Module 1: Introduction to M&A and Ideal Agency Targets
(what to buy, and why it matters)
Buy Agencies to
Scale Faster
The complete M&A framework for agency owners ready to
accelerate growth through strategic acquisitions.
Who This Is For
TRUSTED BY LEADING AGENCIES
Learn How You Can
Scale Faster
Add $500K–$2M in revenue through strategic acquisitions, rather than spending years organically.
De-Risk Growth
Acquire proven teams, clients, and revenue instead of starting from scratch.
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Buy vs Build
Learn when to acquire capabilities instead of hiring and hoping.
Exit Ready
Build a portfolio that attracts PE interest and commands premium multiples.
What Past Students Say
“I listened to your course, Peter. Thank you for putting together such a great step-by-step guide of like, do this, and then this, and then this. I literally just did what you told me. Your advice made all the difference in getting me through those first calls and ultimately closing my first acquisition.”
—Garrett McClure, Investor, Partner in Born & Bred
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Learn Our Acquisition Process
The acquisition process isn't just about securing the right agency; it's about creating a strategic framework that ensures both financial viability and cultural fit. This structured approach will guide you through critical phases like initial target screening, due diligence, deal negotiations, and post-acquisition integration, providing you with a comprehensive view of how to manage each step.
1
Find
3 Steps
Acquisition Strategy
Define your acquisition thesis, target market, and how buying fits your growth plan
Acquisition Criteria
Set clear parameters for deal size, revenue range, geographic focus, and cultural fit
Target Verification
Validate potential targets through research, initial outreach, and qualification calls
2
Evaluate
2 Steps
Preliminary Due Diligence
Review financials, client concentration, team structure, and major risk factors quickly
Full Due Diligence
Deep dive into operations, contracts, legal, tech stack, and all material aspects of the business
3
Structure
2 Steps
Letter of Intent (LOI)
Present a non-binding offer outlining purchase price, terms, and key conditions
Deal Negotiations
Navigate price adjustments, seller financing, earn-outs, and transition terms
4
Close
2 Steps
Legal Review
Draft and negotiate the Asset Purchase Agreement (APA) with legal counsel
Final Close
Execute documents, transfer funds, and officially take ownership
5
Integrate
3 Steps
First 100 Days Planning
Create detailed integration roadmap for team, clients, operations, and systems
60-Day TSA Period
Manage transition service agreement with seller for knowledge transfer and support
First 100 Days Execution
Implement the integration plan, stabilize operations, and align culture
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Course Curriculum
1
2
Module 2: Finding Agency Deals the Right Way
(how to source consistently)
3
Module 3: Evaluating & Engaging with Motivated Sellers
(how to qualify and win sellers)
4
Module 4: Deal Structuring, Valuations and Funding
(how to pay without draining cash)
5
Module 5: Due Diligence – Legal, Commercial, and Financial
(how to validate and de-risk)
6
Module 6: Closing the Deal – Confidentiality, Negotiation & Legal Documentation
(how to negotiate and paper it)
7
Module 7: Integration Masterclass – People, Culture, & Operations
(how to keep clients and unlock upside)
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Everything You Need to Close Your First Deal
Self-Paced Video Training
7 modules and 40+ lessons you can complete on your schedule, built to take you from “where do I start?” to a repeatable acquisition process.
1:1 Deal Strategy Call with Peter
Every member gets a private call with Peter to pressure-test your target profile, review a live opportunity (if you have one), and map your next steps.
Templates, Tools & Playbooks
Plug-and-play outreach scripts, scorecards, valuation models, LOI frameworks, and diligence checklists, so you don’t have to reinvent anything.
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Success Stories
“Peter Lang gave me paradigm-shifting advice: start with the end in mind and talk to buyers to understand the market. One of those conversations led to a strategic buyer offering far more than I expected. We signed an LOI and closed the deal quickly. With this exit, I now have the capital to acquire more agencies for a new HoldCo, and Peter’s guidance played a key role in making this happen.”— Mark Homer, Exited Owner GNGF, Investor,
"One of my key takeaways was when Peter explained his thinking on how you can use acquisitions to solve any of your business problems. The way that he just, that he explained it really kind of unlocked something and just really changed my perspective and how I see both my current companies, their challenges and ways to solve them."— James T., Founder
"Really, it showed me a new way to do business, a new way to really grow my company, a new way to solve the challenges that we're facing through M&A. And I absolutely recommend this to anybody with a growing agency, especially one that is ready to acquire, growth or acquisition or potentially be sold themselves down the line."— Maria L., Agency Owner
Frequently Asked Questions
Do I need prior M&A experience?
No. This course is built for first-time buyers. We start with fundamentals and quickly move into the practical frameworks, templates, and decision tools you’ll use to evaluate and structure real deals.
How much capital do I need to get started in acquiring my first company?
Not as much as most people assume. Many acquisitions can be structured with low upfront cash using tools like seller financing, earn-outs, and SBA loans, so you’re not forced to “save up for years” before you can pursue a deal.
How long does this training take to complete?
Most members complete the core curriculum in about 6 weeks. The course includes 8 sections and 24 hours of content, and you’ll have lifetime access to the training and materials.
How much does the course cost?
The investment is $9,750, or two payments of $4,875.
For context: an attorney will often charge $10,000+ just to draft, or heavily rewrite, your LOI. Inside the course, you get a proven LOI template, a pre-diligence (Pre-DD) checklist so you don’t waste time chasing the wrong deal, a full due diligence list, and a post-acquisition plan, plus a library of deal tools and resources that typically costs thousands to recreate. You’ll still use a lawyer, but you’ll show up with a strong first draft and a clear structure so legal review is faster, cleaner, and less expensive.
What if I don't close a deal?
We offer a deal-close guarantee: complete the course, follow the framework, and if you don't close within 12 months, we'll refund your investment.
Ready to buy your first agency?
You’ll wish you had started sooner.
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Investment: $9,750 or 2 payments of $4,875