The Investor's Table
The Investment Market Most Investors Never See
There is an investment market worth over $12 trillion and few investors understand how easy it is to participate.
For decades, most investors believed their options were limited to public markets, real estate, or venture capital.
At the same time, a significant shift has been happening largely outside the spotlight.
Across the United States, a large number of profitable small businesses are owned by Baby Boomers who are reaching retirement age. Many of these owners are not passing their companies to family members. Instead, they are looking to sell to the next generation of operators. In some cases, they never knew that selling their business was even an option, which creates even better opportunities for investors like you.
This dynamic is driving one of the largest transfers of wealth to date, and you can be an early mover.
Thousands of businesses valued between $1MM and $10MM are expected to change hands as a result. Yet most investors are largely unaware that this market exists, or that it can be accessed through structured investment partnerships rather than direct ownership.
Experienced operators and acquisition-focused teams are buying established businesses from retiring owners and growing them with professional management and long-term capital. Passive investors often participate by funding these acquisitions alongside operators.
This event is designed to introduce you to that landscape.
An Introduction to Investing in Small Business Acquisitions
Join us for an in-person lunch and educational session focused on:
How small business acquisitions are structured
Where passive investors typically fit into these deals
What types of opportunities exist today
How investors evaluate risk, return, and alignment
This is not a pitch for a single deal. It is an opportunity to understand the broader model and see real examples in context.
About The Exit School
The Exit School helps individuals find, finance, acquire, and grow businesses valued between $1MM and $10MM.
Their work spans education, deal sourcing, and operator support for people pursuing acquisitions as a path to ownership and long-term value creation.
This session will draw on real-world experience from that ecosystem.
Event Hosts and Speakers
This event is led by professionals with direct experience in:
Small business acquisitions
Operating and scaling privately held companies
Structuring investments for aligned capital partners
Jon Rogers: Jonathan is renowned for elevating businesses from $250,000 to $5 million in annual sales within three years, making him a standout in the industry. Armed with a Harvard Law degree, he ventured from investment banking to private equity law, honing his expertise. With a stint at Adobe as a Complex Contract Negotiator, Jon developed a passion for sustainable small business growth.
Peter Harris: Peter is a founding partner at University Growth Fund, where he leads deal sourcing, due diligence, and portfolio management. He's made over 100 investments as a VC and angel in breakout companies like Airbnb, Spotify, Postmates, Carta, Instructure, OpenAI, Databricks, Snap, and Lyft. Peter also mentors thousands of people how to invest in high performing alternative assets and land top careers in tech and venture.
You will have the opportunity to hear how they approach acquisitions, capital partnerships, and long-term value creation.
Who This Event Is For
This session is relevant if you are:
Curious about investment opportunities outside traditional markets
Interested in small business ownership through equity participation
Exploring how acquisitions fit into a diversified investment strategy
Looking to learn before deciding whether this space is right for you
Both accredited and non-accredited investors are welcome.
Join Us
If you have never looked at small business acquisitions as an investment category, or if you’re curious about the massive opportunities available, we invite you to join us for this in-person luncheon.