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Buying a Business
Churn Rates
Deal Negotiation
On the Nature of What Business Sellers Are Looking for in a BuyerOn the Nature of What Business Sellers Are Looking for in a Buyer
Booth ETA Series - Working with the Business OwnerBooth ETA Series - Working with the Business Owner
The Art Of Negotiation: 15 Tips For Business Leaders To MasterThe Art Of Negotiation: 15 Tips For Business Leaders To Master
Deal Structuring
Endurance tax considerations in structuring search deals - Available Upon RequestEndurance tax considerations in structuring search deals - Available Upon RequestEndurance tax considerations in structuring search deals - Available Upon RequestEndurance tax considerations in structuring search deals - Available Upon RequestEndurance tax considerations in structuring search deals - Available Upon Request
Reps and warranties insurance for search dealsReps and warranties insurance for search dealsReps and warranties insurance for search dealsReps and warranties insurance for search dealsReps and warranties insurance for search deals
Working capital overviewWorking capital overviewWorking capital overviewWorking capital overviewWorking capital overview
Demystifying the working capital adjustment mechanismDemystifying the working capital adjustment mechanismDemystifying the working capital adjustment mechanismDemystifying the working capital adjustment mechanismDemystifying the working capital adjustment mechanism
Additional thoughts on working capitalAdditional thoughts on working capitalAdditional thoughts on working capitalAdditional thoughts on working capitalAdditional thoughts on working capital
Working Capital Adjustment ChecklistWorking Capital Adjustment ChecklistWorking Capital Adjustment ChecklistWorking Capital Adjustment ChecklistWorking Capital Adjustment Checklist
The Merits of and Risks of Earn-OutsThe Merits of and Risks of Earn-OutsThe Merits of and Risks of Earn-OutsThe Merits of and Risks of Earn-OutsThe Merits of and Risks of Earn-Outs
On the Nature of Working Capital Understanding its Mysteries and ComplexitiesOn the Nature of Working Capital Understanding its Mysteries and ComplexitiesOn the Nature of Working Capital Understanding its Mysteries and ComplexitiesOn the Nature of Working Capital Understanding its Mysteries and ComplexitiesOn the Nature of Working Capital Understanding its Mysteries and Complexities
Including Employees in a Search Fund WaterfallIncluding Employees in a Search Fund WaterfallIncluding Employees in a Search Fund WaterfallIncluding Employees in a Search Fund WaterfallIncluding Employees in a Search Fund Waterfall
How Fund Terms and Approaches Vary by Asset Class, in Four ChartsHow Fund Terms and Approaches Vary by Asset Class, in Four ChartsHow Fund Terms and Approaches Vary by Asset Class, in Four ChartsHow Fund Terms and Approaches Vary by Asset Class, in Four ChartsHow Fund Terms and Approaches Vary by Asset Class, in Four Charts
Representations and Warranties Insurance Update 2024 - Available Upon RequestRepresentations and Warranties Insurance Update 2024 - Available Upon RequestRepresentations and Warranties Insurance Update 2024 - Available Upon RequestRepresentations and Warranties Insurance Update 2024 - Available Upon RequestRepresentations and Warranties Insurance Update 2024 - Available Upon Request
R&W Insurance Coverage for Healthcare Services TransactionsR&W Insurance Coverage for Healthcare Services TransactionsR&W Insurance Coverage for Healthcare Services TransactionsR&W Insurance Coverage for Healthcare Services TransactionsR&W Insurance Coverage for Healthcare Services Transactions
5 Essential Tips for Tailoring Your Diligence Plan to Secure R&W Insurance in Manufacturing Deals5 Essential Tips for Tailoring Your Diligence Plan to Secure R&W Insurance in Manufacturing Deals5 Essential Tips for Tailoring Your Diligence Plan to Secure R&W Insurance in Manufacturing Deals5 Essential Tips for Tailoring Your Diligence Plan to Secure R&W Insurance in Manufacturing Deals5 Essential Tips for Tailoring Your Diligence Plan to Secure R&W Insurance in Manufacturing Deals
The Evolution of Reps and Warranties InsuranceThe Evolution of Reps and Warranties InsuranceThe Evolution of Reps and Warranties InsuranceThe Evolution of Reps and Warranties InsuranceThe Evolution of Reps and Warranties Insurance
Booth ETA Series - Funding the AcquisitionBooth ETA Series - Funding the AcquisitionBooth ETA Series - Funding the AcquisitionBooth ETA Series - Funding the AcquisitionBooth ETA Series - Funding the Acquisition
