The Searcher's Playbook

Guides, strategies, and tools for entrepreneurs and teams acquiring small businesses.

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Automated deal sourcing, CIM analysis, pipeline CRM, and SBA calculators.

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Guides & How-Tos18 min read

How to Buy a Small Business: The Complete 2026 Guide

End-to-end guide to buying a small business — from defining criteria and finding deals to SBA financing and closing.

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Financial Analysis & SBA14 min read

SBA 7(a) Loans for Business Acquisitions: Everything You Need to Know

Current SBA 7(a) rates, 10-year term structure, DSCR minimums, seller note rules, and guarantee fees. The mechanics guide for buyers financing a $1M-$5M acquisition.

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Financial Analysis & SBA8 min read

Current SBA Loan Rates (June 2026)

The current numbers on SBA 7(a) loans: Prime rate, variable-rate caps by loan size, what acquisition loans actually price at, FY2026 guarantee fees, and a worked monthly payment example. Reviewed monthly.

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Guides & How-Tos11 min read

CIM Red Flags: 30+ Warning Signs Buyers Should Hunt For

A category-by-category catalog of the specific red flags a buyer should hunt for in a CIM, with concrete thresholds: financial, customer concentration, owner dependence, addback abuse, working capital, and legal/contractual.

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Guides & How-Tos9 min read

CIM Review Checklist: A Buyer's First-Read Walkthrough

A section-by-section checklist for your first read of a CIM, from checking whether the financial picture is internally consistent to writing down the questions you send back to the broker.

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Financial Analysis & SBA10 min read

What is DSCR? Debt Service Coverage Ratio Explained for Business Buyers

DSCR in plain English — formula, thresholds, step-by-step calculation, and how it affects SBA loan approval.

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Guides & How-Tos12 min read

How to Read a CIM: A Buyer's Guide to Confidential Information Memorandums

Learn to evaluate CIMs efficiently — key sections, red flags, green flags, and going from CIM to decision in 2 hours.

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Tools & Comparisons13 min read

Best Business Acquisition Software in 2026: Tools Compared

Side-by-side comparison of Searcher OS, Kumo, ClearlyAcquired, Axial, and more. Pricing, features, and honest pros/cons for self-funded searchers.

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Tools & Comparisons9 min read

7 Kumo Alternatives for Sourcing Deals (2026)

Honest rundown of deal sourcing alternatives to Kumo: Searcher OS, BizScout, DealStream, BizNexus, Clearly Acquired, Searchfunder, and the free DIY route.

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ETA Education13 min read

What is Entrepreneurship Through Acquisition (ETA)? The Complete Guide

Everything you need to know about ETA — concept, origins, self-funded vs search fund paths, and typical deal profiles.

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Deal Sourcing & Pipeline12 min read

Deal Sourcing Strategies: How to Find Businesses for Sale

Complete guide to deal sourcing channels — broker sites, direct outreach, automated aggregation, and conversion rates.

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Guides & How-Tos15 min read

Business Acquisition Due Diligence Checklist: What to Verify Before Closing

Due diligence checklist by category — financial, legal, operational, customer, and SBA-specific items every buyer should verify before closing.

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Guides & How-Tos12 min read

How to Write an LOI (Letter of Intent) for a Business Acquisition

LOI process for business acquisitions — when to submit, what to include, key negotiation points, and common mistakes to avoid.

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Financial Analysis & SBA10 min read

SBA Loan Calculator: How to Model Your Business Acquisition

Step-by-step tutorial for modeling SBA loan scenarios — inputs, DSCR interpretation, and what good numbers look like.

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Financial Analysis & SBA10 min read

DSCR Calculator: How to Calculate Debt Service Coverage Ratio

Step-by-step DSCR calculation for business acquisitions — formula, worked example with SBA loan and seller note, threshold table, and how to improve your ratio.

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Financial Analysis & SBA8 min read

Personal Guarantee Insurance for SBA Buyers: What It Is and When to Use It

A practical explainer on personal guarantee (PG) insurance — what it covers, what it costs, and how it changes the math when you sign an SBA loan or seller note.

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ETA Education12 min read

Self-Funded Search vs Search Fund: Which Path is Right for You?

Economics, timeline, deal size, and control differences between self-funded search and traditional search funds. Decision framework for first-time acquirers.

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Financial Analysis & SBA13 min read

How to Value a Small Business for Acquisition

Valuation methodology — SDE vs EBITDA, typical multiples, normalizing financials, and identifying mispriced deals.

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Deal Sourcing & Pipeline11 min read

Building Your Acquisition Pipeline: From Deal Flow to Close

Pipeline structure, conversion rates, stage management, and metrics to maintain search velocity.

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ETA Education9 min read

The Searcher's Weekly Routine: How Top Acquirers Manage Their Search

Prescriptive weekly schedule for business acquisition — daily deal review, broker outreach, and tracking metrics.

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Guides & How-Tos11 min read

Understanding the Business Broker Landscape: How to Work With Brokers

Broker ecosystem explained — types, commission structure, relationship building, and CRM tracking.

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Guides & How-Tos14 min read

Business Purchase Agreement: 9 Key Sections Explained (SBA-Ready)

The business purchase agreement is the binding contract that transfers ownership. Asset vs. stock structure, reps and warranties, indemnification, working capital true-ups, SBA standby terms, and the clauses first-time buyers blow.

