With our team of Certified Exit Planning Advisors and CERTIFIED FINANCIAL PLANNER™ professionals, Chad Pearson, Donis Smith and Jillian Dempsey, as well as access to the resources of UBS, we can help you at every state of your business lifecycle, whether you’re accelerating growth, evaluating value, preparing a transition or planning your post-exit life.
I. Professional considerations - Grow or exit. Our team can you help identify ways to mitigate risk in your business and then focus on value drivers with a set action plan and goals. We will help assess the attractiveness of your business to a third party and the readiness of a business to be sold.
Timing the exit. An emphasis on maximizing value at all times can drive more predictable results. By thinking about an exit now and running your business as such, you can be ready for the unexpected.
II. Financial considerations - We will help you with comprehensive financial and estate planning strategies that fully understand the needs that you, your family and future generations must consider.
Realizing value. Identifying the right pre-exit strategy, in consultation with UBS’ trust and estate planning specialists and your CPA or tax professional, can make a significant difference in the proceeds you take home.
Post-liquidity wealth management. A majority of business owners have almost all of their net worth tied up in their business. That’s why the right post-sale wealth management strategy can help you make a successful transition to the next phase of life.
III. Personal considerations - Life after business. What net proceeds figure do you need to sustain the rest of your life? What passions do you want to pursue in your next act in life? What about your impact to future generations, causes and philanthropies? We look at all aspects of your financial world to help you make the right decisions.
Your family and heirs. We make it a point to understand the roles and responsibilities within your family and each member’s personal goals. We help prepare each generation for the transition and can consider a more formal family governance structure.
Cece Nunn - Jun 24, 2022
Johanna Cano - Jun 24, 2022
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