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SilverShore Partners
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Free course / SilverShore Partners

The Acquisition Playbook

A field guide for lower middle market buyers, from the first call through a controlled Day 1. Seven modules, free, on this site. No download, no drip.

Built for independent sponsors, self-funded searchers, strategic acquirers, and operators targeting owner-led service businesses in the $500K to $25M EBITDA range.

Hand-drawn acquisition resources and decision map

The curriculum

Seven modules, first call to Day 1.

Work them in order or jump to the module a live deal needs right now. Each module links to article-depth sections on the specific framework it covers.

Hand-drawn acquisition resources and decision map
Structure before momentum.
Intro

Introduction

Finding a good company is hard.

Start here
Hand-drawn pre-LOI validation map with first-call and proof gates
Validate before exclusivity.
01

Pre-LOI validation

Run a structured 14-day validation that answers one question with high confidence before you ask for exclusivity: is this deal real, and can I underwrite it well enough that going exclusive is rational rather than hopeful?.

5 sections

Hand-drawn LOI materials and owner trust notes
Terms that keep trust.
02

LOI strategy

Lock up the opportunity long enough to run real diligence without competition, while keeping terms flexible enough to adjust when diligence surfaces new facts.

5 sections

Hand-drawn diligence board with files and decision gates
Evidence into terms.
03

Diligence

Confirm the deal you think you have is the deal you are actually buying, and run diligence as a decision process, not a research project.

5 sections

Hand-drawn structure and valuation analysis notes
Structure matched to risk.
04

Structuring

Convert diligence findings into terms the seller can accept and you can close on, by diagnosing seller type and motivation first, then matching structure to the actual risk and pitching it as fairness rather than punishment.

4 sections

Hand-drawn closing and Day 1 readiness process
Close with access ready.
05

Close and Day 1

Convert the handshake into binding documents, execute a clean close with full operational control on Day 1, and stabilize before you improve.

5 sections

Hand-drawn portfolio value and operating system notes
A process that compounds.
End

Conclusion

The whole system flows as one connected path from first introduction to a stabilized business running with reduced seller dependency.

This course is operational guidance, not investment, legal, tax, or financial advice. SilverShore Partners is not a registered broker-dealer or investment adviser; in qualifying private-company transactions we may operate within the federal M&A broker exemption under Section 15(b)(13) of the Securities Exchange Act. Confirm specifics with your own advisors.

Start the introductionBook a discovery callAll resources