About You
You are either a sole shareholder or part of a group of owners. Your business has been successful for at least a few years so now you can be rewarded for your efforts and sacrifice. Selling your business for a significant sum might be in the projected future, but it is far from a certainty.
We will help you plan and implement a strategy to move you from active business income or salary to passive investment income. Wealthy people have their wealth work for them, not them working for their wealth. Not worrying about your investments frees up your time to focus on the things you enjoy.
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
Business exits come in many forms, but one constant is that business owners looking to sell their practice must plan ahead to ensure a solid framework is in place. Close consultations with professional services such as a lawyers, accountants and even a financial advisor is crucial to a successful transition. Complying with various federal and provincial laws is a big part of selling a practice. Instead of learning as you go or a trial-and-error process, this transition can be made much easier with the advice and experience of professionals.
Download the free ebook to find out the important things to consider when selling your business.
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