From Zero Idea To Seven-figure Acquisition By Jason Paul Rogers
Original price was: $2,222.00.$17.00Current price is: $17.00.
File size: 14.70 GB
Media Type: Online Course
Delivery Time: 1-12 hours.
Content proof: Watch here!
- Description
Description
From Zero Idea To Seven-figure Acquisition By Jason Paul Rogers – Instant Download!
FROM ZERO IDEA TO 7-FIGURE ACQUISITION
FROM ZERO IDEA TO
7-FIGURE ACQUISITION
- A Step-By-Step Program Walking You Through How to Create Wealth Through Buying a 7-Figure Business with Stable Cashflow & Be Well-Positioned to Buy Many More Thereafter… With NO Money of Your Own, NO Prestigious B-School Degree, and NO Impressive Executive Business Experience To Speak Of… I KNOW BECAUSE I DID IT…
- Tax Deductible Once You Legally Form Your Company
- Everything I Know in One Program
CURRICULUM:
The Intro: Creating Wealth Through Buying
Businesses
- 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 7 – 9 Months Than in 3 Years When Starting 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)
- How To Get the Most Out of This Course
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
- 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, Board, 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
- Low vs. High Multiple Industries: Deeper Analysis with Examples
- 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
- Choosing an Industry and Crafting a Strong Investment Thesis (©️ Jason Rogers)
- Low vs. High Multiple Industry Analysis (©️ Jason Rogers)
Module 2: Everything You Need to Know About How to Recruit a World-Class Team WITHOUT Wasting a Ton of Time or Equity
“If I have seen further than other men, it is by standing upon the shoulders of giants.” – Sir Isaac Newton
- 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 Team / Advisory Board
- What You Need to Know and How to Ensure Your Board Members Perform on Par with Their Compensation (Updated 2020 Insight from My Experience)
- What Actually Matters in 2020: (1) One of the Problems with Free Founders Equity that You Need to Be Aware of, (2) Should You Recruit a Chairman, (3) The BEST Board Composition for
- Your First Couple of Deals, (4) Attributes of Good vs. Bad Board Members from Experience
- Your Board: Why You Want One and the Leverage It Provides You With
- Advisory Board vs. Board of Directors: What You Need to Know (an Important Distinction)
- The Basics of Building a Board: What You Need to Be Successful
- Carrots to Allure Board Members, The Power of LinkedIn, & How Much Equity to Give
- Insight to Dominate the Board 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 the Board, Board Dynamics & Next Steps
- Why “Speed Kills” When Building a Board
- How To Let Go of an Underperforming Board Member (or an Equity Holder)
- How To Completely Automate the Initial LinkedIn Reach-Out for Board Candidates
- Getting LinkedIn Recruiter for Free – 2020 Update
- How to Use LinkedIn Recruiter – 2020 Update
- Screen Recording on How to Cold Message for Industry Experts / Board Members / License Holders on LinkedIn & Script (share this video with your virtual assistant and have them do it for you!)
- The Exact Powerpoint Presentation on the Investment Thesis of Brighter Living Properties That Jason Presented to Board Candidates (©️ Jason Rogers)
- 2nd Real Example of a Powerpoint Presentation to Board Members of an Investment Thesis for a Rollup in a Different Industry (©️ Jason Rogers)
- Personally and Strategically Crafted Initial Cold Reach-Out Message to Chair Candidates (©️ Jason Rogers)
- Personally and Strategically Crafted Initial Cold Reach-Out Message to Board Candidates (©️ Jason Rogers)
- Personally and Strategically Crafted Message to Board Candidates to Schedule 1st Call (©️ Jason Rogers)
- Personally and Strategically Crafted Message to Board Candidates to Schedule 2nd Call (©️ Jason Rogers)
- Personally and Strategically Crafted Closing Message to Board Candidates (©️ Jason Rogers)
- Personally and Strategically Crafted Confirmation of Equity Email to Board Members (©️ Jason Rogers)
- Industry Expert Initial Message & Follow Up Script (©️ Jason Rogers)
- Example Parent Company Equity Distribution Table (©️ Jason Rogers)
- Properly Written LinkedIn Biography Statement Example (©️ Jason Rogers)
- Properly Written LinkedIn Company Mission Statement/Description Example (©️ Jason Rogers)
- Cold Message Script for Reaching Out to License Holders (©️ Jason Rogers)
- 5 Keys to Optimize Your LinkedIn Profile (©️ Jason Rogers)
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. Fluff & BS)
- 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 Board 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 Board Members Who Was a Partner at a Big 4 Accounting Firm) (©️ Jason Rogers)
- Email Script Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
- Phone Script Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
- Email of Intent Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
Module 4: Everything You Need to Know About Recruiting World-Class Legal Protection for Your First Transactions (Including What Few Know and No One Will Tell You So You Avoid Paying Exorbitant Fees)
- Intro: What NO ONE Will Tell You About Getting Legal Representation For Your First Deals (The Punchline)
- Selecting Legal Representation (Jason’s Updated Insight – May 2020)
- 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
- Final Point on Securing Legal Services
- Script Jason Crafted to Successfully Meet with Top Law Firms (©️ Jason Rogers)
Module 5: Cultivate Endless Deal Flow in an Efficient Matter, Fluff & BS vs. What Works (Deal Flow is Arguably the Most Important Thing)
- Intro: The MOST IMPORTANT Thing About Deal Flow
- 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)
- On Building a “Deal Hunting” Sales Team
- Automation Secret: Find Motivated Sellers on Autopilot with this Automation Software Service
- Method That No One Knows to Procuring FREE Company Contact Info Lists with Ability to Search/Sort by Revenue, # of Employees, Location, and Industry. Also, Where to Find a List of Brokers.
- How to Find the Email and Phone Number of Virtually Any Company CEO or Owner… Most People Don’t Know This (Hack for Endless Deal Flow). Also, How to Find Investors. (+ scripts)
- Cold Calling Business Owners and Others with Efficiency (+ how to setup a free office phone)
- Hot Leads Database/CRM Template to Stay Organized (©️ Jason Rogers)
- Standard Sales Person Agreement Jason Used to Obtain Help Searching for Hot Deals (©️ Jason Rogers)
- Cold Calling Script We Used to Engage with Owners to Obtain Off-Market Deal Flow (©️ Jason Rogers)
- 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 (©️ Jason Rogers)
- Prospective Business Owner Initial Cold Email Script #1 (©️ Jason Rogers)
- Prospective Business Owner Initial Cold Email Script #2 (©️ Jason Rogers)
- Prospective Business Owner Follow Up Message w/ Formal Request for Financials (©️ Jason Rogers)
- Email Script to Broker or Investment Banker That Finds Deals In Your Sector (©️ Jason Rogers)
- 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 (Go to the Vault for More on This)
- Intro: Basically Everything You Need to Know About Small Cap Valuation So You Can Make a Profitable First Acquisition
- 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
- How to Value Businesses Fast & Give Snap Offers (and When You Should Do So)
- 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)
- 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 (©️ Jason Rogers)
- Micro-Focused Due Diligence Checklist We Use (©️ Jason Rogers)
- Macro-Focused Due Diligence Checklist We Use (©️ Jason Rogers)
- Covid-19 Specific Due Diligence Checklist/Questionnaire
Module 7: How to Negotiate Price and Terms with Sellers Like a Veteran Dealmaker
- Two Negotiation “Paths” to The Same Result
- 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
- 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
- NDA Template We Used
- 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)
- Purchase of Sale Agreement Template
- Example of a Real Purchase of Sale Agreement with Reference to Negotiable Items
Module 8: How to Sell Your Deals to Banks and Get Lenders Competing to Finance Your Acquisition (Including the Seller)
- 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
- 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
- Do You Need a “Business Plan” or a “Loan Package?”
- Should You Guarantee the Loan?
- How to Easily Get a Loan With Terrible Credit
- The Importance of Appraisals for Procuring Finance
- The Secret to Securing the Finance for the Deal
- How to Execute an SBA & Seller Finance Combination Deal Structure (The Two Easiest Forms of Debt Packaged Into One Transaction)
- How to Raise Equity Legally
- 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
- Personally and Strategically Crafted Phone Scripts to Sell Banks on Your Deal and Questions to Ask (©️ Jason Rogers)
- Personally and Strategically Crafted Introductory Follow-up Email Script to Send to Banks (©️ Jason Rogers)
- Meeting with Financial Institutions – Questions and Notes to Ensure Your Acquisition Gets Financed (©️ Jason Rogers)
- Loan Package/Business Plan for Our First Deal (©️ Jason Rogers)
- How to Find Lenders on LinkedIn Script (©️ Jason Rogers)
Module 9: Everything You Need to Secure an SBA 7(a) Loan for Your Acquisition (for US Only)
- 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 DON’T & Will NEVER Offer You Significant Seller Finance Because They Can Command Cash From Other Buyers
- Should You Fundraise Equity? Let’s Discuss
- How to Structure a Fund or Equity for Investors
- 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
- How to Use ******** 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)
- Jedi Strategy to Fundraise Equity for Biz & Real Estate Acquisitions (As Seen on Youtube)
- The Secret to a Successful First Fund
- Finance Structures for Your Deal and Recap on How to Get Your Deal Financed (©️ Jason Rogers)
- Jason’s Investor Pitch Deck(©️ Jason Rogers)
- Message to Potential Investors (©️ Jason Rogers)
- Investor Update Message (©️ Jason Rogers)
- How to Find Investors on LinkedIn Script (©️ Jason Rogers)
- Formal Investment Letter of Intent & Offer We Use w/ Our Investors (Drafted by Ivy League M&A Lawyer on Jason’s Deal Team)
Module 11: Transitioning to Ownership, Operations, and Scaling Your Business
- Business is Ruthless: The Devil IS in the Details in Legal Documents (How I Almost Got Screwed)
