How to launch a Self-funded search
Launching a self-funded search is one of the most exciting and terrifying things I've ever done. Questions like "Am I ready to do this?", "Will I be successful?", and "How do I start?" were major focuses for me over the last few years prior to launching my search. As a coach, my goal is to help you think through these questions and share some hard-earned lessons. This package is designed to: - Help you evaluate if search is right for you (Traditional or Self-funded) and why - Provide you with an overview of the Search ecosystem and current trends (tldr: it's hotter than ever) - Structure a basic strategy for how to structure your search (geographic vs. industry vs. hybrid) - Provide information and guidelines on how to differentiate yourself as a prospective buyer to brokers, investors, and sellers - Starting point on how to think about sourcing key partners (Lenders, Due Diligence, etc. )
What's included
I'm a big believer in the word "Coach." That means that I take a listening-first approach and want the sessions to really be about you and your particular circumstance. I'm not here to rattle off knowledge that you can find online. Rather I care about supporting you in finding the fit with what your desired outcomes are, and coaching you to reach those goals.
- High-level strategy for structuring a self-funded search
Meet your expert

Daniel R.
Self-funded Searcher turned SMB Owner
I've been blessed to have a meaningful and varied career across Management Consulting, HR, and now Search / ETA. Some of my most meaningful experiences include: - Yale SOM/HEC Paris dual MBA-Masters program - Associate at Oliver Wyman management consulting in the Health and Life Sciences practice - HR Business Partner at Amazon, leading a small team and launching a new facility - Undergrad degrees in HR and French - Teaching collegiate-level French courses - Internships with Southwest Airlines and Goodyear Corp. - Entrepreneur and founder of Mountain West Legacy Partners search fund group - Chief Operating officer for The Center for the Empowerment Dynamic