On-Demand Webinar: 7 Mistakes to Avoid When Investing Outside Your Company

May 11, 2022 / MLT Creative

On-Demand Webinar

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

Featured Speakers

Stephen Griner webinar headshot

Stephen Griner

President & Chief Operating Officer Trey Prophater webinar headshot

Trey Prophater

Partner ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

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.

Owner 2 Investor framework Navix exit planning Coverity retirement plan oversight Persium Group logo

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.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses. Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.

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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.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.