Seven Questions for Evaluating a Private Company

After evaluating thousands of unique private companies and alternative investments over the past 20 years, we have created this list of fundamental investment considerations for our use, and we are happy to make it available to you.

If you want to dive further into the Seven Questions framework, our complimentary white paper provides a through examination of each of the questions, its rational, and examples of how we’ve utilized it over the years in our own corporate finance operations.

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NEWSLETTER

INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.