Program Curriculum
The Intro: Creating Wealth Through Buying Businesses
$500 Value
- Intro Video: Keeping It Real With You (What It Takes)
- A Little About My Story, Why Having NO Experience Won’t Stop You
- Buying an Existing Business vs. Creating One From Scratch (I Created More Net Worth For Myself in 8 Months Than in 3 Years When I Started a Business From Scratch)
- How Many Businesses Can You Buy? (How Ever Many You Want – The First One is the Hardest!)
- How to Make Profitable Acquisitions in ANY Economic Period You Buy
- The Power of a Suit and Tie, What You Should Wear and Why
- The Suit & Tie vs. Blue Collar Clothing Explained (When to Wear What)
- A Cautionary Tale on Bootstrapping Deals
- Get the First One Done… and Everything Opens Up For You (this is important)
- Getting a First Deal Done… Know This Before You Pull the Trigger
- It’s a Process…
- How To Get the Most Out of This Program
Module 1: Everything You Need to Know About Picking an Industry and Creating a Bulletproof Investment Thesis So Your Growth Potential Isn't Slowed or Unprofitable
$2,000 Value
- Intro: Everything You Need to Know in 2020 About Picking an Industry / The Punchline
- How to Create, Frame, & Sell Your Investment Thesis (Important for Bankers, Your Deal Team, Sellers, and EVERYONE Else!)
- A List of Sectors to Consolidate (with My Analysis)
- Economic Attributes of a Strong Sector to Consolidate (Extremely Important)
- Low vs. High Multiple Industries: What You Need to Know
- Very Important Final Considerations for Creating Your Investment Thesis (DON’T Pick That Industry If…)
- Simple vs. Complicated Industry? A Very Important Distinction and How to Decide What You Should Do
- How Much Industry Growth Is Necessary to Be Successful When Choosing an Industry?
- Importance of Geography and the Lies About the NEED of Fragmentation Exposed
- Industries Jason Recommends…
- More Insight Into Various Industries
- More Thoughts on Picking an Industry
- Think About THIS
- Know Where You Are Going... And STICK TO IT... You basically HAVE to be all in...
- Look for Something You Can Dominate and Then Get Competitive...
- One Important Facet of a Good Industry AND DEVELOPING YOUR VALUE-ADD
- Take advantage of interviewing the industry expert!!!
- You NEED a Lot of Confidence in Your Sector
- Service vs. contracting economics and dynamics (deep dive)...
- Jason's Thoughts on Buying Accounting Firms
- Choosing an Industry and Crafting a Strong Investment Thesis
- Low vs. High Multiple Industry Analysis
Module 2: Everything You Need to Know About How to Recruit a World-Class M&A Team Without Wasting a Ton of Time or Equity
$4,000 Value
- Intro: The Most Important Thing No One Will Tell You to Push You Forward and Stop WASTING Time & Equity
- The Entire Truth About “Advisory Boards,” What I’ve Tried That DOESN’T Work vs. What DOES Work Extremely Well and Saves You… (FROM ACTUAL EXPERIENCE unlike most of the other people talking online)
- Don’t “Fake It Till Ya Make It.” Do THIS Instead…
- How You Should Name Your Deal Team
- How Much Equity Should You Give to Each Member of Your M&A Deal Making Team
- What You Need to Know and How to Ensure Your Deal Team Members Perform on Par with Their Compensation (Updated 2020 Insight from My Experience)
- Your Deal Team: Why You Want One and the Leverage It Provides You With
- 10% for a… ??
