Investing in Cash Flowing Small Businesses
Did you know that there are ways of investing in small businesses, the backbone of the American economy, which exist entirely outside of publicly traded equities? Join us as we welcome Kevin Bibelhausen of Fruition Capital to share how to gain exposure to this attractive asset class, which often hides in plain sight.
Fruition Capital is a firm dedicated to working with entrepreneurs to acquire stable operating businesses as their owners retire. The firm's funds are designed to open up the lucrative but difficult-to-access asset class of American small businesses to everyday investors.
- How to capitalize on the generational transfer of business ownership occurring as baby boomers retire.
- The different vehicles used for investing in small businesses.
- Identifying the key questions to ask when considering an investment opportunity.
Meet the hosts:
Kevin Bibelhausen is a Principal at Fruition Capital and is also the Managing Partner of Black Sail Strategies (a private investment firm focused on acquiring SMBs in the Southeastern region of the US). After failing to acquire during his first self-funded search in 2018 Kevin later successfully acquired and operated Heritage Fabrics, a textile company based in Concord, NC. He is passionate about helping first time entrepreneurs raise the equity they need to close their business acquisition and start the next chapter of their lives.
Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.
Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that, he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida.