EST. 2026
Executive Advisory Program · 2026

Scale Through
Acquisition

A six-week downloadable, self-paced program engineered for operators who understand that the fastest path to enterprise value is not organic growth — it's strategic acquisition.

3–5X Enterprise Value Expansion
15–25% Operational Efficiency Gains
2–3X Strategic Exit Premium
The Silver Tsunami Is Here. Over 12 million Baby Boomer-owned businesses are expected to transfer ownership by 2030 — creating the largest wealth transfer in American history and an unprecedented window to acquire established, cash-flowing bolt-on businesses at favorable terms.
Enroll Today See the Program
6 Weeks
100+ Page Workbook
12+ Templates
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What Is Scale Through Acquisition?

Valuation follows structure,
systems, and strategic growth.

Scale Through Acquisition is a refined six-week downloadable, self-paced program designed for operators building enterprise value through disciplined consolidation. Unlike organic growth, acquisition-led scaling allows you to purchase cash flow, customers, talent, and market share instantly — compressing years of development into a single strategic transaction.

The STA framework transforms buyers into platform builders — operators who architect portfolios that command institutional-grade exit premiums. Work entirely on your own schedule with lifetime access to all materials. For those who want personalized deal guidance, the optional Hot Seat Coaching add-on gives you six weeks of live sessions directly with Erika.

Core Program 6-Week Downloadable Program Self-paced · Start immediately · Lifetime access
Included
+ Optional Add-On
Live Coaching 6-Week Hot Seat Coaching Live sessions with Erika · Your deals, your questions
Add-On
Platform Strategy
Proprietary Deal Flow
Integration Excellence
Margin Expansion
Strategic Exit Design
02 Curriculum

Program Breakdown

Six weeks. Six modules. One complete acquisition operating system. Everything is downloadable and self-paced — work through the materials on your schedule, at your own speed, with lifetime access to every lesson, template, and framework.

The optional Hot Seat Coaching add-on layers six weeks of live, small-group sessions with Erika on top of the core program — bringing your real deals into the room for personalized guidance.

Self-Paced Program Included with Enrollment
  • All 6 modules — downloadable immediately
  • Pre-recorded lessons + deal walkthroughs
  • 100-page workbook · templates · calculators
  • Lifetime access — revisit any time
Hot Seat Coaching Optional Live Add-On
  • 6 weeks of live sessions with Erika
  • Bring your real deals for review
  • Hot seat format — direct Q&A
  • Small group · personalized guidance

Why Now? The Silver Tsunami

The greatest buyer's market in American history is open — right now.

The Baby Boomer generation is exiting business ownership at scale — and this creates an unprecedented acquisition environment for prepared buyers.

Over 12 million businesses are expected to change hands by 2030, representing over $10 trillion in business wealth. Many of these companies are profitable, undervalued, and ideal bolt-on acquisitions for platform operators.

The STA program teaches you exactly how to identify, underwrite, acquire, and integrate these businesses — before the opportunity window narrows.

The window is open — but it won't stay open forever. Now is the time to build your platform.
12M+ Businesses Transferring
Ownership by 2030
$10T In Boomer-Owned
Business Wealth
Established cash flow — 10 to 30 year operating histories
Loyal customer bases built over decades
Motivated sellers open to creative deal structures
Below-market valuations with limited buyer competition
Tenured teams with institutional knowledge in place
The Curriculum

Six Modules. One Complete
Acquisition Operating System.

Week 01

Platform Strategy & Consolidation Thesis

Define your acquisition thesis. Establish your platform criteria. Build the foundation for scalable consolidation — including your ideal industry vertical, add-on profile, and long-term vision.

Platform Evaluation Scorecard
Week 02

Deal Flow Architecture & Relationship Capital

Build systematic, proprietary deal flow through broker relationships, off-market sourcing, and direct outreach. Generate 3–5 qualified targets per quarter from your controlled pipeline.

Off-Market Sourcing Playbook
Week 03

Acquisition Underwriting & Add-On Modeling

Master financial underwriting, EBITDA-based valuation, quality of earnings, and add-on modeling. Know exactly what a business is worth — and what it's worth to your platform.

Recasting Template + Investment Thesis Framework
Week 04

Integration Excellence & Systems Alignment

Deploy phased integration playbooks. Align operations, technology, and culture post-close to minimize friction and accelerate value capture. Reduce integration failure rates by up to 40%.

