How to Buy, Grow, and Sell Small Companies

Welcome to the Micro PE course!

2 mins

[Case Study] Moving resources from low yield to high yield

4 mins

[Interview] Buying online businesses is the easiest path to entrepreneurship

4 reasons to buy vs build

13 mins

How to choose a niche

7 mins

Creating your investment thesis

4 mins

Setting up an umbrella company (USA)

13 mins

Setting up an umbrella company (AU)

5 mins

Setting up an umbrella company (CA)

11 mins

Setting up an umbrella company (other countries)

Deal process overview

10 mins

[Bonus] Industry reports

Module 1: Quiz

Dealflow pipeline tracker

4 mins

Manual dealflow

Automated dealflow

7 mins

Lead outreach and followup

8 mins

[Bonus] Email scripts for seller outreach

Sourcing ecommerce stores on Shopify

(1h 03m 37s)

[Bonus] Finding off-market dealflow (SaaS / Brick&Mortar)

43 mins

Develop a reputation for speed

10 mins

Identifying red flags

12 mins

Module 2: Quiz

[Case Study] Negotiation teardown

12 mins

How to value a small company

10 mins

Quantitative deal analysis

10 mins

Qualitative deal analysis

2 mins

[Bonus] Deal analysis templates (software + ecommerce)

[Bonus] Ecom vs SaaS vs Content Due Diligence

17 mins

Diligence checklist

How to value ecommerce apps: Part 1

13 mins

How to value ecommerce apps: Part 2

24 mins

Getting legal work done without lawyers

8 mins

[Bonus] NDA, LOI, Asset Purchase, Phantom Stock, Equity Partner legal templates ($3k+ value)

Module 3: Quiz

Strategies to fund your deals

15 mins

How to use financial leverage

6 mins

[Bonus] Getting an SBA loan

27 mins

Brokers, escrow, and trust

5 mins

Setting up a support package

[Bonus] Tax strategies for your new entity (USA)

24 mins

Creating a day 0 roadmap

[Bonus] Managing investor interest

6 mins

Module 4: Quiz

[Bonus] Portfolio conventions and organization

9 mins

Create a customer soundboard

6 mins

[Case Study] Identifying power users

Relaunch Step 1: Makeover

12 mins

Relaunch Step 2: Add value

11 mins

Makeover quickstart

Over-investing during relaunch

3 mins

Relaunch Step 3: Go to market

7 mins

Developing a 90 day marketing plan

39 mins

Developer Talent: Introduction

6 mins

Developer Talent: Terminology

28 mins

Developer Talent: Writing a technical spec

35 mins

Developer Talent: Data modeling

20 mins

Developer Talent: ERD creation

9 mins

[Bonus] Data modeling examples

Developer Talent: Wireframing

45 mins

Developer Talent: Hiring

24 mins

Developer Talent: Pricing and negotiations

7 mins

[Bonus] Anatomy of a patent filing

22 mins

Developer Talent: Managing, scaling, retaining

30 mins

Module 5: Quiz

Deciding to hold or flip your asset

12 mins

Growth Share Matrix

Turning active investments into passive investments

7 mins

3 ways to fend off competition

3 mins

[Exit Interview] - Niche content acquisition (DIY Beer Brewing)

48 mins

[Exit Interview] - Acquiring 2 products in 60 days

19 mins

[Bonus] Making your company sellable

8 mins

[Bonus] 4 lessons from a sale gone bad

12 mins

Module 6: Quiz

Thank you + next steps

1 min