Plan for the future of your business

Let our resources help you proceed with passion

Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

Ready to sell your business?

We can help you move forward with confidence in possibly the biggest venture of your life.

Latest insights

Investor Watch 2023

Insights from business owners who have recently sold their company or are planing to sell

40%

Regret not trying to sell or exit business sooner

81%

Wish they had spent more time preparing for a sale

40%

Have not engaged heirs in dialogue about family wealth

52%

Look forward to starting a new business venture

National webinar: Wind in your sales

Setting course for a successful business sale

Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty.

Guide to managing a successful business

Connecting you to the business expertise, specialized teams and capabilities you need

Where does your business stand financially? Are your investments properly allocated for business and personal goals? A UBS Financial Advisor can help.

    From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

      From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

        Where does your business stand financially? Are your investments properly allocated for business and personal goals? A UBS Financial Advisor can help.

          From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

            From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

              Where does your business stand financially? Are your investments properly allocated for business and personal goals? A UBS Financial Advisor can help.

                From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

                  From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

                    Where does your business stand financially? Are your investments properly allocated for business and personal goals? A UBS Financial Advisor can help.

                      From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

                        From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

                          Where does your business stand financially? Are your investments properly allocated for business and personal goals? A UBS Financial Advisor can help.

                            From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

                              From compensation to equity and beyond, your UBS Financial Advisor can help you plan for the benefits and well-being of you and your employees.

                                Expert perspectives on business owners

                                Hear from UBS leaders, business owners and entrepreneurs

                                What are business owners thinking and doing now?

                                Find out in "The new paradigm"

                                Exit Right

                                Learn more about selling your business. Maximizing your returns. Building your legacy.

                                Flight paths

                                High-achieving entrepreneurs: Selling a business is just the beginning.

                                Get in touch

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