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.
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