- The Basics of Building a Deal Team: What You Need to Be Successful
- Carrots to Allure Deal Team Members, The Power of LinkedIn, & How Much Equity to Give
- Insight to Dominate the Deal Team Recruitment Process
- Call One: How to Captivate Candidates On Your First Call
- Second Meeting: How to Weed Out the A-Quality Candidates from The Rest
- The Domino Effect: How to Use Momentum to Your Favor
- The Final Meeting: Tying the Knot with the Best Candidates
- Setting Expectations for Your Team UP FRONT
- Talking to Billionaires, Closing Your Deal Team, Deal Team Dynamics & Next Steps
- The Characteristics of an Industry Expert You Want
- Why “Speed Kills” When Building a Deal Team
- Orchestrating the First Zoom (Or In-Person) Meeting with All Your M&A Deal Team Members, What to Say…
- Very Important Points on Your Industry Expert & Why It’s Such an Important Role
- How To Let Go of an Underperforming Deal Team Member (or an Equity Holder)
- More Truth on Building an M&A Deal Team From the Trenches, What Works Vs. What Doesn’t
- “They Just Don’t See the Big Picture…”
- Bringing on a CEO/COO Before Your First Deal & How Much Should You Over Finance
- Do Your Board Members Need a Salary… The “Stanford Marshmallow”… What Should You Do? Jason Answers…
- How To Completely Automate the Initial LinkedIn Reach-Out for Deal Team Candidates
- Getting LinkedIn Recruiter for Free – 2020 Update
- How to Use LinkedIn Recruiter – 2020 Update
- More Advice On Using LinkedIn to Recruit
- Screen Recording on How to Cold Message for Industry Experts / Deal Team Members / License Holders on LinkedIn & Script (share this video with your virtual assistant and have them do it for you!)
- Light Deck vs Full Deck
- M&A Deal Team Secret IF You’ve Already Had Some Success in Biz
- More Important Advice On Giving Out Free Founder’s Equity
- Recording of Jason’s Advice to a Deal Maker on How to Save Free Founder’s Equity
- Set the Precedent with Your M&A Deal Team from the Start (DO THIS)
- Short Rant/Advice on Starting Out and Building Your M&A Deal Team
- This Works Better… (It’s Not a Country Club)
- Thoughts to Ponder when Bringing on a CEO
- What You Are Afraid of Has Been Overblown
- When Should I Form My LLC and Distribute Equity… Do It This Way So You Have Way More Leverage…
- Your M&A Deal Team, Industry Experts, Subsidiary Operations, CEO, CFO – More Honest Thoughts On How To Get the Job Done
- 10% and You Better Get Some Startup CASH
- Important Advice on Bringing Professionals on Your Team, and How You Should Look At Your Financial Situation When Starting Out
- You Must be Hard-Minded... And You Have to Learn to Love Sales...
- The Exact Powerpoint Presentation on the Investment Thesis of Brighter Living Properties That Jason Presented to Deal Team Candidates
- 2nd Real Example of a Powerpoint Presentation to Deal Team Members of an Investment Thesis for the Plumbing/Utility Services Industry
- Strategically Crafted Initial Cold Reach-Out Message to Chair Candidates
- Strategically Crafted Initial Cold Reach-Out Message to Deal Team Candidates
- Strategically Crafted Message to Deal Team Candidates to Schedule 1st Call
- Strategically Crafted Message to Deal Team Candidates to Schedule 2nd Call
- Strategically Crafted Closing Message to Deal Team Candidates
- Strategically Crafted Confirmation of Equity Email to Deal Team Members
- Strategically Crafted Industry Expert Initial Message & Follow Up Script
- Example Parent Company Equity Distribution Table
- Properly Written LinkedIn Biography Statement Example
- Properly Written LinkedIn Company Mission Statement/Description Example
- Cold Message Script for Reaching Out to License Holders
- 5 Keys to Optimize Your LinkedIn Profile
Module 3: Everything You Need to Know About Recruiting World-Class Accounting Representation So You Are Strongly Protected While Avoiding Exorbitant Fees (What Matters vs. BS)
$3,000 Value
- Intro: The Most Important Thing You Need to Know About Making Sure Your Accounting Needs Are In Check For Your First Acquisition (EXACTLY WHAT YOU SHOULD DO FOR YOUR FIRST ACQUISITION)
- There is a Ton of BS Out There On This Topic: Here’s What You NEED to Know & SHOULD Do
- Preview: Use Your Deal Team Clout to Meet Accounting Firms?
