What You’ll Discover in Jason Rogers From Zero Idea to Seven Figure Acquisition
“If I have seen further than other men, it is by standing upon the shoulders of giants.” – Sir Isaac Newton ….
Format File: 11 MODULES & BONUS… File size: 22 GB
Jason Rogers – From Zero Idea to Seven Figure Acquisition
ROM ZERO TO 7-FIGURE ACQUISITION
A Step-By-Step Program to Guide You Through How to You can create wealth by buying a 7-Figure Business & Be Well-Positioned to You can buy many more.
JasonThe Vault of Calls: Other Entrepreneurs
Periodic Zoom Calls Jason Students and Others
Access to Members-Only FB Group w/ Jason Other Entrepreneurs
Access to new content and best practices
When you legalize your company, tax deduction
The bottom line: This is the only program you will ever need to buy businesses.
CURRICULUM
THE INTRO: Creating Wealth Through Making Acquisitions
Intro Video: Start Here
Why No Experience Won’t Stop You
Buying an existing business vs. Creating One From Scratch
How many businesses can you purchase?
The Power of a Suit and Tie
How I’d Use This Course
MODULE I: BUILD A BULLETPROOF Investment TheSIS
What is an Investment Thesis? What is an Investment Thesis? And why do you need one?
A List of Industries to Consolidate with Analysis
Attributes of a strong sector to Consolidate
High Multiple Industries vs. Low Multiple Industries
Analysis of Multiple Industries Deep Dive Analysis: Low vs. high – Live Examples
Final Thoughts for Writing Your Investment Thesis
Disclaimer: On Choosing a Sector You’re Not an Expert In
Choosing an Industry and Crafting a Strong Investment Thesis (©️ Jason Rogers)
Low vs. High Multiple Industry Analysis (©️ Jason Rogers)
MODULE 2 — RECRUIT A THE WORLD-CLASS BOARD DIRECTORS/ADVISORS
“If I have seen further than other men, it is by standing upon the shoulders of giants.” Sir Isaac Newton
Jason”Updated 2020 Thoughts on Building A Board” (Start Here).
Your board: Why you absolutely want one
Board of Directors or Advisory Board? Which one is better for your goals?
Building a Board: The Essentials
Carrots to Allure Board Members, The Power of LinkedIn, & How Much Equity to Give
Insight to The Board Recruitment Process must be mastered
Contact One: to Make your first call to capture candidates
Second Meeting: What to Get rid of the A-The Rest: Quality Candidates
The Domino Effect: What? to Use Momentum to Your Favor
The Final Meeting: Tying the Knot with the Top Candidates
Talking to Billionaires, Closing the Board, & Next Steps
Why? “Speed Kills” Building a Board
How to Let Go of a Board Member or an Equity Holder
How to Completely Automate the Initial Reach on LinkedIn-Are you looking for board candidates?
Get LinkedIn Recruiter Free of Charge – 2020 Update
How to Use LinkedIn Recruiter – 2020 Update
Exact Powerpoint Presentation of the Investment Thesis for Brighter Living Properties Jason Present to Board Candidates (©️ Jason Rogers)
Second Real Example of a Powerpoint Presentation to Board Members of an Investment Thesis for a Rollup in a Different Industry (©️ Jason Rogers)
Strategically and personally crafted initial cold reach-Send a Message to Chair Candidates (©️ Jason Rogers)
Strategically and personally crafted initial cold reach-Send a Message to Board Candidates (©️ Jason Rogers)
Strategically and personally crafted message to Candidate to the Board to Schedule 1st Call (©️ Jason Rogers)
Strategically and personally crafted message to Board Candidates to Schedule 2nd Call (©️ Jason Rogers)
Strategically crafted Closing Message to Board Candidates (©️ Jason Rogers)
Strategically and personally designed Confirmation of Equity Email to Board Members (©️ Jason Rogers)
Industry Expert Initial Message & Follow Up Script (©️ Jason Rogers)
Example Parent Company Equity Distribution Table (©️ Jason Rogers)
Download immediately Jason Rogers – From Zero Idea to Seven Figure Acquisition
Example of a properly written LinkedIn biography statement
Properly Written LinkedIn Company Mission Statement/Description Example
Five Keys to Optimize Your LinkedIn Profile (©️ Jason Rogers)
MODULE 3 – RECRUIT A ELITE ACCOUNTING FIRMS
Get ready to use your board to Meet Accounting Firms
Reach Out to Local branches
These are the 3 accounting needs you will have (Tax and Audit, Due Diligence, + Bookskeeping).
