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Alt Investing Made Easy

Alt Investing Made Easy

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 Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.AltInvestingMadeEasy LLC Persönliche Finanzen Ökonomie
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  • E68: The Complex World of Business Valuations with Scott Abels

    E68: The Complex World of Business Valuations with Scott Abels
    Jan 21 2026

    In this episode of "Alt Investing Made Easy," hosts Sarah Florer and Roland Wiederaenders welcome Scott Abels, CPA and President of Precision Valuation Services, to discuss the intricacies of business valuations. Scott shares his extensive background in corporate America, detailing how his experience at companies like Dell and Motorola shaped his understanding of financials and business models. He explains the importance of business valuations, particularly in situations involving IRS reporting, divorce settlements, and partnership changes. Scott emphasizes that while many clients initially perceive their valuation needs as simple, the reality often reveals complexities that require expert analysis.

    The conversation delves into the differences between simple and complex business valuations, with Scott illustrating how various factors, such as multiple business entities and types of equity, can significantly complicate the valuation process. He shares a compelling case study from a divorce scenario, highlighting how thorough analysis can uncover critical insights that impact the valuation outcome. The episode concludes with a discussion on the evolving role of AI in business valuations and the irreplaceable value of human expertise in navigating complex financial landscapes.

    You can contact Scott at sabels@precisionvalsvcs.com or through his website: http://www.precisionvalsvcs.com

    Takeaways
    - Business valuation is often more complex than clients anticipate.
    - Every valuation is like a unique business puzzle.
    - Expertise in valuation can prevent costly mistakes in legal and financial reporting.
    - AI can assist in valuations but cannot replace human expertise.
    - Understanding the intricacies of business models is crucial for accurate valuations.

    Chapters
    00:00 Introduction to Business Valuation
    04:40 Understanding Simple vs. Complex Valuations
    10:56 Case Study: A Complex Divorce Valuation
    17:58 The Role of AI in Business Valuation
    24:18 Personal Insights and Motivations

    Credits
    Sponsored by Real Advisers Capital, Austin, Texas
    If you are interested in being a guest, please email us at: info@AltInvestingMadeEasy.com

    Disclaimers
    “This production is for educational purposes only and is not intended as investment or legal advice.”

    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

    © 2026 AltInvestingMadeEasy.com LLC All rights reserved
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    33 Min.
  • E67: How to Evaluate a Term Sheet for Private Investments (3-Pillar Framework)

    E67: How to Evaluate a Term Sheet for Private Investments (3-Pillar Framework)
    Jan 15 2026
    Most private investors don’t lose money because the asset was bad—they lose because the structure was flawed. In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders introduce a practical framework to help you evaluate a term sheet with clarity and confidence. You’ll learn how professional allocators think, why pitch decks aren’t enough, and how to assess a deal through three pillars: economics, control, and downside protection. If you want to reduce risk, spot misalignment early, and invest with intention, not emotion, this is your starting point.Top TakeawaysMost deals fail on structure, not the assetThe terms determine whether you win or lose—yet most investors never read them closely.Pitch decks sell the dream; term sheets reveal the truthA pitch deck is marketing. A term sheet is where protections, incentives, and alignment live.Allocator mindset = framework-driven decision-makingAllocators invest with repeatable logic, not hype, headlines, or personality-driven conviction.The 3-pillar term sheet framework simplifies diligenceEvaluate every deal through: Economics (returns + fees), Control (rights + governance), Downside Protection (loss prevention).Downside protection is an investor’s real edgeLook for sponsor co-invest (“skin in the game”) and stress-tested scenarios that show how the deal performs when conditions worsen.Notable Quotes“Don’t be a speculator when you invest. You want to become an allocator.” “Most private investments don’t fail because the assets were bad. They fail because the structure was broken from the start.”“Pitch decks are marketing documents… ask for a term sheet.” “Risk shouldn’t just stop with what the asset is… what’s the structural risk?” “When the sponsor has skin in the game… they don’t want to lose their money either.” Chapters (with timestamps)00:19 — Welcome + “Don’t be a speculator—be an allocator”00:49 — Why most investors react instead of allocate01:18 — Term Sheet Teardown series: invest in structure, not the asset01:29 — Deals fail because structure breaks (and investors don’t read it)02:15 — What term sheets apply to (CRE, funds, PE, operating companies)03:09 — Pitch decks vs. term sheets: what you’re missing05:58 — The 3 pillars framework: economics, control, downside protection08:56 — Pillar 1: Economics—what are you paid for the risk?09:47 — Capital contribution vs. capital commitment (obligations matter)10:39 — Preferred return: what it is and what it signals12:18 — Profit splits, catch-ups, hurdles, and waterfall mechanics14:01 — Fee stack + deal expenses: what reduces investor returns15:16 — Pillar 2: Control—how governance really works16:45 — Voting, reporting, removal rights, veto powers, succession planning18:56 — Protective provisions + board rights (when control is appropriate)21:04 — Pillar 3: Downside protection—what happens when things go wrong?22:12 — Sponsor co-invest: “skin in the game” as a risk filter23:43 — Sensitivity analysis + stress testing: signs of a serious sponsor25:53 — How to get the free Term Sheet Teardown ebook (subscriber offer)27:09 — Why they’re doing it: tools for serious allocators27:53 — Final recap + subscribe reminderCreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast Production by Red Sun Creative, Austin, TexasDisclaimers“This production is for educational purposes only and is not intended as investment or legal advice.”“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”© 2026 AltInvestingMadeEasy.com LLC All rights reserved
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    29 Min.
  • E66: Why Global Capital Is Increasingly Investing in India

