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Wealth Strategy

One-on-One Coaching

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Private Investments

Wealth Literacy Portal

Sophisticated Investor Readiness Program (SIRP)

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Wealth Strategy

One-on-One Coaching

Member Dashboard

Private Investments

Wealth Literacy Portal

Sophisticated Investor Readiness Program (SIRP)

Folder: General

Wealth Strategy

One-on-One Coaching

Member Dashboard

Folder: Family Office Services

Private Investments

Wealth Literacy Portal

Sophisticated Investor Readiness Program (SIRP)

Login Account

Progress

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A

2 Lessons

Accredited Investor

Antifraud Rules

B

3 Lessons

C

5 Lessons

Comparable Company Analysis

Critical Infrastructure

Commercial Paper

Capital Preservation

D

2 Lessons

E

4 Lessons

Exempt Security

Enterprise Value (EV)

EV / Revenue Multiple

G

1 Lesson

Government Bonds

H

1 Lesson

I

12 Lessons

Initial Public Offering (IPO)

Investment Risk

IRC §501(c)(3)

L

3 Lessons

Low Earth Orbit (LEO)

N

2 Lessons

Non-Accredited Investor

Net Asset Value (NAV)

P

2 Lessons

Platform Economics

R

10 Lessons

Recurring Revenue

Regulation A (Reg A)

Regulation Crowdfunding (Reg CF)

Regulation D (Reg D)

Restricted Securities

Rules 147 & 147A

Repurchase Agreement (Repo)

Redemption Gate

S

6 Lessons

SEC (Securities and Exchange Commission)

Sum-of-the-Parts (SOTP) Valuation

Strategic Optionality

State Tax Exemption

T

1 Lesson

Tax-Equivalent Yield

O

1 Lesson

U

1 Lesson

Unregulated (Securities)

W

1 Lesson

V

1 Lesson

Vertical Integration

M

1 Lesson

Money Market Fund

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T

Tax-Equivalent Yield

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Tax-Equivalent Yield

A calculation comparing taxable and tax-exempt investment returns.