- Reach Out to Local Branches
- The 3 Accounting Needs You Will Have (Tax, Audit, Due Diligence, + Bookkeeping)
- The Tiers of Accounting Firms Explained (Big 4, National, Regional, Local)
- Big 4 Firm vs. Regional Firm? Success Fee Basis vs. In House? Let’s Discuss…
- How to Expertly Navigate the 1st Phone Call
- How to Meet Accounting Firms in Person
- How to Close A Top Accounting Firm
- Meeting with Top Accounting Firms: Notes and Questions to Ask So They Know You’re Someone Worth Talking To and Someone That Deserves a Success-Fee Agreement (Includes Advice from One of Jason’s Deal Team Members Who Was a Partner at a Big 4 Accounting Firm)
- Email Script Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm
- Phone Script Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm
- Email of Intent Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm
Module 4: Everything You Need to Know About Recruiting World-Class Legal Protection for Your First Transactions
(Including What Few Know To Avoid Paying Exorbitant Fees)
$3,000 Value
- Intro: What NO ONE Will Tell You About Getting Legal Representation For Your First Deals (The Punchline)
- More on Selecting for Legal Work, Setting Expectations, & How to Get the Best Result for the Least Amount in Fees
- This Is How / Why You Use THIS for Your Law AND Accounting Needs
- Preview for Recruiting a Top Law Firm
- Outlining Your Legal Needs
- LLC vs. C-Corp, Big Law Firm vs. Single Lawyer, Corporate Structuring, and Negotiating a Success Fee Basis
- Tiers of Law Firms, Reaching Out, First Impressions, & Selling The Success Fee Basis
- Mastering the In-Person Legal Meetings & Selecting an Ideal Law Firm
- This Should Be SIMPLE for Your M&A Lawyer... Fire Him_Her If It Isn't
- Final Point on Securing Legal Services
- Script Jason Crafted to Successfully Meet with Top Law Firms
Module 5: Cultivate Endless Deal Flow in an Efficient Matter, Fluff & BS vs. What Works (Arguably the Most Important Thing)
$4,000 Value
- Intro: The MOST IMPORTANT Thing About Deal Flow
- Cold Calling & Deal Flow SECRETS
- The Variety of Different Ways to Find Seller Lists and Some Other Key Concepts About Deal Flow
- Common Traps & Time Wasters to Avoid When Searching for Deals
- How to Efficiently Cold Call Businesses and Fill Your Pipeline (ASK THESE QUESTIONS!)
- Identifying Motivated Sellers vs. Pretenders So You Don't Waste Your Time and You Stay Focused on High Probability Prospects
- Meeting Motivated Sellers in Person (Why and How You Should Do This)
- What You Need to Know About Connecting with Sellers... So They Actually Like You Enough to Sell You Their Successful Company (Rural v Big City, Blue v White Collar, 7 v 8+ Figure)
- Building a “Deal Hunting” Sales Team
- How to Bring on Commission-Only Sales People to Find You Deals, and the Easiest Place to Find Your First Deal
- A Few More Techniques to Reach More Business Owners to be More Efficient when Generating Deal Flow
- "Bull Rush" Selling to Get What You Want
- DO THIS to Build Rapport with Sellers & Get Seller Finance
- How Owners of Great Businesses Select a Buyer...
- How To Gain the Respect of Sellers To Get What You Want
- Automation Secret: Find Motivated Sellers on Autopilot with this Automation Software Service
- Watch THIS About Deal Flow BEFORE You Start Calling!! This is Gold...
- The ONE KEY to Getting Through to the Owner when Cold Calling
- Inside the mind of the Seller: Present Yourself like a Biz Owner or Investment Group ??? Do this as fast as possible.
- Thoughts on On-Market vs Off-Market... How to Get More Results... What Works
- Romancing Sellers to Get Them to Sell to You
- Things I Would Want to Know BEFORE Cold Calling a Company
- Getting good data on companies in your sector...
- The money is in the ______________ and various sources of deal flow...
- The power of testing...
- The Reality of Cold Calling and How We Get Deal Flow...
- What to do if you have money to spend...
- It's About Deal Volume... Turn Over More Deals...
- Owners of cyclical businesses try to sell at opportune times for them... you have to be prepared for opportunities when they come because they eventually will...
