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
Lightning in a bottle: Entrepreneurial journeys from idea to exit
37 minutes 32 seconds
2 years ago
Episode 17: Family Offices 101
Curious about family offices? Tune in to our latest podcast episode featuring Mark Tepsich, UBS Family Office Design & Governance Strategist. Throughout the episode we explore what family offices are, when to establish, and the varied approaches they take such as managing post-liquidity events and integrating businesses. We also discuss their shift from founder-centric models to including next-gen perspectives. Mark also shares best practices and addresses the unique challenges family offices face.
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
