Jason Paul Rogers – From Zero Idea to Seven-Figures Acquisition

*** Proof of Product ***

Exploring the Essential Features of “Jason Paul Rogers – From Zero Idea to Seven-Figures Acquisition”

FROM ZERO IDEA TO 7-FIGURE ACQUISITION
FROM ZERO IDEA TO
7-FIGURE ACQUISITION

• A Step-By-Step Program Walking You Through How to Create Wealth Through Buying a 7-Figure Business with Stable Cashflow & Be Well-Positioned to Buy Many More Thereafter… With NO Money of Your Own, NO Prestigious B-School Degree, and NO Impressive Executive Business Experience To Speak Of… I KNOW BECAUSE I DID IT…
• Tax Deductible Once You Legally Form Your Company
• Everything I Know in One Program

CURRICULUM:

The Intro: Creating Wealth Through Buying
Businesses

• Intro Video: Keeping It Real With You (What It Takes)
• A Little About My Story, Why Having NO Experience Won’t Stop You
• Buying an Existing Business vs. Creating One From Scratch (I Created More Net Worth For Myself in 7 – 9 Months Than in 3 Years When Starting a Business From Scratch)
• How Many Businesses Can You Buy? (How Ever Many You Want – The First One is the Hardest!)
• How to Make Profitable Acquisitions in ANY Economic Period You Buy
• The Power of a Suit and Tie, What You Should Wear and Why
• The Suit & Tie vs. Blue Collar Clothing Explained (When to Wear What)
• How To Get the Most Out of This Course

Module 1: Everything You Need to Know About Picking an Industry and Creating a Bulletproof Investment Thesis So Your Growth Potential Isn’t Slowed or Unprofitable

• Intro: Everything You Need to Know in 2020 About Picking an Industry / The Punchline
• How to Create, Frame, & Sell Your Investment Thesis (Important for Bankers, Board, Sellers, and EVERYONE Else!)
• A List of Sectors to Consolidate (with My Analysis)
• Economic Attributes of a Strong Sector to Consolidate (Extremely Important)
• Low vs. High Multiple Industries: What You Need to Know
• Low vs. High Multiple Industries: Deeper Analysis with Examples
• Very Important Final Considerations for Creating Your Investment Thesis (DON’T Pick That Industry If…)
• Simple vs. Complicated Industry? A Very Important Distinction and How to Decide What You Should Do
• Choosing an Industry and Crafting a Strong Investment Thesis (©️ Jason Rogers)
• Low vs. High Multiple Industry Analysis (©️ Jason Rogers)

Module 2: Everything You Need to Know About How to Recruit a World-Class Team WITHOUT Wasting a Ton of Time or Equity
“If I have seen further than other men, it is by standing upon the shoulders of giants.” – Sir Isaac Newton

