Structured support for a disciplined acquisition search
Start your search with the proper structure, systems, and deal support in place so that you can spend more time evaluating opportunities and less time handling paperwork.
SEARCHER SERVICES
An effective acquisition search requires both operational structure and consistent deal flow. Our Services provide entity formation, financial separation, curated deal sourcing, and search support designed specifically for ETA Searchers.
SEARCH ENTITY SETUP
Search Entity is a done-for-you service that establishes a formal search vehicle and financial structure at the start of your acquisition journey. It also allows you to write off your search expenses (including your Lab membership, since it's included in the cost). This setup ensures proper expense tracking, dedicated banking, and clear financial separation from day one.
Search vehicle entity registration and documentation.
Federal EIN coordination for banking and operational use.
Support when establishing dedicated banking for your search.
Reference guides for leveraging your search entity.
Search Entity Manager plan includes QuickBooks configuration and in-house bookkeeping services.
SEARCH ASSISTANT
Search Assistant expands your sourcing reach while reducing manual review time. Lab members receive curated deal flow aligned with their defined acquisition criteria, allowing more focus on evaluating qualified opportunities.
Includes results from broker feeds, marketplaces, and curated channels.
Opportunities are filtered to match your defined acquisition criteria.
Support building financial models so you can test assumptions with qualified opportunities.
Standardized breakdowns of financial and operational highlights.
A clean interface to review deals, express interest, and track progress.
PLANS
Compare each service option below to determine which plans align with your needs. All Lab members receive everything in the Search Setup plan as part of their membership.
GET IN TOUCH
Every search requires structure and discipline. If you're ready to formalize your search vehicle or expand your deal flow, our team can help you determine the right support.