Key Takeaways:
Chapters:
Timestamp Summary
[0:00:37] Introduction to investing in private businesses
[0:01:57] Private equity becoming mainstream
[0:02:30] Offering due diligence consulting for private investing
[0:03:28] Banks are not lending as much, increasing need for private capital
[0:04:19] Principles to evaluate private companies
[0:05:08] Understanding the business idea and market potential
[0:06:45] Assessing risk and return
[0:07:31] Financial due diligence
[0:08:14] Evaluating the management team
[0:09:11] Importance of exit strategy and alignment with goals
[0:13:37] Valuations and funding in the money management industry
[0:14:23] Negotiating terms and assessing risk in investing
[0:14:46] A cautionary tale of investing in a private company
[0:15:18] The importance of having a process for investing in private equity
[0:15:36] Warning of potential losses in the future
[0:15:54] Conclusion and contact information for help with investing
Powered by Stone Hill Wealth Management
Social Media Handles
Follow Philip Washington, Jr. on Instagram (@askphillip)
Subscribe to Wealth Building Made Simple newsletter
https://www.wealthbuildingmadesimple.us/
Thank you for checking out our free content on financial planning, the wealth mindset, and investing in innovation. If you've found value in our blog posts, I invite you to take your knowledge and commitment to the next level. Sign up for our premium paid newsletter today and receive daily insights and expert analysis directly in your inbox. Stay ahead of the curve and unlock the secrets to financial success. Don't miss out on this opportunity to deepen your understanding and gain an edge in the world of finance. Join our premium community now and embark on a journey towards financial abundance and investment excellence. Sign up today and let's grow together!
WBMS Premium Subscription
Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Understanding the Fundamentals of Money Management
Overcoming Negative Emotions About Money
Maximizing Retirement Savings and Tax Benefits for Business Owners
Sound Money Management: Principles for Individuals and Society
Building a Strong Business Foundation: The Business Planning Pyramid
Bitcoin Mining: A Lucrative Opportunity for Investors in the Crypto Space
WBMS Docuseries: Healthy Mind, Body, and Spirit (Episode 3)
Private Equity Trends for 2024: How to Attract Investors for Your Business
The Age of Trillionaires: Understanding the Changing Nature of Wealth
The Importance of Balancing Reason and Imagination in Investing
The Best Way to Become Financially Independent: Find Your Passion
Why Checking Your Pay Stub Matters
Building Wealth: Playing Within or Outside the System
Improving Your Relationship with Money Through Emotional Intelligence
Tax Extender Bill: Reverting Bonus Depreciation Back to 100%
Understanding the Market as a Collective Consciousness
Shower Your Business with Love
The Benefits and Misunderstandings of ESOPs
WBMS Docuseries: Healthy Mind, Body, and Spirit (Episode 2)
The Big Industrial Economy Short
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast