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 8: The Tax Man Cometh

36:42

Joining us today is Erik Seeney, Executive Director and Wealth Planning Strategist. Based out of Atlanta, Georgia, Erik is one of our go-to specialists at the firm with a focus on advanced planning strategies, design and implementation. Appropriate tax planning is an essential component of a pre-sale strategy. Liquidity events typically incur income taxes (some or all of the proceeds may be subject to ordinary income or capital gains tax and the 3.8% surtax on net investment income). Comprehensive analysis, including financial and estate planning, before the exit can help an owner understand income tax treatment and potentially minimize your tax liability. Bottom line – Your situation is very specific to you and your family... so it’s important to walk through these ideas with your own tax and legal counsel.

Episode 7: Philanthropy…be SMART and EFFECTIVE

52:54

Joining us today is Tom Hall, Head of UBS Philanthropy Services. With over 12 years' experience working with and advising private clients, Tom leads our UK Philanthropy services to help clients identify and achieve their philanthropic and impact investing strategies.

Episode 6: Understanding your exit options

34:25

Joining us today is Oliver Henderson, Managing Director and Head of UBS Business Development Group. We’ve brought Ollie on to walk us through the various ways business owners can monetize their ownership position, and how to mitigate some of the more common mistakes that can cause the sale process to break down.

Episode 5: Tend to your garden, reap what you sow!

33:13

Joining us today is a good friend and colleague of ours, Sarah Salomon. As a UBS Senior Strategist with Family Advisory and Philanthropy Services, Sarah works with families on understanding money, values and philanthropic intent in the context of family wealth. We’ve brought her on today to discuss the challenges that arise amid new found wealth and practical suggestions for meeting these challenges.

Episode 4: Got a buyer? Pay attention!

49:17

Joining us today is Ryan Gravelle, Partner with Kastner / Gravelle Law Practice. Ryan has managed multiple mergers, acquisitions and asset transactions. He's helped raise tens of millions of debt and equity financing, as well as structured complex strategic alliances and partnerships. Needless to say, we are excited to pick his brain on the many twist and turns associated with bringing on an equity partner and the sale process.


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