Need to find high quality deals?
From Daniel Sweet
Austin, TX
July 30th, 2023
“Be smarter.” That’s my advice when people ask me, “if you had to start over and could do something differently, what would you do?”
But let me clarify. By “smarter,” I don’t mean having more degrees, more certifications, or more books under your belt…
I mean learning from others’ mistakes rather than making them all yourself!
A few years ago, I found myself on the brink of what seemed like the deal of a lifetime and the ability to live life on my terms was just a handshake away.
The acquisition I was working on was with two of my partners, and I was certain the deal would close. So much so that I decided to quit my job.
Confidence was high.
One of my partners had a personal relationship with the business owner (for that extra security) and everything was set…
Until, I started to realize that when it comes to acquisitions, there’s more to a deal than the great conversations…
As time went on, the deal began to slow…
Each step seemed to take longer, become more complicated, and each new task started to feel like a marathon…
Then, like a wrecking ball smashing my high hopes, a lawyer stepped in to revise the letter of intent. His constant revisions, relentless questions, and delays stretched the process to absurd lengths.
And the kicker? This was just for the Letter of Intent! We weren’t even close to signing closing documents!
Then the business owner, overwhelmed and uncertain, backed out not once, not twice, but three times. Each time, I had to step in, revive his faith, and bring him back into the deal.
One full year.
That’s how long this deal took to close.
Through this grueling process, I learned some hard truths:
#1. Finding a deal can be EASY but finding a high quality profitable deal is not…
#2. It’s better to have no deal than a bad deal…
You see, the first thing most investors do is go out and look for deals like a chihuahua on crack…
Trying to pull in any deal they can find and fill their pipeline as quickly as possible…
But the reality is that most deals are bad deals without any sign posts or glaring red flags standing out, and…
Escaping from a bad deal can be an impossible task and the opportunity cost is HUGE.
That’s why just knowing how to find deals is not enough…
Unless you can quickly identify deals that are a waste of your time, you’ll be spending the majority of your time working on potential deals that will never close.
Trust me, avoiding bad deals is a major WIN…
In fact, you should aim to eliminate over 70% of the deals you consider as quickly as humanly possible and only spend your time on the businesses with a high probability of success.
That’s how the magic happens…
Let me give you an example: Not too long ago, a deal I was considering had all the right elements. It appeared profitable and stable, with a promising opportunity for growth. However, the scenario dramatically shifted once I asked for the debt schedule…
After analyzing the debt schedule, it became clear that the company was actually losing $30K per month! This was hidden behind the surface-level data. It was a close call, but knowing which documents to ask for saved us from acquiring what could have been a financial catastrophe.
And that’s why after years of trial and error, I want to share with you the exact process I use and teach to quickly eliminate bad deals and help you find…
The ability to identify red flags and warning signs that regularly go unnoticed by the average investor is critical to your success.
Without this skill, you risk spending the majority of your time chasing deals that will never close, like a dog chasing its tail.
I want you to learn from my experiences. I want you to be smarter. I want to give you the skills, tools, and insights you need to navigate the sea of “deal traps” that will unapologetically consume every minute you give them with zero chances of providing any return on investment.
And I want to show you exactly how to do this LIVE over the course of 4 short weeks…
Now, let’s dive into what each week of the ‘Decoding The Deal’ Workshop…
Here’s what we’ll cover each week:
The way to present yourself to the world that will get you more deals that you would otherwise not have access to or be eligible… includes every time someone asks you for proof of funds. Not everyone gets asked for proof of funds, just those who don’t know how to present themselves.
In our first week together, we’ll kick off the “Decoding The Deal” Workshop with an immersive, highly actionable session. You’ll learn how to present yourself to the world that will give you the highest chances for maximum deal flow and how to position yourself to best avoid unproductive requests like “proof of funds” (people who are asked for proof of funds usually are not presenting themselves properly). Week 1 is all about laying a strong foundation that we’ll build upon in the following weeks.
In week 1 we’ll cover the following:
Meet Your Guide: First and foremost, you’ll get to know me, Daniel Sweet. I’ll share my journey – the ups, the downs, the trials, and the triumphs – all to give you a better understanding of the road ahead and to assure you that you’re on the quickest path to success…
Avoiding Pitfalls: We’ll identify the most common mistakes that high-performing acquisition specialists (like you) often make when starting, and more importantly, how you can avoid them.
