Deal Team & Coworking Day: NYC
Please join us for a full day event in New York City designed for Active Searchers who are eager to create community & connection while leveling up their SMB Acquisition knowledge. This is not a full day of panels... Or just open coworking... It's a little bit of both.
We're focused on creating an opportunity to directly engage with and have deeper conversations with active Service Providers, Investors and other Searchers on deals being actively sourced and worked on.
Lunch, Snacks and Happy Hour included.
Event Day Breakdown:
9:00am -9:30am: Space Opens / Coffee Served
9:30am - 9:45am Welcome & Serendipity Labs & Partner Acknowledgement
9:45am - 10:30am: Introduction to Deal Team Partners & Open AMA
10:30am - 12:30pm: Break-Out Discussions + Coworking Networking including Financial Diligence, Legal & HR / Risk Diligence
12:30pm - 1:45pm: Lunch / Lunch & Learn Session
12:45 - 1:30: SBA / Debt Panel & AMA Lunch & Learn
2:30pm - 4:30pm: Break-Out Discussions + Coworking / Networking including Business Operations Deep Dive
4:30pm - 5:30pm: Optional Happy Hour
This event is brought in partnership with:
Appletree Business Services - Professional accounting advisory partners for small businesses and the ETA Community from LOI to Exit. Services include QofE, bookkeeping, payroll processing and tax services. Contact: Patrick Dichter
AspenHR - White Glove PEO, HR, Payroll, and Benefits Partner for search funds, alternative investment firms and their portfolio companies Receive large company benefits at a fraction of the cost and contact us for a HR and PEO Diligence review when under LOI. Contact: Mark Sinatra
Baker Newman Noyse - Assurance, Tax, and Advisory Services that Deliver Results. Founded to create opportunities for our clients, our employees, and our communities. Contact: Scott McKenzie
Cullen & Dykman - A full-service law firm with dedicated M&A and Operating Solutions that delivers top-tier, cost-effective legal services to Search Funds, Independent Sponsors and more. Contact: Joseph Spina
First Internet Bank - Leader in small business finance, offering industry leading expertise and customer service across SBA loan offerings. Contact: Jared Johnson
Live Oak Bank - Financing Leaders dedicated to the support of Small Business Entrepreneurs and the Search Fund Community. Contact: Sarah Andrews
Meow - Meow is a business banking fintech serving over 1000 SMB owners, Searchers, and startups. Meow customers can have same day access to high interest checking accounts with no minimums or fees, as well as lines of credit and SBA loans through Meow's network of lenders. Contact: Dustin Kamali
Rapid Business Plans - Experts in business plans and feasibility studies for companies that need SBA 7(a) loans, investor visas, and leaseholder plans. Contact: Ross McClellan
Rejigg - Platform where small businesses are sourced, bought and sold. Introducing off-market business owners directly to buyers. Join The Platform Today
SMB Law Group - SMB Law Group is a boutique law firm focusing on small and medium-sized business mergers and acquisitions for clients in all 50 US states. Contact: Kevin Henderson
Symphony Risk Advisors - A next generation, full service, industry focused Risk Advisory Team Supporting the Search Fund Industry and putting Clients First Always. Let Us Play for you. Contact: Josh Richman
System Six - An outsourcing partner that manages day to day finance and accounting needs for growing SMBs. Searcher owned & operated. Contact: Chris Williams
Search Fund Coalition - Premiere Community for Active Searchers, Operators, and the Service Providers that support the ETA Ecosystem. Contact: Andrew Hoffman