Michaela Kennedy

[Michaela Kennedy @MichaelaKenn03]

@howieschwa @ChandlerReedSMB @SMB_Attorney @ClintFiore @DBarnettMoncton @GoodsCapital @sbabmarks @SBA_Matthias @Sam_Rosati @smblawgroup @KHendersonCo @JermanMichael @BoilerPlateCPA @MrJoshFro Thanks @ChandlerReedSMB and @howieschwa sent you a DM as well!

[Chandler Reed @chandlerreed]

You've likely heard about @PursuantCapital's @SMBootcamp_ Live here in Tampa.

But in case you haven't, let me fill you in:

Our three-day crash course aims to halve your journey to SMB ownership through our proprietary self-funded searcher playbook, our top-flight Deal Team, and our vast network of investors + deal flow.

Here's a sneak-peek into all three days + more:

Day 1) How to Search & Make an Offer

Section 1: Welcome, Introductions, + Overview

· Attendee Introductions
�� Bootcamp Overview
· Overview of ETA
· Traditional vs. Self-Funded Search
· Self-Funded Search: The Bright Future of ETA

Section 2: Deal Screening

· Search Criteria: Big 3, Second 2
· Nailing Your Elevator Pitch
· Initial Diligence 101
· Don't Spend Time on Deals That'll Never Close
· How To Successfully Work With Biz Brokers

Section 3: How to Search & Build a Pipeline

· Why Time is Everything in Self-Funded Searching
· Learning What Deal is "Good Enough" For You
· Setting Up Your Search: Blocking + Tackling
· Why A Strong Pipeline Is Key
· Direct vs. Intermediary Approach
· Importance of Intermediary Approach in Self-Funded Searching
· Outreach Strategies + Tactics
· Searching CRM 101

Section 4: Valuation

· Multiples 101
· EBITDA vs. SDE + Which To Use?
· Earnings "Bridge"
· Add-Backs 101
· Importance of DSCR
· Financial Modeling 101
· Tricks From The Front Lines

Section 5: Offer Letters

· LOIs 101
· Where are LOIs in the M&A Process?
· Real LOI Review Case Studies
· Structuring LOIs That Work For SBA
· Should You Submit Multiple LOIs at once?

Section 6: Bank Loans (SBA)

· Presented by @sbabmarks with First Bank of The Lake

Night 1) Group Dinner #1

Day 2) Due Diligence & Capital Raise

Section 1: How To "Quarterback" Your Deal

· Hire Great "Position Players"

Section 2: M&A Tax

· Presented by @smbtaxattorney & @BoilerPlateCPA with Builders CPA

Section 3: Accounting & QoE

· Presented by @JermanMichael with Hollywell Partners

Section 4: Legal Diligence & Documentation

· Presented by @SMB_Attorney @KHendersonCo & the @smblawgroup team

Section 5: Insurance Diligence

· Presented by @MrJoshFro with Symphony Risk

Section 6: HR & Employee Benefits Diligence

· Presented by @MichaelaKenn03 with Living HR

Section 7: Business Broker (beginning in November's SMBootcamp Live 👀)

· Presented by Jackie Ossin Hirsch with Crowne Atlantic Business Brokers

Night 2) Group Dinner #2 With Deal Team

Day 3) Live Case Studies + Q&A

· 5 Case Study + Q&A Sessions with successful self-funded searcher turned CEOs like myself, @taywall @rosaticorp @CTW_SMB @jrhartman131 @bluecordcapital and many more!

Post-Bootcamp) Cohort Calls + Slack Community

Cohort Calls (1/Month For 3 Months)

• Big 3/Second 2, Search Tactics
• Financial Modeling Deep Dive
• Equity Raise Process

Slack Community (Lifetime Access)

• Join 100+ Alumni (Current Searchers + Searcher CEOs) in our tight-knit community to ask questions, neatwork, and grow on your SMB journey.

Next Steps:

If you're a current or future self-funded searcher looking to accelerate your journey to Owner CEO... SMBootcamp Live is your answer.

Apply for one the remaining 9 spots in our final bootcamp of 2023 (November 29 – December 1, 2023) in the tweet below:

[Michaela Kennedy @MichaelaKenn03]

Two big changes in verifying employee work eligibility for Florida business owners.

