Lightning in a bottle: Entrepreneurial journeys from idea to exit
UBS advisor podcasts
34 episodes
1 month ago
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com
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In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com
Episode 16: Riding the waves - Business Owner Insights Explored
Lightning in a bottle: Entrepreneurial journeys from idea to exit
39 minutes 29 seconds
2 years ago
Episode 16: Riding the waves - Business Owner Insights Explored
In today’s episode, we have the honor of hosting James Jack, Managing Director of UBS's Business Owner Segment, a true expert in the world of business owners and entrepreneurship. Tune in to discover the latest findings from the latest UBS Investor Watch: Wind in your sails, exploring how business owners navigate challenges like higher interest rates and inflation. Gain expert advice on key business owner preparations, typical challenges, and stage-specific solutions. It’s time to set sail for success!
Lightning in a bottle: Entrepreneurial journeys from idea to exit
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com
