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Gold

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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

01.Intro Video.mp4

02.Content Walk-through.mp4

3.Why No Experience Won’t Stop You.mp4

4.Buying an Existing Business vs. Creating One From Scratch.mp4

5.How Many Businesses Can You Buy.mp4

6.The Power of a Suit and Tie.mp4

7.How I’d Use This Course.mp4

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Supporting Files

1.What Is An Investment Thesis- And Why Do You Even Need One.mp4

2.A List of Sectors to Consolidate – with Analysis Given.mp4

3.Attributes of a Strong Sector to Consolidate.mp4

4.High Multiple Industries vs. Low Multiple Industries.mp4

5.Low vs. High Multiple Industry Deep Dive Analysis – with Live Examples.mp4

6.Final Considerations for Crafting Your Investment Thesis.mp4

7.Disclaimer - On Choosing a Sector You’re Not an Expert In.mp4

Low vs. High Multiple Industry Analysis.pdf

Picking an Industry.pdf

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Supporting Files

Updates

1.Jason_s Updated 2020 Thoughts On Building a Board (Start Here).mp4

2.Why You Absolutely Want One.mp4

3.Advisory Board vs. Board of Directors – Which is Better for Your Goals.mp4

4.The Basics of Building a Board.mp4

5.Carrots to Allure Board Members, The Power of LinkedIn, _ How Much Equity to Give.mp4

6.How to Dominate the Board Recruitment Process.mp4

7.Call One - How to Captivate Candidates On Your First Call.mp4

8.Second Meeting - How to Weed Out the A-Quality Candidates from The Rest.mp4

9.The Domino Effect - How to Use Momentum to Your Favor.mp4

10.The Final Meeting – Tying the Knot with the Best Candidates.mp4

11.Talking to Billionaires, Closing the Board, _ Next Steps.mp4

12.Why “Speed Kills” When Building a Board.mp4

13.How To Let Go of a Board Member – or An Equity Holder.mp4

14.How To Completely Automate the Initial LinkedIn Reach-Out for Board Candidates.mp4

15.Getting LinkedIn Recruiter for Free - 2020 Update.mp4

16.How to Use LinkedIn Recruiter - 2020 Update.mp4

5 KEYS TO OPTIMIZE LINKEDIN PROFILE.pdf

Brighter Plumbing (lite).pdf

Closing Message to Board Candidates.docx

Confirmation of Equity Message to Board Members.docx

Example Equity Cap Table .xlsx

Industry Expert Script Initial Message _ Follow Up.docx

Initial Cold Reach-Out Message to Board Candidates.docx

Initial Cold Reach-Out Message to Chairperson Candidates.docx

Message to Board Candidates to Schedule 1st Call.docx

Message to Board Candidates to Schedule 2nd Call.docx

Mobile Home Consolidation Lite.pptx

Properly Written LinkedIn Biography Statement Example.docx

Properly Written LinkedIn Company Mission Statement_Description Example .docx

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May

Building a Board (Jason_s Updated Insight- May 2020).mp4

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Supporting Files

updates

1.Use Your Board to Meet Accounting Firms.mp4

2.Reach Out to Local Branches.mp4

3.The 3 Accounting Needs You Will Have (Tax, Audit, Due Diligence, + Bookkeeping).mp4

4.The Tiers of Accounting Explained (Big 4, National, Regional, Local).mp4

5.Big 4 Firm vs. Regional Firm Success Fee Basis vs. In House Let’s Discuss….mp4

6.How to Expertly Navigate the 1st Phone Call.mp4

7.How to Meet Accounting Firms in Person.mp4

8.How to Close A Top Accounting Firm.mp4

Email Script to Secure an Engagement from a Big 4 Accounting Firm.docx

Meeting with Top Accounting Firms.pdf

Phone Script to Secure an Engagement from a Big 4 Accounting Firm.pdf

_KPMG Email of Intent.docx

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may

Selecting Accounting Representation (Jason_s Updated Insight- May 2020).mp4

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Supporting Files

updates

1.Recruiting a Top Law Firm.mp4

2.Outlining Your Legal Needs.mp4

3.LLC vs. C-Corp, Big Law Firm vs. Single Lawyer, Corporate Structuring, and Negotiating a Success Fee Basis.mp4

4.Tiers of Law Firms, Reaching Out, First Impressions, _ Selling The Success Fee Basis.mp4

