Jason's M&A Vault
(See Testimonials Below)
The Intro: Creating Wealth Through Buying Businesses
$1,000 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
$3,000 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
$5,000 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)
(Including What Few Know To Avoid Paying Exorbitant Fees)
$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)
$5,000 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)
$5,000 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
$4,000 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)
$7,000 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)
$5,000 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
If you have any questions about SBA loans, Jason has procured over 7-figures in SBA loans.... He has also obtained 4 different types of SBA loans -- 7(a) acquisition financing, 504 financing (real estate), 7(a) working capital financing, 7(a) growth capital financing... probably the 4 most popular SBA loan types.
You can ask any questions you have in the members-only FB group or on consulting calls, but a ton of your questions and more "inside information" will be answered just by seeing the training content in the program.
Unlike other consulting companies, we do not take a percentage off the top of your loan for helping you get an acquisition financed. We take exactly 0%. We show you everything we know in our SBA training videos and docs titled above in module 9 (and answer any questions you have on Zoom calls and in the FB group), and then we send you out to be successful.
We don't hold anything back, and we have nothing to upsell... and we never will. We have never "upsold" ANY client on ANYTHING in our 3 years of doing this. Actually, once you are in one of our two programs (either the 30-week program or the one-year program), that is all we have to offer you. There is nothing else.
Again, you will be able to ask any question you have on SBA loans in the members-only FB group or on consulting calls and Jason will answer.
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
$6,000 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: Management/Operations and Growing the Revenue of Your Newly Acquired Company
$6,000 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
Bonus 1: Jason's Legal Vault ***aka Deal Docs You Can Give to Your In-House M&A Lawyer
$8,000
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
Bonus 2: Jason's Vault of Recorded Calls and Webinars / Case Studies with Other Acquisition Entrepreneurs
$4,000
- 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
Bonus 3: How to Succeed as a Founder
$3,000
- 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
Bonus 4: Access to Video Replays of all past Q&A Zoom calls that Jason has Completed with fellow Acquisition Entrepreneurs
$5,000
Every single Zoom consulting call with Jason is recorded and uploaded into our platform. Our first Zoom consulting call dates back to 02/20/20. Some Zoom calls last 3 hours.
On these recorded consulting calls, Jason has answered literally hundreds of questions about specific deals and virtually anything else you can imagine regarding small cap M&A.
We recommend you watch some of them because Jason shows members what they are doing wrong, and what they need to do to fix it (many people make the same mistakes...).
In watching these Q&A sessions you see many different paths one can take to be a successful acquisition entrepreneur. We have many students in different industries, with different challenges, and you can learn from both the mistakes and the successes.
Free Bonus 4: Get Access to the Members-Only Facebook Group to Connect with Jason and Acquisition Entrepreneurs Across the Globe
(Post Questions to Jason and Others, Post Deals You Have Questions On, etc.)

