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The Broken Gearbox

Our Past M&A: A Broken Gearbox

When gears don't connect, the machine fails

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CODE
SPARK
KID
PASS
HOMER

The Core Problem

M&A only works when there is a strong, organic core engine. Without it, acquisitions drain resources instead of compounding value.

Our focus is building that engine inside Begin before expecting M&A to accelerate results.

Costly Distractions

Sesame partnership; Begin App (never launched); America's Test Kitchen + Craft (low margins, no new demand); Tutoring (unclear value for our age range); Classes upsell (low adoption, poor economics); Begin memberships (no PMF); Begin brand (low awareness, no breakthrough yet).

Hard Truth

M&A only works when there is a strong, organic core engine. Without it, acquisitions drain resources instead of compounding value.

Our focus is building that engine inside Begin before expecting M&A to accelerate results.

Key Takeaway

Build the organic engine first; use M&A to accelerate what already works.

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