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 28: Preemptive Planning Strategies for Founders
Lightning in a bottle: Entrepreneurial journeys from idea to exit
44 minutes 36 seconds
10 months ago
Episode 28: Preemptive Planning Strategies for Founders
In this episode, we’re joined by Senior Wealth Strategist, UBS Advanced Planning Group, Joyce Crivellari to explore preemptive planning strategies for founders. We discuss the looming sunset of the Tax Cuts and Jobs Act, business succession planning, and the evolving implications of the Corporate Transparency Act. Joyce also provides a valuable refresher on Qualified Small Business Stock, offering expert insights to help founders prepare for what’s ahead.
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
