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
Owner Outreach Lives or Dies on Personalization and Pipeline
owner outreach, personalized outreach, search fund pipeline, deal sourcing, follow-up, seller outreach
Owner Outreach Lives or Dies on Personalization and Pipeline
Sending emails is easy. Owner outreach is decided by the research behind each personal line and the pipeline that keeps every conversation alive until timing turns.
8 Sep 2026
Read
The Succession Wave Is Coming for California's Small Businesses
California business succession, business succession planning California, selling a business in California, silver tsunami small business, sell my business without listing, exit vs closure, baby boomer business owners retiring, Operator to Owner, succession planning for business owners, California small business exit
The Succession Wave Is Coming for California's Small Businesses
Millions of boomer-owned businesses are nearing an exit, and most end in closure, not a sale. How California owners handle succession without ever listing.
2 Sep 2026
Read
Off-Market Deals and the Operator-to-Owner Path
Phase 02 - Search & Sourcing,Operator-to-Owner
Off-Market Deals and the Operator-to-Owner Path
The best businesses never list for sale. Learn how off-market deals really work and how Operator-to-Owner lets searchers step into companies years early.
30 Aug 2026
Read
Search Is a Sales Motion. The ETA Ecosystem Hasn't Treated It Like One.
search fund deal flow, proprietary search, buying a business, ETA search, acquisition entrepreneurship, business acquisition pipeline, owner outreach, off-market acquisition, search fund strategy, buy a small business
Search Is a Sales Motion. The ETA Ecosystem Hasn't Treated It Like One.
Most searches stall on deal flow, not analysis. How to run a business search like a sales pipeline: ICP, target universe, owner outreach, and conversion metrics.
30 Aug 2026
Read
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
Read
Stay informed

Insights for every phase of
the ownership lifecycle.

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