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Bookkeeper Empire Builder: Acquisitions Mastermind
Start Here | Mindset + Roadmap Overview (Week 1)
Welcome & Orientation: (1:15)
How This Program Works (Weekly Calls, Slack Channel, Resources) (1:44)
Shifting from Bookkeeper to Investor/Owner (6:25)
Why Acquiring a Business Fast-Tracks Your Success
Your 90-Day Vision: Confidence, Cashflow, Ownership
Phase 1 | Deal Finder Engine (Weeks 2–4)
2.1 Why Buying Beats Building
2.2 What to Acquire: Build Your Acquisition Criteria
2.3 Where to Look: Building Your Deal Flow
Phase 2 | Outreach Engine (Weeks 5–6)
3.1 Entity Setup: LLC, Email, Branding & Positioning
3.2 Targeting the Right Businesses
3.3 Outreach Scripts + Follow-Up Frameworks
Phase 3 | Acquisitions Engine (Weeks 7–14)
4.1 Evaluating a Bookkeeping Business for Purchase
4.2 Business Valuation & Deal Structuring
4.3 Creative Financing: The Deal Stack
4.4 Negotiation Playbook + Legal Considerations
4.5 Due Diligence Deep Dive
4.6 Transition Planning & Optimization
4.7 Growth & Branding Strategy
4.8 Scaling Through Multiple Acquisitions
Bonus Strategy | Consulting for Equity Track (Building Strategic Partnerships)
Positioning yourself as a Consultant-Partner
Finding the right equity-based opportunities
Leading the consult with authority
Creating value through systems, operations, and leadership
Structuring equity deals fairly and protecting your interests
Bonus Strategy | AI Acquisition Suite
Seller Data Analyzer GPT
Due Diligence Reviewer GPT
Due Diligence Reviewer GPT
Acquisition Criteria Creator GPT
Seller Conversation Simulator GPT
Financial Analyzer GPT
Letter of Intent (LOI) Creator GPT
Negotiator Simulator GPT
Shifting from Bookkeeper to Investor/Owner
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