Foundation Videos
Foundation Videos
Discover the power of our Foundation Videos, an essential component of our cost-effective learning solutions.
These recorded PowerPoint Presentations add action to the groundwork laid in our blogs/podcasts and are basis for our masterclasses and mastermind groups. Each video delivers key insights, strategic frameworks, and actionable instructions, empowering individuals to navigate complex challenges and seize opportunities with confidence.
The videos explore deeper into the blog's essential concepts, allowing learners access to masterclass material. Whether it's mastering acquisition strategies, honing investor attraction skills, or developing an exit plan, our presentations offer a wealth of knowledge to support your personal and professional goals.
The Foundation Videos are a testament to the power of self-directed learning. They empower you to implement strategies independently, making progress at your own pace. While the package may not include the added benefits of peer camaraderie, coaching support, or performance-tracking metrics as in our other programs, it provides a solid foundation for you to take ownership of your learning journey and drive meaningful results.
15-Part Series of Foundation Videos for Each
Business Lifecycle Journey Path
GBA03
The Acquisition Advantage
How small businesses can identify and leverage the right acquisition opportunities to accelerate growth, utilizing M&As as a strategic pathway to expansion.
Focusing On:
- Understanding the Market for Acquisition
- Recognizing the Right Opportunity
- Timing Your Acquisition
- Preparing to Buy
- Funding the Acquisition
GBA06
Franchise or Freedom?
Explore strategies for expanding startups through acquiring baby boomer-owned businesses, focusing on market diversification, and leveraging existing assets.
Focusing On:
- Franchise Models vs. Independent Business Ownership
- Financial Commitments and Risk Assessment
- Operational Support and Creative Control
- Operational Support and Creative Control
- Exit Strategies and Resale Value
GBA08
Financial Fitness for Acquiring a Business
Further detail to come.
GBA11
The Value Vector
Further detail to come.
GBA14
Marketplace Movements
Further details to come.
GBA01
Acquisitions Market
Focusing On:
- Market Transformation Due to Baby Boomer Retirement
- Strategic Advantages of Acquiring Baby Boomer-Owned Businesses
- The Importance of Due Diligence in Acquisitions
- Managing Transitions and Human Elements
- Modernization and Growth Opportunities
GBA04
The Professional Pivot
Corporate executives transitioning to business owners through strategic acquisitions, navigating the market, and seizing baby boomer opportunities.
Focusing On:
- Understanding the Acquisition Landscape for Executives
- Decoding the Market of Opportunities
- Timing and Strategic Intersection for Acquisition
- Challenges and Rewards of Business Ownership
- Path to Acquisition Readiness and Conclusion
GBA09
Scouting the Horizon
Further detail to come.
GBA12
Integration Insights
Further detail to come.
GBA15
Exit Engineering
Further details to come.
GBA02
Navigating New Horizons
Explore strategies for expanding startups through acquiring baby boomer-owned businesses, focusing on market diversification, and leveraging existing assets.
Focusing On:
- Growth through Acquisition in the Current Market
- Strategic Timing for Acquisition
- Advantages of Acquiring an Existing Business
- Financial Preparation and Accessing Capital
- Executing a Successful Acquisition Strategy
GBA05
Technical Takeover
Transform from technician to entrepreneur: Learn key steps in business acquisition, market evaluation, and leadership for a successful entrepreneurial journey.
Focusing On:
- Evaluating Industry Opportunities
- Understanding Market Dynamics
- Leveraging Baby Boomer Retirement
- Navigating Financial Readiness and Due Diligence
- Assessing Personal and Professional Fit
GBA07
Acquisition Preparation
Unlock success in business acquisition with key strategies on preparation, team building, and financial readiness. Navigate your strategic purchase confidently.
Focusing On:
- Personal and Professional Alignment
- Financial Health Assessment
- Building a Skilled Acquisition Team
- Risk Management and Contingency Planning
- Charting the Course
GBA10
Financing the Dream
Further detail to come.
GBA13
Culture Crafting
Further details to come.
03GIR
The Engagement Equation
Turning initial investor meetings into meaningful, lasting relationships through networking, vetting, and blending digital with personal engagement.
Focusing On:
- Understanding the Investor Mindset
- Defining Your Value Proposition
- Effective Networking and Introductions
- Investor Vetting and Research
- Building Lasting Bonds with Investors
06GIR
Proof Positive
Crafting a compelling proof of concept to demonstrate viability and scalability potential with prototypes, MVPs, metrics analysis, and persuasive presentations.
Focusing On:
- Defining Proof of Concept
Crafting Proof of Concept Case Studies
Metrics That Matter
- Prototyping & MVPs
- Making Your Case
09GIR
The Friends & Family Effect
Further detail to come.
12GIR
The Relationship Route
Further detail to come.
15GIR
Closing the Deal
Further detail to come.
GIR01
Building the Base
Explore effective techniques for cultivating an organic database of potential investors, which will enhance your startup's appeal and funding prospects.
Focusing On:
- The Importance of an Organic Database
- Identifying Your Ideal Investor Profile
- Gathering Information Through Multiple Channels
- Engaging with Content That Connects
- Utilizing Technology to Manage Your Database
Master investor engagement with our guide on building relationships, effective communication, and leveraging digital platforms for lasting partnerships.
