Practical investor research and guides
In-depth guides based on conversations with investors, M&A specialists and entrepreneurs.
Business acquisition due diligence: what to check first
A practical buyer checklist for cash flow, bookkeeping, working capital, concentration risk and negotiation.
→Buying and selling businessesExpand abroad: buy a local business or build from scratch?
A market-entry decision framework covering speed, local capabilities, integration costs and ownership risk.
→Private capital and founder liquidityWhat to do with capital after selling a business
A practical framework for founder liquidity, concentration risk, investing outside your expertise and a first post-exit plan.
→Private capital and founder liquidityCash flow for founders: the three reports and the decisions behind them
How P&L, cash flow and balance sheet connect, and why business income is not the same as personal wealth.
→Real estate investing and operationsU.S. rental property: cash flow vs appreciation
A rental-investment framework covering occupancy, financing, management and multi-unit risk.
→Public markets and portfolio constructionETF, dividend stocks and cash: build a portfolio around risk
Investment allocation as a decision process, not a universal formula based on one investor’s holdings.
→Buying and selling businessesBuying e-commerce stores: the operator’s checklist
What an acquisition-minded operator should examine in paid acquisition, inventory and recurring sales.
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