Clinical Investment Insider by Health Board Advisors
Most investors spend time reviewing financials, pitch decks, and market size. But what if the biggest investment risk has nothing to do with the numbers? In this episode of Clinical Investment Insider, Sabrina Runbeck sits down with CPA and tax strategist Alexandria Wildย To discuss the hidden mistakes that cost founders and investors time, trust, and capital. With more than 14 years of experience helping founders, investors, and business owners navigate complex tax decisions Alexandria explains why every investment needs more than financial due diligence.ย It needs trusted advisors who are willing to challenge assumptions before costly mistakes happen. ๐๐ก ๐ง๐๐๐ฆ ๐๐ฃ๐๐ฆ๐ข๐๐, ๐ฌ๐ข๐จโ๐๐ ๐๐๐๐ฅ๐ก: โ Why emotional investing creates unnecessary risk โ How trusted advisors improve investment decisions โ Why tax planning should happen before major business decisions โ What investors should look for beyond financial statements โ How founder behavior influences long-term investment success โ Why leadership and coachability matter as much as financial performance ๐ง๐๐ ๐๐ฆ๐ง๐๐ ๐ฃ๐ฆ 00:00 The biggest mistake healthcare investors make 01:47 Meet Alexandria Wild, CPA and investment tax strategist 03:40 Why tax guidance can save investors from costly mistakes 06:42 Alexandria's superpower; helping founders avoid expensive missteps 09:24 Why leadership matters more than financials in due diligence 11:50 Staying ahead of changing tax laws and helping families through difficult times 14:27 Why values matter more than networking in healthcare partnerships 18:18 Why the best questions are always specific 20:03 Final advice for healthcare founders, investors, and advisors โ--------------------------------------------------------- ๐ช๐๐ข ๐ง๐๐๐ฆ ๐๐ฃ๐๐ฆ๐ข๐๐ ๐๐ฆ ๐๐ข๐ฅ ๐ค Clinicians who want to advise, invest, or expand their influence ๐ค Investors looking for healthcare companies with stronger global positioning ๐ค Healthcare operators building partnerships across markets โ--------------------------------------------------------- ๐ฅ๐๐ฆ๐ข๐จ๐ฅ๐๐๐ฆ ๐๐ข๐ฅ ๐๐ซ๐ฃ๐๐ฅ๐ง๐ฆ & ๐๐ก๐ฉ๐๐ฆ๐ง๐ข๐ฅ๐ฆ Explore upcoming Health Board Advisors events: ๐ Click here to register: ๐ luma.com/HealthBoardAdvisors [https://luma.com/HealthBoardAdvisors] Interested in advising more vetted startups? Apply to become an Advisor Fellow: ๐ HealthBoardAdvisors.com/Apply [https://healthboardadvisors.com/Apply] โ--------------------------------------------------------- ๐ฅ๐๐ฆ๐ข๐จ๐ฅ๐๐๐ฆ ๐๐ข๐ฅ ๐ฆ๐ง๐๐ฅ๐ง๐จ๐ฃ๐ฆย 1๏ธโฃ Pitch Practice - Hot or Not: ๐ PulsePointPath.com/PitchToYes [https://pulsepointpath.com/pitchtoyes]ย 2๏ธโฃ HealthTech Impact Award: ๐ HealthTechImpactAward.com [https://healthtechimpactaward.com]ย 3๏ธโฃ Capital Readiness: ๐ CapitalEngine.vc [https://capitalengine.vc]
23 episodios
Comentarios
0Sรฉ la primera persona en comentar
ยกRegรญstrate ahora y รบnete a la comunidad de Clinical Investment Insider by Health Board Advisors!