1. FL requires e-verify for private biz with 25+ employees as of 7/1/23 https://t.co/ooDoOj56rW

2. New form I-9 released 8/1/23 and required after 10/31/23 https://t.co/BHmJ9APvz4

[Michaela Kennedy @MichaelaKenn03]

Does your business use independent contractors? The DOL is cracking down on misclassification and the penalties are steep. Learn more about the 6-factor classification system used by the DOL in @livingHRInc’s The Inside Scoop https://t.co/lYSKJOZLF2

[Michaela Kennedy @MichaelaKenn03]

Had a great day @SMBootcamp_ sharing about the importance of HR diligence! People are your #1 expense as a business owner, but HR diligence often flies under the radar.

[Sam Rosati @Sam_Rosati]

Do NOT forget HR diligence!

[Michaela Kennedy @MichaelaKenn03]

Proud to represent @livingHRInc as a speaker at the Women's Military Conference presented by @WAFintl on May 17th with Alexia Benner. Tickets are available by visiting https://t.co/XczW0FZlAe
#HerTimeIsNow #Wafintl #OurTimeIsNow

[Michaela Kennedy @MichaelaKenn03]

Passive talent makes up 75% of the workforce, and only 45% of these people are willing to speak about an open role. 5 steps to resolution: https://t.co/t0ASgmxDCZ via @WilsonHCG

[Michaela Kennedy @MichaelaKenn03]

HR and Talent Technology: The Journey to Automation via @WilsonHCG https://t.co/zKWAiOsFpV #BetterPeople #AI

[Michaela Kennedy @MichaelaKenn03]

#HRtech is an exceptional vehicle for Learning & Development. But human interaction is the engine: https://t.co/ieR9zjlYFh via @WilsonHCG

[Michaela Kennedy @MichaelaKenn03]

@TBLightning Furriest fan! #GoBolts #Hondafansolute #boltssocial #bethethunder #bolts25 #CBJvsTBL

[Michaela Kennedy @MichaelaKenn03]

@WilsonHCG and @ASPIRETweet partnered to examine 3 key #talenttrends impacting Central and Eastern Europe. https://t.co/BWElU3yAxn

[Michaela Kennedy @MichaelaKenn03]

Are you properly prepared to attract and retain the best talent in 2018? https://t.co/OiAFhShoUV via @WilsonHCG #BetterPeople

[Michaela Kennedy @MichaelaKenn03]

70% of businesses use @Instagram as a recruitment and marketing tool, up from less than 50% in 2016. https://t.co/qUTtILnzmO via @WilsonHCG

[Michaela Kennedy @MichaelaKenn03]

The 4 Essential Traits of Today’s #CSuite Talent https://t.co/Xo5Fp7BJGX via @WilsonHCG #BetterPeople #ExecutiveSearch

[Michaela Kennedy @MichaelaKenn03]

Exciting news! CIP Capital and WilsonHCG make strategic investment partnership official. https://t.co/lC0UEFvxLU

[Michaela Kennedy @MichaelaKenn03]

3 Industry Trends Set to Define the 2018 Talent Landscape https://t.co/S520BZc1ZQ via @WilsonHCG and @TheFIRMrecruits #BetterPeople

[Michaela Kennedy @MichaelaKenn03]

"If candidates see positive employee experiences, they feel more confident making a career move.” https://t.co/Fvml3IhUsH via @WilsonHCG

[Michaela Kennedy @MichaelaKenn03]

93% of execs plan to make an org. structure change before 2019. Trends in uniting talent strategy: https://t.co/SSwOuEfhPw via @WilsonHCG

[Michaela Kennedy @MichaelaKenn03]

Excited to be part of an organization that is recognized by #HROToday #bakersdozen once again! https://t.co/e3opwjckD7

[HRO Today @HROToday]

#7 is WilsonHCG (@WilsonHCG), #6 is Allegis Global Solutions (@AllegisGlobal) #BakersDozen2017 #HROToday

[Michaela Kennedy @MichaelaKenn03]

Gen Z will soon make up HALF of the workforce. The #universityrecruitment numbers you need to know: https://t.co/Nxs1KAcwLQ via @WilsonHCG