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Growing a Business
Board & Investor Management
Summary primer on Board governanceSummary primer on Board governanceSummary primer on Board governanceSummary primer on Board governanceSummary primer on Board governance
Guide to getting the most out of your BoardGuide to getting the most out of your BoardGuide to getting the most out of your BoardGuide to getting the most out of your BoardGuide to getting the most out of your Board
Considerations on building and managing a BoardConsiderations on building and managing a BoardConsiderations on building and managing a BoardConsiderations on building and managing a BoardConsiderations on building and managing a Board
Constructing your boardConstructing your boardConstructing your boardConstructing your boardConstructing your board
What causes search fund CEO's to get firedWhat causes search fund CEO's to get firedWhat causes search fund CEO's to get firedWhat causes search fund CEO's to get firedWhat causes search fund CEO's to get fired
Some Thoughts on How to be an Effective and Impactful Director on a Search Fund BoardSome Thoughts on How to be an Effective and Impactful Director on a Search Fund BoardSome Thoughts on How to be an Effective and Impactful Director on a Search Fund BoardSome Thoughts on How to be an Effective and Impactful Director on a Search Fund BoardSome Thoughts on How to be an Effective and Impactful Director on a Search Fund Board
Downside Management
Protecting your Business from the UnexpectedProtecting your Business from the UnexpectedProtecting your Business from the Unexpected
What Employees Need from Leaders in Uncertain TimesWhat Employees Need from Leaders in Uncertain TimesWhat Employees Need from Leaders in Uncertain Times
Exit and/or Recapitalization
Considerations in seller or recapitalizingConsiderations in seller or recapitalizingConsiderations in seller or recapitalizingConsiderations in seller or recapitalizing
Case study on life after searchCase study on life after searchCase study on life after searchCase study on life after search
Buyouts from the Seller’s SideBuyouts from the Seller’s SideBuyouts from the Seller’s SideBuyouts from the Seller’s Side
Strategic Considerations When Evaluating a Letter of Intent to Sell Your BusinessStrategic Considerations When Evaluating a Letter of Intent to Sell Your BusinessStrategic Considerations When Evaluating a Letter of Intent to Sell Your BusinessStrategic Considerations When Evaluating a Letter of Intent to Sell Your Business
Busting the Biggest Myth About Selling Your BusinessBusting the Biggest Myth About Selling Your BusinessBusting the Biggest Myth About Selling Your BusinessBusting the Biggest Myth About Selling Your Business
Considerations in Selecting Your M&A AdvisorConsiderations in Selecting Your M&A AdvisorConsiderations in Selecting Your M&A AdvisorConsiderations in Selecting Your M&A Advisor
What I Learned During my First (Failed) Attempt to Sell my BusinessWhat I Learned During my First (Failed) Attempt to Sell my BusinessWhat I Learned During my First (Failed) Attempt to Sell my BusinessWhat I Learned During my First (Failed) Attempt to Sell my Business
Exit your business on your termsExit your business on your termsExit your business on your termsExit your business on your terms
You Are Less Than 2M ARR and Want to ExitYou Are Less Than 2M ARR and Want to ExitYou Are Less Than 2M ARR and Want to ExitYou Are Less Than 2M ARR and Want to Exit
The $295m Search Fund ExitThe $295m Search Fund ExitThe $295m Search Fund ExitThe $295m Search Fund Exit
How to Buy & Exit 3 Street Sweeping BusinessesHow to Buy & Exit 3 Street Sweeping BusinessesHow to Buy & Exit 3 Street Sweeping BusinessesHow to Buy & Exit 3 Street Sweeping Businesses
Guide to Selling a Small BusinessGuide to Selling a Small BusinessGuide to Selling a Small BusinessGuide to Selling a Small Business
Planning your Business Exit in 2024Planning your Business Exit in 2024Planning your Business Exit in 2024Planning your Business Exit in 2024
Improvement Tips to Make Your Business More Saleable in 2024Improvement Tips to Make Your Business More Saleable in 2024Improvement Tips to Make Your Business More Saleable in 2024Improvement Tips to Make Your Business More Saleable in 2024
Exiting Ownership But Not Leadership: Staying On As CEO Post-SaleExiting Ownership But Not Leadership: Staying On As CEO Post-SaleExiting Ownership But Not Leadership: Staying On As CEO Post-SaleExiting Ownership But Not Leadership: Staying On As CEO Post-Sale
What's Next? Search Fund Entrepreneurs Reflect on Life After Exit - Available Upon RequestWhat's Next? Search Fund Entrepreneurs Reflect on Life After Exit - Available Upon RequestWhat's Next? Search Fund Entrepreneurs Reflect on Life After Exit - Available Upon RequestWhat's Next? Search Fund Entrepreneurs Reflect on Life After Exit - Available Upon Request
Exploring Post-exit Dynamics for Search Fund EntrepreneursExploring Post-exit Dynamics for Search Fund EntrepreneursExploring Post-exit Dynamics for Search Fund EntrepreneursExploring Post-exit Dynamics for Search Fund Entrepreneurs
Exploring How ETA CEOs and Private Equity Buyers Can Better Collaborate After an AcquisitionExploring How ETA CEOs and Private Equity Buyers Can Better Collaborate After an AcquisitionExploring How ETA CEOs and Private Equity Buyers Can Better Collaborate After an AcquisitionExploring How ETA CEOs and Private Equity Buyers Can Better Collaborate After an Acquisition
Finance & Accounting
Controller position specification - ExampleController position specification - ExampleController position specification - Example