- The "Hub and Spoke" Model and how much easier it is to get wealthy using the model after your first acquisition... Also, what you need to know about acquisition sizing on first deals vs. subsequent deals...
- Hot Leads Database/CRM Template to Stay Organized
- Standard Sales Person Agreement Jason Used to Obtain Help Searching for Hot Deals
- Cold Calling Script We Used to Engage with Owners to Obtain Off-Market Deal Flow
- List of Retirement Hot Spots (Important for Those Looking to Do Deals in Retirement Related Industries Like Healthcare) and List of Cities with Major Economic Growth
- How and Where to Obtain Business Data for Your Industry to get Deal Flow
- Prospective Business Owner Initial Cold Email Script #1
- Prospective Business Owner Initial Cold Email Script #2
- Prospective Business Owner Follow Up Message w/ Formal Request for Financials
- Email Script to Broker or Investment Banker That Finds Deals In Your Sector
- Emailing a Broker to Schedule an In-Person Meeting Script
Module 6: Analyzing Investments, Business Valuation, and Performing Due-Diligence: What You Need to Know to be Successful (See the Vault for More on This)
$4,000 Value
- Intro: Basically Everything You Need to Know About Small Cap Valuation So You Can Make a Profitable First Acquisition
- How to Craft Offers at the Perfect Purchase Price, Screen-Share Breakdown of a Real Tax Return to Find the True Earnings, How to Think About Earnings and EBITDA
- What Makes a Great Business Acquisition... The 12 Pillars of Investment (Warren Buffett Would Say This is the Most Important Lesson)
- How to Identify The Average “Going Rate” for Businesses In Your Sector
- Identifying the Key Levers that Influence Precise Value
- 7 Areas You MUST Investigate During Diligence to Make Sure Your Acquisition Succeeds Rather Than Fails
- 1 hr and 45 min Screen Share on Analyzing (Real & Redacted) Tax Returns, Finding True Earnings, and Evaluating Company Strength Based on Financials
- How We Successfully Value and Negotiate a Business's Commercial Real Estate ALL AT THE SAME TIME in a Conservative Way
- How to Value Businesses Fast & Give Snap Offers (and When You Should Do So)
- Why You Should Not Trust THESE PEOPLE When Buying Companies
- Pitfalls to Avoid When Evaluating Business
- Analyzing the Financials of a Multi-Million Dollar Midwest Deal
- Analyzing the Financials of a Multi-Million Dollar North Carolina Deal
- Analyzing "Promised" Financials vs. Reported Tax Return Financials
- The Problem With "Cooked/Deflated" Tax Returns (What You Can Do About It To Get the Best Outcome)
- Keys to Value Businesses Correctly & How Sellers Can Artificially Inflate Earnings - July 2020 Update
- How to Value Real Estate as an Addon to an M&A Business Transaction (or Stand Alone) (Part 1 & 2)
- "Both our operating and investment experience cause us to conclude that turnarounds seldom turn." - Warren Buffett
- Seller Add-Backs and Seller Finance
- Some Thoughts on DSCR and Negotiation
- VALUING COMPANIES IS ...
- What You Should Know About Customer Concentration...
- When Buying the Business AND the Real Estate Makes Sense
- You're Not Trying to Buy a _______, You're Trying to Buy a Company
- "Would You Do a Deal Without Any Seller Finance? Even Without a Little Sliver of the Capital Stack Being Seller Finance to Keep the Seller Somewhat Invested In Your Success?"
