Self-Funded Search Playbook
1.
As part of your search, what area do you require the most assistance?
Deal Flow
Fundraising
Letter of Intent
Financial Model & Valuation
Diligence
Purchase & Sale Agreement
2.
If you had the ability to take a short course on a particular topic, what format would you prefer?
Live Video
Pre-recorded presentation with audio
Powerpoint without audio
Other (please specify)
3.
How long have you been searching for a business?
1-3 months
4-6 months
Greater than 6 months
Greater than 12 months
Other (please specify)
4.
What is your target acquisition size, enterprise value etc?
<$1 million
$1 to $3 million
>$3 million
>$5 million
Other (please specify)
5.
How much personal equity do you plan on investing?
<$50,000
<$100,000
<$250,000
<$500,000
>$500,000
6.
Do you require outside equity to fund your transaction?
Yes
No
7.
Are you based in the United
States?
Yes
No
8.
Have you taken basic courses in Finance and Accounting?
Yes
No
9.
Do you have an MBA or an applicable Master's Degree?
Yes
No
10.
Are you interested in a Self-Funded Searcher Playbook that outlines all of the applicable steps required to acquire a business?
Yes
No
11.
What would you be willing to pay for a detailed Searcher Playbook?
>$500
>$1,000
>$2,500
>$5,000
Other (please specify)
12.
Are you interested in 1 v 1 search coaching, on an hourly, paid basis?
Yes
No
13.
Were you aware that you can invest pre-tax assets (ie: 401k, IRA) as part of an acquisition?
Yes
No
14.
Do you plan on utilizing an SBA loan as part of your acquisition?
Yes
No
Current Progress,
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