Focusing On:
- Understanding the Investor Funnel
- Strategic Communication
- Leveraging Digital Platforms
- Personal Touch in Engagement
- Consistency and Relevance in Communication
07GIR
Track Record Triumphs
Discover how to use past successes, industry benchmarks, and personal investment to attract future investments and build a resilient entrepreneurial journey.
Focusing On:
- Deciphering the Essence of a Track Record in Investment Terrain
- A Multidimensional Track Record Ensures Continued Investment
- Industry Benchmarks and Comparative Analysis
- From Failures to Lessons
- The Role of Personal Investment and Endorsements in Entrepreneurial Ventures
10GIR
Avoiding the Pitfalls
13GIR
Crafting the Perfect Pitch
02GIR
First Impressions
Explore strategies for expanding startups through acquiring baby boomer-owned businesses, focusing on market diversification, and leveraging existing assets.
Focusing On:
- Crafting a Captivating and Authentic Introduction
- Developing a Compelling Business Narrative
- Effective Online and Offline Introductions
- Maintaining Consistency Across Communication Channels
- Engaging Visuals and Follow-Up Strategies
05GIR
The Attraction Factor
Attract investors by showcasing vision through branding and innovation alongside dynamic team capabilities tailored for startups seeking strategic funding.
Focusing On:
- Defining the 'Attraction Factor' in Investor Relations
- Showcasing Team Dynamics and Expertise
- Building a Strong Brand Identity
- The Role of Innovation and Market Differentiation
- Leveraging Social Proof and Testimonials
08GIR
Skin the Game
11GIR
The Investor's Mindset
14GIR
Funding the Invisible
03EOYT
Timing the Market
Discover how to leverage market timing, economic signals, and financial health to plan your business exit strategically for maximum value and success.
Focusing On:
- Understanding Market Dynamics
- The Market's Symphony
- Interpreting Financial Indicators
- Gauging Your Business's Lifecycle
- Weighing Personal Goals and Macro-Economic Considerations
06EOYT
The Art of the Deal
Discover essential business exit strategies, including asset vs. stock sales, mergers, acquisitions, ESOPs, and more for effective business transitions.
Focusing On:
- Asset Sale vs. Stock Purchase Sale
- Mergers, Acquisitions, and Buy-outs - Understanding Your Options
- Navigating Different Business Sale Approaches
- Exploring Alternative Strategies in Business Sales
- Understanding Valuation Across Different Sale Types
08EOYT
Financing the Future
10EOYT
The Buyer's Lens
15EOYT
Life After Sale
01EOYT
Beginning with the End in Mind
Exit planning allows solopreneurs and small biz owners to maximize business value and successfully sell on their terms by beginning with the end in mind.
Focusing On:
- Shifting Mindset for Exit Planning
- The Importance of an Exit Strategy
- Identifying the Optimal Time to Exit
- Preparing Your Business for Sale
- Creative Financing and Post-Sale Involvement
04EOYT
Preparation is Key
Preparing your business for a profitable exit detailing crucial strategies to enhance operations, financial health, and market positioning.
Focusing On:
- Understanding Buyer Personas
- Essential Steps to Prime Your Business for the Market
- Priming Your Company for Sale
- Proactive Steps to Prime Your Business for Sale
- Signaling Readiness to Attract Premium Buyers
09EOYT
Books & Credibility
11EOYT
Marketing Your Exit
13EOYT
Due Diligence
02EOYT
Laying the Foundations
Discover how strategic exit planning and operational efficiency can pave the way for business growth and a successful sale. Learn essential strategies now.
Focusing On:
- Exit-Oriented Mindset
- Blueprinting Your Exit Strategy
- The 2 to 5-Year Plan for Business Evaluation
- Value Propositions that Appeal to Buyers
- Scalability and Systemization
05EOYT
Identifying Your Ideal Buy
Master the art of selling your business with insights on buyer personas, valuation, and due diligence to secure the right buyer and ensure a successful exit.
Focusing On:
- Understanding Buyer Personas
- Defining and Tailoring to the Ideal Buyer Persona
- Conducting Market Analysis and Understanding Buyer Motivations
- Valuing and Positioning the Business for Sale
- Preparing for Buyer Due Diligence and Final Negotiations
07EOYT
Financing the Future
Discover key strategies for using Seller Financing and Earnouts to facilitate smooth business transitions, mitigate risks, and ensure growth.
Focusing On:
- Understanding Seller Financing and Earnouts:
- Benefits of Seller Financing for Seller and Buyer
- Crafting Win-Win Seller Financing Deals
- Understanding Earnouts and Their Structure for Rewarding Partnerships
- Risks and Mitigation Strategies in Seller Financing and Earnouts
12EOYT
The Relationship Route
14EOYT
The Legalities of Leaving
The face of the moon was in shadow
Almost before we knew it, we had left the ground. All their equipment and instruments are alive.Mist enveloped the ship three hours out from port. The spectacle before us was indeed sublime.A red flair silhouetted the jagged edge of a wing.