Description

This is a 90-day, fixed-scope engagement designed to move you from active search to a deal worth pursuing under LOI. It is not open-ended coaching. Every month has defined deliverables, and the engagement has a hard stop at day 90. Month 1 — Buy Box & Target Architecture We rebuild your buy box until it's specific enough to act on. Not "service business, $1–3M EBITDA" — the version that tells you exactly who to call Monday morning: specific industry and sub-niche, revenue model characteristics (e.g., recurring contract percentage), owner profile, geography, and the deal size your actual capital stack and SBA ceiling support. You finish Month 1 with: A written buy box document you can send to brokers, lenders, and your network A working target list of real companies matching your criteria Direct outreach infrastructure — the letter/email sequences and follow-up cadence for reaching owners before they list Month 2 — Pipeline Review & Deal Screening You bring every deal in your pipeline and we pull them apart together: stated SDE vs. defensible SDE, add-back quality, customer concentration, key-person risk, and whether the asking price survives normalization. I tell you which deals deserve 40 hours of diligence and which ones to kill this week. If your pipeline is thin, we spend this month building one through the direct outreach system from Month 1. You finish Month 2 with: A screened, ranked pipeline — with kill decisions made and documented A repeatable deal screening framework you'll use on every future target My written red-flag notes on each deal reviewed Month 3 — LOI Construction We build your LOI together on your strongest deal: purchase price and the normalization math behind it, deal structure, seller financing terms, earnout language, and exclusivity protections. You walk into that negotiation with a defensible position, not a hope. You finish Month 3 with: A complete, negotiation-ready LOI A term-by-term rationale document so you can defend every number A diligence roadmap for the exclusivity period What the engagement includes: -Three 60-minute 1:1 working sessions (one per month) — these are working sessions on your actual deals, not lecture calls -Unlimited async access between sessions — send me a CIM, a broker email, or a deal question and get a substantive response within 48 hours -My full template library: outreach sequences, deal screening scorecard, add-back verification checklist, and LOI framework -A 12-month subscription to Searcher OS ($1,200 value) — the deal sourcing and acquisition management platform I acquired because my clients needed it. It aggregates and scores on-market deal flow with DSCR and CIM analysis so the listing sites screen themselves in the background — which frees our working sessions for the off-market pipeline where the better deals actually are. You keep it for 9 months after our engagement ends. What happens at day 90: You either have a deal moving toward close, or a materially sharper search than you started with — a real buy box, a working outreach system, and a screening framework you own forever. If you want to continue working together beyond the sprint, that option exists. It is never a default or an auto-renewal.