The Biggest Investment Mistake Business Owners Make

Business owners build strong companies — but often fail to build a private investment strategy outside their business to protect long-term wealth.In this episode of Knack 4 Business, we sit down with Michael Lautru, Private Market Specialist at Parvis, to unpack one of the biggest investment mistakes business owners make in North America.Entrepreneurs work hard to grow revenue and scale operations. But many forget to build steady income outside their company.Michael explains how private market investing in Canada can help business owners create reliable cash flow through real estate, infrastructure, and income-focused funds. He breaks down:• The difference between public vs private markets• Why liquidity and volatility are not the same• How to test your real risk tolerance• Why cash flow investing creates freedom• Tax-efficient investing strategies in Canada• How flow-through structures may reduce taxes• Why management oversight matters in private fundsHe also explains why separating your operating company from your retirement portfolio protects your future.If you are planning an exit, thinking about retirement income, or exploring private market investing in Canada, this episode gives you a practical roadmap. Who This Podcast Is ForStartup founders, solopreneurs, scaling business owners, Canadian entrepreneurs, and North American investors seeking stable income and tax-efficient wealth strategies. What You’ll GainClear understanding of private vs public markets, actionable cash flow strategies, smarter risk management, and practical retirement planning insights for business owners. GuestMichael LautruPrivate Market Specialist, ParvisEmail: mailto:[email protected]: 613-255-0631 HostsBernie FranzgroteWayne PrattKnack 4 Businesshttps://knack4business.com/ Episode LinksYouTube: https://youtu.be/I7SZkidkejgSimplecast: https://tinyurl.com/3zvbkj6vBlog: https://knack-4-business.ghost.io/the-biggest-investment-mistake-business-owners-make SponsorsCanada Growth NetworkBusiness networking + CRM tools for SMBshttps://tinyurl.com/3s5d3ayvWebIndexerTurn your website into a 24/7 sales assistanthttps://tinyurl.com/yav4edf5NotionhiveWebsites built to convert and grow your businesshttps://tinyurl.com/35hrnu4a AcknowledgmentsSpecial thanks to:Carl Richards of Podcast Solutions Made SimpleFred Crouch of the Property Wizard PodcastJovan Strika of @HiveMelanie Webber Call to ActionHave questions about private market investing in Canada?📩 Email us at: mailto:[email protected]🌐 Visit: https://knack4business.com/Read the blog, comment on the episode, connect with Michael on LinkedIn, and subscribe to Knack 4 Business for more expert conversations on entrepreneurship and investing. Disclaimer: Everything you heard today is for educational purposes only. It's not professional advice. Before you act on anything — talk to a certified expert in your area. Your accountant. Your lawyer. Someone who knows your situation.We share perspectives. You make the decisions.Want more? Head over to blog.knack4business.com — packed with practical episodes on AI, marketing, leadership, and growth. No fluff. Just the good stuff. Subscribe while you're there.Until next time; keep building. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.