Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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Preparing for a Strategic Exit
22:51In this episode Steve Young, Senior Vice President - Wealth Management and Leora Zach, Executive Director of Global Banking discuss the current state of the M & A market for middle market companies. Topics include steps owners of closely held companies should take to prepare personally and financially to exit their companies, ways to transfer ownership and how to access our boutique network of investment bankers.
Update on the Payroll Protection Program
20:38This episode contains a discussion between Steven Young, financial advisor on the Young Business Transition Consulting team, and James Jack, head of the UBS Business Owners Client Segment. The topic is the current status of the Payroll Protection Program and considerations for applying for PPP forgiveness. This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com/relationshipsummary. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