5.Mastering the In-Person Legal Meetings _ Selecting an Ideal Law Firm.mp4

6.Final Point on Securing Legal Services.mp4

Script Jason Crafted to Successfully Meet with Top Law Firms .docx

Selecting Legal Representation (Jason_s Updated Insight - May 2020).mp4

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Supporting Files

1.Procuring a List of Potential Sellers.mp4

2.Common Traps to Avoid When Hunting for a First Deal.mp4

3.How to Cold Call Business Owners.mp4

4.Identifying Motivated Sellers vs. Pretenders.mp4

5.Meeting Motivated Sellers in Person.mp4

6.On Building a “Deal Hunting” Sales Team.mp4

7.Automation - How to Find Motivated Sellers on Autopilot.mp4

Cold Calling Script Brighter Living Properties Used to Engage with Owners to Obtain Off-Market Deal Flow.docx

Email Script to Broker or Investment Banker That Finds Deals In Your Sector.docx

Emailing a Broker to Schedule an In-Person Meeting Script.docx

Hot Leads Database.xlsx

How and Where to Obtain Business Data for Your Industry to get Deal Flow.pdf

List of Retirement Hot Spots. Important for Those Looking to Do Deals in Retirement Related Industries Like Healthcare.docx

Prospective Business Owner Follow Up Message w_ Formal Request for Financials.docx

Prospective Business Owner Initial Cold Email Script #1.docx

Prospective Business Owner Initial Cold Email Script #2.docx

Standard Sales Person Agreement Jason Used to Obtain Help Searching for Hot Deals.docx

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Supporting Files

1.How to Identify The Average “Going Rate” for Businesses In Your Sector.mp4

2.Identifying the Key Levers that Influence Precise Value.mp4

3.How to Value Businesses Fast _ Craft Snap Offers.mp4

4.Pitfalls to Avoid When Evaluating Business.mp4

5.Analyzing the Financials of a Multi-Million Dollar Midwest Deal.mp4

6.Analyzing the Financials of a Multi-Million Dollar North Carolina Deal.mp4

7.Analyzing (Promised) Financials vs. Reported Tax Return Financials.mp4

9.Financing Options for Service-Based Acquisitions (non-advertised, as seen on Youtube).mp4

10.Buying Real Estate v Service Based Businesses (pros, cons, differences) (Non-Advertised, As Seen on YT).mp4

In Home Senior Care Financial Analysis.xlsx

Personally Crafted Investment Checklist with Investment Principles Learned From the Experience of Doing a 7-Figure Deal and the .pdf

Real estate v. serviced based business.xlsx

The Only Due Diligence Checklist You Need.pdf

Towing, Truck Repair, _ Body Shop Excel Analysis.xlsx

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Supporting Files

1.Two Negotiation “Paths” to The Same Result.mp4

2.How to Make an Offer.mp4

3.“The Best Negotiators Don’t Negotiate” Explained.mp4

4.The Terms That Underwrite the Purchase.mp4

5.How to “Sell” Seller Finance.mp4

6.Finalizing the Terms.mp4

7.Untold Secrets _ Stories for Negotiating _ Financing Deals.mp4

8.#1 Question to Ask Sellers for Building Rapport.mp4

9.Advanced Strategies for Building Rapport with Sellers.mp4

10.How to Use The Economy as Negotiation Leverage.mp4

Brighter Living Properties NDA.pdf

EXAMPLE OF AN NDA.pdf

EXAMPLE OF A PSA (SEE NEGOTIATIONS IN RED AND BLUE).pdf

Example of Offer Letter (for seller w_ strong rapport).pdf

PSA.pdf

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Supporting Files

1.How to Find the BEST Banks to Call.mp4

2.Warming Up Banks Before Your Deal is Hot.mp4

3.Must Know Financial Terms to Impress Bankers.mp4

4.Qualifying Banks Once Your Deal is Ready.mp4

5.How and Why You Call EVERY Medium _ Small Bank in the Area (Extremely Important).mp4

6.How to Negotiate with Banks.mp4

7.How to Master the In-Person Bank Meeting.mp4

8.Do You Need a Business Plan or a Loan Package.mp4

9.Should You Guarantee the Loan.mp4

10.How to Easily Get a Loan With Terrible Credit.mp4

11.The Secret to Securing the Finance for the Deal.mp4

Bank Warm Up.docx

Introductory Follow-up Email Script to Send to Banks.docx

Loan Package Example.pdf

Meeting with Financial Institutions – Questions and Notes to Ensure You Fund Your Acquisition.pdf

