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
All content for Lightning in a bottle: Entrepreneurial journeys from idea to exit is the property of UBS advisor podcasts and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
48 minutes 20 seconds
1 year ago
Episode 24: Get your act (Legal) together!
We’re going full legal eagle for this episode, bringing in Joe Walsh, seasoned M&A attorney with Selman, Munson & Lerner, to share his expertise and legal perspective for owners navigating the sale of a business. Joe represents buyers and sellers in M&A transactions involving both private and public businesses, specializing in negotiating with private equity, VC firms, investment bankers, and institutional investors. We’ll cover steps to boost your sale process and price, essential legal and financial prep, understanding different types of buyers, the sale timeline, and what makes a business an attractive target. Plus, tips on what to ask for in a Letter of Intent (LOI), negotiating deals, and shielding yourself from post-closing surprises.
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