- Zoom Calls Are Useful, But They Can't Replace Everything When Making Acquisitions
- Buy assets_companies with strong management ALREADY... preferably
- Quality > Size
- Some things in due diligence are just super important, some aren't important
- Initial Due Diligence Email Template w/ Initial Due Diligence Items to be Requested From Seller/Prospect during LOI or purchase contract phase
- Brighter Utilities Working Capital Excel Model and Analysis for Latest Two Acquisition Targets (Something You Should Send to Your Banker for a Working Capital Loan)
- Jason's Latest Financial Model (excel spreadsheet) That Was Used for Recently Proposed $2M+ Transaction with SBA + Seller Financing
- Personally Crafted Investment Checklist with Investment Principles Learned From the Experience of Buying a 7-Figure Business, Looking at a LOT of Deals in Multiple Sectors, and the Philosophies of Warren Buffett and Sam Zell
- Micro-Focused Due Diligence Checklist We Use
- Macro-Focused Due Diligence Checklist We Use
- Covid-19 Specific Due Diligence Checklist/Questionnaire
Module 7: How to Negotiate Price and Terms with Sellers Like a Veteran Dealmaker
$3,000 Value
- Two Negotiation “Paths” to The Same Result
- How to Solve the Problem of Unsophisticated Sellers and Brokers Who Don’t Know What They’re Doing…
- What You NEED to Know About Security Deposits When Pushing a Deal Through
- Negotiating Buyer Friendly Purchase Agreements and a Few Secrets to Winning the Negotiation for 7-Figure Deals
- Never Forget This... & How to Make an Offer and Control the Negotiation
- The Best Negotiators Do This and So Do I (... & Why It Works)
- The Terms That Underwrite the Purchase: Some Important Points
- One Overlooked Item when Negotiating a Purchase Price and Valuing the Prospective Company That Will Really Impact Your First 90 Days After Closing
- How to “Sell” Seller Finance (What Most Entrepreneurs Don't Understand About Getting Seller Finance)
- Some Important Points on Finalizing the Terms
- Untold Secrets & Stories for Negotiating & Financing Deals
- #1 Question to Ask Sellers for Building Rapport...
- Advanced Strategies for Building Rapport with Sellers... & The Importance of Rapport as Evidenced by a Huge 8-Figure Deal We Negotiated For...
- How to Use the Economy as Negotiation Leverage... Using the Current Economic Climate to Obtain Seller Finance or Outside Equity
- Executing a Partial Buyout (aka Rollover Equity) to Lower Your Debt Risk and Do Bigger Deals
- Into the Mind of 95% of Sellers / Business Owners
- What To Do When the Owner Cooks the Books (In Other Words, When the P&L or Income Statement is Hugely Different From the Tax Returns)
- Problems when dealing with sellers and brokers... You must explain_persuade... And here's how...
- Some of you don't understand this about big deals vs. small deals and it is absolutely crucial to understand...
- Some truths about your first deal....
- The seller finance trap explained...
- When the seller asks how you are going to finance the deal...
- Equity arbitrage to complete the capital stack for your deal
- Seller finance and balloon payments...
- How To Buy a Business Cheap (from experience)...
- If you want to expedite the deal process, show more authority, and increase the strength of the relationship with the seller, you can go straight to the APA and skip an LOI in many cases...
- LOI Word Doc Template
- The Actual LOI for a $14m+ Buyout (redacted for confidentiality)
- The Actual LOI for a $6m+ Buyout (redacted for confidentiality)
- Brighter Utilities Asset Purchase Agreement Template
Module 8: How to Sell Your Deals to Banks and Get Lenders Competing to Finance Your Acquisition (Including the Seller)
$5,000 Value
- How to Find the BEST Banks to Call and WHY These Are the Best Banks
- How to "Warm Up" Banks Before Your Deal Is Ready to Go, Questions You Should Be Asking
- Must Know Financial Terms to Impress Bankers
- Qualifying Banks Once Your Deal is Ready... Putting Bankers in the Hot Seat with These Questions
- How and Why You Call EVERY ___________ ... (Extremely Important) & How You Can Leverage What They Tell You
- Another Slick Way to Find Interested Banks
- A Boss Move if You Need to Get a Bank Meeting ASAP, Other Ruthless Tactics to Negotiate with Banks, & Do This One Thing to Get Banks To Compete for Your Deal (... BANKS HAVE TO LOAN OUT MONEY)
- How to Master the In-Person Bank Meeting
- How to "Milk" More Working Capital Out of a Bank or Any Lender
- Do You Need a “Business Plan” or a “Loan Package?”
- Jason’s #1 Capital Raising Strategy in 2020
- Should You Guarantee the Loan?