Phone Scripts to Sell Banks on Your Deal and Questions to Ask .pdf

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Supporting Files

Why SBA Loans Are The Crown Jewel of Acquisition Financing (Non-Advertised, As Seen on YT).mp4

Criteria that a Real, American Bank Requires for Their SBA Loan Program.pdf

Example of an SBA Loan Packet Form and Information Required from an American Bank.pdf

Introduction To SBA 7(a) Loan - What You Need to Know.pdf

Required Form - Personal Finances Form.pdf

Required Form - SBA 7(a) Borrower Information Form.pdf

Required Form - SBA Owner_Management Resume Template.pdf

Required Form - Statement of Personal History.pdf

The Only Other Resource You Need to Get an SBA Loan.pdf

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Supporting Files

1.Should You Fundraise Equity Let’s Discuss.mp4

2.How to Structure a Fund for Passive Investors.mp4

3.Where and How to Find Investors.mp4

4.How to Pitch Your Deal.mp4

5.How to Close _ Secure Capital.mp4

6.Jedi Strategy to Fundraise Equity for Biz _ Real Estate Acquisitions (As Seen on Youtube).mp4

7.The Secret to a Successful First Fund.mp4

Finance Structures for Your Deal and Recap on How to Get Your Deal Financed.pdf

Investor Update Email (draft #1).pdf

Investor Update for May.pdf

Investors Preliminary Emails.pdf

The Investor Deck - Brighter Living.pptx

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Supporting Files

1.The Devil IS in the Details.mp4

2.How to Master Closing Day.mp4

3.Bringing Your Company to Legal Life.mp4

4.The First Week of Ownership.mp4

5.The First Month of Ownership.mp4

6.The First Year of Ownership _ Beyond.mp4

7.Why to Scale _ How to Do So.mp4

8.Automating Recruitment, Payroll, HR, _ Employee Benefits.mp4

9.On Hiring a CFO, COO, and CEO.mp4

Brighter Living, LLC - Second Amended and Restated LLC Agreement.docx

Management interviewing doc.docx

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Bonus 1

Bonus 2 How to Succeed as a Founder

Bonus 3 live call updates

Non-Advertised, Bonus Module

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Role Play

live calls

1.Role Play_First Call with Board Member - Sell the Vision, Sell the Dream.mp4

2.Role Play_How to Close a Board Member.mp4

3.Role Play_Intro Interview of Banker, Financial Institution - Filling Your Pipelin.mp4

4.Role Play_Financial Presentation of Deal to Banker (with analysis).mp4

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April 18th, 2020 Update - Live Call Between Jason and Executive

March 2020 Update - Live Call Between Jason and Executive on Many Points

Compilation of Live Calls - Jason Calling Banks.mp4

Live Call_02-20-20.mp4

Live Call_03-18-20.mp4

Live Call_04-10-20.mp4

Live Call w One of Jason_s Executives, Shareholders - Insights Into Doing Deals.mp4

Live Call w Student (existing engineer) in the Chemical Industry.mp4

Live Call w Student (existing healthcare professional) in the Electronic Medical RecordsHealt.mp4

Live Call w Student in Quality Control Testing Industry Managing the Legal Side of Your Board.mp4

Live Call w Student in the Laundromat Industry How to Recruit Your World-Class Board.mp4

Live Call with Student in Hotel, Hospitality CRE Industry - Discussing a Real Estate Roll-up.mp4

info.txt

live call.mp4

FINANCIAL ANALYSIS MODEL.xlsx

info.txt

live call.mp4

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Supporting Files

1.Habits.mp4

2.Confidence.mp4

3.Style.mp4

4.Communication.mp4

5.Successful Selling.mp4

JPR Habit Tracking Template.xlsx

The Top 9 Reasons Why Small Business Acquisitions Fail According to a Stanford University Study.pdf

Live Call_04-26-20.mp4

Live Call_05-10-20.mp4

1.Why You Absolutely Want a Website.mp4

2.Website for Your Business - How to Stand Out Online.mp4

Prescreened Spreadsheet of 19 Web DesignDevelopers out of the Philippines that Charge $5 - $10hr!!.rtf