Evolve: Broker to Buyer

Course curriculum

  • 1

    Welcome to the course!

    • FALL 2025 Schedule - SET UP ZOOM CALLS

    • How to use this course
  • 2

    2025 - Live Session Recordings

    • 2025 Recorded Live Evolve: B2B Sessions

    • 2025 Recorded Live Evolve: B2B Sessions

    • 2025 Recorded Live Evolve: B2B Sessions
  • 3

    Resources

    • Waterfall Distribution Example with Despard Analytics

    • Operating Agreement Concepts

    • Fees Handout

    • Ask Me Anything Fees Resource

    • Recommended Podcast
  • 4

    Course Recordings

    • 1) Introduction - 9:00

    • 2) Fundamentals - 24:00

    • 3) Storytelling - 29:00

    • 4) Balancing Return Requirements - 22:00

    • 5) Equity Pursuit - 14:00

    • 6) Debt Pursuit - 19:00

    • 7) Due Diligence - 20:00
  • 5

    Worksheet Downloads

    • Downloadable Worksheets
  • 6

    Transcripts

    • Introduction

    • Fundamentals

    • Storytelling

    • Balancing Return Requirements

    • Equity Pursuit

    • Debt Pursuit

    • Due Diligence
  • 7

    Replay - Archives - Video - Ask Me Anything

    • Ask Me Anything 12-6-2024 Zoom Recording

    • Ask Me Anything 12-6-2024 Transcript

    • Ask Me Anything 4-11-2025 - Zoom Recording

    • Ask Me Anything 4-11-2025 Transcript
  • 8

    Replay - Evolve: Broker to Buyer January Workshop #1 1-14-2025

    • Video Recording

    • Transcript
  • 9

    Replay - Evolve: Broker to Buyer January Workshop #2 -1-21-2025

    • Video Recording

    • Transcript
  • 10

    Replay - Evolve: Broker to Buyer January Workshop #2 - 1-28-2025

    • Video Recording

    • Transcript
What would one more deal per year mean to you? Another $10,000? $50,000? More? Wouldn’t it be great to have all the tools and guidance you need to make one more deal in the coming year? You just found them.
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