The SV Mid-Term Note E could offer high-yields and financial stability for business owners looking to reinvest after a lucrative exit.

 

What Should You Do With Your Business Sale Proceeds?

Selling your business is a huge achievement—now what’s the next step for your wealth? Many entrepreneurs struggle to find the right balance between stability and growth. Traditional investments can feel too slow, while high-risk options might be too volatile.

The SV Mid-Term Note E could give you a target 14% annualized return, offering a strategic middle ground to keep your money working efficiently in the background.

 

Why Traditional Investment Options Might Not Be Enough

After selling your business, parking your wealth in low-yield investments can slow your financial momentum. While stocks and bonds have their place, they don’t always deliver the kind of growth that a lot of investors like you are looking for.

So it’s no surprise that alternative assets are gaining traction. One recent survey found that 92% of financial advisors already incorporate them into client portfolios, and 91% plan to increase allocations over the next two years.

With strong returns being a key reason for this shift, the Note E stands out, offering target returns more than twice that of the U.S. 2-Year Treasury (data as of 1/6/24) and providing a structured approach with the potential for higher earnings.

Imagine a business owner who sells their company for $5 million. They allocate $1 million into stocks and bonds but find the returns sluggish, especially compared to their years of building a business. To boost returns, they invest $100,000 in the Note E, potentially earning $28,000 in just two years—far exceeding traditional fixed-income options.

 

 

How the SV Mid-Term Note E Can Help You Keep Momentum

Now that you’ve sold your business, you’ll want to keep your money growing efficiently while maintaining flexibility for future ventures.

The Note E balances potentially high returns with liquidity, keeping you financially agile without locking up capital for a decade – like other alternative assets do.

 

Key Features:

• 14% Annualized Return – Outpacing bonds and savings accounts, and potentially helping your wealth grow faster.
• Just a 2-Year Term – A short commitment keeping your options open.
• Diversifying Your Portfolio – No more than 1% of principal is allocated to any single merchant cash advance, spreading risk.

Plus, our notes have achieved a 100% success rate in delivering their target returns to date.

 

But Can the Note E Fit Into a Broader Wealth Strategy?

Yes, it can.

One advantage is the ability to include the Note E in a self-directed IRA, so you can grow your wealth in a tax-advantaged account. This strategy helps reduce taxable income while maximizing your long-term returns.

 

What Can I Do Now?

If you’ve recently sold your business and are looking for a potentially high-return investment, the SV Mid-Term Note E could be an attractive option. Open your free investor account today to explore Note E.

And don’t forget, refer a friend to Supervest to receive an exclusive one-on-one meeting with our Chief Investment Officer to review your very own portfolio.