    E66: Why Global Capital Is Increasingly Investing in India
    Jan 9 2026

    Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy, we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we break down what’s changed, what now feels familiar to U.S. allocators, and how private capital is flowing both into and out of India. This conversation simplifies complex cross-border rules so you can assess India with greater clarity, confidence, and strategic perspective.


    Top Takeaways

    1. India’s investment environment has matured materially
      Regulatory clarity, political continuity, and capital-market depth are driving stronger investor confidence than in prior cycles.
    2. Most sectors now allow 100% foreign investment
      India has significantly liberalized its FDI regime, reducing friction for private equity, venture, and strategic investors.
    3. Cross-border share swaps are now permitted
      A major 2024 regulatory change unlocked more flexible M&A and restructuring strategies for global investors.
    4. Outbound capital from India is accelerating
      New overseas investment rules (post-2022) have enabled Indian funds to invest more easily in U.S.-based holding companies.
    5. Deal mechanics feel familiar to U.S. investors
      Thanks to common-law roots, core transaction terms—reps, indemnities, conditions, and closings—largely mirror U.S. private deals.

    Notable Quotes

    • “India’s regulatory confidence has grown—and that’s why it’s opening up.”
    • “This is no longer just a tech story; capital is flowing into real industries.”
    • “What changed everything was clarity—once investors knew the rules, capital followed.”
    • “The documentation looks familiar because the legal DNA is shared.”
    • “India isn’t catching up anymore—it’s choosing where to open next.”

    Chapters

    00:00 – 03:00 Welcome to the first 2026 episode & introduction to India–U.S. investing themes

    03:01 – 07:00 Meet the guests: MCM Law, cross-border experience, and market perspective

    07:01 – 12:30 Why India’s digital infrastructure matters to investors (UPI, financial inclusion)

    12:31 – 18:00 India’s economic stability amid global uncertainty

    18:01 – 26:00 Government policy, liberalization, and investor confidence

    26:01 – 32:00 The evolution of India’s private equity and VC ecosystem

    32:01 – 39:00 FDI rules explained: prohibited sectors, automatic route, approval route

    39:01 – 45:00 Share swaps, mergers, and structural flexibility after 2024

    45:01 – 52:00 Outbound capital: how Indian investors now invest in U.S. companies

    52:01 – 56:30 Why companies are “flipping back” into India for IPO and exit strategies

    56:31 – 59:00 What U.S. investors should know before allocating capital to India


    Credits

    Sponsored by Real Advisers Capital, Austin, Texas

    If you are interested in being a guest, please email us.

    Podcast Production by Red Sun Creative, Austin, Texas


    Disclaimers

    “This production is for educational purposes only and is not intended as investment or legal advice.”


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2026 AltInvestingMadeEasy.com LLC All rights reserved
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    1 Std.
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