53 min
Angel Investing: Minimizing Founder’s “Payroll Exit” Risks with Hall T Martin The Compassionate Capitalist Show™ with Karen Rands
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- Investing
Join Karen Rands on a deep dive with finance maven Chris Reilly where they unpack essential business strategies and financial modeling insights. Whether you’re an avid investor, a business owner, or just finance-curious, this episode is a treasure trove of practical wisdom. Financial modeling is fundamental to understanding the future potential of a startup, what the exit opportunities might be when a company is growing, and how to leverage the value of a company to reap the biggest return when expanding through acquisition.
In this episode of the Compassionate Capitalist Show, you will gain keen insights in the following.
1. **Leveraged Buyouts (LBOs)**
- The structure of LBOs and their implications for business owners looking to semi-retire.
- Strategies for preserving the existing company culture and team while adding corporate sophistication.
- The role of financial modeling in decisions related to investment, expansion, or acquisition.
- Differentiating between speculative angel/VC investing and the more calculable nature of LBOs.
2. **Financial Literacy in Business Leadership**
- The need for CEOs and CFOs to understand financial statements.
- The value of training or hiring a CFO with expertise in financial modeling.
- The significance of preparing for private equity infusion or company transition.
- Additional considerations for early-stage companies, including soft dollar expenses.
3. **Preparing for the Future through Financial Models**
- Detailing the three-statement model forecast and its role in predicting a company's profitability.
- Understanding when revenue is earned through the income statement.
- The necessity of learning which elements to include and exclude in forecasts.
At the height of the financial crisis, a fresh college graduate named Chris Reilly embarked on his career in an environment fraught with uncertainty and disarray. In the fall of 2009, just a year after the iconic Lehman Brothers' collapse sent shockwaves through the global economy, Chris joined FTI Consulting, tasked with the formidable challenge of cleaning up after one of the largest bankruptcies in history. Chris's journey into the intricate world of private equity, and his subsequent mission to educate others on the art of financial modeling, is both inspiring and a blueprint for success in the nano market ecosystem. Chris Reilly is the Founder of Mission Capital Consulting and the brains and vision behind digital courses marketed as Financial Modeling Education.
To learn more about financial modeling education and certification he offers, visit: https://www.financialmodelingeducation.com/and https://www.missioncapitalco.com/
Available on YOUTUBE: https://youtu.be/ul1FtqFdhnM to watch all the action
About Karen Rands:
Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/
Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™. Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. Or use http://KarenRands.co and get your free gift and get on Karen's mail list.
The Compassionate Capitalist Show™ is a Podcast on YouTube and available on all major podcast players. Please visit and subscribe and share. http://bit.ly/linkCSS Social Media links can be found here as well.
Ima
Join Karen Rands on a deep dive with finance maven Chris Reilly where they unpack essential business strategies and financial modeling insights. Whether you’re an avid investor, a business owner, or just finance-curious, this episode is a treasure trove of practical wisdom. Financial modeling is fundamental to understanding the future potential of a startup, what the exit opportunities might be when a company is growing, and how to leverage the value of a company to reap the biggest return when expanding through acquisition.
In this episode of the Compassionate Capitalist Show, you will gain keen insights in the following.
1. **Leveraged Buyouts (LBOs)**
- The structure of LBOs and their implications for business owners looking to semi-retire.
- Strategies for preserving the existing company culture and team while adding corporate sophistication.
- The role of financial modeling in decisions related to investment, expansion, or acquisition.
- Differentiating between speculative angel/VC investing and the more calculable nature of LBOs.
2. **Financial Literacy in Business Leadership**
- The need for CEOs and CFOs to understand financial statements.
- The value of training or hiring a CFO with expertise in financial modeling.
- The significance of preparing for private equity infusion or company transition.
- Additional considerations for early-stage companies, including soft dollar expenses.
3. **Preparing for the Future through Financial Models**
- Detailing the three-statement model forecast and its role in predicting a company's profitability.
- Understanding when revenue is earned through the income statement.
- The necessity of learning which elements to include and exclude in forecasts.
At the height of the financial crisis, a fresh college graduate named Chris Reilly embarked on his career in an environment fraught with uncertainty and disarray. In the fall of 2009, just a year after the iconic Lehman Brothers' collapse sent shockwaves through the global economy, Chris joined FTI Consulting, tasked with the formidable challenge of cleaning up after one of the largest bankruptcies in history. Chris's journey into the intricate world of private equity, and his subsequent mission to educate others on the art of financial modeling, is both inspiring and a blueprint for success in the nano market ecosystem. Chris Reilly is the Founder of Mission Capital Consulting and the brains and vision behind digital courses marketed as Financial Modeling Education.
To learn more about financial modeling education and certification he offers, visit: https://www.financialmodelingeducation.com/and https://www.missioncapitalco.com/
Available on YOUTUBE: https://youtu.be/ul1FtqFdhnM to watch all the action
About Karen Rands:
Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation. She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich. Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional business networks. About Karen https://www.karenrands.co/about-karen-rands/
Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™. Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings. Or use http://KarenRands.co and get your free gift and get on Karen's mail list.
The Compassionate Capitalist Show™ is a Podcast on YouTube and available on all major podcast players. Please visit and subscribe and share. http://bit.ly/linkCSS Social Media links can be found here as well.
Ima
53 min