Entrepreneurial Mindset and Acquisition Strategy
Define your acquisition goals, identify suitable businesses and develop a focused strategy for becoming a successful business owner.
SBA Lending Fundamentals
Learn how SBA acquisition loans work, what lenders evaluate and which documents buyers need to prepare.
Financial Statements and Cash-Flow Analysis
Learn to read financial statements, evaluate cash flow and determine whether a business can support its operations and acquisition debt.
Business Valuation Fundamentals
Understand common valuation methods, key value drivers and how to assess whether an asking price is reasonable.
Financial Literacy and Buyer Financial Readiness
Strengthen personal credit, financial organization and capital readiness before pursuing financing for an acquisition.
Legal, Tax and Risk Management
Explore business structures, contracts, tax considerations, insurance and other risks associated with buying a company.
Negotiation, Deal Structure and Letters of Intent
Learn how acquisition terms are structured, how to negotiate responsibly and what to consider before signing a Letter of Intent.
Due Diligence, Transition and Ethical Leadership
Learn how to investigate a business, identify potential risks and prepare to lead employees and operations after ownership transfers.
Capital Readiness and Investor Preparation
Develop a financing strategy and prepare the information lenders or investors need to evaluate an acquisition opportunity.
Acquisition Readiness Presentation
Combine your acquisition strategy, financial analysis, financing plan and transition approach into a professional final presentation.