Stop looking for private equity deals and start creating them. Most people stay stuck asking where to find deals and who can give them access. Entrepreneurs have a different path. They can become the access point. Instead of waiting for opportunities, they create them. They find a deal, structure it,…
Private equity is not exclusive. It is just structured differently than most people think. Many assume private equity is reserved for big institutions, Ivy League backgrounds, and multi-million dollar deals. But in reality, private equity is just a structure. There are legal frameworks that allow entrepreneurs to create their own…
If a business lives entirely in the owner’s head, it is not a business. It is a job. If everything depends on the owner—decisions, memory, involvement—then the business stops when the owner stops. This means no exit, no scale, and no freedom. Most businesses stall not because they fail, but…
Most salespeople sound weak on the phone and it is costing money. If business owners listen to their sales calls, they will notice that most of their team sound inexperienced. Phrases that apologize or ask for permission are not selling. They signal uncertainty and deference. That approach costs deals. The…
If private equity feels confusing but someone understands real estate, this will make it click. Real estate is the easiest way to understand private equity because it behaves like a business. You collect income and pay expenses. What is left is the net operating income. From there, the game is…
Deals are lost the moment they are needed too much. Salespeople may want the deal, but they should not need it. Most walk into meetings thinking that they need the deal to go through. That need gives the buyer power. They start chasing, start pleasing, and stop leading. Top performers…
Most investors miss this. Entrepreneurs are naturally built for private equity. Entrepreneurs have an unfair advantage in private equity, not because of money, but because of experience. They already know what it takes to make a business work. They have seen what breaks. They know where things fall apart. So…
Sales gets easier when it is not tied to identity. Most salespeople do not separate who they are from what they do. Selling becomes their identity, not just their role. So when someone says no, it feels personal. That is why they hesitate, avoid pressure, and fail to close. Professionals…
Most people misuse the term private equity. This is the correct way to think about it. Private equity is not a thing you invest in. It is a category. Saying that someone invests in private equity is like saying that they buy stocks. It tells you nothing about strategy, risk,…
Most salespeople in meetings are not trying to close. They are trying to be liked. They walk out thinking that it went well, that people liked them, that they asked good questions, and they feel successful. That is the problem. If someone needs approval, they avoid tension, avoid pushing, and…
Entrepreneurs who pretend to understand private equity usually miss this simple definition. Most entrepreneurs nod along when this comes up But behind the scenes, they are not clear on what it actually means Private equity is not one specific investment It is a broad category At the simplest level It…
If you’ve ever heard someone say, “I invest in private equity,” and thought… okay, but what does that actually mean? You’re not alone. Private equity is one of the broadest terms in investing — so broad that even successful entrepreneurs feel intimidated asking questions. In this episode, we demystify private…
Entrepreneurs are often told they must sacrifice family time to build real wealth. Many successful people feel the tension. The drive to grow. The responsibility to provide. The desire to be present for the people who matter most. My story is not unique. I struggled with that balance too. Trying…
If you are interested in hard assets like multifamily, oil and gas, or asset backed lending, start by learning the strategy behind them. Our approach focuses on real assets and hard asset backed private lending. If you want to understand how we evaluate opportunities and structure deals, the best place…
Even if you earn 200 dollars per hour, making one million dollars a year is almost impossible through active income alone. Let’s run the numbers. At 200 dollars per hour, you would need to work 5,000 hours in a year to earn one million dollars. But a full time year…
Over the next ten years $15 trillion in business assets will change hands as baby boomers exit their companies. Baby boomers own a massive portion of private companies. And they are retiring at a rate of about 10,000 people every single day. About 73 percent of them plan to exit…
The number one mistake new investors make is blindly following traditional financial advice. One investor I worked with did everything he was told to do. 401k contributions. Stocks. Bonds. The standard financial playbook. For years he followed the system. But then he had a major liquidity event approaching. Suddenly the…
A surprising amount of the oil and gas industry is owned by operators in their 70s and 80s. That ownership is going to transition over the next decade. Which creates a unique opportunity in the energy space. One strategy we focus on is acquiring existing producing wells. Those wells already…
High income earners building businesses right now might be trapped and not realize it. High income earners building businesses right now might be trapped and not realize it. We have certain skill sets. We build businesses that generate substantial revenue. But many of us end up trading our time for…
Most people talking about the $15 trillion wealth transfer have no strategy to capture it. If you want a piece of it, you need a thesis. Start with what you will target. Which industries. Which assets. Which opportunities. Then define how you will pursue them. Will you buy and operate…
Entrepreneurs building rental portfolios often end up creating another full time job. I know because I lived it. I felt trapped by the constant demands on my time and attention. I spent years flipping houses. Managing rental units. Handling every problem myself. The portfolio kept growing. But so did the…
Investors who want exposure to the $15 trillion wealth transfer do not have to buy and operate businesses themselves. At OAKIQ Investments, we built a program for people who want to participate passively. Our focus is on hard assets and hard asset backed private lending. Multifamily. Oil and gas. Private…
High income professionals earning six or seven figures often retire with less than half the income they had while working. A Fidelity Investments study found many physicians are on track to replace only 56% of their income in retirement. These are highly skilled people. Highly educated. High earners. So what…
People chasing acquisition opportunities often skip this step. Define your strategy before you start buying. You have to decide what you are actually targeting. Which assets will you pursue? Which industries will you focus on? What is your strategy to go after them? Then comes the bigger decision. Are you…
