QUANTUM STACK INVESTING
QSI Guidebook
We refer to this as the “Big Book” on Quantum Stack Investing™. Consider this the “User Manual” to understand the deeper mechanics of the QSI Approach.
Simply, QSI suggests you sell a business and use the proceeds to purchase a larger business. Yes, the system can be explained in a simple sentence, but the principles behind the system are important for a business owner going down this path.
This book details the QSI system, how it originated, the benefits of the system, and very specifically, how to put the power of the system to your benefit. The system relies on important principles, including math, current bank lending practices, current M&A practices, and current U.S.A. Tax codes, all of which are detailed in the system.
The book also has specific chapters dedicated to becoming a “Smart Buyer” and a “Smart Seller” in a business. Even if you do not plan to implement the QSI system, the detailed “how tos” are excellent, practical guides to the process of buying or selling a closely held company. (Frankly, we cannot even fathom buying or selling a business without reading this guide.)
The book covers the following topics:
- How to find the right business to purchase
- How to estimate the practical price of a business – and how to avoid selling for too little, or buying for too much
- How to use QSI to 6X the income and wealth of your company and approach to investing in small business ownership
- Documents required in the process of selling a business – and how to navigate the Due Diligence process with greater ease
- How to add value in your company to maximize both the sales price – and the value received by your buyer
- How to take the rules the banks use to make obscene money – and turn them into your favor
- The benefits of a business broker, and how to hold yours accountable
- The differences – and benefits – to taking an “investor” approach to owning a business, compared to being an “entrepreneur”
- A simple step that will make business broker work 10X harder for you when buying a business
- How to navigate the “deal killers” associated with buying or selling a business – this is especially valuable for novice business buyer or sellers (which most are)
- How to use QSI to reduce or even eliminate taxes when purchasing a business
- How a current US Tax code law (which expires in 2027) makes QSI so much easier
- How QSI greatly reduces risk of owning a closely held business
- How to structure bank debt – and now to qualify for it – in implementing the QSI system
- How QSI changes the way you view managing your company – and dozens of practical tips on QSI management
Yes, that is a whole lot.
Truthfully, this could have – and maybe should have been three different books. However, we find that all three pieces (QSI Approach, Smart Buyer, Smart Seller) are integral to success of the system, so we incorporated them all into this 400+ page book.
The book is detailed, but is written in a conversational tone.
And math examples are provided in a manner where you can follow along with the calculator on your phone (on spreadsheet if you are fancy) to completely understand the dynamic impacts that putting this powerful financial instrument to work building your success.
The book includes a detailed appendix with examples of resources and documents to use in the buying and selling process, as well as online resources to decrease your research time and cost by dozens of hours.
The QSI Guidebook was written by Chad Peterson.
His bio is highlighted on the website www.ChadPeterson.com. The book was co-authored by Curt Clinkinbeard and Lee Levinson. Curt’s prior experience included owning several companies, consulting, coaching, and has authored three other business books. Lee’s prior banking experience in commercial / SBA lending settings comes through with the book’s thorough approach to using lending for the QSI investor’s advantage.
The book includes a detailed appendix with examples of resources and documents to use in the buying and selling process, as well as online resources to decrease your research time and cost by dozens of hours.
This is the ELECTRONIC version of the book – and will be sent via PDF. The book is 427 pages long.
COACH, GUIDE, ADVISOR
Chad and his team of coaches are available to guide you through the process of buying a business, selling a business, or managing your business in accordance with the Quantum Stack™ Investing approach. We’ll walk down the path with you to speed up your successful implementation of these powerful business concepts.
INVEST WITH US
Want the returns of investing in closely held companies, but do not want the burden of owning and managing your own companies? Peterson Capital utilizes all the concepts we teach to invest in its fund of portfolio companies. This creates a passive investment opportunity with unmatched returns.
