Acquisition Foundations by Codie Sanchez

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Acquisition Foundations by Codie Sanchez is an end-to-end framework designed to teach aspiring entrepreneurs how to buy profitable, existing small businesses instead of building risky startups from scratch. The course was created by Codie Sanchez, a former institutional investor who built First Trust's $1 billion+ Latin America Investments business and serves as an Active Board Member at Entourage Effect Capital. Her methodology pivots away from tech unicorns, focusing instead on the acquisition of cash-flowing, "boring businesses". The main transformation this program promises is taking students from having zero deal flow to confidently sourcing, evaluating, and closing on their first business acquisition using creative financing. The program includes 205 video lessons and 121 downloadable PDFs, totaling 37h 16m 31s of video content and 20.14 GB of material organized across 10 distinct modules.

What Problems Does Acquisition Foundations Solve?

• "I want to own a business but the majority of startups fail" — The curriculum addresses this by shifting your focus entirely to acquiring established, profitable companies that already have cash flow, allowing you to skip the chaotic and risky build-from-scratch phase.

• "I don't have enough personal capital to buy an existing company" — Unit 8 directly tackles capital limitations by detailing 21 specific financing strategies, extensively exploring SBA loans and Seller Financing so you can acquire income streams without liquidating your life savings.

• "I don't know how to find owners who are actually willing to sell" — Unit 3 and Unit 4 provide exact methodologies for sourcing off-market deals, heavily focusing on the "Quiet Seller Method" and direct Rolodex-to-ROI frameworks to bypass saturated broker platforms like BizBuySell.

• "I'm terrified of buying a dying business or inheriting hidden liabilities" — Unit 7 offers a rigorous Due Diligence process, while Unit 5 trains you to calculate true Seller's Discretionary Earnings (SDE) and spot the 10 Contrarian Business Value Markers before making an offer.

• "I don't know how to legally protect myself during the purchase process" — Unit 6 dives into the exact Anatomy of a Letter of Intent (LOI) and Asset Purchase Agreements, instructing you on how to structure at-risk money and handle unknown liabilities.

What You Will Learn in Acquisition Foundations

• How to determine your precise acquisition criteria based on your zone of genius, target business size, and income goals to establish a clear "Deal Box".

• The step-by-step mechanics of calculating a business's true Seller's Discretionary Earnings (SDE) and analyzing market comparable multiples to ensure you are buying a legitimate income stream.

• The 8-Step C2C Framework for engaging potential sellers via cold email and cold calling without sounding like an aggressive corporate raider.

• How to structure creative offers and negotiate terms using sweat equity, seller financing, and hybrid debt-equity models so you are never reliant on personal cash alone.

• The exact process for navigating the Due Diligence phase, including how to build a competent Deal Team and evaluate key information to spot red, orange, and green flags.

• How to draft Letters of Intent (LOI) and maneuver through the three key areas of negotiation with current business owners to achieve win-win outcomes.

Who Is Acquisition Foundations For?

• The Burned-Out Corporate Executive — You're making a high salary in the 9-to-5 grind but have zero control over your schedule. You want to replace your W-2 income by acquiring an established company, but you need a step-by-step framework to transition safely and track deal flow efficiently.

• The Aspiring Searcher — You've read about acquisition entrepreneurship but feel paralyzed by the technicalities of SDE calculations, LOIs, and SBA loans. This course gives you the precise documentation, calculators, and deal-sourcing techniques needed to execute your first offer.

• The Current Business Owner Seeking Expansion — You already run a successful operation but organic growth has plateaued. You need to learn how to acquire competitors or synergistic businesses in your industry to rapidly scale your revenue and market share through strategic buyouts.

• The "Sweat Equity" Operator — You have exceptional operational or marketing skills but limited capital. You need Unit 8's specific strategies on negotiating sweat equity or seller-financed deals where your expertise serves as your primary leverage.

Complete Curriculum Breakdown

Module 1: Unit 1 Foundation

This section establishes the foundational mindset and knowledge required to successfully acquire a business, mapping out the entire lifecycle of a deal and what it realistically takes to operate a company.

