UBS Advisor Podcasts

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.

UBS advisor podcasts

Retirement Plans for Owners and Their Employees

26:11

In this episode, Steven Young, Senior Vice President at UBS, speaks with Leif Springer, Senior Vice Retirement Plan Consultant with UBS Institutional Consulting Group, about retirement plans for owners and their employees. Topics discussed include 401(k) plans, profit sharing plans, cash balance plans, pooled employer plans and non-qualified deferred comp plans

Using Captive Insurance Companies to Protect and Grow Wealth

15:03

In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss the how owners can use Captive Insurance Companies to protect and grow wealth with his guest, Michael Hyzdu, Senior Vice President, UBS Wealth Management, and leader 3 Point Wealth Advisors. Mike discusses what a captive insurance company is, who should consider one and how to leverage a captive to grow wealth.

A Unique Look at Foundations and Endowments

18:39

In this episode Steven Young, Senior Vice President UBS Wealth Management and leader of the Business Transition Consultants speaks with his guest, Matthew Green, Senior Vice President UBS Private Wealth Management, and co-leader of the Indianapolis Team focusing on foundations and endowments. Together they present a unique look at how foundations and endowments are managed at UBS and the key differentiators that separates Matt's team from their competition.

Why Hire an Investment Banker

22:57

In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss trends in middle market M&A with John Lavin, Vice President of Lincoln International. John addresses four major concerns owners should consider when deciding to go to market: 1) navigating complexity, 2) value and terms, 3) continuation of operations and creating alternatives.

Inside Employee Stock Ownership Plans

18:43

In this episode Steven Young, SVP UBS Wealth Management and leader of the Young Business Transition Consultants, discusses the key aspects of ESOPs with Nick Francia, SVP of the UBS Capital ESOP Group and Tim Jamison, Director of Prairie Capital Advisors.


Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere