Colin Keeley – How to Buy a Small Business

WHAT YOU GET?

Getting Started

• 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

Sourcing

• Sourcing Overview
• 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

Diligence

• Qualitative Diligence
• 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

• Negotiation Walkthrough
• Negotiation Flowchart
• 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)

Growth

• 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?
• Q&A: Berkshire Inspired Private Equity Models
• Partner Deals & Discounts
• Supercharge Your Growth

Thank You & Community

• Thank You! Free $$$
• Join our Alumni Community!

Additional Content

This program covers every critical step in buying and growing a small business, from setting up a legal entity to negotiating deals, conducting diligence, securing financing, and driving growth post-acquisition. You’ll gain access to invaluable resources, live sessions, and exclusive Q&A content to address all your queries and streamline your acquisition journey.

Whether you’re a beginner or experienced professional, Colin Keeley’s “How to Buy a Small Business” is your go-to roadmap for achieving success in the world of small business acquisition. Join today to master the art of negotiation, sourcing, and scaling your next business acquisition!