Today, I hosted the Claude for Financial Analysis workshop. I showed you how you can use Claude to quickly review seller financials and build models in Excel. If you missed it, you can see the recording here. 👉 You've seen the AI Mastery Bootcamp 👉 You've seen how to generate off-market leads for your search 👉 And now you're seeing how you can use Claude to build financial models and automation workflows. Are you ready to build these systems for your search? Starting next week I’ll be hosting a hands-on, 4-week workshop where we’ll build everything from scratch: - Getting started with Claude Code - Build an off-market leads funnel - Set-up cold outbound (email, social media DMs, cold calling, etc) - Automated CRM and Email management - Complete financial analysis and modeling workflow. - Build a complete library of document templates (LOI, NDA, etc) We may even discuss how to build all of this into a pitch deck for investors... 🔥 By the end, you’ll have everything you need to conduct a thorough and efficient search both on and off-market. No technical background needed and I'll walk you through it step-by-step. Does that sound like something you’d be interested in? If so, shoot me a DM and let's see if it's a good fit for your search. See you there!

You've cold-emailed 200 brokers this month. You've filtered the same marketplaces every morning before coffee. You've rebuilt your pipeline in a spreadsheet for the third time because the last system broke. And you still feel behind. Here's the hard truth about search: the grind isn't a rite of passage, it's a skillset problem. Every hour you spend on manual outreach, list-building, and CRM data entry is an hour you're not spending on the work that actually closes a deal: ✔️ building relationships ✔️ analyzing businesses ✔️ and getting to LOI. The best searchers don't out-hustle everyone. They out-system them. That's why I created Searcher Systems - done-with-you automation that gives you real leverage instead of one more tool to babysit: ✅ Online marketplace filtering — opportunities surfaced, not hunted ✅ Off-market list building — proprietary pipeline on autopilot ✅ Cold outbound — sequenced, personalized, sent ✅ Automated CRM — every contact tracked without the manual entry ✅ Email management — inbox under control ✅ Financial analysis & modeling — faster reps on every target ✅ Due diligence support — move from interesting to validated And I want to make sure every one of you has a chance to get these systems working in your search. The Off-Market Leads Challenge begins tomorrow with "Searcher Systems" being the capstone on Thursday. Tuesday @ 12pm PT (3pm ET): Off-Market Leads Challenge Wednesday @ 12pm PT (3pm ET): Off-Market Leads Challenge Thursday @ 12pm PT (3pm ET): Searcher Systems And, if you sign up for the 7-day free trial, you can experience everything risk free. 🎟️ Sign up for the free trial here (*if you're currently a free member, you'll need to leave the group and rejoin to see the free trial option. Once you sign up, message me to upgrade you to Premium)

In the fall of 2021, I attended Harvard Business School's ETA conference- long before buying a business was "cool" and online guru's had flooded the space. I was blown away. Cambridge was beautiful and the people were incredible. I met traditional and self-funded searchers. Investors who had been active in the space for decades. The original ETA professors themselves: Rick and Royce. I was quickly drawn in by the possibility of acquiring a business of my own and soaked up as much as I could from the various conference sessions. But there was one huge question I couldn't seem to answer.... "How were they actually searching for businesses to buy?" I understood the theory but how is it done tactically? The actual day-to-day? It seemed like a huge secret. After meeting with successful buyers, industry professionals, investors, and other searchers I always got the same types of advice: - Build an off-market deal funnel - Teams of interns for cold outreach was effective (email, calling, etc) - Access databases of owner information to identify potential targets - Build a professional on-market profile so brokers, investors, and sellers take you seriously All of this made sense theoretically, but without a background in B2B sales I didn't know how to do ANY of it. It took me years or trial and error and over a dozen interns to finally make any progress. And we know how that turned out... 🫠 So, when I started Searcher School I wasn't sure what the response would be. But after, 10 months, 14 Live Challenges, and 100+ students who have attended the various live sessions the feedback has been overwhelming. (Just look at all the positive feedback!) You have the same questions, and challenges, I had as a new searcher: - Lack of deal flow - How to raise investor capital - Don't know how to set up systems to search effectively Plus- AI is here and the vast majority of searchers aren't using it. So here's my gift to you ... a 7-Day free trial to all Searcher School Challenges.

I've been running a version of the Off-Market Leads Challenge for nearly a year now. The idea was simple - most searchers aren't looking for deals off-market because they don't know how. The Challenge was designed to help Searchers get your first off-market lead within 60 days. But there was one big problem - Claude Code is the primary tool I use to source and analyze data and I was STUNNED to discover that most searchers don't use it effectively - or AT ALL! That changes now. Tomorrow we're kicking off the AI Mastery Bootcamp ➡️ a 3-day crash course on how to use the latest AI tools from Anthropic (Claude Code, CoWork, Claude Chrome, etc). The goal? Build a solid foundation of AI skills that you can use to build massive leverage in your search. ***If you want a taste of what the bootcamp looks like, check out the Claude for Search recording from last week. *** So, are you ready to use Claude in a serious way to level-up your search? The AI Mastery Bootcamp is open to all premium members. If you're not a premium member, you can upgrade here. See you there!

It's said that "most people aren't using AI effectively". The truth is, most Searchers aren't using AI at all... Last week I hosted the Off-Market Leads Challenge for Searcher School where we use AI (specifically Claude) to source and build off-market lead lists. Of the 10 participants who joined, only one had ever used Claude Code before. And, I get it. If you don't have a software engineering background or a desire to "vibe-code" then why would you bother with Claude Code? But the truth is that Claude Code is a terrible name for what the Anthropic AI model actually is. The name "Claude Code" scares away potential users. Claude Code is the underlying engine that makes all the other tools, such as Claude CoWork, actually function. Claude Code allows you to: 👉 Build custom workflows with precision 👉 Interact deeply with your computer and the software tools you use every day 👉 Powerfully analyze data, search the web, clarify information like never before And that's just the tip of the iceberg. This Thursday (6/11) I'm hosting Claude Code for Search - a Claude 101 session designed to get you started. By the end of the session: ✅ You'll know the difference between the various Claude products and when/how to use them ✅ You'll have Claude running on your personal PC/Mac ✅ You'll know how to start working with Claude to build powerful leverage in your search and daily workflows. So, if you're ready to get off the sidelines and get started with AI in a real way, me this Thursday for the Claude Code for Search LIVE call!