$6,000
Free Bonus 5: Real-Time Accountability/Progress Tracking w/ other members of the program
- Everyone seriously following the program tracks their progress in this single spreadsheet approximately once per week. We want to drive out human potential. We take results very seriously.
$1,000
Totals (and counting)
Value Breakdown based on JPR's Hourly Rate
- Training Content: Jason Charges At Least $1,000/hr for 1-on-1 M&A Consulting. If we do the math, that is: $1,000 x 60 hours (50 in video + 10 in audio) of Fast-Paced, No-BS M&A Training:
~ $60,000 Worth of Value (all content is only counted once, either in video or audio form) - Jason's Personally Crafted Scripts, Templates, Check Lists, Legal M&A and Closing Documents, Loan Package, etc.:
~ $8,000 Worth of Value - Access to the Members-Only Mastermind FB Group with Jason and Other Acquisition Entrepreneurs:
~ $6,000 Worth of Value - Access to All New Content Additions and Updates... That's Right, as Jason and His Clients Do More Deals, You Can Grow with Them... We'll Update the Program as We See Fit with New Content and Make Sure You Have All the Best Information to do Bigger and Bigger Deals as Your M&A Career Progresses. That's What It's All About.
- $74,000 in value... But what if you do a solid deal or two? Then, how much is all this worth in hindsight?
FAQs
The answer is yes, there are approximately 12 million businesses that you can purchase in the United States alone. There are tons of baby boomers out there that need (or will need) an exit! Here is how the California Association of Business Brokers sees it in a recent article they posted (this is copied word for word so you know I didn’t misconstrue their words).
The Baby Boomers (about 70,000,000 of them) are poised to make a great impact on the American economy.
- Retiring Boomer business owners will sell or bequeath $10 trillion worth of assets over the next two decades.
- These assets are held in more than 12 million privately owned businesses.
- More than 70 percent of these companies are expected to change hands.
- The sale of almost 12 million businesses over the next 10 to 15 years represents a significant increase in the annual number of businesses that will be sold (addition: this is the best scenario for us buyers of businesses… high supply, and low demand!!).
- The 12,000,000 businesses likely to change hands over the next 10-15 years might involve a large number of boomer-to-boomer sales.
- Ironically, now small business ownership is seen as much more safe and secure than working for a large company.
- So, in the coming decades, not only are we likely to see millions of Baby Boomers selling businesses they now own, we will also see additional millions of Boomers (who’ve spent their lives working for someone else), buying businesses. The next two decades will see a significant increase in the number of small and mid-sized businesses being bought and sold by Baby Boomers, in addition to the other generations of Americans that business brokers regularly deal with.
Here is the link to the full article.
You read that correctly. There will be so many companies for sale in the coming years, so much so that baby boomers (one of the greatest, most pro-business generations) are going to buy MORE companies.
There has never been an opportunity like this for a young acquisition entrepreneur!
10 trillion dollars worth of assets will change hands! Motivated sellers left and right! 12 million privately owned businesses up for grabs. And in the majority of cases, the kids don’t want to take over the family business anymore! Absolutely crazy.
I know I am going to take advantage rather than sitting on my ass.
No, you do not need cash of your own to buy a company. You can raise a small down payment from an equity investor or you can use seller finance/seller equity.
Yes, it is easier to buy anything when you have more money. This idea has been floating around that it is easier to buy a business with less money in your bank account because you can just use seller finance. Again, a completely asinine idea started by someone who isn’t actually buying companies. More money/net worth means you have a better credit rating, more collateral, more money to put down, more money to invest in the company, more money to travel to see business owners, more money to focus on acquisitions 100% of the time – the list goes on. But most of all, you just have more leverage with everyone in life when you have more money (including bankers, sellers, investors, and even employees). You are just more attractive to everyone when you have more money.
But this doesn’t mean you need to be rich to get started towards your path to massive wealth. The worst thing you can do is not get started today.
“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
No, everyone can’t buy a business (everyone is not willing to make the sacrifices necessary). This program is not for people with low energy. It takes a strong-willed person to make this program work. No results are guaranteed. This program is for people who are willing to put in the work, take some risk, tackle problems when they arise, and self-generate success.
Yes. You can view the legal agreement on the following page.
If you are a person that frequently gets refunds or backs out of commitments, then you are probably not a good fit for this program. This program works best for committed entrepreneurs with no backup plan. Furthermore, we have one of the least expensive products in this space (about the same price as a community college or university course, with at least 10X the value of a community college or university course). Because our program is less expensive than others and more valuable, fraudulent activities take place when we allow refunds. For those reasons and the others mentioned here, we don’t allow refunds.
Refund and Return Policy:
You agree that all purchases made with us are final. Given the confidential and privileged information contained in the program (see curriculum) and services provided by Jason Paul Rogers and Stress Becomes Power Inc., we have a strict zero refund and return policy. You agree when transacting with and ultimately purchasing from Stress Becomes Power Inc., Jason Paul Rogers, and/or any services provided by Jason Paul Rogers, that any/all transaction(s) or purchase(s) are final and non-refundable.
Yes. Although this isn’t ideal, there are a few reasons why one would do this.
(1) You have a 5 – 10 year window to start buying companies from baby boomers. Baby boomers will continue to retire rapidly during the next 5 – 10 years. The sooner you get into buying and selling companies the better. Indeed, there are TONS of opportunities right now! Other people are realizing those opportunities! That could be you!
