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 guide
Buying a Business in the AI Era: Why You Still Need People, a Platform, and a Process
use AI to buy a business, AI business acquisition, buying a business with AI, entrepreneurship through acquisition, business search tools, expert support buying a business
Buying a Business in the AI Era: Why You Still Need People, a Platform, and a Process
AI is transforming the search for a business to buy, but it can't do it alone. Why buying a business still takes people, a platform, process, and community.
30 Jul 2026
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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
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The Seller Transition Plan Template: The 90 Days That Transfer the Goodwill
seller transition plan, business acquisition transition plan, seller handover, transferring customer relationships, business transition template, seller training period, post-closing transition, new owner announcement
The Seller Transition Plan Template: The 90 Days That Transfer the Goodwill
The 90-day seller transition plan: announcement scripts, the relationship transfer map, knowledge handover schedule & the seller's role, week by week.
16 Jul 2026
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Inside the Search Phase: What 862 Funds Reveal About Finding a Company to Buy
search fund search phase, how long does a search fund take, search fund LOI, search fund fundraising, search fund acquisition rate, letter of intent search fund, partnered search fund, solo searcher, search fund timeline, deal sourcing ETA, search fund investors, why search fund deals fail, entrepreneurship through acquisition search
Inside the Search Phase: What 862 Funds Reveal About Finding a Company to Buy
How long does a search fund search take? Benchmarks from 862 funds: fundraising, LOI timing, why deals die & what separates searchers who acquire.
13 Jul 2026
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The Great Ownership Transfer, explained
The Great Ownership Transfer, Explained | Five Experts
The Great Ownership Transfer, explained
Six million businesses will change hands in the next decade. The deals mostly close; what fails is what comes after. Why Year 1 is the real risk, and what closes the gap.
7 Jul 2026
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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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