• Lesson 1.1: Intro

• Lesson 1.2: What to Expect with this Experience

• Lesson 1.3: Why Acquisition Entrepreneurship

• Lesson 1.4: What Is Contrarian Thinking

• Lesson 1.5: The Contrarian Acquisition Mindset

• Lesson 1.6: Lifecycle of a Deal Journey

• Lesson 1.7: What Does It Take to Run a Business

• Lesson 1.8: BONUS VIDEO - Don’t Continue Until You Watch This

• Lesson 1.9: From Working 9-to-5 to Owning a 7-Figure Business in 12 Months

• Included resources: Acquisition Journey Reference Sheet, Acquisition Self Reflection Worksheet, MSA Action Steps Checklist.

Module 2: Unit 2 Deal Clarity

This module focuses on defining your specific personal acquisition criteria using the Contrarian Deal Clarity Framework, helping you isolate target industries and expected income goals.

• Lesson 2.1: Intro

• Lesson 2.2: What Do You Want from This Deal

• Lesson 2.3: Acquisition Targets for Current Business Owners

• Lesson 2.4: Business Size

• Lesson 2.5: Profit Buying an Income Stream

• Lesson 2.6: Which Industries to Target

• Lesson 2.7: Industries Database Selector

• Lesson 2.8: Your Deal Box

• Lesson 2.9: Lloyd Intro By Codie

• Lesson 2.10: How Brandon Bought a $650K Income Stream for $60K

• Included resources: Deal Clarity Worksheets, Zone of Genius Worksheet.

Module 3: Unit 3 Origination

Here you will discover actionable techniques for finding both on-market and off-market deals that fit your criteria, while setting up tracking systems using a dedicated database.

• Lesson 3.1: Intro

• Lesson 3.2: Deal Sourcing How to Find Businesses to Buy

• Lesson 3.3: Searching for On-Market Deals

• Lesson 3.4: Searching On Biz Buy Sell

• Lesson 3.5: Buy-Side Broker Relationships for On-Market Deals

• Lesson 3.6: Off-Market Deals

• Lesson 3.7: Rolodex to ROI

• Lesson 3.8: Venmo Challenge

• Lesson 3.9: Personal PNL Review

• Lesson 3.10: The 9 to 5er Strategy

• Lesson 3.11: Social Media

• Lesson 3.12: Library Database

• Lesson 3.13: Industry-specific sources

• Lesson 3.14: Networking (I hate this word)

• Lesson 3.15: Creating the right habits for deal sourcing

• Lesson 3.16: Weekly Goals Goal Tracking Notion database walkthrough

• Lesson 3.17: Keeping track of your Deal Flow

• Lesson 3.18: The Contrarian CRM Demo

• Lesson 3.19: Vertical IQ Training

• Lesson 3.20: Introducing the New Deal Navigator

Module 4: Unit 4 Outreach

This unit outlines how to position yourself professionally as a qualified buyer, mastering cold outreach, engaging owners directly, and utilizing the FROG method to build relationships.

• Lesson 4.1: Intro

• Lesson 4.2: Selling Yourself - Positioning Yourself as a Qualified Buyer

• Lesson 4.3: Seller Engagement Process Overview

• Lesson 4.4: Cold Email

• Lesson 4.5: How to Edit and Create Your Buyer Profile PDF

• Lesson 4.6: Cold Calling Outreach

• Lesson 4.7: The 8 Step C2C Framework

• Lesson 4.8: The Discovery Call

• Lesson 4.9: FROG Method for Connecting with Potential Sellers

• Lesson 4.10: On-Market Outreach

• Lesson 4.11: Buyer Profile PDF Canva Walk-through

• Lesson 4.12: Quiet Seller Method

• Included resources: Cold Outreach Scripts, List Of Questions For A Seller.

Module 5: Unit 5 Evaluation

Learn the objective financial markers used to evaluate a prospective deal, sign NDAs, calculate realistic valuations, and decide whether a business clears your confidence threshold.

• Lesson 5.1: Intro

• Lesson 5.2: First Principles Seller Outreach

• Lesson 5.3: The Preliminary Evaluation

• Lesson 5.4: Determining Valuation

• Lesson 5.5: Market Comparables Multiple

• Lesson 5.6: SDE Calculation

• Lesson 5.7: The 10 Contrarian Business Value Markers

• Lesson 5.8: Your Confidence Threshold

• Lesson 5.9: BONUS Specific Tips for Email Outreach

• Included resources: CT NDA Template, Deal Decision Tree.

Module 6: Unit 6 Offer + Negotiation

This massive module details the intricacies of making formal offers, structuring creative deals, understanding the anatomy of purchase agreements, and employing effective negotiation strategies.