(2) You will never lose access to the program. If you invest in the program, the program is yours. We suggest people get through the program as quickly as possible so they are confident and well-equipped when starting the process. But, you can certainly invest in the program now and run through it and then circle back on it later when you are more prepared to take action, follow the process, and make your first acquisition. Maybe you are in school. Maybe you are in a less than ideal living situation or financial situation (FYI we do not suggest people who are in debt to buy this program or any program out there – get yourself out of debt first). Maybe you are moving or are going through some sort of career change. Whatever it is, you don’t have to start taking action tomorrow in this program – although we recommend it strongly. We have seen people take the long-term approach and still be successful. Lastly, we hope, if you are in that long-term boat, that by going through the program we can help you speed up the process of getting to your first acquisition whether by motivation, confidence, or using the business knowledge presented in the program to propel yourself to a place to where you are prepared to begin taking action. Again, ideally, we recommend you come right out of the gate swinging, but we understand that everyone is in a different situation in their life.
(3) You will get access to all updates to the program. This means, that as I myself and my clients buy more companies, we will continue to add what works best. And we won’t be adding content from the beach or from a rented vacation home like some of the “gurus.” We add content from the trenches.
(4) We reserve the right to (and very well may) increase the price of the program as we do more deals and our students do more deals. As anything in life, when you get more successful and generate more results, you have the liberty to increase your prices – another perfect reason why you need to start now so that you can get to that point. It works the same with buying companies – when we started we went after smaller deals and we had to “sell” more to banks and sellers because we were the new, unproven kids on the block. Now, we still go after some smaller deals when they make sense, but we also go after larger deals simply because we have the competence, confidence, and experience to do so.
This program can be applied to virtually all sectors – but will be most successful in growing industries that lack a plethora of buyers. From online stores to landscaping companies to funeral homes – there are many options. This program is easiest to execute in service-based industries, given the multiples are lower and access to financing is easier because there is a higher debt service coverage ratio… because the multiple is lower. But, we are speaking very general here. This doesn’t apply to every situation.
Lastly, this program is harder to execute in real estate industries because (1) there are more buyers, and (2) buying hard assets is equity capital intensive. This means, you will need to have access to equity (either your own cash or investor capital) to do even small-sized real estate deals. If you don’t have access to 6-figures in equity, then real estate is not the quickest way to Rome. Although, you can buy real-estate on the side with the cashflow of other businesses to diversify and multiply your money.
Yes and Yes.
Read the question above titled “Are there enough businesses for me to buy.” You’ll see that you can become a great asset to a company in the next 10 – 15 years if you understand how to buy companies from retiring baby boomers (or any business owner).
If you already own a company, even better. You are actually better positioned than anyone to make an acquisition. Chances are you have more than enough money to buy a medium sized company easily and you’ll have a lot more leverage all around including when building an M&A team, talking to motivated sellers, during due diligence period, getting the financing, running the company, valuing prospective companies, etc.
When you are younger (in your 20s), you have less responsibilities, less risk, and more time to learn than when in your 40s. However, when you are older, you likely have more experience, more savvy, and perhaps – more money. Assuming you’re not in debt, the perfect time to start is now.
YES.
I didn’t have any M&A experience when I started. I don’t have an MBA and I wouldn’t recommend you waste your time, when this single program is probably better than you course These two things do not heavily predict success with this program or entrepreneurship in general when starting out.
Mergers and acquisitions is alive and well in nearly all countries (certainly western culture / capitalistic countries). M&A is absolutely vital to an economy. Businesses exchange hands constantly. Every business owner has a life cycle. At some stage, everyone exits.
The only countries we know of that this program does not really work in is Russia and North Korea – and some other authoritarian countries. Most of our clients are in the US, CAN, UK, AU, or somewhere in Europe.
Two important questions.
(1) If you have been a salesman in your career already, then you are perfect for this program. You must be a decent communicator/salesman to be successful with this program. Of course, it is better if you are a good communicator/salesman. Do you have to be a great salesman/communicator? No. Do you have to be able to speak in public? Certainly not – and you can slowly learn this over time. Is this something that must come inherently to you? Certainly not. I used to be a terrible communicator. Being a good communicator/salesman only takes practice – that is the secret. Practicing your pitches, presentations, cold outreach. Continually getting better. Pretty soon, you will not have to practice at all or very little because it becomes second nature.
(2) You must be able to read and write in a proper manner, whichever language your country speaks. Do you have to be Shakespeare? NO. However, you must be able write with either a strong high school or undergrad writing level. Otherwise, board members, sellers, bankers, etc. will be repelled by you. They all use proper grammar. So, you do the same. It is as simple as that.
What Students Are Saying & DOING...
Note: In addition to what you see below, we do have entrepreneurs who use our M&A training resources and are in the program who go on to be successful and do deals... and we never hear from them because they don't want the notoriety and/or they want privacy from other entrepreneurs who may be looking to copy them and compete in their industry.
Angela (insta, youtube) purchased her first salon/beauty biz in 2022 with none of her own money and no college degree. With room to expand & make bolt on acquisitions in the Tampa metro within a recession resistant industry like beauty, Angela is happy she took the plunge into learning to buy companies.
Omar, one of Jason’s year-long consulting program clients, recently purchased an auto repair and collision business. You can read here about the quality of the sector… Jason is extremely proud of Omar and is excited to see what he can do in the future.

