What's it all for?

Business succession

In the second of our ‘What’s it all for?’ series we have collated our own experience and insight from supporting multiple generations of business owners, as well as talking to a range of UBS clients who have been through the process. We hope we can help you get the most out of the sale and your life afterwards as you make the sometimes uncertain transition from being a business manager to a wealth manager.

Mark Goddard, Desk Head, UK Domestic, shares his thoughts on the big issues facing business owners planning for an exit.

Top tips for preparing for an exit

Sarah Allatt, Head of Wealth Planning Advisory, explains how to prepare for the exit moment

Three ways to avoid derailing a deal

One of our partners, Rob Donaldson, Head of Corporate Finance at RSM, talks through common pitfalls to avoid when finalising a deal


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We asked leading entrepreneurs about their experiences of life after exit

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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

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