30-60-90 Day Integration Playbook
Week 05

Shared Services & Margin Expansion

Centralize operations, leverage shared infrastructure, and implement purchasing frameworks that compound cost efficiencies across the portfolio. Owners typically see 15–25% cost reductions within 12 months.

Shared Services Blueprint
Week 06

Strategic Exit Design & Enterprise Positioning

Architect your exit from inception. Engineer your platform for strategic buyers. Command 2–3X valuation premiums relative to standalone businesses through disciplined enterprise positioning.

Enterprise Value Scorecard + Buyer Positioning Guide
03 Fit & Outcomes

Who This Is For

Scale Through Acquisition was built for operators ready to move from running a single business to building a portfolio. This downloadable program was designed specifically for you if you fall into one of these categories.

Existing Business Owners

You have a successful operating business and want to accelerate growth by acquiring bolt-ons — leveraging shared services, customers, and infrastructure to expand enterprise value.

Search Fund Operators Post-Close

You've closed your first acquisition and are ready to build a multi-unit platform. STA gives you the system to move from solo operator to portfolio architect.

Family Offices

You're deploying capital into operating businesses and want a rigorous acquisition framework to evaluate, underwrite, and integrate add-ons with institutional discipline.

Serial Acquirers

You've done deals before but want to systematize your process, improve integration outcomes, and position your portfolio for a premium strategic exit.

The Silver Tsunami:
Why Bolt-Ons Are the
Smart Move Right Now

The largest intergenerational wealth transfer in history is underway. Baby Boomer business owners — who control trillions in operating business value — are retiring without succession plans.

This creates a rare acquisition environment where disciplined buyers can purchase:

Established cash flow with 10–30 year operating histories
Loyal customer bases that took decades to build
Tenured teams and deep institutional knowledge
Motivated sellers open to creative deal structures
Below-market valuations — limited buyer competition
The window is open — but it won't stay open forever.

Results & Outcomes

These are the measurable outcomes operators achieve when they apply the STA framework with discipline and consistency.

3–5X

Enterprise Value Expansion

Platform companies command significant premiums over standalone businesses. STA teaches you to build a portfolio architecture that institutional buyers pay a premium to acquire.

40%

Lower Integration Failure Rate

Structured integration playbooks reduce post-close friction, culture conflict, and operational disruption — the top reasons acquisitions fail to deliver value.

15–25%

Cost Efficiencies Within 12 Months

Shared services, centralized purchasing, and consolidated infrastructure deliver measurable margin expansion across your portfolio within the first year.

2–3X

Strategic Exit Premium

Scaled platforms position for strategic buyers who pay 2–3X more than financial buyers — when the platform is properly engineered for exit from inception.

04 Leadership
Erika Baez-Grimes, CM&AP — Founder of Scale Through Acquisition
Erika Baez-Grimes CM&AP · Founder
CM&AP Certified M&A Professional
15+ Years M&A Advisory
Award-Winning Sell-Side Broker
Vistage Market Leader

Erika Baez-Grimes

CM&AP · Managing Partner & Co-Founder

The BPH Group · Silver Tsunami Transitions · Vistage Worldwide

Erika Baez-Grimes, CM&AP is a nationally recognized, award-winning M&A advisor, SMB investor, and deal maker with more than 15 years of experience leading high-stakes negotiations and structuring complex transactions.

Erika has built a distinguished reputation for strategic positioning, disciplined negotiation, and maximizing enterprise value. For six years, she served as a principal sell-side broker within the largest business brokerage organization in the world — earning distinction for delivering premium outcomes for founders and family-owned businesses across a wide range of industries.

At a pivotal point in her career, Erika transitioned from advisor to co-founder — launching Silver Tsunami Transitions and The BPH Group to bring boutique-level acquisition advisory to growth-minded operators and serial acquirers at a critical moment in the market.

As a Market Leader at Vistage Worldwide and a recognized voice in the acquisition community, Erika brings an operator's discipline, an advisor's precision, and a founder's conviction to Scale Through Acquisition.

15+ Years of Experience
6 Years as Principal Broker
3 Organizations Led

Our Deal Team & Participant Industries

Scale Through Acquisition draws on an advisory ecosystem of operators, brokers, capital providers, and M&A professionals across every major industry sector. Our participants represent the full breadth of the American SMB economy.