The Different Tiers of Accounting Firms (Big 4, Regional, and Local)
Big 4 Firm vs. Regional Firm? Success Fee Basis vs. In House Let’s Discuss…
How to Expertly Navigate Your First Phone Call
How to Meet Accounting Firms in Person
How to Close to a Top Accounting Firm
Meeting with top accounting firms: Notes and questions to Ask So They Know You’re Someone Worth Talking To and Someone That Deserves a Success-Fee Agreement (Includes Advice by One of Jason’s Board Members Who Was a Partner at a Big 4 Accounting Firm) (©️ Jason Rogers)
Email Script Jason Strategically and personally Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
Phone Script Jason Strategically and personally Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
Email of intent Jason Strategically and personally Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
MODULE 4 – RECRUIT THE WORLD-SUPPORT FOR CLASS LEGAL PROTECTION
Preview the process of remuneration at a top law firm
How to outline your legal requirements
C vs. LLC-Corp vs. Big Law Firm One Lawyer, Corporate Structuring and Negotiating a Success-Fee Basis
Tiers of Law Firms, Reaching Out, First Impressions, & Selling The Success Fee Basis
Understanding the In-Person Legal Meetings & Selecting an Ideal Law Firm
Last Point: Obtaining Legal Services
Script Jason Crafted to Successfully Meet with Top Law Firms (©️ Jason Rogers)
MODULE 5 : CULTIVATE HOT OFF-MARKET DEAL FLOW
Prospective Sellers:
Common Mistakes to Avoid These Things When Looking for the First Deal
How to Owners of Cold Call Businesses
Identifying Motivated Sellers and Pretenders
Meet Motivated Sellers in Person
Building a “Deal Hunting” Sales Team
Automation: What is it? to Autopilot – Motivated Sellers
Hot Leads Database/CRM Template to Stay Organized (©️ Jason Rogers)
Standard Sales Person Agreement Jason Use to Obtain Help Searching for Hot Deals (©️ Jason Rogers)
Cold calling script for brighter living properties to Connect with owners to Get Off-Market Deal Flow (©️ Jason Rogers)
List of Retirement Hot Spots – Important for Those Looking to Deals in the Retirement Related Industries (Healthcare) and List of Major Cities with Economic Growth
How and Where to Get Business Data for Your Industry to get Deal Flow (©️ Jason Rogers)
Prospective Business Owner Initial Cold Email Script #1 (©️ Jason Rogers)
Prospective Business Owner Initial Cold Email Script #2 (©️ Jason Rogers)
Prospective Business Owner Follow Up Message w/ Formal Request for Financials (©️ Jason Rogers)
Email Script to Broker or Investment Banker That Finds Deals In Your Sector (©️ Jason Rogers)
Emailing a Broker to Make an appointment for an in-Person Meeting Script
MODULE 6 – HOW TO VALUE YOUR BUSINESSES IN YOUR SECTOR
How to Identify The Average “Going Rate” For Businesses in Your Sector
Identifying the Key Elements that Influence Precise Worth
How to Value Businesses Fast & Craft Snap Offers
Pitfalls to Avoid These Mistakes when Evaluating Businesses
Analyzing Financials of Multi-Million Dollar Midwest Deal
Analyzing Financials of Multi-Million Dollar North Carolina Deal
Analyzing “Promised” Financials vs. Reported Tax Return Financials
The Problem With “Cooked” What are Tax Returns? to Do
Personally crafted Investment Checklist with Investment Principles Leaped From The 7-Star Experience-Figure Business, Looking at a LOT of Deals in Multiple Sectors, and the Philosophies of Warren Buffett and Sam Zell (©️ Jason Rogers)
The Only Due Diligence Checklist That You Will Ever Need (As seen on “Acquisition Entrepreneurs” Facebook group) (©️ Jason Rogers)
MODULE 7: HOW TO NEGOTIATE THE PRICE & TERMS WITH SELLERS
Two Negotiations “Paths” to The Same Results
How to Make an offer
“The Best Negotiators Don’t Negotiate” Explained
These Terms Underwrite Your Purchase
How to “Sell” Seller Finance
Finalization of the Terms
Untold Secrets & Stories for Negotiating & Financing Deals
#1 Question to Ask Sellers about Building Rapport
Advanced Strategies to Build Rapport With Sellers
How to Use the Economy as a Negotiation Leverage
Use this NDA Template
Example of a signed NDA with a seller
Example of a real 4+ million dollar offer letter From Jason (For Sellers With Strong Relativity)
Template for purchase of sale agreement
A Real Purchase of Sale Agreement. to You can negotiate certain items
MODULE 8: HOW TO SELL YOUR DEALS TO BANKS & GET YOUR ACQUISITIONS FINANCED
How to Find the BEST Banks to Call
It’s hot to warm up the banks before you make a deal
You must be familiar with financial terms to Impress Bankers
Once your deal is complete, qualify banks
How and Why You Call EVERY Medium & Small Bank in the Area (Extremely Important)
How to Banks can be negotiated
How to Learn to master the in-Person Bank Meeting
What Do You Really Need? “Business Plan” You can also call it a “Loan Package?”
