Financial
Nov 5, 2021

The Three Dimensions of Selling Your Business

Sponsored Content provided by Insights On - ,

With our team of Certified Exit Planning Advisors and CERTIFIED FINANCIAL PLANNERTM 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.


UBS Financial Services Inc. 1985 Eastwood Road, Suite 110 Wilmington, NC 28403

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM in the US.For designation disclosures, visit ubs.com/us/en/designation- disclosures. Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/ relationship summary.

UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Other Posts from Insights On

Ico insights

INSIGHTS

SPONSORS' CONTENT
Jasonpathfinder3

Finding Success in Succession Planning

Jason Wheeler - Pathfinder Wealth Consulting
Brookeskipper saltair headshot2

Improving Indoor Air Quality Requires a Systematic Approach

Brooke Skipper - Salt Air
Web awstaffpic2020 1 132245438

The Luncheon for Literacy: More than a Meal

Alesha Edison Westbrook - Cape Fear Literacy Council

Trending News

Affordable Housing Investors Buy Lakeside Villas In $29M Deal

Staff Reports - Jan 26, 2023

Work Continues On Covey, Envisioned As Midtown’s Neighborhood Nest

Miriah Hamrick - Jan 25, 2023

The Half Takes A Bite Out Of New Markets With Second Location

Miriah Hamrick - Jan 25, 2023

City To Begin Due Diligence On Potential Thermo Fisher Building Purchase

Johanna F. Still - Jan 25, 2023

Novant NHRMC Unveils Its Neurosciences Institute

Staff Reports - Jan 25, 2023

In The Current Issue

Facility Owner Puts His Chips On The Table

With more than 15 years of experience in the wood chip industry, Taner Basaga has maintained key relationships with loggers in the region. “...


Preserving Wealth, For Family And History

Plans for major improvements fell by the wayside, delayed by life and the home’s overwhelming degree of deterioration, which placed the prop...


Chill Couple Grows Ice Cream Stores

Boombalatti’s Homemade Ice Cream became a local favorite when it first opened in The Forum on Military Cutoff Road in 1999. When Wes and Kri...

Book On Business

The 2023 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

2022 Power Breakfast: Wilmington's Most Intriguing People - Spence Broadhurst & Hannah Gage
2022 Power Breakfast: Wilmington's Most Intriguing People - George Taylor
2022 Power Breakfast: Wilmington's Most Intriguing People - Mike Ford
2022 Power Breakfast: Wilmington's Most Intriguing People - Meaghan Dennison
2022 Power Breakfast: Wilmington's Most Intriguing People - Rhonda Bellamy