In this episode, Shannon shares her insights on what to consider when investing in businesses. She breaks down the essential questions to ask and factors to evaluate when approached for investment opportunities, providing valuable perspective for both potential investors and business owners seeking capital. From understanding the team and their expertise to assessing financial management and future plans, Shannon's guidance serves as a fundamental checklist for anyone navigating the world of business investments. Tune in to gain expert advice on making informed investment decisions and ensuring your money works for you.

What you'll hear in this episode:

04:23 Evaluate expertise, financial acumen, and strategic positioning.

09:53 Shareholder influence, strategic investment, money usage questions.

11:39 Assess customers, strategy, growth, timeline, goals, exit.

17:30 Negotiate terms, consider investment risks and returns.

If you like this episode, check out:

Pricing Blunders That Could Cost You Thousands

How to Build Trust with Your Customers

Why Just Bumping Up Prices Doesn't Cut It

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.