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
Board Reporting That Investors Actually Want (and the CEO It Protects)
board reporting template, monthly investor update, investor reporting small business, board meeting agenda, search fund board, CEO board communication, investor update format, quarterly board meeting
Board Reporting That Investors Actually Want (and the CEO It Protects)
The monthly investor update format that builds board trust: numbers vs plan, honest risks & one ask. Two hours a month, the cheapest insurance you own.
15 Jul 2026
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Search Fund CEO Compensation: The 2026 Benchmarks
search fund CEO salary, search fund CEO compensation, small business CEO pay, CEO compensation benchmarks, searcher salary, post-acquisition CEO compensation, CEO equity search fund, ETA compensation
Search Fund CEO Compensation: The 2026 Benchmarks
Search fund CEO pay by tenure: $256K median in year one to $325K at 5+ years, plus the equity outcomes data. How to run the comp talk with your board.
15 Jul 2026
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The First 100 Days as Owner: What the Data Says About Not Breaking the Thing You Bought
first 100 days new business owner, buying a business transition plan, post-acquisition integration small business, new owner checklist, seller transition, search fund CEO first year, taking over a business
The First 100 Days as Owner: What the Data Says About Not Breaking the Thing You Bought
The five rules for your first 100 days as a new owner: protect cash flow, transfer seller goodwill, learn before changing & stabilize key employees.
15 Jul 2026
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What Happens to the CEO After the Exit?
search fund CEO after exit, life after selling a business, earn-out negotiation, rollover equity, second search fund, search fund investor, post-exit transition, what to do after selling your company, second bite of the apple, exited founder next steps, search fund career path
What Happens to the CEO After the Exit?
What happens after a search fund exit? Earn-outs, rollover equity, second searches, and investing: the four paths exited CEOs take, backed by Stanford data.
12 Jul 2026
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When Should a Search Fund CEO Exit? What the Data Says About Hold Periods and Returns
search fund exit, search fund hold period, when to sell a search fund company, search fund CEO equity, exit timing, search fund returns, search fund exit strategy, selling a small business, search fund liquidity event, operating CEO exit, search fund IRR, hold period returns, entrepreneurship through acquisition exit
When Should a Search Fund CEO Exit? What the Data Says About Hold Periods and Returns
Stanford's 2026 study shows the best search fund exits took nearly 10 years. Hold period data, CEO equity outcomes & exit timing for operating CEOs.
12 Jul 2026
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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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