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Financial Analysis & SBA12 min read

SBA Loan Requirements 2026: Complete Eligibility Guide for Business Buyers

Business eligibility, buyer qualifications, financial thresholds, and documentation you need for an SBA 7(a) loan. Includes common disqualifiers to avoid.

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Tools & Comparisons10 min read

What is MCP? How Model Context Protocol Connects AI to Your Deal Data

MCP explained for business acquirers — how it works, why it matters, and how to use Claude, ChatGPT, and OpenClaw with your acquisition pipeline.

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Guides & How-Tos12 min read

How to Negotiate the Purchase Price of a Small Business

Business acquisition price negotiation — how asking prices are set, data-backed reasons to negotiate, the DSCR test, deal structuring, and when to walk away.

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Tools & Comparisons6 min read

How the Deal Screener Works: Code Where You Can, LLM Where You Can't

Why a trustworthy deal screener does as little thinking as possible: deterministic code for the exact work, the model only for genuine ambiguity, and where that line falls on a real CIM.

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Deal Sourcing & Pipeline8 min read

Inside The Prospect: How Outposts Get Found and Diamonds Get Ranked

The methodology behind the free weekly deal email: what an Outpost is, the proprietary scraper data behind it, and the composite score that ranks the standout deals honestly.

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Tools & Comparisons6 min read

The AI Team That Runs Searcher OS

How one founder runs a profitable SaaS for searchers with a team of named AI agents, what broke along the way, and what made them reliable enough to trust on your deal flow.

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Deal Sourcing & Pipeline9 min read

Outpost Listings: The Hidden Tier of Deals Nobody Else Is Watching

Data from 68,800 listings across 300 broker sites reveals a second tier of hidden inventory: 149 small broker websites carrying deals that never reach BizBuySell or any aggregator.

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Deal Sourcing & Pipeline13 min read

Inside the Business Broker Market: What 90 Days of Listings Reveal

A data view of the US small-business broker market — 2,473 firms, 42,878 listings, $54.7B in asking price. Concentration, geography, industry mix, and what it means for buyers.

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Deal Sourcing & Pipeline11 min read

The Acquisition Funnel: What It Actually Takes to Close a Small Business Deal

Athena Simpson's funnel benchmarks from AcquiMatch — 28,000 deals scanned, 650 NDAs, 291 CIMs, 81 serious reviews, 9–14 LOIs, 2–3 accepted. Why most searchers underestimate volume by 100x.

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Financial Analysis & SBA11 min read

How to Choose an SBA Lender for a Business Acquisition

A practical framework for picking the right SBA 7(a) lender for an acquisition. PLP designation, deal-size fit, industry experience, close-timeline reality, and the data signals that actually matter.

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ETA Education11 min read

Your Online Presence as a Buyer: Good, Better, Best

Brokers Google you before they send a CIM. A Good, Better, Best rubric across the 9 things a business buyer gets judged on, plus the honest first-timer path.

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Deal Sourcing & Pipeline10 min read

How to Get Brokers to Take You Seriously as a Buyer

Brokers screen buyers before handing over a CIM. Here is what makes a first-timer look real: a specific buy box, honest funding, and fast replies.

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Financial Analysis & SBA9 min read

Proof of Funds for Business Buyers: What Counts and When to Show It

A broker asked for proof of funds. Here is what actually counts, when to show it, and how to share enough without overexposing your finances.

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ETA Education10 min read

Is ETA Right for You? A Search Readiness Self-Assessment

An honest search readiness self-assessment across 7 dimensions: financial runway, risk tolerance, operator vs investor temperament, and the path that fits you.

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Guides & How-Tos9 min read

The Buyer Profile That Gets You the CIM

What goes in a buyer one-pager and why each piece earns its place, so a broker can vet you in about 30 seconds and decide to send you the CIM.

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ETA Education11 min read

What Business Should You Buy? Matching Your Skills to the Right Acquisition

A framework for matching the buyer to the right business before chasing listings: your strongest skill, involvement, risk, capital, and good-first-deal traits.

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Guides & How-Tos9 min read

Should a Searcher Have a Website? Building a Buyer Thesis Page

When a personal buyer website helps a searcher, when it is overkill, and what a thesis page should contain to raise your credibility with brokers.

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Guides & How-Tos9 min read

The Searcher LinkedIn Profile That Attracts Deal Flow

Build a LinkedIn profile that makes brokers take you seriously: a headline that states your buy box, an About section that proves capital, and a posting cadence.

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ETA Education9 min read

Writing Your Personal Investment Thesis as a Self-Funded Searcher

How to write a personal investment thesis that earns better deal flow. Specific criteria make you legible to brokers, so they route real deals to you.

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Deal Sourcing & Pipeline8 min read

The First Email to a Broker: What Serious Buyers Send

The opening email to a business broker, with a sample template. What to include, what gets ignored, and how to read like a real buyer in 6 lines.

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Financial Analysis & SBA6 min read

Am I Overpaying? What 45,000 Real Listings Say About Your Deal

Every Pricing Report compares a deal against a pool of roughly 45,000 real listings with price and cash flow: comp quartiles, a histogram of where the ask sits, live named comps, and the max price a bank would realistically finance.

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Customer Stories6 min read

How Andrew Mattes Runs His Acquisition Search Through Claude

Andrew Mattes has a full-time job, two young kids, and less than a year of searching behind him. He connected Claude to his Searcher OS deal flow over MCP. Here is what his process actually looks like.

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