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

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


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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