Search Fund (ETA) | 60-Minute Strategy Session

Whether you're considering Entrepreneurship Through Acquisition (ETA), actively searching for a business, or evaluating a specific opportunity, having an experienced operator challenge your assumptions can help you avoid costly mistakes. As an HBS graduate, former McKinsey consultant, and current CEO, I bring a practical, operator-focused perspective to the acquisition process. This 60-minute session is tailored to your current stage and most pressing challenges. Potential discussion areas include: ETA strategy: Evaluate your objectives, search model, acquisition criteria, and readiness for business ownership. Investment thesis: Pressure-test your target industries, investment criteria, and sourcing approach. Deal evaluation: Assess a specific acquisition opportunity, including business quality, valuation, risks, and potential upside. Transaction strategy: Discuss diligence priorities, seller negotiations, financing, and transaction structure. CEO transition: Work through leadership, operational, and organizational challenges associated with taking over a business. Action plan: Identify the most important decisions and next steps. What you'll walk away with: An independent perspective on your ETA strategy or specific acquisition challenge, actionable recommendations, and greater clarity on your next steps. This is a standalone session. No commitment to additional coaching is required.