The Hindsight Factor: With hindsight being 20/20, I’ll discuss what I would have done differently if I were to start today and how you can learn from my experiences to fast track your success.
The Acquisition Timeline: I’ll shed light on how long each stage of the business acquisition process (finding, evaluating, negotiating, closing) should ideally take, so you can manage your expectations and plan effectively.
The Secrets of Efficiency: We’ll discuss the biggest time-savers you can leverage, the must-know deal-making factors to focus on, fine-tuning your online presence for maximum deal flow.
Your Online Presence: We will guide you in setting up your personal searcher website/domain, a critical tool in establishing your credibility and attracting potential business sellers.
Copying vs Modeling: We’ll touch upon the difference between blatantly copying and smartly modeling successful strategies, and how to distinguish good deals from bad ones.
Deal Management System: As the deals start rolling in, you’ll need a system to track them all. We will help you set this up.
In addition to the above, you’ll also get these tools:
My Quick-N-Dirty “Make your AI Website” Guide: A straightforward, easy-to-follow manual to help you set up your searcher website.
A Step-by-Step LinkedIn Profile Makeover: (supplemental video) A comprehensive guide to revamping your LinkedIn profile, turning it into a powerful tool to attract right business opportunities.
In week 2 of the “Decoding The Deal” Workshop, we delve into the crucial topic of financial evaluations. We’ll equip you with the ability to read, understand, and utilize financial information effectively in your business acquisition journey.
To highlight the importance of this, consider an experience I had with a very attractive company. This company presented a Confidential Information Memorandum (CIM) with seemingly stellar numbers. However, it turned out to be nothing more than a house of cards, ready to crumble under a new owner.
How did we find out?
By understanding how to read the financials and letting the data guide our questions. Your ability to let the data guide what questions you ask could be the difference between landing a profitable acquisition and falling into a financial sinkhole. That’s how important week 4 will be…
During this final week, we’ll cover:
The Importance of Financials: Why is understanding the financials so crucial and why knowing what questions to ask based on your understanding of these documents can make or break your business acquisition efforts.
The Anatomy of Financials: You’ll walk away knowing what documents and statements are key to evaluating potential business acquisitions.
Application of Knowledge: You’ll gain an understanding of how the numbers guide your actions and what you should do based on what you can pull from the financial data and how to effectively apply everything you’ve learned throughout this workshop.
In addition, you’ll get:
My Cheat Sheet Guide to Financials: This is an easy-to-understand guide that will demystify financial jargon and give you what you need to understand how to jump into the financials.
We’ll cover why it’s so important to read and understand documents like the profit & loss statement, the balance sheet, and the debt schedule.
You do know what a debt schedule is, right?
If not, you will after this workshop, I guarantee it…
In Week 3 of the “Decoding The Deal” Workshop, we’ll take everything you’ve learned and put it all together. This week is about refining your positioning, presentation, enhancing your lead generation efforts, and mastering the quick company screening process.
Here’s what we’ll cover:
Integration: We’ll dive into how your public-facing profile, lead generation strategies, and quick company screening techniques can come together to create an efficient, streamlined acquisition process.
The Art of Quick Elimination: I can’t overstate how important it is to disqualify companies as soon as possible. Not only does this save you from investing more time into bad deals but it allows you to see the winning deals as quickly as possible. We’ll revisit this topic, diving deeper into the techniques and strategies to do so effectively.
The Essential Checklist: Ever wished you had a simple, clear-cut checklist to determine if a company was worth pursuing? We’ll walk you through a basic checklist that you or your VA can use to streamline the decision-making process.
Understanding Brokers and Owners: We’ll talk about working with brokers and owners in a different perspective than what you might have. Knowing how to effectively work with them can drastically improve your chances of securing the best deals, especially in the early stages of your deal flow.
Bonus – The Ultimate 34 Question Checklist: In addition to the above, you’ll also receive a powerful bonus. I’ve spent five painstaking years developing a set of 34 questions that will help you quickly and efficiently eliminate about 70% of unsuitable companies. This checklist has saved me countless hours, and it will do the same for you.
The biggest problem I see is that most people have too many deals to go through. This means their method of filtering out bad deals that are a waste of their time is ineffective. During week 2 we’ll dive deeper into time-saving strategies in the business acquisition process, with a special emphasis on increasing your “quality” deal flow.
Here’s an overview of what we’ll cover in week 2:
Maximizing Efficiency: We’ll continue our exploration of time-saving strategies, focusing on how you can streamline and automate processes to save more time.
Outsourcing Deal Flow: I’ll share my approach of outsourcing your deal flow, this has been game-changing for me and I know it will be just as valuable for you. We’ll walk you through the how-tos so you can increase your “quality” deal flow.
A Closer Look at Your Options: As a bonus, we’ll take a detour to provide a detailed understanding of the different options available for outsourcing deal flow using a combination of brokers, VAs, and broker-led and unrepresented websites, to find quality deals.
Plus, you’ll get three high-value tools:
A Comprehensive List of Broker-Led Websites: You’ll gain access to a substantial list of broker-led websites to increase your deal-sourcing channels.
A VA Training Guide: A simple, practical guide to training your VA to find deals. This guide will enable you to delegate effectively. This is probably one of the most under-valued factors that can completely change your chances of success.
A Curated List of Pay-for-Leads Websites: You’ll get a condensed, yet powerful, list of “pay-for-leads” websites for sourcing non-represented companies for sale. This list will be instrumental in enhancing your deal flow. We’ll dive into why you want to consider this and how to integrate this into your systematic approach to finding winning deals.
Here’s the reality: the skills, tools, and wisdom that you’re about to acquire in this 4-week workshop go beyond just improving your ability to avoid bad deals and find real profitable opportunities – it’s about fundamentally shifting the trajectory of your life.
We’ll give you a comprehensive game plan for business acquisitions, from personal branding and efficient deal flow to quick decision-making, and finally, understanding how to financially analyze a deal…
We’re pulling back the curtain on the secrets that can save you from devastating financial pitfalls and guide you towards lucrative business opportunities you are searching for…
So what is that worth to you?
This is your chance to step into a new world and transform yourself from a hopeful observer into a decisive, well-informed business acquirer. This workshop isn’t just about learning – it’s about empowering you to create your own success and push you into action…
We’re ready to take this journey with you. Are you?
Click here and join us in the Decoding The Deal Workshop. Your journey towards hitting your goals starts now.
Don’t let this moment pass you by.
To Your Success,
Daniel Sweet
P.S. Until now, the only people who have had access to the ‘Decoding The Deal’ Workshop are EPIC’s highest-paying coaching members.
For a limited time, you have the same opportunity to join this pure-value, 4-week intensive workshop without the hefty investment.
This is your chance to access exclusive, high-caliber knowledge at a fraction of the cost. So if you’re serious about taking your ability to find and close deals to the next level, secure your seat now.
Daniel Sweet comes with a 27 year history in the technology industry, where he has worked for Apple, IBM, Compaq, HP, and a number of large Value Added Resellers as a consultant for many U.S.-based
Forune 500 companies. The main thrust of his career was applying enterprise technology to business problems with an emphasis on saving millions of dollars and increasing employee efficiency.
During this time in Technology, Daniel has spent time doing everything from technology consulting to sales to management to full P&L responsibility for newly launched offices. While he always enjoyed snatching multi-million-dollar contracts away from well-known names, planning & executing disruptive sales and marketing plans, and the game of high stakes business, there was always something missing:
the entrepreneurial side.
Taking everything he had learned in corporate America to small businesses seemed like the next natural step. Having transitioned to Private Equity in 2019 through the founding of Sweetview Partners, Inc., he now buys and grows Texas small businesses in part by applying technologies, strategies, and structures that most small businesses haven’t considered, thus creating a competitive advantage.
Throughout this journey, Daniel has had the support of his wife of 30 years, Angela, and three beautiful daughters. In order to keep family as his first priority, Angela is specifically named as an equal owner in
Sweetview Partners. This combination makes Sweetview Partners the “most fun job that I’ve ever had.”
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The products being offered through this promotion are packages of informational tools to help you learn about business and deal making strategies.
BUSINESS OPPORTUNITY: All products and services offered by Scalable are intended to provide prospective purchasers with general business strategies, marketing methods and other general advice for business development and training. At no point is Scaleable soliciting anyone to enter into a new business nor is it representing, either expressly or by implication, that it will provide locations for a business, provide outlets, accounts, or customers, or purchase any of the goods or services made by the purchaser.
The products being offered through this promotion are packages of informational tools to help you learn about business and deal making strategies.