Acquisition Foundations – Codie Sanchez

From your first lead to the final close, Codie walks you step-by-step through the entire acquisition process — so you can see exactly how real deals get done.

Understand how the pros make acquisitions on their terms.

Course Objectives

• Find the Best Business For You
  Get clear on your unique skillsets, business criteria, and income goals to find the best on-market or off-market deals for you.
• Figure Out What It’s Worth
  Learn how to analyze any potential acquisition from start to finish. Determine the right purchase price based on 10 different business value markers.
• Don’t Skimp on Due Diligence
  Dig into the dirty details, ask the right questions, and avoid the landmines. We’ll show you how to spot red, orange, and green flags — so you’ll know exactly when to sign on the dotted line.
• Learn Creative Financing
  Discover creative ways to finance your deal including seller financing and SBA loans – so you never have to risk your family’s future.
• Negotiate Like a Pro & Make an Offer
  Negotiate and structure the best deal using our proven templates and scripts. Create compelling offers and win-win outcomes for both you and the current business owner.
• Get the Deal Over the Line & Close
  Half of all deals never close because shit goes sideways. Follow the detailed checklist to get YOUR deal across the finish line.

What You’ll Learn In Acquisition Foundations

• Unit 1: Foundation
  Learn the foundational mindset and knowledge needed to successfully buy a business, including the deal lifecycle and what it takes to run a company.
• Unit 2: Deal Clarity
  Gain clarity on your personal acquisition criteria using the Contrarian Deal Clarity Framework, focusing on income goals, skills and target industries.
• Unit 3: Origination
  Discover techniques for finding on-market and off-market deals that fit your criteria and learn to track deal flow using the Contrarian CRM Database.
• Unit 4: Outreach
  Master the art of positioning yourself as a qualified buyer, engaging sellers and building relationships with owners and brokers.
• Unit 5: Evaluation
  Learn to evaluate potential deals, sign NDA’s, assess valuation using cash flow and market comparables and decide whether to make an offer.
• Unit 6: Offer & Negotiation
  Understand the differences between loi’s and purchase agreements, structure creative deals, make offers, handle counteroffers and negotiate win-win outcomes.
• Unit 7: Due Diligence
  Navigate the due diligence process, build your deal team, evaluate key information and identify potential issues or red flags.
• Unit 8: Financing
  Explore the five main acquisition funding methods and 21 specific financing strategies, including seller financing, SBA loans and sweat equity.
• Unit 9: Closing
  Master the formal closing process, resolve outstanding issues, finalize legal documents and purchase price allocation.
• Unit 10: Day Zero
  Prepare for the transition to ownership by completing essential tasks and setting the stage for a successful first day.

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