Can You Guarantee the Loan?
How to You can easily get a loan with excellent credit
The Secret to Secure the Finance for the Deal
Personal and strategically crafted phone scripts to Selling Banks on your Deal and Questions to Ask (©️ Jason Rogers)
Personal and strategically crafted Introductory Follow-Email Scripts – Up to Send to Banks (©️ Jason Rogers)
Meeting with Financial Institutions-Questions and Notes to Make sure you have the right tools to ensure your success Acquisition Gets Financed (©️ Jason Rogers)
Loan Package/Business Plan for Our First Deal (©️ Jason Rogers)
MODULE 9: ALL YOU NEED TO SECURE A SBA 7(a), LOAN FOR AN ACQUISITION (for US only).
Introduction to SBA7(a) Loans – What you Need to Get to Know
Required Form – SBA7(a) Borrower Information Formula
Required Form – Statement about Personal History
Requirement Form – Personal Finances Formula
Requirements Form – SBA Manager/Management Resume Template
An example of an SBA loan packet form and information required from an American Bank
Examples of criteria that an American Bank requires for their SBA Loan Program
The only other resource you may need to SBA Loan
MODULE 10 – HOW TO RISE EQUITY (CASH), THE RIGHT WAY
Are You able to raise equity? Let’s Discuss
How to Create a fund for passive investors
Where and how to Find Investors
How to Make Your Deal
How to Close & Secure Capital
Jedi Strategy to Fundraise Equity for Biz & Real Estate Acquisitions (As Seen on Youtube)
The Secret to A Successful First Fund
Recap on Finance Structures and How to Make Your Deal Work to Get Your Deal Financed (©️ Jason Rogers)
Jason’s Investor Pitch Deck(©️ Jason Rogers)
Message to Potential Investors (©️ Jason Rogers)
Investor Update Message (©️ Jason Rogers)
MODULE 11: TRANSITIONING TO OWNERSHIP, OPERATIONS, & SCALING YOUR BUSINESS
Explained: It is all in the details
How to Master Closing Day
Bring Your Company to Legal Life
The First Week of Ownership
The first month of ownership
The First Year of Ownership & Beyond
Why? to Scale & How to Do It
Automating Recruitment, Payroll, HR, & Employee Benefits
How to Hire a CEO, COO and CFO
Brighter Living Operating Contract, Written by an Ivy League Trained Lawyer
Interview Docs for Managers
BONUS 1 – JASON’S VAULT of RECORDED CALLS and WEBINARS / CASE STUDIES MIT OTHER ACQUISITION ENTREPRENEURS
Live Call w/ Student in Quality Control Testing Industry: Managing the Legal Side of Your Board & Business
Live Call w/ Student in Hotel/Hospitality/CRE Industry: Discussing a Real Estate Roll-Up
Live Call with a Student in the Laundromat Industry to Recruit Your World-Class Board
Live Call w/ Student (existing healthcare professional) in the Electronic Medical Records/Healthcare Software & IT
Live Call with Student Engineers in the Chemical Industry
Download immediately Jason Rogers – From Zero Idea to Seven Figure Acquisition
Live Call with One of Jason’s Executives/Shareholders: Insights Into Doing Deals
Compilation Live Calls: Jason Calling banks
Role Play: First Meeting with Board Member – Sell the Vision, Dream
How to play the role of a player to Connect a Board Member
Role play: Intro Interview with a Banker/Financial Institution Filling Your Pipeline (plus an analysis)
Role Play: Financial Presentation to Banker (with Analysis)
Live Call with Students: 02/20/20
March 2020 Update-Live Call Between Jason Executives on How to You can get any seller to Selling You Their Business, Even If It Isn’t For Sale. This is exactly what sellers are looking for that will clearly separate you From How can you help other buyers? to If they bring the heat, it is easier to deal with sellers, brokers, and bankers to How to raise capital and create investors for life to Do your Due Diligence and Learn How to Get It Done. Jason Has Been Able to For the last 5 months, raise 325k in investor equity (not debt).
