My business

A fresh perspective from a trusted partner

You’re closer to your business than anyone. But you may be too close to see the big picture. That’s when a fresh perspective and a long-term plan can help.

We have a long history of working with entrepreneurs. Our experienced advisors offer guidance and direction, helping to identify opportunities and stimulate growth.

Whether you want to start, expand, sell or simply transfer your business to future generations, we can help you structure your assets to maximise the value of your company.

Let's talk

Together, we can help you take your business further.

Start my business

Starting a company from scratch is complex. Every entrepreneur experiences highs and lows when launching a new business, even if they follow a thorough plan.

When starting a company, you’ll be focused on getting things done for your new business. The right business insights are a priceless asset that will help you make sense of the big picture.

Getting this new chapter right is important. We bring our know-how and expertise to the table, working with you to put the best plan in place from the start.

Questions to ask yourself

When you're starting a new business, there’s a lot to consider. Begin by asking yourself these questions:

Every business needs a robust plan. A business plan not only provides a clear understanding of what your business will do, including a marketing and sales strategy and financial information, but it also provides direction – all of which are vital to attracting the right investors.

When you start a new company, it’s important to have solid cash flow management in place. Revenue is important, but first you need a good understanding of your accounts – receivables, payments, reserve amounts and also potential shortfalls. Having the right financial partner can give you a truly competitive advantage.

How much risk are you willing take? Or how much risk can you actually take? It's important to understand the answer to these two questions and to be conscious about risks at all time. Our risk appetite might not match what our assets or the economy might permit us to take.


new businesses started in the UK in 2019 alone.1

Grow my business

Planning to grow your business? You’re close enough to your business to know where you want it to go. But have you considered all the factors that might impact its direction?

Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough? We can help you see your options from a different perspective.

Questions to ask yourself

When you’re planning your next move, it’s a good idea to begin early. There’s a lot to consider, so start by asking yourself these questions:

Same market, same returns? If your business growth has slowed, you might want to think about branching out. Maybe the reason your business isn’t growing as fast as you’d like is that you’ve tapped out your existing market. It could be time to innovate or diversify into new areas.

Sometimes, businesses need support to get to the next level. Have you considered a joint venture, initial public offering (IPO), divestment or share issue? Do you know the best source of capital to fund your company’s growth?

The short answer is no. Showing your children how you built your business will ingrain respect for and understanding of money early on. In fact, 64 of the top 100 fastest-growing  businesses in the UK are led by a founder or founding management team.2

In the UK,


of the top 100 most profitable businesses have international operations.2

Sell my business

Thinking about selling your company? Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it. You may want to exit your company, keep it in the family or find a solution in between.

Deciding what's best can be complicated, so having the right advice from a trusted partner can make all the difference. Our wealth management team can help you get things ready for the next chapter.

Questions to ask yourself

When you’re thinking about selling your business, it’s a good idea to begin planning early. There’s a lot to consider, so start by asking yourself these questions:

You may not intend to sell or step back from your business in the near future. But would you be able to make a well-informed decision if a company offered to buy your business right now? Having a long-term plan can answer a lot of important questions.

Every entrepreneur will want something different. You could sell your business or pass it on to your family. Or you might not be ready to give them full control just yet. Succession planning is important. There are no right or wrong answers - just solutions that are right for you.

Selling your business is a life-changing event. For example, the regular income you receive from your business will become one large sum of money. You’ll also have to decide how to best step back from your role of running the company. How will you manage these big changes?

Close to 

7 out of 10

people passing on their fortunes are self-made.3

Succession planning

Most highly driven entrepreneurs find it hard to pass on their business. Stepping down is often a slow process of going from highly engaged to barely engaged over time.

Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. Perhaps you want to explore more of the world, pursue a new hobby or even become an angel investor. We help you find the right balance when planning this very personal transition.

Questions to ask yourself

When you’re planning a new stage in your life, it’s a good idea to begin early. There’s a lot to consider, so start by asking yourself these questions:

If you’ve built a successful business and you’re keen to stay busy, retirement can be about fulfilling your dreams or even giving something back. Think about what makes you happiest. How do you want to spend your time? How could you focus more on the things and the people you care about?

The average life expectancy in the UK is above 75. By 2040, it’s expected to be above 80.4 Everyone’s different, so your retirement fund should reflect how you want to live your life.

As a business owner, your family values include understanding the value of money. Do your children appreciate how your wealth was made? Do they know it doesn’t define them? Can they practice managing it themselves? Setting values early on around the topic of money lasts long into the future.

64 of the top 100

fastest-growing businesses in the UK are led by a founder or founding management team.2

Explore other topics


We help you look at the big picture. Stay informed with market insights and information on topics that matter to you.

Find out more

Let's talk

Ready to start a conversation? We look forward speaking with you.

Get in touch

Find your local branch

We have offices in various regions across the UK.

Find your nearest UBS office

Answering your questions

Have a question about our wealth management offering and services? We're here to help you. 

Find the answers

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 provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.