Course curriculum

  • 1

    Session Recordings

    • BSSF Study Group November 26, 2024

    • BSSF Study Group December 9, 2024

    • BSSF Study Group December 19, 2024

    • BSSF Study Group January 9, 2025

    • BSSF Study Group January 23, 2025

    • BSSF Study Group February 13, 2025

    • BSSF Study Group February 27, 2025

    • BSSF Study Group March 13, 2025
  • 2

    Module #1: Success Fees, Engagement Agreement Part 1 of 2

    • Key Points Module 1 BSSF Study Group

    • PPT Presentation from Class 2
  • 3

    Module #2: Client Selection, Engagement Agreement Part 2 of 2

    • Key Points Module 2 BSSF Study Group

    • PPT Presentation from Class 2

    • Firmex M&A Fee Guide 2024

    • Sample Engagement Agreement
  • 4

    Module #3: Business Analysis and Prepping to Go to Market

    • The M&A Process

    • Sample Pitch Deck ACME Brewing

    • Sample NDA ACME Brewing

    • Sample Teaser ACME Brewing

    • Sample CIM ACME Brewing

    • Key Points Module 3 BSSF Study Group
  • 5

    Module #4: CIM Completion, Deal Launch

    • Key Points Module 4 BSSF Study Group

    • BSSF Class 4 Slides

    • Checklist for Stage 1 of the Deal Process
  • 6

    Module #5: Generating Well-Developed and Qualified Interest

    • Acme Brewery Q+A Document

    • Go to Market Strategy

    • BSSF Class 5 Slides