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 20: The Blueprint – how to maximize the value of your business
49:35Join us for a milestone episode of our Lightning in a Bottle podcast series! During this special edition, Josh sits down with Sean Hutchinson, Partner at Ready for Next Advisory Group, who brings over 25 years of experience in business strategy and value enhancement to the table. Sean tackles pressing questions from business owners who have been navigating through turbulent times, uncovering impactful value drivers, pitfalls to sidestep when preparing for an ownership transition, the 5 key stages of value maturity, and the intricate dynamics of family businesses.
Episode 19: Uncommon Success – Wealth Strategy for Business Owners & Entrepreneurs.
39:27Discover the keys to uncommon success in this episode, where we delve into the world of wealth strategy for business owners and entrepreneurs. Join hosts Josh Pottinger and Justin Waring CFP®, UBS Senior Total Wealth Strategist, as they navigate the unique challenges faced by business owners before, during, and after a liquidity event. From understanding the distinctive needs of business owners in their path to financial freedom to addressing pre-sale challenges and post-liquidity hurdles, this episode offers valuable insights. Don’t miss this deep dive into the world of wealth management tailored for entrepreneurs.
Episode 18: Empowering Women Business Owners
31:09Join us as we sit down with Bianca Benedetti-Fang, Executive Director, UBS Business Owner Segment, to unravel key insights from the 2023 UBS Investor Watch – a report based on data from 500 business owners surveyed by UBS. We also navigate the unique challenges that female business owners encounter throughout the phases of building, growing, and selling their companies. Discover areas of financial education that better equip female entrepreneurs to navigate the funding landscape, strategies for leveraging unique strengths, and tips to effectively balance personal and professional responsibilities as our society continues to add pressure on women to quite literally “do it all”.
Episode 17: Family Offices 101
37:32Curious about family offices? Tune in to our latest podcast episode featuring Mark Tepsich, UBS Family Office Design & Governance Strategist. Throughout the episode we explore what family offices are, when their established, the varied approaches they take, such as managing post-liquidity events and integrating businesses, and their shift from founder-centric models to including next-gen perspectives. Mark also shares best practices and addresses the unique challenges family offices face.
Episode 16: Riding the waves - Business Owner Insights Explored
39:29In today’s episode, we have the honor of hosting James Jack, Managing Director of UBS's Business Owner Segment, a true expert in the world of business owners and entrepreneurship. Tune in to discover the latest findings from the latest UBS Investor Watch: Wind in your sails, exploring how business owners navigate challenges like higher interest rates and inflation. Gain expert advice on key business owner preparations, typical challenges, and stage-specific solutions. It’s time to set sail for success!
