Take a realistic look at where you are in your business. Expand the answers to the questions on this page to assist in identifying different business stages. Your answers can help you and your UBS Financial Advisor determine the steps you could be taking.
1. Which best describes you?
“Planning my exit is barely on the horizon. It could be at least 5 years from now.”
“I’m in the early stages of planning my exit. It could happen in the next 3 years or if the right opportunity presents itself.”
“I would like to sell in the next year. I want to know how to get the most value.”
2. What exit options have you considered?
“I'd like to sell some or all of my business through a merger or acquisition.”
“I'd like to reward my employees through an Employee Stock Ownership Plan (ESOP).”
“I'd like to transition ownership to family members.”
3. Which goal is most important to you post-ownership?
Providing cash flow to maintain my lifestyle in the near term
Improving my lifestyle over the long term
Improving the lives of others (family, philanthropic causes, etc.)
Speak with your UBS Financial Advisor
When the time comes to sell, be ready. Let your UBS Financial Advisor help you transition to a future you’ll look forward to with anticipation.