On this week’s episode of Passive Income Playbook, Pascal Wagner interviews Sean Smith. They dig into the search fund landscape from traditional and self-funded models to independent sponsors, why the silver tsunami and SBA financing make now a compelling moment, and Sean’s thesis of backing essential businesses serving attractive end markets. Sean also walks through his four-part diligence system and a 200+ point checklist, how he evaluates terms so LPs are actually protected, and what realistic deal flow looks like when you’re only closing on roughly 2 percent of what you review. If you’re curious how to be a sharper LP in small business acquisitions without running a company yourself, this one’s your roadmap.
Sean Smith
Current role: Managing Partner, Search Fund Ventures
Based in: Chicago, Illinois
Say hi to them at: https://www.searchfundventures.co/ | Linkedin
This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing.
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