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, Health 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

Download the report


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