• Intro: The Most Important Thing No One Will Tell You to Push You Forward and Stop WASTING Time & Equity
• The Entire Truth About Advisory Boards, What I’ve Tried That DOESN’T Work vs. What DOES Work Extremely Well and Saves You… (FROM ACTUAL
• EXPERIENCE unlike most of the other people talking online)
• Don’t “Fake It Till Ya Make It.” Do THIS Instead…
• How You Should Name Your Team / Advisory Board
• What You Need to Know and How to Ensure Your Board Members Perform on Par with Their Compensation (Updated 2020 Insight from My Experience)
• What Actually Matters in 2020: (1) One of the Problems with Free Founders Equity that You Need to Be Aware of, (2) Should You Recruit a Chairman, (3) The BEST Board Composition for
• Your First Couple of Deals, (4) Attributes of Good vs. Bad Board Members from Experience
• Your Board: Why You Want One and the Leverage It Provides You With
• Advisory Board vs. Board of Directors: What You Need to Know (an Important Distinction)
• The Basics of Building a Board: What You Need to Be Successful
• Carrots to Allure Board Members, The Power of LinkedIn, & How Much Equity to Give
• Insight to Dominate the Board Recruitment Process
• Call One: How to Captivate Candidates On Your First Call
• Second Meeting: How to Weed Out the A-Quality Candidates from The Rest
• The Domino Effect: How to Use Momentum to Your Favor
• The Final Meeting: Tying the Knot with the Best Candidates
• Setting Expectations for Your Team UP FRONT
• Talking to Billionaires, Closing the Board, Board Dynamics & Next Steps
• Why “Speed Kills” When Building a Board
• How To Let Go of an Underperforming Board Member (or an Equity Holder)
• How To Completely Automate the Initial LinkedIn Reach-Out for Board Candidates
• Getting LinkedIn Recruiter for Free – 2020 Update
• How to Use LinkedIn Recruiter – 2020 Update
• Screen Recording on How to Cold Message for Industry Experts / Board Members / License Holders on LinkedIn & Script (share this video with your virtual assistant and have them do it for you!)
• The Exact Powerpoint Presentation on the Investment Thesis of Brighter Living Properties That Jason Presented to Board Candidates (©️ Jason Rogers)
• 2nd Real Example of a Powerpoint Presentation to Board Members of an Investment Thesis for a Rollup in a Different Industry (©️ Jason Rogers)
• Personally and Strategically Crafted Initial Cold Reach-Out Message to Chair Candidates (©️ Jason Rogers)
• Personally and Strategically Crafted Initial Cold Reach-Out Message to Board Candidates (©️ Jason Rogers)
• Personally and Strategically Crafted Message to Board Candidates to Schedule 1st Call (©️ Jason Rogers)
• Personally and Strategically Crafted Message to Board Candidates to Schedule 2nd Call (©️ Jason Rogers)
• Personally and Strategically Crafted Closing Message to Board Candidates (©️ Jason Rogers)
• Personally and Strategically Crafted 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)
• Properly Written LinkedIn Biography Statement Example (©️ Jason Rogers)
• Properly Written LinkedIn Company Mission Statement/Description Example (©️ Jason Rogers)
• Cold Message Script for Reaching Out to License Holders (©️ Jason Rogers)
• 5 Keys to Optimize Your LinkedIn Profile (©️ Jason Rogers)

Module 3: Everything You Need to Know About Recruiting World-Class Accounting Representation So You Are Strongly Protected While Avoiding Exorbitant Fees (What Matters vs. Fluff & BS)

• Intro: The Most Important Thing You Need to Know About Making Sure Your Accounting Needs Are In Check For Your First Acquisition (EXACTLY WHAT YOU SHOULD DO FOR YOUR FIRST ACQUISITION)
• There is a Ton of BS Out There On This Topic: Here’s What You NEED to Know & SHOULD Do
• Preview: Use Your Board to Meet Accounting Firms?
• Reach Out to Local Branches
• The 3 Accounting Needs You Will Have (Tax, Audit, Due Diligence, + Bookkeeping)
• The Tiers of Accounting Firms Explained (Big 4, National, Regional, Local)
• Big 4 Firm vs. Regional Firm? Success Fee Basis vs. In House? Let’s Discuss…
• How to Expertly Navigate the 1st Phone Call
• How to Meet Accounting Firms in Person
• How to Close 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
• from One of Jason’s Board Members Who Was a Partner at a Big 4 Accounting Firm) (©️ Jason Rogers)
• Email Script Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
• Phone Script Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)
• Email of Intent Jason Personally and Strategically Crafted to Secure an Engagement from a Big 4 Accounting Firm (©️ Jason Rogers)

Module 4: Everything You Need to Know About Recruiting World-Class Legal Protection for Your First Transactions (Including What Few Know and No One Will Tell You So You Avoid Paying Exorbitant Fees)

• Intro: What NO ONE Will Tell You About Getting Legal Representation For Your First Deals (The Punchline)
• Selecting Legal Representation (Jason’s Updated Insight – May 2020)
• Preview for Recruiting a Top Law Firm
• Outlining Your Legal Needs
• LLC vs. C-Corp, Big Law Firm vs. Single Lawyer, Corporate Structuring, and Negotiating a Success Fee Basis
• Tiers of Law Firms, Reaching Out, First Impressions, & Selling The Success Fee Basis
• Mastering the In-Person Legal Meetings & Selecting an Ideal Law Firm
• Final Point on Securing Legal Services
• Script Jason Crafted to Successfully Meet with Top Law Firms (©️ Jason Rogers)

Module 5: Cultivate Endless Deal Flow in an Efficient Matter, Fluff & BS vs. What Works (Deal Flow is Arguably the Most Important Thing)

