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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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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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
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The LOI Checklist: Every Term That Belongs in a Small Business Letter of Intent
LOI checklist, letter of intent buying a business, LOI terms small business, business purchase letter of intent, LOI template business acquisition, seller note terms, exclusivity period LOI, working capital peg, non-binding LOI
The LOI Checklist: Every Term That Belongs in a Small Business Letter of Intent
The complete LOI checklist for buying a small business: price basis, seller note terms, working capital peg, exclusivity & the terms to keep out.
16 Jul 2026
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When to Hire Your Second-in-Command (the Highest-Leverage Decision of the Hold)
second in command small business, when to hire a general manager, first leadership hire, integrator hire, delegation small business owner, hiring an operations manager, management depth, fractional CFO
When to Hire Your Second-in-Command (the Highest-Leverage Decision of the Hold)
The four signals it's time to hire your first leader, which seat to fill first & the three failure modes. Why this is the highest-leverage hire you make.
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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