Create Your Operator Readiness Plan

Create Your Operator Readiness Plan

Offered by Jim T.

5.0

()

Successful Search Fund/ETA Operator with full search cycle expertise

Stanford Graduate School of Business Logo

Studied at Stanford Graduate School of Business

Sentry Road Logo

Works at Sentry Road

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


More packages from Jim

Custom hourly · $299/hr

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Jim T.

Offered by Jim T.

Joined September 2025

5.0

Successful Search Fund/ETA Operator with full search cycle expertise

TLDR: Started self-funded search fund in 2023, acquired business 8 months later, have been successfully scaling it ever since. After being the CEO for two private equity backed companies, I wanted to branch out on my own and control more of the pie. I found that constraints from the PE model sometimes negatively influenced business decisions and I wanted to have more control over how to improve and scale a business (not to mention the capital structure). Six months after beginning my search, I submitted the LOI for the business I ultimately closed on two months later. I've been running that business since June of 2024 and we've been growing it nicely while paying down debt. I explored both traditional and self-funded search and completed diligence across a wide range of industries. I've looked at proprietary and brokered deals, received compelling financing terms from lenders and equity investors alike, and have gone through the full ETA cycle. I'm a regular speaker at SMBootCamp and have robust experience with M&A from my previous investment banking and private equity experience. I feel lucky to be doing what I'm doing right now and would love to help others achieve their goals within the Search Fund/ETA space.

Experience level: Executive

$1,420.25

5h of coaching

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    Create Your Operator Readiness Plan by Jim T. | Leland