Kickstart Your Business Acquisition Process

What You’ll Learn in This Video:

• How to overcome analysis paralysis and take action in your business search
• Real-world advice from successful buyers who’ve been in your shoes
• What a “business buy box” is—and how to create yours
• Where to find businesses for sale (on-market and off-market)
• How to build broker relationships that bring you deals
• Structuring your acquisition with SBA loans and other financing
• What to look for in financial due diligence (and how to avoid costly mistakes)
• First 90 days post-close: how to not mess it up

Why This Strategy Works for Any Business:
This approach is designed for both first-time buyers and seasoned operators. Whether you're pursuing an HVAC company or a niche retail shop, this strategy works because it’s:

Action-focused: Gets you off the sidelines and into real conversations with brokers and sellers

Relationship-driven: Teaches you how to build a deal flow through networking

Financially sound: Covers SBA loans, deal structures, and due diligence musts

Replicable: Works for service businesses, manufacturing, D2C, and more

You’ll walk away with a playbook that helps you source deals, evaluate them with confidence, and build your future as a business owner.

Timestamps:
0:00 – Welcome + Who this is for
4:50 – What you’ll learn & Toolkit CTA
6:00 – Tip #1: Take Action Now
7:00 – Advice from Real Buyers
9:50 – Why Buying Small Biz is Smart
11:14 – Step-by-Step: Acquisition Process
12:00 – Step 1: Build Your Buy Box
13:52 – Step 2: Where to Find Deals
16:52 – Step 3: Cold Outreach & Broker Tips
21:28 – First Conversations With Sellers
24:00 – How to Evaluate Opportunities
25:06 – Step 4: Financing with SBA Loans
28:19 – Step 5: Financial Due Diligence
33:17 – Step 6: Closing & Day 1
34:13 – Success Story: John
35:07 – Success Story: Sarah
36:25 – Join The Buyer’s Slack Community
37:25 – Get the Toolkit & eBook
38:43 – Final Thoughts + Take Action Today
46:15 – Q&A Session

Step-by-Step Breakdown:

Step 1: Build Your Business Buy Box
Define what kind of business you want, where it's located, how you'll fund it, and who's running it. Keep it simple but specific. This clarity saves time and creates focus.

Step 2: Source Deals with Precision
Use tools like BizBuySell, Acquire.com, and direct outreach to find quality leads. Build relationships with brokers early so you’re top of mind when new listings come up.

Step 3: Nail Your Outreach Strategy
Use email, calls, and conferences to build rapport. Focus on empathy, especially in first calls with owners. Ask the right questions—why they’re selling, what drives success, and whether the business pencils.

Step 4: Finance the Right Way
Understand SBA 7(a) loans, equity injection requirements, and deal structures. Learn how to prepare the documents lenders will expect so you're not scrambling later.

Step 5: Trust But Verify
Conduct proper financial and legal due diligence. Partner with experienced professionals to avoid red flags and ensure the deal supports your lifestyle and loan payments.

Final Thoughts & Call-to-Action:
Buying a business doesn’t have to be overwhelming—if you follow the right steps, surround yourself with the right people, and stay focused on action.

• Subscribe for weekly acquisition strategies
• Check out our full webinar series for more tactical insights

🔗 Are you an Entrepreneur or Investor looking for help with Financial Due Diligence?
Learn how I can help: tinyurl.com/5997x6u5

🔗 Join our exclusive Buyers Club and connect with serious dealmakers.
docs.google.com/forms/u/0/d/e/1FAIpQLScUhiticVReIh…

------Patrick O'Connell––– Social Media–––

Facebook: www.facebook.com/OConnellAdvisoryGroup/
Twitter: x.com/smbdealguy?lang=en
Instagram: www.instagram.com/smbdealguy/
YouTube:    / @patrick_oconnell  
LinkedIn: www.linkedin.com/in/patrick-o-connell-3b235177/
TikTok: www.tiktok.com/@smbdealguy