Colin Keeley – How to Buy a Small Business course provides comprehensive guidance on the process of acquiring businesses for entrepreneurial growth. It covers various aspects, including setting up a legal entity, choosing a niche, sourcing potential acquisition targets, conducting qualitative and financial due diligence, valuation and negotiation techniques, deal structuring, financing options, and closing mechanics. Participants will also learn about growth strategies, hiring and managing teams, minimizing taxes on exit, and structuring holding companies. The course equips entrepreneurs with the knowledge and tools needed to successfully acquire businesses and supercharge their growth strategies.
Colin Keeley – How to Buy a Small Business
WHAT YOU GET?
Why Buy then Build
Setting Up a Legal Entity (US)
Choosing Your Niche
Q&A: Do I Search Solo or With a Partner?
Q&A: Do I Need a Technical Co-Founder?
Q&A: Uneven Capital Contributions with a Partner
Dealflow Sources – List of Marketplaces, Brokers, etc.
Proprietary Sourcing: List Building & Emailing Guide
Outbound Email Scripts
Paying Finder’s Fees
Building Outbound Target List Example Live
Building Outbound Target List Notes
Outbound Acquisition Targets Template
How to Find a Local Business to Buy
Live Sourcing Session + Q&A
Qualitative Deal Analysis Template
Financial / Quantitative Diligence
Financial Terms to Know
Financial Model Template (Quantitative Deal Analysis)
Due Diligence Questions
Legal Templates – NDA, LOI, APA, etc.
Diligence Checklist (Asset Sale)
Diligence Checklist (Equity Sale)
Due Diligence Q&A
Good Reasons for Selling
Green & Red Flags in a Deal
Live Deal Analysis & Growth Planning
Q&A: How Do I Protect Myself Against Fraud?
Valuation & Negotiation
Valuing a Business
How to Value a Software Business
Revenue vs Profit Multiples
Valuation by Company Size
Managing Seller Expectations
Negotiation & Deal Structure Q&A
Deal Breakdown: Ottomatik
Deal Breakdown: Scout
Margin of Safety
SaaS at a Low Price
Q&A: Seller Wants a Crazy High Price. How to Talk Them Down?
Q&A: Should I Renegotiate After Learning Something in Diligence?
Q&A: How Do You Value a Business With No Revenue?
Q&A: How Do You Factor Technical Debt Into Your Valuation?
Q&A: How Do I Buy a Cash-Heavy Business?
Q&A: Should I Make a Deposit for the LOI?
Q&A: Should I Personally Guarantee a Seller Note?
Financing & Closing
Structuring a Deal
Structuring a Deal with Outside Investors
How to Find Investors
Building a Track Record
Real Sample PE Deal Structures
Transfer Worksheet Template Walkthrough
Asset & Login Transfer Template
Closing Mechanics & Escrow
General Transition Guide
How to Get a SBA Loan
How to Get Non-Dilutive Acquisition Financing (Guest Lecture)
SBA Loan for SaaS
Asset Purchase vs Equity Purchase
Planning to Exit
Financial Modeling for an Acquisition Deal (Guest Lecture)
Hiring & Managing Developers / Product Team
Hiring SEO Writers
SEO Writer Sample Job Description & Form
Constellation Software – Largest SaaS HoldCo
Minimizing Taxes on Exit
Structuring a Holding Company
Finding Your Competitive Advantage
Q&A: Should All Companies Be Separate or Together?
Partner Deals & Discounts
Supercharge Your Growth