• Intro: The MOST IMPORTANT Thing About Deal Flow
• The Variety of Different Ways to Find Seller Lists and Some Other Key Concepts About Deal Flow
• Common Traps & Time Wasters to Avoid When Searching for Deals
• How to Efficiently Cold Call Businesses and Fill Your Pipeline (ASK THESE QUESTIONS!)
• Identifying Motivated Sellers vs. Pretenders So You Don’t Waste Your Time and You Stay Focused on High Probability Prospects
• Meeting Motivated Sellers in Person (Why and How You Should Do This)
• What You Need to Know About Connecting with Sellers… So They Actually Like You Enough to Sell You Their Successful Company (Rural v Big City, Blue v White Collar, 7 v 8+ Figure)
• On Building a “Deal Hunting” Sales Team
• Automation Secret: Find Motivated Sellers on Autopilot with this Automation Software Service
• Method That No One Knows to Procuring FREE Company Contact Info Lists with Ability to Search/Sort by Revenue, # of Employees, Location, and Industry. Also, Where to Find a List of Brokers.
• How to Find the Email and Phone Number of Virtually Any Company CEO or Owner… Most People Don’t Know This (Hack for Endless Deal Flow). Also, How to Find Investors. (+ scripts)
• Cold Calling Business Owners and Others with Efficiency (+ how to setup a free office phone)
• Hot Leads Database/CRM Template to Stay Organized (©️ Jason Rogers)
• Standard Sales Person Agreement Jason Used to Obtain Help Searching for Hot Deals (©️ Jason Rogers)
• Cold Calling Script We Used to Engage with Owners to Obtain Off-Market Deal Flow (©️ Jason Rogers)
• List of Retirement Hot Spots (Important for Those Looking to Do Deals in Retirement Related Industries Like Healthcare) and List of Cities with Major Economic Growth.
• How and Where to Obtain 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 Schedule an In-Person Meeting Script

Module 6: Analyzing Investments, Business Valuation, and Performing Due-Diligence: What You Need to Know to be Successful (Go to the Vault for More on This)

• Intro: Basically Everything You Need to Know About Small Cap Valuation So You Can Make a Profitable First Acquisition
• What Makes a Great Business Acquisition… The 12 Pillars of Investment (Warren Buffett Would Say This is the Most Important Lesson)
• How to Identify The Average “Going Rate” for Businesses In Your Sector
• Identifying the Key Levers that Influence Precise Value
• How to Value Businesses Fast & Give Snap Offers (and When You Should Do So)
• Pitfalls to Avoid When Evaluating Business
• Analyzing the Financials of a Multi-Million Dollar Midwest Deal
• Analyzing the Financials of a Multi-Million Dollar North Carolina Deal
• Analyzing “Promised” Financials vs. Reported Tax Return Financials
• The Problem With “Cooked/Deflated” Tax Returns (What You Can Do About It To Get the Best Outcome)
• Keys to Value Businesses Correctly & How Sellers Can Artificially Inflate Earnings – July 2020 Update
• How to Value Real Estate as an Addon to an M&A Business Transaction (or Stand Alone) (Part 1 & 2)
• Jason’s Latest Financial Model (excel spreadsheet) That Was Used for Recently Proposed $2M+ Transaction with SBA + Seller Financing
• Personally Crafted Investment Checklist with Investment Principles Learned From the Experience of Buying a 7-Figure Business, Looking at a LOT of Deals in
• Multiple Sectors, and the Philosophies of Warren Buffett and Sam Zell (©️ Jason Rogers)
• Micro-Focused Due Diligence Checklist We Use (©️ Jason Rogers)
• Macro-Focused Due Diligence Checklist We Use (©️ Jason Rogers)
• Covid-19 Specific Due Diligence Checklist/Questionnaire

