A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
This episode of "Strategic Planning for Business Owners" tackles the unique challenges facing middle-market business owners who must constantly balance two intertwined financial realities. Host Steven Young, Senior Vice President at UBS and senior member of the Business Transition Consultant team, guides listeners through the complexities of managing a business where 70-90% of their net worth is typically tied to a single, illiquid asset. This podcast offers practical solutions to the "concentration conundrum" that creates both tremendous opportunity and significant risk for business owners. Drawing from decades of experience working with hundreds of successful entrepreneurs, Steven shares proven strategies for establishing clear financial boundaries, building personal wealth independence, enhancing business transferability, and assembling the right advisory team. Whether you're planning your exit strategy, struggling with business-personal financial boundaries, or simply wanting to make more informed decisions that benefit both your company and your life, this podcast delivers actionable insights to help you achieve business success and personal financial freedom simultaneously.
Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
