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Bookkeeper Empire Builder: Acquisitions Mastermind
Mastermind Roadmap - Lets build an Empire!
Course Outline
Start Here | Mindset + Roadmap Overview (Week 1)
(Week 1) Welcome & Orientation: (1:15)
(week 1) How This Program Works (Weekly Calls, Slack Channel, Resources) (1:44)
(Week 1) Shifting from Bookkeeper to Investor/Owner (6:25)
(Week 1) Why Acquiring a Business Fast-Tracks Your Success (8:39)
(Week 1) Your 90-Day Vision: Confidence, Cashflow, Ownership (15:49)
(Week 1) Your 90-Day Vision Worksheet [Needs to be completed BEFORE first coaching session]
(Week 1) Coaching Session [Position Yourself as an Investor] (54:11)
Phase 1 | Deal Finder Engine (Weeks 2–3)
(Week 2) 2.1 What to Acquire: Build Your Acquisition Criteria (39:24)
(Week 2) 2.2 Acquisition Purchase Criteria Worksheet (5:02)
(Week 2) 2.3 Bookkeeping Acquisitions Criteria Assistant GPT (6:55)
(Week 2) 2.4 Coaching Session [Knowing your Acquisition Criteria] (56:12)
(Week 3) 3.1 Where to Look: Building Your Deal Flow (34:45)
(Week 3) 3.2 Bookkeeping Buyer Simulator GPT
(Week 3) 3.3 How to find business for sales in Facebook with DeAnna (4:18)
(Week 3) Empire Builder_ Acquisitions Mastermind Weekly Sync - Apr 24 2025 (43:49)
Phase 2 | Outreach Engine (Weeks 4–6)
(Week 4) Outreach Introduction (1:02)
(Week 4) Scripts (Review and Download these BEFORE watching the training)
(Week 4) 4.1 What to Say (8:28)
(Week 4) 4.2 How to Connect (10:51)
(Week 4) 4.3 Reaching Out On LinkedIn + Social Channels (9:24)
(Week 4) 4.4 Reaching Out by Phone (8:43)
(Week 4) 4.5 Reaching Out by Direct Mail (10:14)
(Week 4) 4.6 How to Really Connect (8:13)
(Week 4) 4.7 Reaching Out via Email (8:36)
(Week 4) 4.8 Level-Up-Your-Bookkeeping-Business-with-ChatGPT 010725 (57:42)
(Week 4) Empire Builder_ Acquisitions Mastermind Weekly Sync - May 1 2025 (50:24)
(Week 5) 5.1 Discovery Call Masterclass (39:27)
(Week 5) 5.2 ChatGPT Bookkeeping Business Finder
(Week 5) Empire Builder Acquisition Mastermind Weekly Sync - May 8 (60:52)
(Week 6) 6.1 Overcoming Fear & Taking Action in Your Business (59:01)
(Week 6) Empire Builder Acquisition Mastermind Weekly Sync - May 15 (55:58)
Phase 3 | Acquisitions Engine (Weeks 7–14)
(Week 7) 7.1 Evaluating a Bookkeeping Business for Purchase (9:36)
(Week 7) 7.2 Key financial metrics (MRR, margins, churn, expenses) (8:56)
(Week 7) 7.3 Client retention and subscription models (9:00)
(Week 7) 7.4 Spotting red flags and vetting deal quality (10:04)
(Week 7) Empire Builder Acquisition Mastermind Weekly Sync - May 29 (55:58)
(Free Week) Empire Builder Acquisitions Mastermind Weekly Sync | 06/05/25 (59:59)
(Week 8) 8.1 Business Valuation & Deal Structuring (14:33)
(Week 8) 8.2 Valuation models and what makes a deal worth it (9:50)
(Week 8) 8.3 Asset vs. equity purchase deals (8:49)
(Week 8) 8.4 When to walk away (11:15)
(Week 8) Empire Builder Acquisitions Mastermind Weekly Sync | 06/12/25 (61:29)
(Week 9) 9.1 Creative Financing: The Deal Stack (18:20)
(Week 9) 9.2 Seller financing, earn-outs (17:24)
(Week 9) 9.3 Revenue-based leverage, SBA options, private funding (20:31)
(Week 9) Empire Builder Acquisitions Mastermind Weekly Sync | 06/26/25 (61:29)
(Free Week) Empire Builder Acquisitions Mastermind Weekly Sync | 07/10/25 (59:01)
(Week 10) 10.1 Negotiation Playbook. Overcoming Objections & Leading with Confidence (20:41)
(Week 10) 10.2 LOIs, term sheets, purchase agreements (13:02)
(Week 10) 10.3 Legal Considerations (13:57)