• Lesson 6.1: Intro

• Lesson 6.2: Making an Offer

• Lesson 6.3: Using Professionals for the Offer Stage

• Lesson 6.4: Offer Terms

• Lesson 6.5: Anatomy of an LOI

• Lesson 6.6: Anatomy of an Asset Purchase

• Lesson 6.7: At-Risk Money

• Lesson 6.8: Structuring Your Offer

• Lesson 6.9: Unknown Liabilities

• Lesson 6.10: Offer Presentation

• Lesson 6.11: Counteroffers and Amendments

• Lesson 6.12: Negotiation Tips

• Lesson 6.13: Two Negotiation Approaches

• Lesson 6.14: 3 Areas of Negotiation

• Lesson 6.15: Key Concepts to Negotiation

• Lesson 6.16: Disagreement Handling

• Lesson 6.17: Introducing the New Deal Navigator

• Lesson 6.18: Deal Calculator demo

Module 7: Unit 7 Due Diligence

A deep dive into navigating the rigorous due diligence phase, gathering your deal team, and executing a comprehensive checklist to uncover potentially fatal business flaws.

• Lesson 7.1: Intro

• Lesson 7.2: Why Due Diligence

• Lesson 7.3: Building Your Deal Team

• Lesson 7.4: What Information Should You Evaluate During DD

• Lesson 7.5: Walk-Through of DD Checklist

• Lesson 7.6: Prepare for Different DD Outcomes

• Lesson 7.7: Due Diligence

Module 8: Unit 8 Financing

An exhaustive breakdown of how to fund your acquisition, exploring five primary funding categories and 21 specific financing strategies so you don't have to rely solely on cash.

• Lesson 8.1: Intro

• Lesson 8.2: Main Ways to Finance an Acquisition

• Lesson 8.3: Cash

• Lesson 8.4: Institutional Debt

• Lesson 8.5: Alternative Debt

• Lesson 8.6: Personal Debt

• Lesson 8.7: Considerations Before Taking on Debt

• Lesson 8.8: Debt Equity Hybrid Options

• Lesson 8.9: Equity

• Lesson 8.10: Sweat Equity

• Lesson 8.11: Grants

• Lesson 8.12: Seller Financing

• Lesson 8.13: SBA Loans

• Lesson 8.14: Sweat Equity (In-Depth)

• Included resources: 21 Financing Options, Expertise to Equity Terms Worksheet, Seller Financing Seller Avatar Checklist.

Module 9: Unit 9 Closing

This section covers the final hurdles of a business purchase, outlining the formal closing process, escrow management, and finalizing the crucial purchase price allocation.

• Lesson 9.1: Intro

• Lesson 9.2: Closing & Escrow

• Lesson 9.3: The Closing Process

• Lesson 9.4: Allocation of the Purchase Price

• Lesson 9.5: Bonus Guidant Special Topic Call

Module 10: Unit 10 Day 0

Guidance on transitioning into active ownership, ensuring you complete critical Day Zero tasks and set the proper foundation for operating your newly acquired asset.

• Lesson 10.1: Intro

• Lesson 10.2: Preparing to Operate the Business

• Lesson 10.3: Next Steps Join the Contrarian Community

• Included resources: Copy of Asset Purchase Agreement, Copy of Letter of Intent Template, Copy of LOI Template.

What Makes This Course Different

• Focus on Proven Cash Flow Over High-Risk Startups: Unlike standard entrepreneurship courses pushing SaaS or e-commerce ventures, Codie Sanchez's methodology is entirely focused on acquiring established, profitable "boring businesses" that inherently carry less risk.

• Data-Backed Valuation Systems: The curriculum avoids subjective guesswork by heavily relying on data-driven evaluation tools, specifically teaching students to calculate purchase prices based on the 10 Contrarian Business Value Markers.

• Heavy Emphasis on Alternative Deal Sourcing: Rather than exclusively teaching students to scroll through highly competitive, on-market broker listings, the course dedicates significant resources to direct outreach frameworks designed to uncover "quiet sellers" before a business goes public.

• Extensive Creative Financing Playbooks: The program acknowledges that capital is the primary barrier for most buyers and tackles it aggressively by outlining 21 distinct financing avenues, explicitly focusing on how to combine SBA loans, seller financing, and sweat equity.

