buy a business, acquisition entrepreneurship paths
Search Fund vs Self-Funded vs Independent Sponsor: Which Acquisition Path Fits You
The three paths to buying a business, compared honestly: ownership, risk, deal size & who each model fits. Four questions that decide your path in ETA.
16 Jul 2026
Read
Stay informed

Insights for every phase of
the ownership lifecycle.

Subscribe for practical guides, operator perspectives, and analysis — delivered when it matters.