Live Call with Students: 03/18/20
BONUS 2 – HOW TO SUCCESS AS A FOUNDER
Habits
Confidence
Style
Communication
Achieving Success in Selling
Goals & Affirmations
These are the Top Nine Reasons Small Business Acquisitions Failed (From Study at Stanford Business School
Jason’s Personal Habit Tracking Template (©️ Jason Rogers)
BONUS 3: TENTATIVELY SCHEDULED MONTHLY Q & A ZOOM CALLS WITH JASON & OTHER ENTREPRENEURS
Tentative Schedule
Recordings will be uploaded to the Vault
BONUS 4: GET ACCESS TO THE MEMBERS-ONLY FACEBOOK GROUP TO CONNECT W/ MEMBERS & ASK JASON QUESTIONS
Ask for a Deal-Ask questions, post prospective deals for analysis, or ask questions about the material in the private group
FAQs
Q: Can anyone purchase a business? Can I buy this program and be sure?
Q: Is this what I am agreeing to? to Non-English speaking-By purchasing this program, you agree to disclose?
Q: Can I get a refund?
Q: Do payment plans exist?
Q: Can I purchase the program and then use it later?
Q: Which sector(s) does this program work best in?
Q: Do there are enough businesses for me to buy? What happens if more entrepreneurs start buying companies?
Q: Can I Take What I’ve Learned in This Course and Apply It To My Existing Company or Use It To Help My Employer?
Q: Do you need cash in the bank to make a down payment for your first deal? Is it easier? to Do You Have More Money to Buy a Business?
Q: Is it Easier? to Do You Want to Buy a Business When You’re Younger Than If you Are Older?
Q: What can you say with me? Jason What is the Program? What if there are questions?
Q: I don’t have any business experience or an MBA. Can I still succeed?
Q: Which countries does the program work in?
Q: Is it possible to pay you once I have made my money back?
Q: Are you a smoker? to You are a salesman. Are you a good salesman? to Be able to What is the proper way to read and write?
Q: What is the best way to make money from buying a company?
Q: What is the best way to get on a? “1-on-1 strategy call” With you? Why don’t you sell this program over the phone like all the other gurus?
WHAT YOU’LL GET
The only course you’ll need to You can become an acquisitions entrepreneur. Jason He will share all he knows with you. There are more than 1-On-1 consulting, which he seldom does Jason There are no other products to No upselling, no sales pitch.
The first step-By-Step program to Build a better world-Class Board of Directors to You can impress both bankers and sellers by having them advise you. This won’t work as a one man show. It takes a team. to You can succeed in business.
Jason We will show you how to source and structure deals so that you don’t have to Use your own capital while keeping most of the equity.
Lastly, by following the instructions in this course you’ll be primed to You can do more deals and combine several companies from your sector. You can create significant value at scale by buying smaller companies at 2x-6x EBITDA, and then selling them as an integrated entity (or portfolio) at an EBITDA multiple of 6x. This isn’t always possible.
You’re going to Learn how to start your own small business. to Medium-size business acquisition in the golden era of M&A. The baby boomer generation, which includes many business owners, is entering retirement. This is good news for the economy as it means there will be a large number of sellers. to The number of buyers. You know a lot about economics and negotiation.
What you won’t get
Unless you’re the next Bezos or Buffett, Jason will not ask for or accept equity in your venture, nor will he accept a position as your chairman, board member, or industry expert (yes, he’s been offered many times). Jason He will not invest in your business deals but he will show you how to do it. to Increase the equity and debt to You can independently secure financing for your deals. The two most important tasks for founders and/or CEOs are to secure financing for your deals, and bring people on board. Jason wouldn’t be doing you any favors in participating in this process (other than the instructions given in the course). Candidly, he doesn’t have time because of his own ventures.
Any time you’ve wasted heretofore contemplating, “Can I do this? Can I be an acquisition entrepreneur?” You don’t need an M.B.A. or a J.D. You don’t need a ton of business experience (some do it with none). A massive amount of experience in business is all you need.-A mentor and an action mindset. Period. This is the only way. to Find out if this is the right thing for you. to Put yourself in the fire. To be in the business arena and to expose yourself to the risks. This is the only way to go, either unfortunately or fortunately depending on your perspective. Without action, you’ll never know anything about yourself and who you are. Worse than that, you’ll regret the time you wasted. It is a proven fact that people usually regret the things they didn’t try, the risks they didn’t take – not failures or the result of decisions but inaction. You can accumulate a lot of regrets and even some big ones. They get really frustrating. to Consider what the clock is doing.
