UBS Advisor Podcasts

Lightning in a bottle: Entrepreneurial journeys from idea to exit

In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com

UBS advisor podcasts

Episode 2: Stop Procrastinating!

29:46

Today, we are joined by special guest, Joyce Crivellari, Executive Director and Senior Wealth Strategist with UBS's Advanced Planning Group to discuss the concept of a liquidity event. What it is, and what you need to do to prepare for it

Episode 1: Navigating Your Exit Strategy

28:03

Josh and Jason talk about the upcoming series and lay out the lifecycle of a business owner / entrepreneur.
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