Create Your Operator Readiness Plan

Create Your Operator Readiness Plan

Offered by Daniel R.

5.0

()

Self-funded Searcher turned SMB Owner

Yale School of Management Logo

Studied at Yale School of Management

Mountain West Legacy Partners Logo

Works at Mountain West Legacy Partners

Package Description:

Investors don’t just back a thesis — they back an operator. This package prepares you to demonstrate leadership readiness with a structured plan for your first 100 days as CEO. You’ll identify skill gaps, articulate your leadership story, and outline a practical operator plan that inspires investor confidence and sets you up for post-close success. Key components of this package can include, but aren’t limited to: • Conduct a self-assessment of leadership skills and gaps • Build your operator readiness narrative for investors • Draft a 100-day post-acquisition leadership plan • Learn frameworks for culture-building, execution, and team management


What you'll get from this package

Operator Readiness Document (skills, story, and readiness)

100-Day Leadership Plan Outline

Investor-Facing Leadership Narrative


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Operational Strategy & Support


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Daniel R.

Offered by Daniel R.

Joined September 2024

5.0

Self-funded Searcher turned SMB Owner

I have experience structuring a self-funded search, evaluating deals, conducting due diligence, working with sellers, and modeling post-transaction financials. I can help those who are considering this path, are mid-search, or are in the final innings of a deal. In 2022, as an MBA student at Yale School of Management, I took three courses on ETA and wrote two papers with A.J. Wasserstein, Pioneer in the world of Search and ETA. I fell in love with the model and determined that I needed to find a way to do this for my career. Following my MBA, I interned at a Traditional Search fund investor for the summer and learned a great deal about what investors look for in Searchers. Following a two-year stint in Management Consulting, I decided to pursue a self-funded search in my home state of Utah. After 6 months of full-time search, I found a small company at which I was hired with the intention to acquire the company (Acqui-hire) and which I will close by late Summer 2025.

Experience level: Associate

$593.75

5h of coaching

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