VALUE BREAKDOWN
Course Video Content (85+ different video topics) Jason Consulting currently costs $750 per hour (or more). We can calculate that $750 is equal to 11.5 hours of content (continuously adding more) for consulting.-Paced,-BS Video = $8.625 Worth Of Value (not including any support files, the members).-only Facebook group, or the Q&A live calls).
JasonPersonally crafted scripts and templates by. Check lists, Letter of Intents, Purchase of Sale Agreements, Loan Packages, Legal Entity Formation Documents. At the Very Minimum, $10,000 in Value
$18,625 IN LEGIT VALUE…
This course is worth every penny if you act and buy a business. to you will likely be much more than 18.6k…Think about it…
USE THIS INVESTMENT FOR TAX DEDUCTIONS
If you intend to use this course for its intended purpose, (to Buy a Business) Once you have formed a legal entity, you can most likely use this course as a tax writer.-Take off to Keep the receipt. If you have questions about tax accounting, we are not tax accountants. We can’t guarantee that you’ll be able to The course can be used as a tax deduction. But, we have found that this is not the case.
For more information, click here
https://ttlc.intuit.com/community/tax-credits-deductions/discussion/can-i-deduct-costs-for-training-seminars-and-consultations-for-my-business/00/32012
https://bradfordtaxinstitute.com/Content/Qualify-Conventions-and-Seminars-for-Tax-Deductions.aspx
WHAT SAYS PEOPLE?
THE REAL PITCH
Do you ever fantasize about the possibilities? to To be financially free To lead the ship? To be the hero in your own story. It is a rhetorical query. The answer is yes.
I used to It’s possible to dream like that. Hell, I still do. The difference is that now I act towards those dreams, and I’m actually realizing them as we speak. It is an amazing feeling to get up in the morning and act towards your dreams, rather than just dreaming.
Talking about being the hero in your own story, I recently saved myself from being mediocre, soft-spoken, small-minded, and poor. It’s all documented on YouTube by me, so you all know it. to Make my 7th!-Acquisition of figures. Was “ponying up” Something that I was looking for to do? It’s not possible. But I knew that success had a price. I wouldn’t be in the position I am in today if I wasn’t willing to Take action and don’t be afraid to get uncomfortable
Dreams are just that – dreams. The problem with dreams is that dreams are just that, thoughts. However, those who dream of them believe they are impossible. They may talk about them with their friends, even with themselves internally, but deep down they don’t believe it. That’s bullshit. That’s letting conventional wisdom govern your life. You don’t believe you can realize your real dreams because you’ve quit, you just haven’t admitted it to yourself, and I’ve been there looking back.
Luckily that doesn’t have to Your entire life story. Whether you like it or not, it will be part of your story unless you have a time machine – but it doesn’t have to Be the story that continues your story. Every day we choose the story that tells our lives. Every day, we choose to act on our dreams. We can choose. to be the hero of our own story, or we don’t. It’s that easy. Do. Or don’t do.
You will be successful if you have to do. You are. to Do the hard work. You will be rewarded. to Do the things others won’t do to do. Whether you are political or not, I don’t care – Donald Trump is president today because he was willing to Do things that no other politician was able to do. He was willing to Go to Schedule more rallies than any other politician. He was willing to He spent more of his own money that other politicians. He was willing to say the things that other politicians weren’t willing to Say it out of fear. Obama was the exact same in many ways. To be successful, you’ll have to Do the same. This is the only way. to Be the hero in your own story. Think about all your heroes. John D. Rockefeller Sr. Warren Buffett. Andrew Carnegie. Elon Musk. Bill Gates. Kobe Bryant. Martin Luther King Jr. Muhammad Ali. Michael Jordan. Are you available? to They will do what they would have done to do?
You have to be open-minded to do. To act. Don’t listen to me. Listen. to Some of the greatest people who have ever lived were able to learn a few things from others.
Download immediately Jason Rogers – From Zero Idea to Seven Figure Acquisition
“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.” – Confucius
“There are risks and costs to action. But they are far less than the long-range risks of comfortable inaction.” – John F. Kennedy
“This is a world of action, and not for moping and droning in.” Charles Dickens
“Get action. Do things; be sane; don’t fritter away your time; create, act, take a place wherever you are and be somebody; get action.” – Theodore Roosevelt
“We become just by performing just action, temperate by performing temperate actions, brave by performing brave action.” – Aristotle
“Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it.” – Dale Carnegie
“Remember, a real decision is measured by the fact that you’ve taken new action. If there’s no action, you haven’t truly decided.” Tony Robbins
Imagine the possibilities! to The possibilities are endless when you act and do. It will surprise you when it does finally hit you.
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