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.
The Medical Sector and M&A Trends
33:03In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Brian Heaton, Partner at Krieg DeVault, LLP have a conversation regarding general trends in the M&A activity and succession planning with a particular focus on the healthcare sector. Brian also provides insight into the evolutionary role Private Equity is playing in the medical practice sector. Inherent in most medical practices deals is the prevalence of many equity stakeholders. Brian and Steve discuss how important it is for each partner to have a clear set of personal objectives tied to their well-defined financial goals so that they can communicate amongst themselves to establish consensus with respect to deal expectations. Listen and learn how having the right team of advisors to facilitate communication between buyer and seller is paramount and will help position the practice for post-transaction growth and longevity, creating a successful outcome for all parties.
Exploring Some of the Non-financial Consideration of an M&A Transaction
22:01In this episode Steven Young, UBS Wealth Management and Sr. Vice President, discusses non-financial considerations that can affect M&A transition outcomes. Moreover, how both parties (sellers and buyers) can feel like the conclusion is mutually beneficial. Steve speaks with David Barrett, Executive Partner at Faegre Drinker Biddle & Reath, LLP. They discuss hang-ups and how to avoid the biggest obstacle – the element of surprise. As well as, how important it is to be clear on expectations. They speak to the Do’s and Don’ts, what to look for, and pitfalls for a deal from the letter of intent, purchase agreements, and life after the sale. They also stress how the structure of a transaction can affect how smoothly the sales goes which can include things like how sellers can protect their employees. Having an experienced team around you to help is essential. Their advice… be organized and be ready.
Tapping Private Equity for Growth
54:09In the episode, Steve Young, Senior Vice President at UBS Wealth Management conducts a panel discussion with Michael Rudolph, Managing Director of KPMS Corporate Finance, Matt Keefe, Managing Directors at Edgepoint Capital Advisors and Terrel Bressler, Managing Director at Prairie Capital Advisors on the topic of Private Equity and growth for closely held, middle market companies.
Concentration Risk for Business Owners
21:49In this episode, Steven Young, Senior Vice President at UBS, speaks with Justin Waring, Investment Strategist with the UBS Chief Investment Office, about concentration risks associated with closely held businesses.
Retirement Plans for Owners and Their Employees
26:11In 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
