We Make the Complex World of Private Equity Simple


Custom Workshops

You can bundle our popular modules to create 1-4 days of Workshops. We also customize entire Workshops based on your needs.

Our Workshops are Perfect for:

  • Family Offices
  • Finance Professionals
  • Lawyers, Accountants and Service Providers with Private Equity Clients
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Watch founder Steve Balaban as he breaks down complex terminology and explains the basics of private equity investments.

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Free Resources

Free Resources

Download checklists, forms, tool-kits and other resources on private equity.

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Free Resource

Private Equity Due Diligence Checklist: 10 Questions Family Offices Should Ask

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Are you a family office looking for private equity consulting?

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