- How to Easily Get a Loan With Bad Credit
- The Importance of Appraisals for Procuring Finance
- The Secret to Securing the Finance for the Deal
- How to Raise Equity Legally
- Getting Non Recourse Loans
- How to Fix Your Credit Score
- Inside the Mind of the Lender/Banker... How Lenders/Bankers Will Look at the Financials You Present to Them
- Lean on the Side of More Working Capital Than Less (& How Stock Purchase vs Asset Purchase Can Change Your Ability to Raise Money)
- What is Important When Raising Money vs. What Is Not
- Mindset You Should Have When Talking to Banks in Regards to Your M&A Deal Team
- More on Negotiating with Banks and Getting the Most Out of Your Banking Relationship
- What Banks Really Care About From You... 3 Things
- Initial call with a banker... How to show you are higher status and the person in power...
- When a Banker asks you "Where's Your Skin In the Game?" ... THIS is How You Answer...
- Seller finance is much easier on subsequent deals once you have a deal under your belt... and how to get seller finance regardless of whether this is your first or second deal
- Personally and Strategically Crafted Phone Scripts to Sell Banks on Your Deal and Questions to Ask
- Personally and Strategically Crafted Introductory Follow-up Email Script to Send to Banks
- Meeting with Financial Institutions – Questions and Notes to Ensure Your Acquisition Gets Financed
- Example of Executive Summary & Instructions
- Loan Package/Business Plan for Our First Deal
- How to Find Lenders on LinkedIn Script
- A Working Capital Commitment Letter We Received From a Lender After I Closed My 2nd Deal
Module 9: Everything You Need to Secure an SBA 7(a) Loan for Your Acquisition (for US Only)
$500 Value
- Advantages of the SBA... Keep it simple...
- How to Execute an SBA & Seller Finance Combination Deal Structure (The Two Easiest Forms of Debt Packaged Into One Transaction)
- Introduction To SBA 7(a) Loan - What You Need to Know
- Required Form - SBA 7(a) Borrower Information Form
- Required Form - Statement of Personal History
- Required Form - Personal Finances Form
- Required Form - SBA Owner/Management Resume Template
- Example of an SBA Loan Packet Form and Information Required from an American Bank
- Example Criteria that an American Bank Requires for Their SBA Loan Program
- The Only Other Resource You May Need to Get an SBA Loan
Module 10: How to Raise Equity (Cash) the Right Way So You Can Close on Grade "A" Companies that Will Never Offer You Significant Seller Finance Because They Can Command Cash From Other Buyers
$4,000 Value
- Should You Fundraise Equity? Let’s Discuss
- Where and How to Find Investors (+ a Little Secret on "Pitching" Your Investment)
- How to Pitch Your Deal: Everything You Need to Know
- How to Close & Secure Capital: Other Tips & How to Be the Prize That Investors Have the Opportunity to Invest In
- Do THIS to Raise Capital (we are talking access to 1000s of investors & family offices w/ cash ready to deploy... if you know what you're doing)
- Jason on Investor Returns, Selling TopCo Equity (try to avoid unless it's a sweetheart deal), Raising Money... This is How It's Done
- Important Thoughts on Raising Equity, First Deals, Big versus Small Deals, and the Easiest Capital Structure to Get a Deal Done
- Jason on Purchase Agreements, Security Deposits, The Chairman Position, & Creating Leverage to Raise Money w/ Ease
- On Starting Fund... Do THIS Instead
- There are Different Types of Investors... This is How You Sell To What the Individual Investor Wants So You Can Get What You Want
- Raising Equity Legally...
- My business plan for Brighter Utilities and using a business plan when financing your deal
- Raising money is like dating... plain and simple
- The most important thing you can do when raising money...
- Jedi Strategy to Fundraise Equity for Biz & Real Estate Acquisitions (As Seen on Youtube)
- Structuring limited partner investments with regards to debt vs equity from experience doing multiple different structures...
- How to raise capital... role play with "Mr. Jones" (working the "hypothetical" strategy to raise money... aka non-pushy sales that actually works)..