- 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
- Automating Recruitment, Payroll, HR, & Employee Benefits
- On Hiring a CFO, COO, and CEO
- “De-Risking” Leveraged Buyouts with Organic Growth, Cross-selling, & Advertising
– How Using a Combination of Cross-selling + M&A can 4x Growth After Making Your First Acquisition
– Importance of / Strategies on… Organic Growth, Marketing, Systems, Extreme Delegation, and Sales to “De-Risk” Highly Leveraged Transactions and Keep Your “Debt to Earnings Ratio” Low to Easily Fund More Acquisitions After Your First (organic growth is pure profit!) - Brighter Living Operating Agreement, Drafted by an Ivy League Trained Lawyer
- Management Interview Doc
Free Bonus 1: Jason’s Vault of Recorded Calls and Webinars / Case Studies with Other Acquisition Entrepreneurs
- Live Call w/ Student in Quality Control Testing Industry: Managing the Legal Side of Your Board & 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 Board
- 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
- Live Call w/ One of Jason’s Executives/Shareholders: Insights Into Doing Deals
- Compilation of Live Calls: Jason Calling Banks
Role Play: First Call with Board Member – Sell the Vision, Sell the Dream
Role Play: How to Close a Board Member
Role Play: Intro Interview of Banker/Financial Institution – Filling Your Pipeline (plus analysis)
Role Play: Financial Presentation of Deal to Banker (with analysis) - March 2020 M&A Update from Jason:
– Live Call Between Jason and Executive on How to Get Any Seller to Sell You Their Business (Even If It Isn’t For Sale)
– Exactly What Sellers Are Looking For That Will Clearly Separate You From Other Buyers
– How to Deal With Sellers, Brokers, and Bankers If They Bring the Heat
– The Easiest Way to Raise Capital and Create Investors for Life
– How to Go About Conducting Due Diligence
– How Jason Has Been Able to Raise 325k in Investor EQUITY (not debt) for deals in the Last 5 months - April 2020 M&A Update from Jason:
– Doing a Deal for a Dollar/100% Seller Finance – Myth vs Truth
– Important Thoughts on Accounting, Legal, Valuation, Financial Valuation Models
– Coronavirus/Current Market Update (Never Been a Better Time to Hit the Phones!!) - May 2020 M&A Update from Jason:
– Important thoughts on the Competitive Nature of Business
– Analysis of a Deal in Our Pipeline that is Interesting
– Is any Sector a Good Sector?
– Local Competitive Advantage vs. Worldwide vs. National?
– Asset vs. Stock Purchase (What You Need to Know)
– Important thoughts on Big Accounting and Law Firms (for Startups/Rollups)
Free Bonus 2: How to Succeed As a Founder
- Habits
- Confidence
- Style
- Communication
- Successful Selling
- Goals & Affirmations
- The Top Nine Reasons Why Small Business Acquisitions Fail (From a Stanford Business School Study)
- Jason’s Personal Habit Tracking Template (©️ Jason Rogers)
Free Bonus 3: Monthly Zoom Calls with Jason and Other Acquisition Entrepreneurs
Past Zoom Calls:
- Live Call w/ Other Acquisition Entrepreneurs: 02/20/20
- Live Call w/ Other Acquisition Entrepreneurs: 03/18/20
- Live Call w/ Other Acquisition Entrepreneurs: 04/10/20
- Live Call w/ Other Acquisition Entrepreneurs: 04/26/20
- Live Call w/ Other Acquisition Entrepreneurs: 05/10/20
- Live Call w/ Other Acquisition Entrepreneurs: 06/18/20
- Live Call w/ Other Acquisition Entrepreneurs: 07/25/20
- Live Call w/ Other Acquisition Entrepreneurs: 08/23/20
- Live Call w/ Other Acquisition Entrepreneurs: 09/25/20
TOTALS
30
HOURS OF VIDEO
10
HOURS OF AUDIO
55
SUPPORTING FILES
AND COUNTING
What Entrepreneurs Are Saying…
From Zero Idea To Seven-figure Acquisition By Jason Paul Rogers, what is it included (Content proof: Watch here!):
- 0.Intro Module Creating Wealth Via Making Acquisitions
- Module 1 Build a Bulletproof Investment Thesis
- Module 2 Recruit a World-Class Board of Directors Advisors
- Module 3 Recruit an Elite Accounting Firm
- Module 4 Recruit World-Class Legal Support
- Module 5 Cultivate Hot Off-Market Deal Flow
- Module 6 How to Value Businesses in Your Sector
- Module 7 How to Negotiate the Price _ Terms with Sellers
- Module 8 How to Sell Your Deals to Banks _ Get Your Acquisitions Financed
- Module 9 Everything You Need to Secure an SBA 7(a) Loan for Your Acquisition (for US only)
- Module 10 How to Raise Private Equity (Cash) the Right Way
- Module 11 Transitioning to Ownership, Operations, _ Scaling
- Module 12