Have Asset Managers For All Of Your Investments . . . Not Just The Small Ones

If you are like most successful business owners, you have hired a wealth manager to look after your investments in liquid assets like stocks, bonds, and currencies. Yet, these assets probably account for only 25% of your net worth prior to the sale of their company. Oddly, the remaining 75% of your net worth, held in illiquid private equity assets such as the shares of your company, is not professionally managed at all . . .

Unfortunately, your capital doesn't know it's privately held. In fact, someday when you sell your company, that newly liquid capital will flow naturally into the assets under management handled by your wealth manager. Why wait until you sell your company to give your private equity assets the same level of attention you do your liquid assets? If you can grow their value now, that will only increase the amount you have to invest in the public markets later.

Most business owners feel like that optimizing their companies value is the responsibility of their management team. While you may have a fine management team running your company, the unfortunate reality is that management will often be the last to admit when they are underperforming. Without impartial professional oversight, it is easy to allow excuses to cover up opportunities for substantial gains.

Remember, in a company with EBITDA of 10%, a 1% improvement in EBITDA will translate to a 10% gain in equity value. Whether your company is worth ten million or one hundred million dollars, that 10% gain is a substantial amount of money. It's worth the extra effort to ensure you optimize the performance of your private equity investments because those assets will become liquid someday.

Exodus created its Corporate Wealth Management service to provide owners of private equity assets the same level of professional oversight they are accustomed to for their publicly-traded investments. To learn more about this innovative service please call Exodus at (888)EBITDA-1 so we can explore your needs in greater depth.