Roadmap

The Stages

1. 1Learn & Choose Your PathConfirm the role, then choose your path.
2. 2Define & Test Your ThesisIndustry, geography, and size: the filter.
3. 3Set Up & Fund the SearchEntity, runway, tools, and advisors.
4. 4Source & Screen DealsFill the pipeline, then screen and value fast.
5. 5Diligence & Close the DealEarnings quality, financing, and closing the deal.
6. 6Operate & Grow the BusinessThe first 100 days, then running and growing it.
7. 7Selling a BusinessRecast it, prepare it, and pick the buyer.