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Custom Workshops

You can bundle our popular modules for 1-4 days of workshops. We can also customize the entire workshop 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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Videos

Videos

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.

Download Resources

Free Resource

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

Download Checklist

Are you a family office looking for private equity consulting?

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