Prospective Investor Education

101 Series: Introduction to Investing In ETA

An overview of the tremendous opportunity that exists for investors as Baby Boomers, who own a majority of small businesses in the US, age into retirement and sell.

An introduction to why and how entrepreneurs purchase established, cash-flowing businesses rather than starting a new one from scratch, and how that flips the risk profile.

A primer on how the financing for small business acquisitions works, what the debt/equity structure typically looks like, and where / how investors fit into the equation.

201 Series: Sample ETA Deal Walkthrough

This second, more detailed video series walks through some of the nuances around the typical deal structure, as well as debt and equity terms and mechanics. This information is provided through the lens of a sample deal.

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Access the Fund II Overview

Fill out the form below to gain access to the overview materials for Fund II.