<description>In this episode of the ETA Insider Podcast, we are joined by Jake Bitz, Director of Client Accounting &amp; Advisory Services and Consulting CFO at Boulay. Jake breaks down the accounting realities that searchers and newly minted CEOs face before and after acquiring a small business. He outlines the most common red flags uncovered during diligence, offers practical steps searchers can take early to avoid costly surprises, and explains how outsourced accounting models support operators as they scale. Jake also shares guidance on post-acquisition pitfalls, how CEOs should think about cash oversight, and where AI is already reshaping the accounting and finance function. </description>

In this episode of the ETA Insider Podcast, we ar…

In this episode of the ETA Insider Podcast, we are joined by Jake Bitz, Director of Client Accounting & Advisory Services and Consulting CFO at Boulay. Jake breaks down the accounting realities that searchers and newly minted CEOs face before and after acquiring a small business. He outlines the most common red flags uncovered during diligence, offers practical steps searchers can take early to avoid costly surprises, and explains how outsourced accounting models support operators as they scale. Jake also shares guidance on post-acquisition pitfalls, how CEOs should think about cash oversight, and where AI is already reshaping the accounting and finance function. 

From Diligence to Dashboards: How Finance Shapes Search Success

<description>In this episode of the ETA Insider Podcast, we sit down with JT Fitzgerald, CEO of Kingsway Financial Services—the only U.S. public company embracing the search fund model. JT traces his path from trading on the Chicago Board of Trade to acquiring his first company and ultimately building Kingsway Search Accelerator (KSX), a platform that partners with high-potential operators to acquire and grow small businesses. He explains how Kingsway’s permanent capital structure, tax advantages, and operator “scaffolding” differentiate it within the ETA ecosystem. JT also shares insights on “game selection,” the attributes of successful searchers, and why mentorship and fit are essential for long-term success in ETA.</description>

In this episode of the ETA Insider Podcast, we si…

In this episode of the ETA Insider Podcast, we sit down with JT Fitzgerald, CEO of Kingsway Financial Services—the only U.S. public company embracing the search fund model. JT traces his path from trading on the Chicago Board of Trade to acquiring his first company and ultimately building Kingsway Search Accelerator (KSX), a platform that partners with high-potential operators to acquire and grow small businesses. He explains how Kingsway’s permanent capital structure, tax advantages, and operator “scaffolding” differentiate it within the ETA ecosystem. JT also shares insights on “game selection,” the attributes of successful searchers, and why mentorship and fit are essential for long-term success in ETA.

Redefining ETA in the Public Markets

<description>In this episode of the ETA Insider Podcast, Jason Jackson shares his journey from first discovering ETA at the 2014 Booth-Kellogg Conference to navigating the highs and lows of running a search fund-backed business. He discusses the challenges of acquiring a dental support business in a competitive, PE-driven market—and the unexpected discovery of fraud just weeks into ownership. Jason reflects on how focusing on cash, communication, and culture helped him and his partner lead through crisis. He also discusses the founding of the Black Search Network, his work at Futaleufu Partners, and why systematic mentorship and CEO health are crucial for long-term success.</description>

In this episode of the ETA Insider Podcast, Jason…

In this episode of the ETA Insider Podcast, Jason Jackson shares his journey from first discovering ETA at the 2014 Booth-Kellogg Conference to navigating the highs and lows of running a search fund-backed business. He discusses the challenges of acquiring a dental support business in a competitive, PE-driven market—and the unexpected discovery of fraud just weeks into ownership. Jason reflects on how focusing on cash, communication, and culture helped him and his partner lead through crisis. He also discusses the founding of the Black Search Network, his work at Futaleufu Partners, and why systematic mentorship and CEO health are crucial for long-term success.

Hard Lessons, Resilience, and the Future of ETA

<description>In this episode of the ETA Insider Podcast, we explore the unique intersection of family, career, and community within the world of ETA with Cat Littell, MBA ‘08.  Cat shares her journey from launching her first venture during the 2008 financial crisis to building a career in investing, teaching, and supporting searchers alongside her husband. She discusses the challenges of balancing professional and personal life in ETA, the frameworks that helped her and Matt work together, and the lessons she now passes on to Booth students. Listeners will gain insights into navigating ETA as both a demanding profession and a way of life.</description>

In this episode of the ETA Insider Podcast, we ex…

In this episode of the ETA Insider Podcast, we explore the unique intersection of family, career, and community within the world of ETA with Cat Littell, MBA ‘08.  Cat shares her journey from launching her first venture during the 2008 financial crisis to building a career in investing, teaching, and supporting searchers alongside her husband. She discusses the challenges of balancing professional and personal life in ETA, the frameworks that helped her and Matt work together, and the lessons she now passes on to Booth students. Listeners will gain insights into navigating ETA as both a demanding profession and a way of life.

When Search Meets Real Life

<description>Operating in the White Space of ETA in Mexico by Polsky Center for Entrepreneurship and Innovation</description>

Operating in the White Space of ETA in Mexico by …

Operating in the White Space of ETA in Mexico by Polsky Center for Entrepreneurship and Innovation

Operating in the White Space of ETA in Mexico

A podcast series featuring all things related to search funds and entrepreneurship through acquisition.  Hosted by Brian O'Connor, Adjunct Professor of Entrepreneurship at the University of Chicago's Booth School of Business and Managing Partner of NextGen Growth Partners.

ETA Insider Podcast

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