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Investor Briefing Series: Ways Angel Investor make a Return on their Investment
Welcome to our Investor Briefing Series Intro p Set the Stage p Legal aspects of the transactions p Valuation critical at every stage p Merger or Acquisition p Public Market Liquidity n Small Cap and Traditional p
Commitment to Education p Best way to Create a Thriving Angel Community n Origin of ezine p n “how to be an angel investor” National statistics on Angel Investor activity Avg investment $40 K, with small group at $250 K p Avg deals considered 15, 2 -3 receive investment p 66% latency p #1 factor, not availability of capital, but knowledge and comfort with the process p
Active Angel Investor is…. p An Exec with a Check n n n p Take an executive role in the company Participates through salary, profit sharing as the company builds Benefits from exit and liquidity event as a share holder Tax Implications depends on structure n n LLC, or Sub S pass through specific tax forms C Corp losses, gains held with the company
Passive Angel investor may have… A board seat p Representative of group that is active or has board seat p May benefit along way with dividends p Main focus is on building value of the company to maximize return at liquidity p
Buying and Selling Equity Regulated business p Legal transaction p n n p Documents to establish rights and expectations Sterling Hawkins, Marshall Lueder Getting the most Value n n Many factors impact the value of the company Charles Wilkinson, Wilkinson & Callender
Reaching Liquidity p Acquisition Market n n p Strong and growing Funds for companies to buy companies Private Equity Funds Greg De. Foor, De. Foor Services Public Market Options n n n Private Investment into Public Entities Small Cap IPO options Joel Arberman, Public Financial Services, LLC.