- How to Find Investors on LinkedIn Script
- Finance Structures for Your Deal and Recap on How to Get Your Deal Financed
- Jason’s Investor Pitch Deck
- Message to Potential Investors
- Highly Advanced Email to Investor (take note of the great selling points, honesty, very straight up, not over the top though at all, also very non-needy) – Use these points to sell your deals to investors.
- Investor Update Message
Module 11: Transitioning to Ownership, Operations, and Scaling Your Business
$3,000 Value
- $2,000 is Not a lot of Money, Our Payroll at B&B is 50,000 a Week Now!
- Business is Ruthless: The Devil IS in the Details in Legal Documents (How I Almost Got Screwed)
- How to Keep the Owner On For a Smooth Transition, and How to Recruit to Fill Holes in Management and Staff (This is Important)…
- How to Master Closing Day
- Bringing Your Company to Legal Life, Vesting Schedules, etc.
- What You Need To Do Your First Week of Ownership
- What You Need To Do Your First Month of Ownership
- What You Need To Do The First Year of Ownership & Beyond
- Why to Scale & How to Do So
- Growing Your New Acquisitions Organically (Important)... How I've Done This With My Two 7-Figure Acquisitions, and How I Will Do It With Future Acquisitions
- Automating Recruitment, Payroll, HR, & Employee Benefits
- What You Need to Know About Management and Operations at SCALE
- On Hiring a CFO, COO, and CEO
- Organic Growth vs. M&A, Pros/Cons of Both, How We are Integrating Our Newest Two Acquisitions, Synergies Within Our New Acquisitions, Cost Savings, Expansion, Cross Selling, Financing New Equipment/Machinery for Expansion
- How To Control Costs (and Keep Employees Honest)
- More advice on operations and finding a proper business to buy...
- Management Interview Doc
Free Bonus 1: Jason's Legal Vault ***aka Deal Docs You Can Give to Your In-House M&A Lawyer
Priceless
NOTE: Most of these legal docs were drafted by an M&A lawyer who was Ivy League trained and has worked for big firms on deals in private equity & venture capital and closed well over 100 deals worth over $35 billion dollars.
Brighter Living Properties (First 7-Figure Deal):
- Redacted Brighter Living Nebraska (Subsidiary) LLC Operating Agreement
- Redacted Brighter Living LLC (TopCo) Amendment to A&R (Removing a Deal Team Member & Redistribution of Equity)
- Redacted Brighter Living Nebraska (Subsidiary) Purchase of Sale Agreement
- Redacted Purchase of Sale Agreement with Reference to Negotiable Items
Brighter Utilities (Second 7-Figure Deal):
- Redacted Brighter Utilities Florida LLC (Subsidiary) Investor Qualification Questionnaire
- Redacted Brighter Utilities LLC (TopCo) Operating Agreement
- Redacted Brighter Utilities Florida LLC (Subsidiary) Operating Agreement
- Redacted Brighter Utilities Florida LLC (Subsidiary) Subscription Agreement
- Redacted Brighter Utilities, LLC (TopCo) Subscription Agreement
- Redacted Brighter Utilities Florida Purchase Contract for Real Estate
- Redacted Formal Investment Letter of Intent & Offer We Use w/ Our Investors
- Redacted Acknowledgement of Asset Acquisition Statement (Brighter Utilities, FL Deal)
- Redacted Affidavit of No Liens (Brighter Utilities, FL Deal)
- Redacted Bill of Sale Absolute (Brighter Utilities, FL Deal)
- Redacted Closing Agreement (Brighter Utilities, FL Deal)
- Redacted Non Compete (Brighter Utilities, FL Deal)
- Redacted Post Closing Operations Agreement (Brighter Utilities, FL Deal)
- Redacted Representation Acknowledgement (Brighter Utilities, FL Deal)
- Redacted Transferor's Sworn List of Creditors (Brighter Utilities, FL Deal)