What Every Buyer Needs to Know About Working CapitalWhat Every Buyer Needs to Know About Working CapitalWhat Every Buyer Needs to Know About Working CapitalWhat Every Buyer Needs to Know About Working CapitalWhat Every Buyer Needs to Know About Working Capital
Working Capital for M&AWorking Capital for M&AWorking Capital for M&AWorking Capital for M&AWorking Capital for M&A
Business Structures: S-Corp, C-Corp, LLCsBusiness Structures: S-Corp, C-Corp, LLCsBusiness Structures: S-Corp, C-Corp, LLCsBusiness Structures: S-Corp, C-Corp, LLCsBusiness Structures: S-Corp, C-Corp, LLCs
C Corp, S Corp, LLC - Finding the Best Fit for Your New BusinessC Corp, S Corp, LLC - Finding the Best Fit for Your New BusinessC Corp, S Corp, LLC - Finding the Best Fit for Your New BusinessC Corp, S Corp, LLC - Finding the Best Fit for Your New BusinessC Corp, S Corp, LLC - Finding the Best Fit for Your New Business
When to Involve Bankers in your SearchWhen to Involve Bankers in your SearchWhen to Involve Bankers in your SearchWhen to Involve Bankers in your SearchWhen to Involve Bankers in your Search
SBA Acquisition Loans for EntrepreneursSBA Acquisition Loans for EntrepreneursSBA Acquisition Loans for EntrepreneursSBA Acquisition Loans for EntrepreneursSBA Acquisition Loans for Entrepreneurs
Understanding SBA Program ChangesUnderstanding SBA Program ChangesUnderstanding SBA Program ChangesUnderstanding SBA Program ChangesUnderstanding SBA Program Changes
Diligence Phase
Yale SOM Overview of Due Diligence ProcessYale SOM Overview of Due Diligence ProcessYale SOM Overview of Due Diligence Process
Recurring Revenue Diligence for SearchersRecurring Revenue Diligence for SearchersRecurring Revenue Diligence for Searchers
Pacific Lake - Diligence and Seller RelationshipPacific Lake - Diligence and Seller RelationshipPacific Lake - Diligence and Seller Relationship
Searcher to CEO: Analyzing and Mitigating Acquisition Transition RiskSearcher to CEO: Analyzing and Mitigating Acquisition Transition RiskSearcher to CEO: Analyzing and Mitigating Acquisition Transition Risk
Significance of CIMs in Business TransactionsSignificance of CIMs in Business TransactionsSignificance of CIMs in Business Transactions
Diligence and Closing with Ryan Turk and Keith GrossDiligence and Closing with Ryan Turk and Keith GrossDiligence and Closing with Ryan Turk and Keith Gross
Legal Diligence and Structuring with Scott Alderman and Alex TemelLegal Diligence and Structuring with Scott Alderman and Alex TemelLegal Diligence and Structuring with Scott Alderman and Alex Temel
Five Due Dilligence Issues to AvoidFive Due Dilligence Issues to AvoidFive Due Dilligence Issues to Avoid
Getting a Deal Under LOI
LOI negotiation analysis - ExampleLOI negotiation analysis - ExampleLOI negotiation analysis - Example
Pacific Lake - Strong Seller RelationshipPacific Lake - Strong Seller RelationshipPacific Lake - Strong Seller Relationship
Booth-Kellogg ETA Conference 2023 - Closing the Deal & Governance Strategies for Self-Funded SearchBooth-Kellogg ETA Conference 2023 - Closing the Deal & Governance Strategies for Self-Funded SearchBooth-Kellogg ETA Conference 2023 - Closing the Deal & Governance Strategies for Self-Funded Search
Investor Communication
Path to closing email - ExamplePath to closing email - ExamplePath to closing email - ExamplePath to closing email - ExamplePath to closing email - Example
Path to closing Gaant chart - ExamplePath to closing Gaant chart - ExamplePath to closing Gaant chart - ExamplePath to closing Gaant chart - ExamplePath to closing Gaant chart - Example
Projected cap table - ExampleProjected cap table - ExampleProjected cap table - ExampleProjected cap table - ExampleProjected cap table - Example
Investor Support Letter - Available Upon RequestInvestor Support Letter - Available Upon RequestInvestor Support Letter - Available Upon RequestInvestor Support Letter - Available Upon RequestInvestor Support Letter - Available Upon Request
A Note to Investors who are New to Search FundsA Note to Investors who are New to Search FundsA Note to Investors who are New to Search FundsA Note to Investors who are New to Search FundsA Note to Investors who are New to Search Funds
Booth ETA Series - Investors/Searcher Relationship DynamicsBooth ETA Series - Investors/Searcher Relationship DynamicsBooth ETA Series - Investors/Searcher Relationship DynamicsBooth ETA Series - Investors/Searcher Relationship DynamicsBooth ETA Series - Investors/Searcher Relationship Dynamics
Booth ETA Series - The Entrepreneurial TrifectaBooth ETA Series - The Entrepreneurial TrifectaBooth ETA Series - The Entrepreneurial TrifectaBooth ETA Series - The Entrepreneurial TrifectaBooth ETA Series - The Entrepreneurial Trifecta
