7 Mistakes to Avoid When Investing
Outside Your Company
If you are like many business owners, you have learned how to invest smartly inside your growing company, but investing outside your company may be less familiar ground. This webinar explores the seven most common mistakes to avoid when investing outside your company, prior to and after you exit. We will help you understand the following:
How to evaluate risk
Why business owners often wish to reduce risk when investing outside their company, but then unknowingly increase their risk
The role of real estate
Specific mistakes to avoid prior to your exit
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.