Helping Business Investors Make the Right Choices

For high net-worth individuals, investing in businesses can offer strong returns and capital growth. The challenge is finding the right advisor – the person who can separate the best opportunities from a vast number of choices.

Bridgepoint connects high net-worth individuals with the business opportunities that offer strong returns and capital growth.

In the case of one successful Saskatchewan entrepreneur, “I had no preconceived ideas about getting into this or that kind of business. When I talked to Travis Kellett of Bridgepoint, he got what I was looking for right away. He sifted through everything that was on the market and found exactly what I was looking for – a strong, well-established business that would give me a solid return without my involvement in day-to-day operations.”

For Bridgepoint, those requirements were familiar deliverables.  “The investor wanted a clear picture of the business structure, the long-term value and how the business could grow over time. If I was looking for a business as an investment, that’s what I’d be looking for too.”

“The investor wanted a clear picture of the business structure, the long-term value and how the business could grow over time… that’s what I’d be looking for too.”

After thoroughly searching the entire marketplace for opportunities that fit his client’s requirements, Kellett delivered two investments, both in the mid to upper six figure range.

The first purchase involved a mid-sized consumer and business service operation with a small workforce, substantial assets and annual sales of approximately $2 million. Bridgepoint coordinated and monitored every aspect of the acquisition.

“I was delighted with the whole experience. I got clear information and straight answers every step of the way,” the investor noted. “Travis even uncovered some irregularities in the transfer of assets and made sure I was compensated. From start to finish, he had my back.”

“I was delighted with the whole experience. I got clear information and straight answers every step of the way … from start to finish, Travis had my back.”

The process was so positive that the client repeated it just three months later. This time, Bridgepoint uncovered a unique opportunity in the family entertainment sector which met the client’s criteria and generated a significant cash flow. “With the detailed business valuation and negotiating experience Travis brought to the table I was confident I was paying the real market value … and ultimately the seller agreed.”

Bridgepoint has built a history of success by understanding client needs and providing services that add value. “Once we know what someone’s after we can find it. Once we know what a seller wants in a buyer we can find that buyer. And because we identify our fees and charges up front, everybody involved can see value in the transaction,” says Kellett.

“With the detailed business valuation and negotiating experience Travis brought to the table I was confident I was paying the real market value … and ultimately the seller agreed.”

Find out how Bridgepoint Business Brokers can make your business investment a more profitable experience. Contact Travis at 306-979-8750 or click to email Travis.