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 31: UBS 2025 Global Entrepreneur Report: A glimpse inside the minds of modern founders
What’s keeping top entrepreneurs up at night in 2025? From navigating AI integration to retaining top talent in a competitive market, the landscape is shifting fast. Christian van Driel, Director and Client Solutions Specialist at UBS, joins us to break down key findings from the 2025 Global Entrepreneur Report, built on insights from over 150 UBS entrepreneur clients and network members. We explore how business owners are thinking about investment trends, cybersecurity, succession planning, and the growing role of family offices—all while balancing personal priorities with long-term business goals in an increasingly uncertain world.
Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty
As 2025 unfolds, what kind of economy is inheriting Trump 2.0? In this special episode featuring Paul Hsiao, UBS Asset Allocation Strategist, we dive into the latest Q1 2025 CEO Macro Briefing Book from the UBS Chief Investment Office, providing business owners with a high-level assessment of economic conditions, policy shifts, and market dynamics. With a resilient labor market, accommodative monetary policy, and strong consumer-driven growth, the economy appears robust. But mounting deficit concerns, policy uncertainty, and geopolitical risks create a more complex outlook. Will dealmaking accelerate in 2025? Is AI optimism overblown? And how should business leaders navigate these shifting tides?
Episode 29: Life after an exit - walking a new path in pink socks
In this episode of Lightning in a Bottle, we sit down with Nick Adkins, healthcare tech entrepreneur and co-founder of PinkSocks.Life, to talk about life after an exit and the transition from building a company to building a movement. Nick shares his journey as a founder in the healthcare tech space, his experience exiting the company, and how he shifted gears to co-found PinkSocks, a global initiative focused on human connection, kindness, and giving back. We dive into the realities of what comes after selling a business—how to redefine purpose, navigate new opportunities, and channel entrepreneurial energy into something meaningful. Enjoy!
Episode 28: Preemptive Planning Strategies for Founders
In this episode, we’re joined by Senior Wealth Strategist, UBS Advanced Planning Group, Joyce Crivellari to explore preemptive planning strategies for founders. We discuss the looming sunset of the Tax Cuts and Jobs Act, business succession planning, and the evolving implications of the Corporate Transparency Act. Joyce also provides a valuable refresher on Qualified Small Business Stock, offering expert insights to help founders prepare for what’s ahead.
Episode 27: The Future of Cybersecurity: Risks, Innovations, and What Business Owners Need to Know
Cybersecurity isn’t just for the big players anymore—it’s a growing concern for businesses of all sizes. In this episode, we sit down with Morgan Kyauk from NightDragon, the leading VC firm specializing in cybersecurity, safety, and privacy, to break down today’s top threats and emerging innovations. We dive into the risks facing SMBs, how cyber threats can disrupt M&A transactions, and best practices for managing these challenges. Morgan also sheds light on the rise of SecureTech, innovations in national security, and the biggest trends and threats to watch over the next five years.
