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Package Description:
Once you’ve identified a target, moving quickly and confidently is essential. This package provides the legal and analytical tools you need to structure offers, conduct due diligence, and secure favorable terms. With templates, checklists, and practice scenarios, you’ll feel equipped to handle negotiations and diligence like a seasoned operator. Key components of this package can include, but aren’t limited to: • Draft a reusable Letter of Intent (LOI) template • Build a diligence checklist across financial, legal, and operational areas • Learn negotiation frameworks to manage seller dynamics • Walk through a mock diligence process for practice
What you'll get from this package
Reusable LOI Template
Due Diligence Checklist
Mock Diligence Memo Example
Additional details
Coaching delivered via live sessions.
Services included:
Due Diligence
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Jim
Custom hourly · $299/hr
Get help with Deal Sourcing and Due Diligence.
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.
$1,420.25
5h of coaching