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Every searcher needs a flexible, rigorous model to evaluate opportunities with speed and precision. This package helps you construct a robust financial model tailored to your target criteria. With expert guidance, you’ll understand key assumptions, customize frameworks, and practice applying the model to real opportunities so you can confidently assess acquisition targets. Key components of this package can include, but aren’t limited to: • Build a dynamic, Excel/Google Sheets-based search model. • Customize assumptions for your industries and acquisition criteria. • Learn how to quickly evaluate and compare target companies. • Stress-test financial scenarios to build confidence in decision-making.
Acquisition Search Model (customizable spreadsheet)
Step-by-Step Instruction Guide for Adaptation
Example Evaluations Using Your Criteria
Coaching delivered via live sessions.
Services included:
Investment Analysis
Schedule a call with a Leland team member who can help you explore your options.
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Get help with Due Diligence, Investment Analysis, and .
William also coaches for Management Consulting and Transitioning from the Military. View all.

Joined March 2026
Search Fund Success | Current operator here to help others acquire
Welcome to my profile! Having successfully acquired 3 businesses (2 personally and 1 as a minority investor), I have a wealth of experience in what worked, what didn't work, mindsets required for success and pitfalls to avoid.
5h of coaching