Veteran ETA Roundtable - Session 1 (11/29/2023)

Pre-search consideration & "Why ETA?”

Guest Speaker - Mark Delaney

Session Resources

Written Summary Notes: link here

Podcasts

(1) Mundane Millionaires - Guest John Mahony

In this episode of "Mundane Millionaires," former Marine John Mahony discusses transitioning to an HVAC business owner, focusing on leadership, team trust, and setting up his business in Greenville, Tennessee.

(2) Acquiring Minds - Guest John Hubbard

As mentioned during our session, this is the first of two great podcasts with John Hubbard. In this episode, he recounts his journey from a 13-year military career to successful entrepreneurship. He highlights the military-derived skills that enabled him to revitalize Express Custom Trailers and emphasizes the importance of hands-on experience for veterans transitioning into business ownership.

Foundational Books:

(1) HBR Guide to Buying a Small Business

(2) Buy Then Build

Reports

2022 Search Fund Study Stanford University (traditional search)

Search Investment Group - 2023 Self-funded Search Study (self-funded search)

Article:

(1) Overview of ETA - David LaMore: An introduction to entrepreneurship through acquisition (“ETA”), the typical process, and the different models available.