How to Buy, Grow, and Sell Small Companies
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Module 1 - Getting Started

Welcome to the Micro PE course!
[Case Study] Moving resources from low yield to high yield
[Interview] Buying online businesses is the easiest path to entrepreneurship
4 reasons to buy vs build
How to choose a niche
Creating your investment thesis
Setting up an umbrella company (USA)
Setting up an umbrella company (AU)
Setting up an umbrella company (CA)
Setting up an umbrella company (UK)
Setting up an umbrella company (other countries)
Deal process overview
[Bonus] Industry reports
Module 1: Quiz
Module 2 - Sourcing

Dealflow pipeline tracker
Manual dealflow
Automated dealflow
Lead outreach and followup
[Bonus] Email scripts for seller outreach
Sourcing ecommerce stores on Shopify
[Bonus] Finding off-market dealflow (SaaS / Brick&Mortar)
Develop a reputation for speed
Identifying red flags
Module 2: Quiz
Module 3 - Negotiation and Diligence

[Case Study] Negotiation teardown
How to value a small company
Quantitative deal analysis
Qualitative deal analysis
[Bonus] Deal analysis templates (software + ecommerce)
[Bonus] Ecom vs SaaS vs Content Due Diligence
Diligence checklist
How to value ecommerce apps: Part 1
How to value ecommerce apps: Part 2
Getting legal work done without lawyers
[Bonus] NDA, LOI, Asset Purchase, Phantom Stock, Equity Partner legal templates ($3k+ value)
Module 3: Quiz
Module 4 - Financing and Closing

Strategies to fund your deals
How to use financial leverage
[Bonus] Getting an SBA loan
Brokers, escrow, and trust
Setting up a support package
[Bonus] Tax strategies for your new entity (USA)
Creating a day 0 roadmap
[Bonus] Managing investor interest
Module 4: Quiz
Module 5 - Relaunch and Scale

[Bonus] Portfolio conventions and organization
Create a customer soundboard
[Case Study] Identifying power users
Relaunch Step 1: Makeover
Relaunch Step 2: Add value
Makeover quickstart
Over-investing during relaunch
Relaunch Step 3: Go to market
Developing a 90 day marketing plan
Developer Talent: Introduction
Developer Talent: Terminology
Developer Talent: Writing a technical spec
Developer Talent: Data modeling
Developer Talent: ERD creation
[Bonus] Data modeling examples
Developer Talent: Wireframing
Developer Talent: Hiring
Developer Talent: Pricing and negotiations
[Bonus] Anatomy of a patent filing
Developer Talent: Managing, scaling, retaining
Module 5: Quiz
Module 6 - Exit Strategy

Deciding to hold or flip your asset
Growth Share Matrix
Turning active investments into passive investments
3 ways to fend off competition
[Exit Interview] - Niche content acquisition (DIY Beer Brewing)
[Exit Interview] - Acquiring 2 products in 60 days
[Bonus] Making your company sellable
[Bonus] 4 lessons from a sale gone bad
Module 6: Quiz
Rainmakers Club

Thank you + next steps
[NEW] Introducing Fork Connect

Growth Share Matrix

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