Ever heard the saying that it’s not what you know, it’s who you know? That’s especially true when it comes to good deals.
As a CPA, I see it all the time. By the time the average guy knows about a new start-up company or good investment, it’s too late. You have to get in early and you have to get in fast.
Years ago when I had my first CPA firm in Reno, NV, one of my clients was an heir to Harris Bank. Harris Bank is known for their trust accounts. In other words, some of the country’s wealthiest families put their assets into trust with Harris Bank for their descendants.
Every year they had a special events only for the trust beneficiaries and their tax and legal advisors. It was called “Deal Flow.” Anyone in the room could bring up a deal, but the minimum investment was $1 million. THIS is how deals happen in the real world. Or at least, this is how insider deals work.
Every so often, the rest of us get a glimpse into those smoke-filled rooms where the deals happen. When you do, pay attention.
This past October, I stumbled on to a business opportunity that had a group of millionaires who are used to the insider deals. I heard things like… well… Here’s a link to a webinar I did. See for yourself.
