Week 2: Personal Cash Flow Analysis
This week, we build on the financial structure foundation by turning our attention to cash flow. Where your money is coming from, where it is going, and how to prepare for the big swings that are all too common in private equity. In the video, I walk through a framework to help map both inflows, such as base compensation, bonuses, exits, and outflows, such as taxes, capital calls, and everyday expenses.
Chapters
0:10 - Introduction
0:37 - Inflows
1:48 - Outflows
4:09 - Capital Call Management
4:54 - Foundation for Liquidity Strategy
5:34 - Protective Reserve
7:17 - Anticipated Upcoming Expenses
7:50 - Takeaways
Let’s START a conversation.
Have questions? Ready to take the next step? Our team is here to help. Whether you’re looking for advice or want to learn more about our services, reach out today—we’ll respond promptly.