Module 7: How to Negotiate Price and Terms with Sellers Like a Veteran Dealmaker

• Two Negotiation “Paths” to The Same Result
• Never Forget This… & How to Make an Offer and Control the Negotiation
• The Best Negotiators Do This and So Do I (… & Why It Works)
• The Terms That Underwrite the Purchase: Some Important Points
• How to “Sell” Seller Finance (What Most Entrepreneurs Don’t Understand About Getting Seller Finance)
• Some Important Points on Finalizing the Terms
• Untold Secrets & Stories for Negotiating & Financing Deals
• #1 Question to Ask Sellers for Building Rapport…
• Advanced Strategies for Building Rapport with Sellers… & The Importance of Rapport as Evidenced by a Huge 8-Figure Deal We Negotiated For…
• How to Use the Economy as Negotiation Leverage… Using the Current Economic Climate to Obtain Seller Finance or Outside Equity
• NDA Template We Used
• Example of a Signed NDA with a Seller
• Example of a Real 4+ Million Dollar Offer Letter From Jason (For a Seller With Which You Have Strong Rapport)
• Purchase of Sale Agreement Template
• Example of a Real Purchase of Sale Agreement with Reference to Negotiable Items

Module 8: How to Sell Your Deals to Banks and Get Lenders Competing to Finance Your Acquisition (Including the Seller)

• How to Find the BEST Banks to Call and WHY These Are the Best Banks
• How to “Warm Up” Banks Before Your Deal Is Ready to Go, Questions You Should Be Asking
• Must Know Financial Terms to Impress Bankers
• Qualifying Banks Once Your Deal is Ready… Putting Bankers in the Hot Seat with These Questions
• How and Why You Call EVERY ___________ … (Extremely Important) & How You Can Leverage What They Tell You
• A Boss Move if You Need to Get a Bank Meeting ASAP, Other Ruthless Tactics to Negotiate with Banks, & Do This One Thing to Get Banks To Compete for Your
• Deal (… BANKS HAVE TO LOAN OUT MONEY)
• How to Master the In-Person Bank Meeting
• Do You Need a “Business Plan” or a “Loan Package?”
• Should You Guarantee the Loan?
• How to Easily Get a Loan With Terrible Credit
• The Importance of Appraisals for Procuring Finance
• The Secret to Securing the Finance for the Deal
• How to Execute an SBA & Seller Finance Combination Deal Structure (The Two Easiest Forms of Debt Packaged Into One Transaction)
• How to Raise Equity Legally
• How to Fix Your Credit Score
• Inside the Mind of the Lender/Banker… How Lenders/Bankers Will Look at the Financials You Present to Them
• Personally and Strategically Crafted Phone Scripts to Sell Banks on Your Deal and Questions to Ask (©️ Jason Rogers)
• Personally and Strategically Crafted Introductory Follow-up Email Script to Send to Banks (©️ Jason Rogers)
• Meeting with Financial Institutions – Questions and Notes to Ensure Your Acquisition Gets Financed (©️ Jason Rogers)
• Loan Package/Business Plan for Our First Deal (©️ Jason Rogers)
• How to Find Lenders on LinkedIn Script (©️ Jason Rogers)

Module 9: Everything You Need to Secure an SBA 7(a) Loan for Your Acquisition (for US Only)

• Introduction To SBA 7(a) Loan – What You Need to Know
• Required Form – SBA 7(a) Borrower Information Form
• Required Form – Statement of Personal History
• Required Form – Personal Finances Form
• Required Form – SBA Owner/Management Resume Template
• Example of an SBA Loan Packet Form and Information Required from an American Bank
• Example Criteria that an American Bank Requires for Their SBA Loan Program
• The Only Other Resource You May Need to Get an SBA Loan

Module 10: How to Raise Equity (Cash) the Right Way So You Can Close on Grade “A” Companies that DON’T & Will NEVER Offer You Significant Seller Finance Because They Can Command Cash From Other Buyers

• Should You Fundraise Equity? Let’s Discuss
• How to Structure a Fund or Equity for Investors
• Where and How to Find Investors (+ a Little Secret on “Pitching” Your Investment)
• How to Pitch Your Deal: Everything You Need to Know
• How to Close & Secure Capital: Other Tips & How to Be the Prize That Investors Have the Opportunity to Invest In
• How to Use ******** to Raise Capital (we are talking access to 1000s of investors & family offices w/ cash ready to deploy… if you know what you’re doing)
• Jedi Strategy to Fundraise Equity for Biz & Real Estate Acquisitions (As Seen on Youtube)
• The Secret to a Successful First Fund
• Finance Structures for Your Deal and Recap on How 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)
• How to Find Investors on LinkedIn Script (©️ Jason Rogers)
• Formal Investment Letter of Intent & Offer We Use w/ Our Investors (Drafted by Ivy League M&A Lawyer on Jason’s Deal Team)