Jake closed his first manufactured housing community (MHC) in sunny Arizona! Congrats Jake! Keep rollin those MHCs up! You can read about the quality of the industry here (MHCs print money).

An Australian client, Mason, talking on a Zoom call w/ Jason:
Mason then closes 1st deal soon thereafter in the veterinary clinic industry (see here for some interesting data):

Jamil, purchased his first digital marketing agency and is primed to do more deals… See the images below. The digital marketing agency industry is a good one. Business owners and middle-aged employees still don’t know how to online/tech stuff, and it is getting more complex (which benefits these agencies). FB/GOOG/Twit/YT/TikTok ads, SEO, SMMA, websites design/dev, eCom, portals, Salesforce, email marketing, cloud — all this stuff is getting more complex, and people don’t know how to do it or simply don’t want to do it (they want to focus on THEIR businesses). This industry is a little bit like cybersecurity or cloud integration service providers. Solid growth and low capital expenditures (you don’t need much capital to grow) which leads to higher free-cash-flow and profit margins. You can buy these agencies (sometimes with seller finance) at low multiples, integrate them, and grow organically. If you have a background in marketing or sales, this industry is one of many good options for you.

Here is the full breakdown of where Jamil is at. We’re super proud of him!

continued…

Tristin making things happen QUICKLY w/ Jason’s help. He went on to acquire a garage door repair business in the state of Florida weeks after writing this message!

This is a post in our public FB group that shows how Jason’s consulting and program saves his clients money by avoiding costly mistakes (there are many traps out there):

And many more:




























































Jason's M&A Timeline

— KB Mechanical (August 17th, 2021)
- Jason’s investment group Brighter Utilities purchases KB Mechanical to expand into commercial and residential HVAC in the Tampa metro.
- The company will come under the B&B Professional Plumbing & Air umbrella for synergies, cost-savings, brand-building purposes, etc.
- Deal Specs: 100% seller-finance with the AR and AP included in the transaction
— Patterson International Service Corp. (August 17th, 2021)
- On the same day KB was acquired, Jason’s investment group Brighter Utilities purchases Patterson International Service Corp. to expand into commercial and residential HVAC in the Tampa metro.
- The company will come under the B&B Professional Plumbing & Air umbrella for synergies, cost-savings, brand-building purposes, etc.
- Deal Specs: 103% financed by a private lender with the AR (but excluding the AP) included in the transaction (transaction over-financed by ≈3%, not including a recent growth capital loan procured on August 13th, 2021 – see below).


— B&B Professional Plumbing & Air (November 7th, 2020)
- Jason’s investment group Brighter Utilities purchases B&B Professional Plumbing and associated real estate in the Tampa, FL Metro (63% business, 37% real estate).
- Deal Specs: 82% SBA 504/7(a) blended loan, 18% seller finance, 8% private investor equity, 11% SBA working capital loan (transaction over-financed by ≈19%).
- In December 2020, Jason procured another working/growth capital loan from the SBA which represents another 11% of the total purchase price (transaction now over-financed by ≈30%).
- Organic Milestones:
- Tripled the revenue of the service department in April 2021.
- August 11th, 2021: Growth capital loan on an 8-year term procured to expand B&B in the Tampa metro (≈10% of the original purchase price for B&B, so at this point, the original transaction for B&B has been over-financed by 46%).
- August 13th, 2021: First day when more than 7 figures of value in two new projects was awarded to B&B (two new grocery stores being built in the Tampa metro).
- August 17th, 2021: Name changed to B&B Professional Plumbing & Air.
- The company has a 30-year history of outstanding relationships with large commercial retailers in the Tampa Bay metro. The company focuses on new commercial construction and ongoing service/maintenance, but is expanding into residential work as well. Companies such as Publix, LA Fitness, Aldi, HomeGoods, Winn Dixie, BJs, Westfield Countryside Mall, and Sprouts all trust B&B Plumbing with their plumbing projects. Many of these companies have asked B&B Plumbing to be their main plumbing contractor as they expand in Florida.
- B&B has high returns on capital (ROIC), significant growth prospects in Florida, and a competitive advantage amongst the utility service players in the Tampa metro.
— Sunset Acres Manufactured Housing Community & Storage Facility (August 9th, 2019)
- Jason’s investment group Brighter Living Properties purchases Sunset Acres just outside of Omaha, NE.
- Deal Specs: 88% seller finance, 12% private investor equity, and 5.5% working capital from a private equity investor (transaction over-financed by 5.5%).
- With a significant amount of economic growth and job growth, the area that BLP’s new housing community serves has a major supply-demand imbalance for affordable housing.
- Economic occupancy stayed at 100% for the community during the Coronavirus Pandemic and the property has been a success for investors.
