Investing in a business can be either a purchase of ownership, also known as equity; or a loan to the business. Know which one you’re making before you turn over your money, so that you know what risks of loss of capital you’re facing and know what to expect in return.
Business succession planning. You’ve planned to start your business, you’ve planned to grow it to a success. Have you planned on how you’re going to leave it?
Buying or selling a business: start working with me early in the process to structure the deal to preserve capital and get the best selling or purchase price.