- Redacted Warranty and Indemnity Agreement (Brighter Utilities, FL Deal)
Miscellaneous:
- STOCK (not asset) Purchase Agreement Template from Ivy Trained Lawyer That We Use
- Promissory note / seller finance note template
- The Actual LOI for a $6m+ Buyout (redacted for confidentiality)
- The Actual LOI for a $14m+ Buyout (redacted for confidentiality)
- LOI Word Doc Template
- Brighter Utilities Asset Purchase Agreement Template
- Mutual NDA We Use, and You Can Use Too
- Example of a Signed NDA with a Seller
- Example of a Real 4+ Million Dollar Offer Letter From Jason (For a Seller With Which You Have Strong Rapport)
- Brighter Utilities Finder's Fee Contract
Free Bonus 2: Jason's Vault of Recorded Calls and Webinars / Case Studies with Other Acquisition Entrepreneurs
Priceless
- Role Play Pitch to Prospective M&A Deal Team Members
- Live Call w/ Student in Quality Control Testing Industry: Managing the Legal Side of Your Deal Team & Business
- Live Call w/ Student in Hotel/Hospitality/CRE Industry: Discussing a Real Estate Roll-up
- Live Call w/ Student in the Laundromat Industry: How to Recruit Your World-Class Deal Team
- Live Call w/ Student (Existing Healthcare Professional with Doctor's Degree) in the Electronic Medical Records/Healthcare Software & IT
- Live Call w/ Student (Existing Engineer) in the Chemical Industry
- Compilation of Live Calls: Jason Calling Banks
- Jason talks through an assisted living deal with student
Free Bonus 3: How to Succeed as a Founder
Priceless
- Habits
- Confidence
- Style
- Communication
- Successful Selling
- Do THIS If You Really Wanna Sell and Get Wealthy (Advanced)
- REVEALED: The 93 | 7 Rule of Sales (most get it backwards)
- Goals & Affirmations
- Hacks for Staying Focused, Taking Action, and Being More Efficient
- Productivity HACKS
- Use THIS to Improve Your Communication
- Attitude You Should Have as a High-Performing Deal Maker
- Warning: People in Business Will...
- Advice to an 18 year old on the M&A process and entrepreneurship...
- Get fired up and get moving!!!
- The Top Nine Reasons Why Small Business Acquisitions Fail (From a Stanford Business School Study)
- Jason’s Personal Habit Tracking Template
Free Bonus 4: Video Replays of all past and future Zoom calls that Jason has Completed with Members (replays only)
Priceless
Past Zoom Calls:
- Live Call w/ Jason: 02/20/20
- Live Call w/ Jason: 03/18/20
- Live Call w/ Jason: 04/10/20
- Live Call w/ Jason: 04/26/20
- Live Call w/ Jason: 05/10/20
- Live Call w/ Jason: 06/18/20
- Live Call w/ Jason: 07/25/20
- Live Call w/ Jason: 08/23/20
- Live Call w/ Jason: 09/25/20
- Live Call w/ Jason: 10/31/20
- Live Call w/ Jason: 11/30/20
- Live Call w/ Jason: 12/29/20
- Live Call w/ Jason: 01/31/21
- Live Call w/ Jason: 02/28/21
- Live Call w/ Jason: 03/30/21 + 03/31/21
- Live Call w/ Jason: 04/29/21
- Live Call w/ Jason: 05/31/21
- Live Call w/ Jason: 06/26/21
- Live Call w/ Jason: 07/31/21
- Live Call w/ Jason: 08/29/21
- Live Call w/ Jason: 10/03/21
- Live Call w/ Jason: 10/31/21
- Live Call w/ Jason: 11/28/21
- Live Call w/ Jason: 01/02/22
- Live Call w/ Jason: 01/30/22
Free Bonus 5: Get Access to the Members-Only Group to Connect with Jason and Acquisition Entrepreneurs Across the Globe
(Post Questions to Jason and Others, Post Deals You Have Questions On, Deal Structures, Hot Industries, etc.)
Priceless
Free Bonus 6: Real-Time Accountability/Progress Tracking w/ all members of the program to create internal competition and to "Hard drive" results
Priceless
Entrepreneurs need to tap into their competitive spirit and be results oriented to achieve "Hard Drive."