CFO position specification - ExampleCFO position specification - ExampleCFO position specification - Example
Endurance guide to model and database risk managementEndurance guide to model and database risk managementEndurance guide to model and database risk management
Cash Management Principles in a Small BusinessCash Management Principles in a Small BusinessCash Management Principles in a Small Business
Check Your Strategy and Capital Allocation AspirationsCheck Your Strategy and Capital Allocation AspirationsCheck Your Strategy and Capital Allocation Aspirations
First 100 Day Planning
Harvard Business Review article on transitioning into CEOHarvard Business Review article on transitioning into CEOHarvard Business Review article on transitioning into CEO
A New CEOs Checklist for Quickly Understanding and Leading a BusinessA New CEOs Checklist for Quickly Understanding and Leading a BusinessA New CEOs Checklist for Quickly Understanding and Leading a Business
Searchfunder - Managing the Year 1 TransitionSearchfunder - Managing the Year 1 TransitionSearchfunder - Managing the Year 1 Transition
Booth - Kellogg ETA Conference 2023 - Transitioning LegacyBooth - Kellogg ETA Conference 2023 - Transitioning LegacyBooth - Kellogg ETA Conference 2023 - Transitioning Legacy
General Management
Developing an accountability cultureDeveloping an accountability cultureDeveloping an accountability culture
Definitive Guide to Developing an IT StrategyDefinitive Guide to Developing an IT StrategyDefinitive Guide to Developing an IT Strategy
On the Nature of Work–Life Integration as a Search Fund CEOOn the Nature of Work–Life Integration as a Search Fund CEOOn the Nature of Work–Life Integration as a Search Fund CEO
Lessons Learned from a First-Time CEOLessons Learned from a First-Time CEOLessons Learned from a First-Time CEO
On the Nature of CEO Time Allocation in an SMEOn the Nature of CEO Time Allocation in an SMEOn the Nature of CEO Time Allocation in an SME
Exploring the CEO's Leadership Role in a Search FundExploring the CEO's Leadership Role in a Search FundExploring the CEO's Leadership Role in a Search Fund
The Small Business Guide to CybersecurityThe Small Business Guide to CybersecurityThe Small Business Guide to Cybersecurity
CEO's Leadership Role in a Search-Acquired BusinessCEO's Leadership Role in a Search-Acquired BusinessCEO's Leadership Role in a Search-Acquired Business
Pacific Lake - Operating a Search BusinessPacific Lake - Operating a Search BusinessPacific Lake - Operating a Search Business
How to Become the CEO of your AcquisitionHow to Become the CEO of your AcquisitionHow to Become the CEO of your Acquisition
Home Service Business Operation Guide 2024Home Service Business Operation Guide 2024Home Service Business Operation Guide 2024
David Dodson – The Manager’s HandbookDavid Dodson – The Manager’s HandbookDavid Dodson – The Manager’s Handbook
4 Things a Service Company Must Get Right4 Things a Service Company Must Get Right4 Things a Service Company Must Get Right
Home Services Trends for Marketing in 2024Home Services Trends for Marketing in 2024Home Services Trends for Marketing in 2024
THE BARRIERS - Leadership, Infrastructure, and MarketingTHE BARRIERS - Leadership, Infrastructure, and MarketingTHE BARRIERS - Leadership, Infrastructure, and Marketing
HR & Talent Management
Recruiter - marketing & demand genRecruiter - marketing & demand genRecruiter - marketing & demand gen
So you want to be the boss? (Guide on hiring your first employee)So you want to be the boss? (Guide on hiring your first employee)So you want to be the boss? (Guide on hiring your first employee)
Workplace Conflict Management GuideWorkplace Conflict Management GuideWorkplace Conflict Management Guide
Why Talent Management is Important and its Impact on ProfitWhy Talent Management is Important and its Impact on ProfitWhy Talent Management is Important and its Impact on Profit
Winning with your talent-management strategyWinning with your talent-management strategyWinning with your talent-management strategy
Talent Management: Attract, Deliver and Grow the Right TalentTalent Management: Attract, Deliver and Grow the Right TalentTalent Management: Attract, Deliver and Grow the Right Talent
Pricing
Revenue Growth
Sales
Search Fund CEO Sales Pipeline Survey Results & Recommendations WebinarSearch Fund CEO Sales Pipeline Survey Results & Recommendations WebinarSearch Fund CEO Sales Pipeline Survey Results & Recommendations Webinar
Strategic account management playbookStrategic account management playbookStrategic account management playbook
Designing sales compensation plansDesigning sales compensation plansDesigning sales compensation plans
Sales rep 1st interview screen - ExampleSales rep 1st interview screen - ExampleSales rep 1st interview screen - Example
Stanford GSB discussion on scaling the sales forceStanford GSB discussion on scaling the sales forceStanford GSB discussion on scaling the sales force
Stanford GSB discussion on how to manage a sales forceStanford GSB discussion on how to manage a sales forceStanford GSB discussion on how to manage a sales force
How to build your brand on a budgetHow to build your brand on a budgetHow to build your brand on a budget
Identifying your core value propositionIdentifying your core value propositionIdentifying your core value proposition
Ultimate Guide to Digital MarketingUltimate Guide to Digital MarketingUltimate Guide to Digital Marketing
Digital Marketing for Home ServicesDigital Marketing for Home ServicesDigital Marketing for Home Services
Value Creation Planning
What SaaS Metrics Are Relevant When Passing $10M ARR?What SaaS Metrics Are Relevant When Passing $10M ARR?What SaaS Metrics Are Relevant When Passing $10M ARR?
