Traditional and Self-Funded

Search fund Resources

Search-Fund-Resources

Live Oak’s search fund lending team is solely focused on helping traditional and self-funded search funders access capital to acquire businesses. With over three decades of experience and industry connections, Live Oak Bank’s Search Fund lending team understands the challenges that searchers face. We are dedicated to helping search funders through education and financing and have created a robust set of resources to help along the way. Download our free resources now:

15 TIME KILLERS IN SMB SEARCH

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Through our years of experience, we have seen trends in what is likely to eat up your very precious time in a search and potentially kill a deal.

SEARCHER TO CEO GUIDE

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Industry experts from the search fund lending community share their insights and experience around transitioning from searcher to CEO.

SEARCH FUND SBA FINANCING FAQS

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This FAQ includes over 50 of the questions we get most from searchers.

how's your search going?

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We know that searching for a business to buy isn’t easy, so we hosted a special session for searchers to discuss common challenges in their search process, including our observations as bankers. Watch the recording of this meeting to learn from our expertise and the experience of your peers.

SAAS ACQUISITION WHITE PAPER

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Learn what’s involved in a successful acquisition of a software as a service (SaaS) company.

WEEKLY OFFICE HOURS EVERY WEDNESDAY

This weekly meeting is for self-funded searchers. We will walk you through the entire financing process and explain how we pre-screen deals prior to LOI. You will also be able to ask questions and benefit from hearing the questions of other searchers.

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Partner Content

Check out some of our informative videos, podcasts and partner content for even more free search fund resources.

Let’s Buy a Business Interview with Lisa Forrest

In this podcast episode Lisa covers, self-funded vs. traditional search, deal structures for deals between $1M to $12M and how best to work with lenders. Listen Now

Think Like an Owner Interview with Heather Endresen

In this podcast episode Heather covers SBA financing for searchers and how entrepreneurs can utilize this this strategic loan program. Listen Now

Yale Case: On the Nature of Women Considering a Search Fund Launch

The encumbrances women identify when contemplating a search fund and why a search fund is a compelling choice for a woman. Read Now

Booth-Kellog ETA Conference Interview with Lisa Forrest

In this interview with the Polsky Center Lisa walks through a number of real-world examples of acquisition deals with extensive discussion on the strategies and techniques used in those deals. Watch Now

Want more educational content? Check out Live Oak Bank’s Resource Center.

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