Structuring the Deal - Employee/Shareholder buy-ins and exits - Vendor finance realities - Investment vehicles - Risk vs Reward with leverage, including no-money down deals Features my personal case studies where: I launched an ineffective employee shareholder program, but learned how to do it right I left a business that the owner wanted me to take over, and why I borrowed $700,000 interest-free without a contract, just one email and a spreadsheet I use entities like trusts and companies to protect myself and get tax-efficient I learned the hard way what is the single most important document for a shareholder … and more. Ownership without recklessness. Includes: The Ownership Entry Map, A clear breakdown of legitimate pathways into ownership. We've focused on staying true to our values and making space for thoughtful, lasting work.

Stay tuned for the release of Workshop 1 Week 1 – What Makes a Business Worth Buying? - How to find and evaluate a business to buy - How to position yourself as the best buyer - How deals fail and how you can avoid last-minute heartache - How to minimise risk for yourself and the current owner Features my personal case studies where: I created then lost $500k after 6 weeks of effort I contracted to buy a $3mn/yr business for $1 I made $500k on a property purchased with a business I overpaid $500k on a business, but don’t regret it I spent $25k+ on legal paperwork that was shit, but now I can get deals done for less than $5k I bought a business for no money down and kept the business’s cash in the bank …and many more. Includes: The Business Acquisition Filter; A structured 10-point framework to assess whether a business is worth pursuing. This is Clarity before you spend precious Capital.