Phase 1: Foundation – Build the Base

1. Define Your Vision

• What’s your goal? (e.g., buy your first rental, flip a house, invest in a startup, etc.)

• What’s your timeline?

• Why are you doing this?

2. Select Your Niche

Choose one deal type and get laser-focused:

• Real Estate: Wholesaling, Buy & Hold, Flipping, BRRRR

• Business: Acquisitions, Startup Investing

• Digital Assets: Websites, E-commerce, Domains

3. Build a Power Network

• Join Epic Network subgroups or local meetups

• Connect with:

  • Agents/Brokers

  • Lenders

  • Attorneys

  • Mentors

  • Deal partners

Phase 2: Research & Readiness

4. Know Your Numbers

• Learn key metrics: ARV, NOI, Cap Rate, ROI, Cash-on-Cash

• Understand financing: Hard money, private lenders, seller financing

5. Set Your Deal Criteria

Example for Real Estate:

• Property type: Duplexes

• Market: Atlanta suburbs

• Budget: $200K max

• Return: 15%+ annual cash-on-cash

Phase 3: Deal Attraction & Hunting

6. Source Deals Daily

• MLS, LoopNet, Zillow, CREXi

• Off-market: Direct mail, driving for dollars, cold calling, referrals

• Inside Epic Network deal board (if applicable)

7. Run Quick Analysis

• Use deal calculators or Epic Network tools

• Focus on red flags & green lights

• Don’t overanalyze – filter fast

Phase 4: Execution – Take the Shot

8. Make Offers Fast

• Speed beats perfection

• Use contingencies to stay protected

• Follow up relentlessly

9. Negotiate & Lock the Deal

• Know seller motivation

• Use your team (agent, lender, mentor) to structure terms

Phase 5: Close & Scale

10. Close the Deal

• Finalize due diligence

• Secure financing

• Sign & celebrate (then get to work)

11. Execute the Plan

• Renovate, market, sell, rent – whatever the plan is, do it well

• Document the process (for future lenders, partners, investors)

12. Reflect & Rinse

• What went well?

• What could be improved?

• Share lessons with the Epic Network community

BONUS: The Epic Edge

• Accountability Partner: Pair up with someone on the same path

• 90-Day Deal Challenge: Set a hard deadline

• Mentor Check-ins: Weekly calls with someone who’s done it

• Epic Deal Tracker: Use a tool to log, score, and compare deals