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.
Business: Studying the Evolution of Smoothie King Management Team
Wealth Mindset: ”How do I overcome the pain of losing money when investing?”
Real Estate: The math around buying and selling AirBNBs
Wealth Mindset: ”Am I letting my family down because I can’t provide them the lifestyle they want right now?”
Financial Planning: ”How much money should I put in my emergency fund?”
Business: A Brief Study of the History of Smoothie King
Innovation: Artificial Intelligence and Web 3.0 will open up more career opportunities
Investing: Is a 401(k) a good source of financial security?
Wealth Mindset: Giving out of desire instead of obligation
Business: Apple, Inc. in the Tim Cook Era
Innovation: Making money growing vegetables in your home
Real Estate: Real estate as a currency alternative
Investing: How Money Thinks
Investing: The History of Currencies
Business: The Maturity and Decline Phase of Apple, Inc.
Innovation: Renewable energy in the future of manufacturing
Real Estate: The Gift and the Curse of Gentrification
Wealth Mindset: How to change your relationship with money
Investing: The basic building blocks of an economy
Business: The Growth Phase of Apple, Inc.
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