Business Asset Lending Strategy
As a business owner with a portfolio of stocks, bonds, exchange traded funds (ETF) or other eligible securities, you can borrow up to 75% against the value of your portfolio without liquidated your positions. At the Capital CS Group, we can use your portfolio to establish a margin loan, also known as a line of credit, to give you access to funds to help grow your business.
Business Asset Lending allows you as a business owner to:
Preferred lending rates from 3.35% to as low as 0.75%. Click here for current margin rates.
Business Exit Strategy
At the Capital CS Group, we have a specialized focus on business owner clients. Capital CS Group provides professional advice on the complex issues that affect the creation and implementation of business exit strategies.
Business Exit Strategies to Consider:
- Continuing the Legacy in the Family
- Merge or Acquisition by another Business
- Become Part of an “Aquihire”
- Management or Employee Buyout
- Sell your stake to a Partner or Investor
- Take your Business Public with an IPO
- Liquidate our Business
At the end of the day, as is the case with many parts of running a business, there is no one-size-fits-all business exit strategy. Ultimately, the exit strategy that is right for you and your business will depend on several different factors and may change or develop as you progress through the lifecycle of your business.
Next Step
To get professional advice on strategies available as a Business Owner, contact us today!