Home Services
Distribution & Logistics
Healthcare & Dental
Construction & Contracting
Manufacturing
Landscaping & Field Services
Automotive Services
Technology & SaaS
Food & Beverage
Education & Training
Retail & E-Commerce
Professional Services
"The STA framework is industry-agnostic. Whether you're acquiring a plumbing company or a healthcare practice, the same acquisition discipline applies — and the same enterprise value outcomes are achievable."
— Erika Baez-Grimes, CM&AP
05 Deliverables & Enrollment

Everything You Need
to Acquire, Scale & Exit

One downloadable program. One complete operating system. Built for operators who are serious about enterprise value.

Core Program — Included

6-Week Self-Paced Downloadable Program

Six weeks of structured, expert-designed modules covering every phase of the acquisition lifecycle — from thesis to exit. All content is pre-recorded and downloadable. Work entirely on your own schedule with no live sessions required. Start immediately upon enrollment.

  • Instant access — download everything immediately
  • Pre-recorded video lessons + deal walkthroughs
  • 6 structured weekly modules
  • Downloadable frameworks every week
  • Work at your own pace, on your schedule
  • Lifetime access — revisit any time, forever
Optional Add-On · Live Coaching

6-Week Hot Seat Coaching

The only live component of the STA program. Upgrade your enrollment with six weeks of live hot seat coaching sessions directly with Erika. Bring your real deals, your specific questions, and your unique challenges for personalized guidance you can apply immediately to transactions in progress.

  • Live sessions — the only live element of STA
  • Real deal reviews with Erika directly
  • Hot seat format — your deals, your questions
  • Small group format for focused attention
  • Personalized acquisition strategy guidance
  • Available as an add-on to the core program
Downloadable Resource

100-Page Workbook

A comprehensive, professionally designed workbook guiding you through every module — with frameworks, exercises, decision trees, and checklists you keep and reference forever.

  • Full acquisition lifecycle coverage
  • Printable & digital formats
  • Yours to keep forever
Downloadable Financial Tool

Recasting Template

A professional-grade financial model for recasting seller financials — adjusting owner compensation, one-time expenses, and non-recurring items to reveal true normalized EBITDA.

  • Plug-and-play Excel/Sheets format
  • Normalizes owner-adjusted earnings
  • Presentation-ready output
Downloadable Strategic Framework

Investment Thesis Template

A structured thesis framework that forces clarity on your acquisition criteria — industry focus, financial thresholds, platform fit, and long-term exit strategy. Investor-ready format.

  • Defines your acquisition criteria
  • Aligns team and capital partners
  • Investor-ready format
Downloadable Template Library

12+ Professional Templates

Every template you need across the acquisition lifecycle — from target evaluation and LOI structure to integration planning and exit positioning. Battle-tested in real transactions.

  • Platform Evaluation Scorecard
  • 30-60-90 Day Integration Playbook
  • Enterprise Value Scorecard
Downloadable Financial Tools

3 Valuation Calculators

Three purpose-built valuation calculators that walk you through EBITDA multiples, platform premium modeling, and exit scenario analysis — ready to use on real deals immediately.

  • EBITDA multiple calculator
  • Platform premium modeling tool
  • Exit scenario analyzer
Network Access

Capital Provider Introductions

Direct introductions to capital providers specializing in acquisition finance — SBA lenders, seller financing, search fund capital, and equity partners who understand the SMB market.

  • Curated lender network
  • Deal-structure guidance
  • Equity partner introductions

Scale Through Acquisition
2026 Executive Program

Self-Paced & Downloadable All 6 modules download immediately · No live sessions required
+ Hot Seat Coaching (Optional) The only live component · 6 weeks of direct sessions with Erika
Lifetime Access to All Materials
2026 Enrollment Open Now
Limited Cohort Seats Available
Your Enrollment Includes:
6-Week Downloadable Program
100-Page Workbook
Recasting Template
Investment Thesis Template
12+ Downloadable Templates
3 Valuation Calculators
Capital Introductions
Lifetime Materials Access
2026 Enrollment Open

Reserve Your Position

Join a curated group of acquisition-minded operators committed to building enterprise-grade platforms through disciplined consolidation. Led by Erika Baez-Grimes, CM&AP.

Erika Baez-Grimes
Erika Baez-Grimes, CM&AP Managing Partner · The BPH Group
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Enrollment for 2026 is open. Seats are limited to maintain program quality and cohort intimacy.