The Keys to A Successful EOS Implementation with John HeritageThe Keys to A Successful EOS Implementation with John HeritageThe Keys to A Successful EOS Implementation with John Heritage
How Implementing EOS Fueled Fuelius' Growth And EfficiencyHow Implementing EOS Fueled Fuelius' Growth And EfficiencyHow Implementing EOS Fueled Fuelius' Growth And Efficiency
How to implement EOS in your organizationHow to implement EOS in your organizationHow to implement EOS in your organization
What is a Level 10 Meeting and how to run one (EOS)What is a Level 10 Meeting and how to run one (EOS)What is a Level 10 Meeting and how to run one (EOS)
Segues in EOS - How to start a meetingSegues in EOS - How to start a meetingSegues in EOS - How to start a meeting
Booth - Kellogg ETA Conference 2023 - Strategic Capital AllocationsBooth - Kellogg ETA Conference 2023 - Strategic Capital AllocationsBooth - Kellogg ETA Conference 2023 - Strategic Capital Allocations
The Power of Scaling: EOS for GrowthThe Power of Scaling: EOS for GrowthThe Power of Scaling: EOS for Growth
Calculating Customer Lifetime Value (CLV)Calculating Customer Lifetime Value (CLV)Calculating Customer Lifetime Value (CLV)
Industry Roll-Up Strategy ConsiderationsIndustry Roll-Up Strategy ConsiderationsIndustry Roll-Up Strategy Considerations
Customer Acquisition Cost by Industry 2024Customer Acquisition Cost by Industry 2024Customer Acquisition Cost by Industry 2024
STRATEGIC PLANNING - Preparing and Leading the Planning ProcessSTRATEGIC PLANNING - Preparing and Leading the Planning ProcessSTRATEGIC PLANNING - Preparing and Leading the Planning Process
THE EXIT - 4 Keys to Maximizing ValuationTHE EXIT - 4 Keys to Maximizing ValuationTHE EXIT - 4 Keys to Maximizing Valuation
Scaling Up Growth Tools Template (Link 1/2)Scaling Up Growth Tools Template (Link 1/2)Scaling Up Growth Tools Template (Link 1/2)
Scaling Up Growth Tools Complete (Link 2/2)Scaling Up Growth Tools Complete (Link 2/2)Scaling Up Growth Tools Complete (Link 2/2)
Tax
Avoiding PFIC Adverse Tax Consequences for Search FundsAvoiding PFIC Adverse Tax Consequences for Search FundsAvoiding PFIC Adverse Tax Consequences for Search Funds
Tax Planning and Strategies for Small Business AcquisitionsTax Planning and Strategies for Small Business AcquisitionsTax Planning and Strategies for Small Business Acquisitions
Tax Considerations When Selling a BusinessTax Considerations When Selling a BusinessTax Considerations When Selling a Business
AI & Automation
ChatGPT Prompts for Problem SolvingChatGPT Prompts for Problem SolvingChatGPT Prompts for Problem Solving
Writing Better Generative AI PromptsWriting Better Generative AI PromptsWriting Better Generative AI Prompts
Complete Guide to AI Prompts for BusinessComplete Guide to AI Prompts for BusinessComplete Guide to AI Prompts for Business
Integrating AI in Small Business MarketingIntegrating AI in Small Business MarketingIntegrating AI in Small Business Marketing
Adaptive AI in Dynamic Decision MakingAdaptive AI in Dynamic Decision MakingAdaptive AI in Dynamic Decision Making
Predictive Analytics in HealthcarePredictive Analytics in HealthcarePredictive Analytics in Healthcare
Guide to Generative AI for BusinessesGuide to Generative AI for BusinessesGuide to Generative AI for Businesses
