Resources

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Understanding the Search Fund ModelLaunching Your SearchUnderwriting & Closing DealsTransitioning to CEODirectory to Further Resources

Transitioning to CEO

Value Creation Planning
Guide to value creation planning
10 rules of problem solving 100%
First 100 Day Planning
Harvard Business Review article on transitioning into CEO
100 day plan checklist - Example
Seller after closing
Taking over the business
Management
Finance & Accounting
Controllers as business partners
Controller position specification - Example
CFO position specification - Example
Endurance guide to model and database risk management
Growth - Sales & Marketing
Revenue Growth
Growing revenue
Sales
Search Fund CEO Sales Pipeline Survey Results & Recommendations Webinar
Strategic account management playbook
Key account management guide
Designing sales compensation plans
Voice of the sales force survey
Sales methodology cheat sheet
Sales rep 1st interview screen - Example
List of essential sales metrics
Selling in a time of crisis
Stanford GSB discussion on scaling the sales force
Stanford GSB discussion on how to manage a sales force
Pricing
Psychology of Pricing
Top 10 Common Pricing Mistakes
What is a Pricing Strategy?
HR & Talent Management
Recruiter - marketing & demand gen
Recruiter - cross function
Board & Investor Management
Summary primer on Board governance
Guide to getting the most out of your Board
Considerations on building and managing a Board
What causes search fund CEO's to get fired
General Management
Early years as a search CEO
Communicating with employees
Hiring and managing employees
Developing an accountability culture
Definitive Guide to Developing an IT Strategy
Cybersecurity Starter Kit
Acquisition & M&A
Search fund M&A case study
Acquisition program playbook – Example – available upon request
Tuck in acquisition memo – Example – available upon request
Downside Management
Cash & liquidity management
Downsizing your business
Exit and/or Recapitalization
Considerations in seller or recapitalizing

Stories

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