Library - Veteran Search Network

PodPodcasts

In this IBBA podcast episode, Certified Business Intermediary Kyle Griffith offers practical advice for avoiding unforeseen obstacles in business transactions,

PodPodcasts

Evaluation – What’s in a number – IBBA Podcast

The podcast by the International Business Brokers Association (IBBA) features M&A expert Joe Braier discussing the importance of understanding the

PodPodcasts

Raising a Search Fund – ETA Insider Podcast with Guest Matt Taylor

Matt Taylor, Managing Director of search fund Gypsum Ridge Capital, shares his reasons for pursuing a search fund, working with

PodPodcasts

How Search Funds Win Competitive Deals – Max Artz of Peterson Search Partners

Max discusses key strategies for small business mergers and acquisitions for traditional search funds, emphasizing the significance of gauging an

PodPodcasts

How to Shorten Your Search: Big 3, Little 2 – Acquiring Minds with Guest Sam Rosati

Sam Rosati (Chandler’s SMBootcamp co-founder) shares his insights on the importance of defining clear target criteria to streamline the search

PodPodcasts

How I Bought A Multi-Million Dollar Egg Carton Business For $0 – My First Million with Guest Sarah Moore

This podcast explores Sarah Moore’s unique entrepreneurial journey of acquiring a multimillion-dollar business without prior experience or money. Highlights her

Articles/Blogs

Broker Questions – Big Deal Small Business

FAQs you’ll receive from brokers and how to answer them.
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Articles/Blogs

Meeting the Seller – Big Deal Small Business

Terrific advice on how to have a successful meeting with the seller and how to approach that meeting.

Articles/Blogs

Brokered deals versus Proprietary Search in Small Business M&A – Private Market Labs

The article compares brokered deals and proprietary searches in small business M&A, noting that while brokered deals offer more certainty

Articles/Blogs

How to Find a Business Broker as a Buyer – Beacon

This article highlights the advantages of hiring a business broker when purchasing a business, such as their ability to provide

Articles/Blogs

The Must-Have Guide to Business Brokers

This article from an investment banking firm details the roles, functions, and benefits of business brokers in facilitating business transactions,

Articles/Blogs

Exploring Different Search Fund Models – Nicholas Rice & AJ Wasserstein

Yale Management article that covers the different search fund models available. Provides helpful graphics and comparisons.

Videos

M&A Masterclass – Business Brokers

Live Twitter chat between SMB Law Group & brokers Clint Fiore & Ed Mysogland that expounds upon M&A Masterclass content

Videos

Investor Economics in Self-Funded Search Acquisitions – SMB Minute

Sam Rosati and Kevin Henderson break down the economics of self-funded search acquisitions, primarily from an investor’s perspective. It delves

Videos

Search & Analysis – Walker Deibel

In this short 14-minute video, Walker Deibel, author of the best-selling book “Buy Then Build video, covers basic considerations and

Videos

Entrepreneurship Through Acquisition (ETA) 101 – Chicago Booth School of Business

Adjunct assistant professor Brian O’Connor, ’08, provides an overview of Entrepreneurship Through Acquisition and how his firm, NextGen Growth Partners,

Database

PPP Data Sets

Cleaned up by Nick Hashka of Cub Investments Veteran Search Network <a

Database

Pursuant Capital Investor Database (Self-Funded ETA)

Provided by Sam Rosati of Persuant Capital and includes a list of investors who have agreed

Industry Reports

Search Investment Group – 2023 Self-funded Search Study

(self-funded search)

Industry Reports

2022 Search Fund Study Stanford University

(traditional search)

Posts

Life Insurance Requirement for SBA Loan

Informative conversation on search funder regarding life insurance requirement for SBA pre-qualification approval.
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Posts

M&A Monday: Gameplan for the initial Seller/Broker call – Eli Albrecht

The post provides a detailed strategy for buyers to make a strong first impression during their initial call with a

Posts

Sorry, but you are a broker’s worst nightmare … and how to fix it – Nick Haschka

Nick Haschka advises business searchers to improve their relationship with brokers by offering valuable feedback and suggestions on deals, thereby

Posts

Quick Guide to Understanding SBA Loan Fundability – Matthias Smith, Pioneer Capital Advisory, LLC

Matthias Smith, President of Pioneer Capital Advisory LLC, shares a concise matrix for SMB buyers, outlining the fundability of acquisitions

Posts

Proprietary Search Outreach Process

Justin Mazeka Vogt describes a comprehensive proprietary search process involving the use of a virtual assistant (VA), Airtable for data

Posts

Method for using PPP data for search pipeline

Ben Tiggelaar provides a six-step approach that includes payroll calculations and EBITDA margin estimations using PPP data.

Guides

2020 Stanford Search Fund Primer with Editable Legal Document Templates

Features Primer practical guide to ETA and Includes template Letter of Intent (LOI), Non-disclosure Agreements (NDA), Indication of Interest (IOI),

Guides

Pursuant Capital SMB Deal Expense Calculator (Self-Funded ETA)

Incredibly helpful tool provided by Sam Rosati to understand deal expenses.

Guides

Acquisition Tracker

Very helpful excel doc to track deals and contacts during SMB search. Provided on Searchfunder by Shawn Allard.

Veteran Search Network Library

Veteran Search Network Library