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
Before the sale
During the sale
After the sale
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.
Maximize business value
Plan for yourself and staff
Build a legacy that matters
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.