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.
Using Captive Insurance Companies to Protect and Grow Wealth
15:03In 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
18:39In 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
22:57In 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
18:43In 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.
Dealing with a preemptive offer
15:15In this episode Steven Young, Senior Vice President UBS Wealth Management and leader of the Young Business Transition Consultants speaks with Tom Zucker, President of Edgepoint regarding preemptive offers and how owners should respond to them.