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Strategic Planning for Business Owners
UBS advisor podcasts
23 episodes
4 days ago
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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All content for Strategic Planning for Business Owners 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.
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.
Show more...
Business News
News
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Value Acceleration: The Exit Planning Imperative
Strategic Planning for Business Owners
17 minutes 49 seconds
3 months ago
Value Acceleration: The Exit Planning Imperative
Are you among the 70-80% of business owners whose companies will never successfully sell? In this essential episode, host Steven Young, Senior Vice President of Wealth Management at UBS and Senior Member of the Business Transition Consultants team, reveals why most business exits fail and introduces the Value Acceleration Methodology. Drawing from hundreds of successful transitions, Steven exposes the critical disconnect between owner expectations and market realities that traps entrepreneurs in businesses they can no longer grow or enjoy, and shows how to integrate business enhancement, personal financial planning, and exit option development into a comprehensive process that creates value whether you plan to exit next year or in twenty years.
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.