(Week 10) Empire Builder Acquisitions Mastermind Weekly Sync | 07/17/25 (58:10)
(Week 11) 11.1 Due Diligence Deep Dive
(Week 11) 11.2 Reviewing financials, contracts, obligations
(Week 11) 11.3 Operational risks and systems audit
(Week 11) 11.4 Using our checklists to assess value accurately
(Week 12) 12.1 Transition Planning & Optimization
(Week 12) 12.2 Client retention and employee transition
(Week 12) 12.3 Immediate wins to stabilize and grow
(Week 12) 12.4 Operational system upgrades and delegation
(Week 13) 13.1 Growth & Branding Strategy
(Week 13) 13.2 Upselling, expanding services, adding advisory
(Week 13) 13.3 Brand merging vs. integration
(Week 13) 13.4 Positioning yourself as a premium firm post-acquisition
(Week 14) 14.1 Scaling Through Multiple Acquisitions
(Week 14) 14.2 Creating a roadmap for future acquisitions
(Week 14) 14.3 Becoming the go-to bookkeeping powerhouse in your niche
Phase 4 | Consulting for Equity Track (Building Strategic Partnerships)
(Week 15) 15.1 Positioning yourself as a Consultant-Partner
(Week 15) 15.2 Finding the right equity-based opportunities
(Week 15) 15.3 Leading the consult with authority
(Week 15) 15.4 Creating value through systems, operations, and leadership
(Week 15) 15.5 Structuring equity deals fairly and protecting your interests
Bonus Strategy | AI Acquisition Suite
Bookkeeping Acquisitions Criteria Assistant GPT (6:55)
Bookkeeping Buyer Simulator GPT
Negotiator Simulator GPT
Letter of Intent (LOI) Creator GPT
Seller Data Analyzer GPT
Due Diligence Reviewer GPT
Financial Analyzer GPT
Templates and Agreements
10. Assignment of Membership Interest
1. Letter of Intent
11. IP Assignment Agreement
11. IP Assignment Agreement
12. Privacy Notice
13. Non-Disclosure Agreement
13._Non-Disclosure_Agreement.Final
14. Domain Assignment Agreement
15. Escrow Agreement
16. Closing Checklist - Sample
17. Promissory Note - Unsecured
18. Promissory Note - Secured
19. Subordination Agreement
2. Stock Purchase Agreement
20. Employment Agreement
20. Employment Agreement
21. Shareholder Agreement
21. Shareholder Agreement
22. Resolution Authorizing Sale
23. UCC-1 Financing Statement
24. Phantom Stock Agreement
25. Convertible Promissory Note
26. Stockholders Agreement Execution Version
27. EquityAgreementTemplateLongForm4-1-20 copy
29. Owner Questionaire
3. Membership Purchase Agreement
30. Trademark Recording Form
31. FormCA.Corp.ArticlesOfIncorporation.2StockClasses
32. Forms.CA.Corp.ArticlesOfIncorporation
33. Forms.CA.Corp.Bylaws
34. Forms.CA.Corp.Checklist
35. Forms.CA.Corp.InitialMinutes
36. Forms.CA.Corp.StockCertificate
37. Authorization to Release Information
38. Escrow Letter
39. EscrowInstructions
4. Share Purchase Agreement
40. DueOnSaleClauseLetter
41. Limited Power Of Attorney
42. Option Agreement
43. TermSheet
44. Asset Purchase Agreement
5. Contribution, Assignment & Assumption Agreement
6. Trademark Assignment Agreement
6a. Trademark Asignment Coversheet
7. Copyright Assignment
8. Consulting Agreement
9. Founder Agreement
CFE-ProspectiveClientIntakeForm-ApplyToWorkWithUs
CFEPreliminaryDiligenceForm
CONSULTING SERVICES AGREEMENT
ConsultingServicesAgreementTemplate (1)
Due Diligence checklist
finders fee agreement
Nonqualified Stock Option Agreement (FORM)
OptionToPurchaseAssets+RevShare
OptionToPurchaseBusinessStocki
ProfitsInterestAgreementTemplate5-30-22
ProfitsOnlyAgreeement
Seller Questions.
(Week 12) 12.4 Operational system upgrades and delegation
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