Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Before > During > After you sell your business

Too many business owners don't plan in advance for when they’re ready to exit. Your UBS Financial Advisor along with UBS Business Transition Services can help you prepare early for the transition and what comes next.

Planning is an important step. And, sooner is better than later.

Hear it from owners who built and exited their businesses

Embrace your future like you started your business: Passionately

Before the sale

It's never too early to plan, but it can be too late.

  • Understand your transition options, from a third-party sale or a transfer to employees or the next generation
  • Consider future income and legacy
  • Strategize ways to build transferable value

During the sale

This can be a chaotic time. We'll help you exit on your terms.

  • Align your goals and execute on your options
  • Leverage UBS's investment banking network to help maximize value
  • Analyze net proceeds and make final adjustments to your plan
  • Collaborate with your expanded transition team

After the sale

Your identity is tied to your business. We'll help you embrace your future with a new enthusiasm:

  • Prepare for your next venture or transition to a life-after business mindset
  • Consider travel, family andpersonal goals
  • Create a legacy for people and causes that matter

3 mistakes business owners should avoid*

58% have no business appraisal

48% have no formal exit strategy in place

41% don’t know what they’ll do after they exit

Are you exit-ready?

Ask yourself 3 simple questions.

One relationship, many resources

Maximize business value

  • Investment banking advisors
  • Employee Stock Ownership Plan (ESOP) advisory
  • Business loans
  • Strategic Exit Services

Plan for yourself and staff

  • Wealth planning
  • Retirement plan services
  • Insurance solutions
  • Executive compensation benefits
  • Workplace wellness

Build a legacy that matters

  • Portfolio advisory
  • Family Office Advisory
  • Trust and estate planning

Pursue what matters most

What do you want to accomplish? Who matters most to you? How do you plan to achieve your life's vision? Considering your personal and your business self when
answering questions like these can help your UBS Financial Advisor create an investment strategy that accounts for three important considerations:

Liquidity: Resources to help maintain your lifestyle

Longevity: Resources to help improve your lifestyle

Legacy: Resources to help improve the lives of others

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.