Module 11: Transitioning to Ownership, Operations, and Scaling Your Business

• Business is Ruthless: The Devil IS in the Details in Legal Documents (How I Almost Got Screwed)
• How to Master Closing Day
• Bringing Your Company to Legal Life, Vesting Schedules, etc.
• What You Need To Do Your First Week of Ownership
• What You Need To Do Your First Month of Ownership
• What You Need To Do The First Year of Ownership & Beyond
• Why to Scale & How to Do So
• Automating Recruitment, Payroll, HR, & Employee Benefits
• On Hiring a CFO, COO, and CEO
• “De-Risking” Leveraged Buyouts with Organic Growth, Cross-selling, & Advertising
• – How Using a Combination of Cross-selling + M&A can 4x Growth After Making Your First Acquisition
• – Importance of / Strategies on… Organic Growth, Marketing, Systems, Extreme Delegation, and Sales to “De-Risk” Highly Leveraged Transactions and Keep Your
• “Debt to Earnings Ratio” Low to Easily Fund More Acquisitions After Your First (organic growth is pure profit!)
• Brighter Living Operating Agreement, Drafted by an Ivy League Trained Lawyer
• Management Interview Doc

Free Bonus 1: Jason’s Vault of Recorded Calls and Webinars / Case Studies with 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 w/ Student in the Laundromat Industry: How to Recruit Your World-Class Board
• Live Call w/ Student (Existing Healthcare Professional with Doctor’s Degree) in the Electronic Medical Records/Healthcare Software & IT
• Live Call w/ Student (Existing Engineer) in the Chemical Industry
• Live Call w/ One of Jason’s Executives/Shareholders: Insights Into Doing Deals
• Compilation of Live Calls: Jason Calling Banks

• Role Play: First Call with Board Member – Sell the Vision, Sell the Dream
• Role Play: How to Close a Board Member
• Role Play: Intro Interview of Banker/Financial Institution – Filling Your Pipeline (plus analysis)
• Role Play: Financial Presentation of Deal to Banker (with analysis)
• March 2020 M&A Update from Jason:

• – Live Call Between Jason and Executive on How to Get Any Seller to Sell You Their Business (Even If It Isn’t For Sale)
• – Exactly What Sellers Are Looking For That Will Clearly Separate You From Other Buyers
• – How to Deal With Sellers, Brokers, and Bankers If They Bring the Heat
• – The Easiest Way to Raise Capital and Create Investors for Life
• – How to Go About Conducting Due Diligence
• – How Jason Has Been Able to Raise 325k in Investor EQUITY (not debt) for deals in the Last 5 months
• April 2020 M&A Update from Jason:

• – Doing a Deal for a Dollar/100% Seller Finance – Myth vs Truth
• – Important Thoughts on Accounting, Legal, Valuation, Financial Valuation Models
• – Coronavirus/Current Market Update (Never Been a Better Time to Hit the Phones!!)
• May 2020 M&A Update from Jason:

• – Important thoughts on the Competitive Nature of Business
• – Analysis of a Deal in Our Pipeline that is Interesting
• – Is any Sector a Good Sector?
• – Local Competitive Advantage vs. Worldwide vs. National?
• – Asset vs. Stock Purchase (What You Need to Know)
• – Important thoughts on Big Accounting and Law Firms (for Startups/Rollups)

Free Bonus 2: How to Succeed As a Founder

• Habits
• Confidence
• Style
• Communication
• Successful Selling
• Goals & Affirmations
• The Top Nine Reasons Why Small Business Acquisitions Fail (From a Stanford Business School Study)
• Jason’s Personal Habit Tracking Template (©️ Jason Rogers)

Free Bonus 3: Monthly Zoom Calls with Jason and Other Acquisition Entrepreneurs
Past Zoom Calls:

• Live Call w/ Other Acquisition Entrepreneurs: 02/20/20
• Live Call w/ Other Acquisition Entrepreneurs: 03/18/20
• Live Call w/ Other Acquisition Entrepreneurs: 04/10/20
• Live Call w/ Other Acquisition Entrepreneurs: 04/26/20
• Live Call w/ Other Acquisition Entrepreneurs: 05/10/20

TOTALS
30
HOURS OF VIDEO
10
HOURS OF AUDIO
55
SUPPORTING FILES

AND COUNTING

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