KPIs
Private SaaS Growth Rates Benchmarking StudyPrivate SaaS Growth Rates Benchmarking StudyPrivate SaaS Growth Rates Benchmarking Study
Key Scaling Metrics for SaaS BusinessesKey Scaling Metrics for SaaS BusinessesKey Scaling Metrics for SaaS Businesses
Lender Engagement
Overview of bank financing processOverview of bank financing processOverview of bank financing processOverview of bank financing processOverview of bank financing process
Common borrowing provisionsCommon borrowing provisionsCommon borrowing provisionsCommon borrowing provisionsCommon borrowing provisions
Leveraged loan termsLeveraged loan termsLeveraged loan termsLeveraged loan termsLeveraged loan terms
Primer on equity cure rightsPrimer on equity cure rightsPrimer on equity cure rightsPrimer on equity cure rightsPrimer on equity cure rights
Overview of equity cure rights and excess cash flow sweepOverview of equity cure rights and excess cash flow sweepOverview of equity cure rights and excess cash flow sweepOverview of equity cure rights and excess cash flow sweepOverview of equity cure rights and excess cash flow sweep
Market Research & Sourcing Search Targets
Vertical market software overview and example sectorsVertical market software overview and example sectorsVertical market software overview and example sectorsVertical market software overview and example sectorsVertical market software overview and example sectors
Share of market calculation (TAM, SAM and SOM)Share of market calculation (TAM, SAM and SOM)Share of market calculation (TAM, SAM and SOM)Share of market calculation (TAM, SAM and SOM)Share of market calculation (TAM, SAM and SOM)
Lower Middle Market ReportLower Middle Market ReportLower Middle Market ReportLower Middle Market ReportLower Middle Market Report
Pipeline Pulse - New Data on Purchases of Small & Mid-Sized BusinessesPipeline Pulse - New Data on Purchases of Small & Mid-Sized BusinessesPipeline Pulse - New Data on Purchases of Small & Mid-Sized BusinessesPipeline Pulse - New Data on Purchases of Small & Mid-Sized BusinessesPipeline Pulse - New Data on Purchases of Small & Mid-Sized Businesses
Migrating from Licensed On Premises Software to SaaS
Other
Considerations Unique to Acquiring a Software BusinessConsiderations Unique to Acquiring a Software BusinessConsiderations Unique to Acquiring a Software BusinessConsiderations Unique to Acquiring a Software Business
Capitalizing software development costsCapitalizing software development costsCapitalizing software development costsCapitalizing software development costs
Will Thorndike's Six-Point Playbook to Mastering Business AcquisitionsWill Thorndike's Six-Point Playbook to Mastering Business AcquisitionsWill Thorndike's Six-Point Playbook to Mastering Business AcquisitionsWill Thorndike's Six-Point Playbook to Mastering Business Acquisitions
Private Equity Value CreationPrivate Equity Value CreationPrivate Equity Value CreationPrivate Equity Value Creation
Screening Opportunities
Industry screening - Example - Available Upon RequestIndustry screening - Example - Available Upon RequestIndustry screening - Example - Available Upon RequestIndustry screening - Example - Available Upon RequestIndustry screening - Example - Available Upon Request
Deal screening - ExampleDeal screening - ExampleDeal screening - ExampleDeal screening - ExampleDeal screening - Example
Deal scoring – ExampleDeal scoring – ExampleDeal scoring – ExampleDeal scoring – ExampleDeal scoring – Example
Sector Insights
Provident Healthcare Partners – healthcare services M&A reportProvident Healthcare Partners – healthcare services M&A reportProvident Healthcare Partners – healthcare services M&A report
Services to Healthcare Companies
Information-driven services (e.g., data analytics)Information-driven services (e.g., data analytics)Information-driven services (e.g., data analytics)Information-driven services (e.g., data analytics)Information-driven services (e.g., data analytics)
Revenue cycle managementRevenue cycle managementRevenue cycle managementRevenue cycle managementRevenue cycle management
Healthcare Services Report - Available Upon RequestHealthcare Services Report - Available Upon RequestHealthcare Services Report - Available Upon RequestHealthcare Services Report - Available Upon RequestHealthcare Services Report - Available Upon Request
Private Equity in HealthcarePrivate Equity in HealthcarePrivate Equity in HealthcarePrivate Equity in HealthcarePrivate Equity in Healthcare
