Investing in Private Entities

What to Look for When Conducting Due Diligence for Private Companies

 |   |  Investing in Private Entities

By J.P. Dahdah, Founder & CEO of Vantage In my last post, The Secret to Finding the Best Private Company Investment, we discussed the importance of due diligence in evaluating a private company for investment. But what should you look for when considering a private company for Self-Directed IRA investment? 1. Solid balance sheets. Check the company’s current financial position.…

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The Secret to Finding the Best Private Company Investment

 |   |  Investing in Private Entities

By J.P. Dahdah, Founder & CEO of Vantage Investing directly in private companies can provide a great opportunity for capital appreciation in Self-Directed IRAs. Unlike investing in publicly-listed companies where insider trading can be a problem, you can basically know everything about your private company, giving you a clear picture of the risk return potential involved. But like any investment,…

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