Exiting your business is a crucial step for most business owners, potentially resulting in the most significant liquidity transaction you’ll ever make. Yet according to recent studies:
- 58% of business owners have never had their businesses formally appraised
- 48% have no formal exit strategy
- 37% have no structures in place to shield sale proceeds*
Our accomplished team, which includes two financial advisors who have earned the CEPA designation, will assist in gauging the readiness of your business for sale and devise a personal strategy to manage the proceeds of the sale, keeping in mind immediate, long-term and multigenerational needs.
“The goal for any business owner planning a sale is to approach transitioning with the right planning and the right professionals advocating for them every step of the way.”
— Ben Domingue
Certified Exit Planning Advisor
Ben Domingue and Travis Frayard have earned the CEPA designation, certifying them as qualified professional advisors in the field of exit planning. Providing strategic insights and tools, they integrate exit strategy into the business, personal and financial goals of business owners and their families.
The CEPA Value Acceleration Process*
The Value Acceleration Process provides a framework to help business owners with business transition planning.
* The Value Acceleration Process and the Certified Exit Planning Advisor (“CEPA”) designation are copyrights of the Exit Planning Institute. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. In providing wealth management services to clients, we offer both investment advisory and brokerage services, which are separate and distinct and differ in materials way. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus.
Pre-exit strategies
Start thinking about a sale as early as one to three years before the transition. Although there will always be factors outside of any business owner’s control that can impact the timing of the exit, it’s never too early to plan.
Post-liquidity wealth consulting
The right post-sale wealth management strategy can help you make the successful transition to the future that you and your family have hoped for. We can provide access to our network of both third-party and UBS experts in:
- M&A advisory services
- Trusts and estate planning strategies
- Private equity and debt financing
- Family governance and education
- Multigenerational planning
Our Boutique Investment Bank Network
UBS’s third-party network is comprised of boutique investment banks that collectively specialize in various industries and sectors. Working with you, we’ll look to identify one or more boutique investment banks for your consideration. We’ll introduce you to experienced professionals who are knowledgeable about your company’s industry and who can provide advisory services to your company on full or partial sale.