Healthcare PPM Legislation (Practioner Consolidation Strategy) - Available Upon RequestHealthcare PPM Legislation (Practioner Consolidation Strategy) - Available Upon RequestHealthcare PPM Legislation (Practioner Consolidation Strategy) - Available Upon RequestHealthcare PPM Legislation (Practioner Consolidation Strategy) - Available Upon RequestHealthcare PPM Legislation (Practioner Consolidation Strategy) - Available Upon Request
State Healthcare Transaction Notification Laws MapState Healthcare Transaction Notification Laws MapState Healthcare Transaction Notification Laws MapState Healthcare Transaction Notification Laws MapState Healthcare Transaction Notification Laws Map
The Ultimate Guide to Healthcare StaffingThe Ultimate Guide to Healthcare StaffingThe Ultimate Guide to Healthcare StaffingThe Ultimate Guide to Healthcare StaffingThe Ultimate Guide to Healthcare Staffing
Blue Collar Companies (including home services)
Overview of Residential Services - Available Upon RequestOverview of Residential Services - Available Upon RequestOverview of Residential Services - Available Upon RequestOverview of Residential Services - Available Upon RequestOverview of Residential Services - Available Upon Request
Consumer Services Overview - Available Upon RequestConsumer Services Overview - Available Upon RequestConsumer Services Overview - Available Upon RequestConsumer Services Overview - Available Upon RequestConsumer Services Overview - Available Upon Request
Software & Technology
Are You Selling to the Wrong Customers?Are You Selling to the Wrong Customers?Are You Selling to the Wrong Customers?
The Biggest Temptation of a Software CEOThe Biggest Temptation of a Software CEOThe Biggest Temptation of a Software CEO
Pricing Power: How Small Changes Can Have Big ImpactsPricing Power: How Small Changes Can Have Big ImpactsPricing Power: How Small Changes Can Have Big Impacts
Considerations Unique to Acquiring a Software Company (Product)Considerations Unique to Acquiring a Software Company (Product)Considerations Unique to Acquiring a Software Company (Product)
Considerations Unique to Acquiring a Software Company (Financial)Considerations Unique to Acquiring a Software Company (Financial)Considerations Unique to Acquiring a Software Company (Financial)
Software Capital Markets Report Q1 2024Software Capital Markets Report Q1 2024Software Capital Markets Report Q1 2024
How to Analyze a SaaS Company for SaleHow to Analyze a SaaS Company for SaleHow to Analyze a SaaS Company for Sale
SaaS Valuation Multiples 2015-2024SaaS Valuation Multiples 2015-2024SaaS Valuation Multiples 2015-2024
How to Buy a Managed Service Provider (MSP)How to Buy a Managed Service Provider (MSP)How to Buy a Managed Service Provider (MSP)
Five Approaches to Acquiring a Software CompanyFive Approaches to Acquiring a Software CompanyFive Approaches to Acquiring a Software Company
Product Considerations in Software AcquisitionsProduct Considerations in Software AcquisitionsProduct Considerations in Software Acquisitions
Financial Considerations in Software AcquisitionsFinancial Considerations in Software AcquisitionsFinancial Considerations in Software Acquisitions
SAAS Valuation Guide 2024 (Link 1/2)SAAS Valuation Guide 2024 (Link 1/2)SAAS Valuation Guide 2024 (Link 1/2)
SAAS Private Company Valuation Model 2024 (Link 2/2)SAAS Private Company Valuation Model 2024 (Link 2/2)SAAS Private Company Valuation Model 2024 (Link 2/2)
2024 Vertical & SMB SaaS Benchmarking Survey2024 Vertical & SMB SaaS Benchmarking Survey2024 Vertical & SMB SaaS Benchmarking Survey
A Super Primer on Evaluating and Acquiring a Software CompanyA Super Primer on Evaluating and Acquiring a Software CompanyA Super Primer on Evaluating and Acquiring a Software Company
Technical Debt: What it is, How Much You Can Live With, and How to Incorporate it into an Investment ThesisTechnical Debt: What it is, How Much You Can Live With, and How to Incorporate it into an Investment ThesisTechnical Debt: What it is, How Much You Can Live With, and How to Incorporate it into an Investment Thesis
Valuation
Private Saas company valuation frameworkPrivate Saas company valuation frameworkPrivate Saas company valuation framework
Mini-model based on SaaS capital guideMini-model based on SaaS capital guideMini-model based on SaaS capital guide
Private SaaS company valuations (updated quarterly)Private SaaS company valuations (updated quarterly)Private SaaS company valuations (updated quarterly)
Understanding Modeling & Valuation Pre-AcquisitionUnderstanding Modeling & Valuation Pre-AcquisitionUnderstanding Modeling & Valuation Pre-Acquisition