Bonus Materials Included

• The Contrarian CRM Database: A custom-built Notion database provided in Unit 3 to help students seamlessly track off-market deal flow, weekly goals, and networking progress.

• Deal Decision Tree & Calculators: Financial modeling tools included in the Evaluation module to automatically process multiples, run SDE numbers, and determine a deal's viability.

• Vertical IQ Training Session: An exclusive, detailed video masterclass on how to navigate and extract critical industry data from the Vertical IQ database.

• Guidant Special Topic Call: A dedicated bonus lesson embedded in the Closing module focusing on complex financing arrangements.

• Comprehensive Document Templates: Access to vital legal frameworks, including LOI Templates, NDA Templates, and Asset Purchase Agreements.

About Codie Sanchez: Background and Credentials

Codie Sanchez is the founder of Contrarian Thinking, a massive financial media platform that has grown to command over 750,000 newsletter subscribers and an aggregate audience of over 8 million social media followers. Her journey to becoming the internet's most prominent advocate for buying "boring businesses" began unconventionally. Sanchez started her career as a conflict journalist, earning the JFK award and a Howard Buffett Foundation grant for her coverage of human trafficking and drug smuggling along the US-Mexico border. Realizing that the greatest power for societal change was rooted in finance, she transitioned to the institutional investing world.

Verified Credentials:

• Held senior leadership positions where she built and led First Trust’s Latin America Investments business, managing over $1 billion in AUM.

• Serves as an Active Board Member and Managing Director at Entourage Effect Capital, a private equity firm that has deployed nearly $200 million across 65+ companies.

• Holds a robust corporate pedigree with prior roles at Vanguard, State Street, and Goldman Sachs.

• Named among the "25 Most Innovative Leaders in Cannabis" by MG Retailer.

• Frequently featured as an authority on business and investing on major platforms including CNBC, Forbes, Fox, and The Today Show.

• Holds an M.B.A. from Georgetown University, alongside master's degrees from ESADE and Fundação Getúlio Vargas.

Frequently Asked Questions About Acquisition Foundations

What is Acquisition Foundations about?

Acquisition Foundations by Codie Sanchez is a comprehensive training program that teaches individuals how to find, evaluate, finance, and close on the purchase of existing, profitable small businesses. It is designed to help students bypass the high-failure-rate startup phase by acquiring established cash flow instead.

Who created Acquisition Foundations?

The course was created by Codie Sanchez, the founder of Contrarian Thinking and a former institutional investor. She built First Trust’s $1 billion+ Latin America Investments business and is currently an Active Board Member at the private equity firm Entourage Effect Capital.

What is included in Acquisition Foundations?

The program includes 10 complete modules containing exactly 205 video lessons and 121 downloadable PDFs. In total, the course delivers 37h 16m 31s of video content and over 20.14 GB of instructional material, complete with document templates, deal calculators, and CRM systems.

Who is Acquisition Foundations best suited for?

This course is best suited for burned-out corporate employees looking to replace their W-2 income by buying an established company, and current business owners seeking to rapidly scale by acquiring their competitors. It is also highly effective for operators who possess strong management skills but need to learn how to structure seller-financed or sweat-equity deals.

What will I learn in Acquisition Foundations?

You will learn how to source off-market business deals using direct outreach frameworks, calculate accurate business valuations through SDE and market comparables, and navigate the rigorous due diligence process. Additionally, you will master the art of structuring complex offers and negotiating purchase agreements using various alternative financing methods.

What format is Acquisition Foundations delivered in?

The course is delivered primarily through high-definition video lessons and digital text resources. The current curriculum consists of exactly 330 total files organized into 10 folders, encompassing 37h 16m 31s of total video duration alongside essential PDF workbooks, legal templates, and spreadsheet calculators.

Does Acquisition Foundations include any bonus materials?

Yes, the course includes multiple bonus assets such as the Contrarian CRM Database for tracking deal flow, an exclusive Vertical IQ Training masterclass, access to Deal Navigator tools, and an extensive library of legal document templates including LOIs and NDAs.

What is Codie Sanchez known for?

Codie Sanchez is best known as the "Boring Biz" lady, advocating for the acquisition of unsexy, traditional businesses (like car washes or laundromats) over building tech startups. Before founding Contrarian Thinking, she was an award-winning conflict journalist who later transitioned to Wall Street, holding roles at Goldman Sachs and Vanguard.