Publisher's Synopsis
In 2015 Alexis invested $25,000 into a small business in British Columbia. The injection of capital instantly provided him with a passive income of $250 per month ($6,000 per year), while simultaneously helping the business grow and reducing costs for its customers. This 130+ page case study/workbook discloses the details of the venture, including how Alexis found the opportunity, why he made the investment, what the risks were, how he mitigated them and what due diligence he performed. In addition to examining the investment, the case study/workbook includes the contracts Alexis used to execute the deal ($11,000 in value), the due diligence documents he uses (net worth statements, directors' resolutions, etc.) and "behind the scenes" emails sent between him and the entrepreneur, and between him and his lawyer. Learning Objectives: Learn to make investments that benefit the investor, entrepreneur and customer Identify the pros and cons of equity and debt financing Draft a contract that protects the investor's interests Understand what a corporation is and how an investor can bypass its shield Perform due diligence to assess the risks associated with an investment Mitigate the risks discovered in the due diligence process Formulate an exit strategy to recoup an investment Balance personal relationships with financial interests Apply this case study to your own personal investments
