Business owners are a rare breed

Let our resources help you proceed with passion

You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

Exclusive insights for you

Managing your business

One relationship, many resources

We can connect you to the business expertise, specialized teams and capabilities you need.

Selling your business

Business owner to business owner

Entrepreneurs share insights about their journey

    Flight paths

    Selling a business is just the beginning

    In our special report and video series, entrepreneurs from all industries and walks of life openly share their insight and experience with you.

    The decision to sell

    Have you considered these important factors before you plan to sell your business?

    Take a look behind each box to reveal more

    Timing of the sale

    Analyzing the timing of the sale to maximize value, based on the current state of the business and where the economy is in the business cycle.

    Family dynamics

    Overcoming family dynamics issues in the case of a family business owner, including whether selling is better for the family and the business, rather than passing the business to the next generation

    Readying the business for sale

    Taking steps necessary to ready the business for sale with a team of advisors can help maximize the value

    Assembling the team

    Putting together a team of advisors who can help get the sale done effectively and who can collaborate with each other

    Potential buyers

    Identifying the different types of purchasers in the market, whether it’s family, an employee, an outside buyer or an investor

    Importance of financial planning

    Building a comprehensive financial plan to determine whether cash flow for the owners and other relevant family members is improved by a sale or whether continuing the business is a better option

    Unlock the possibilities

    It's never too early to plan, but it can be too late.

    • Understand your transition options, from a third-party sale or a transfer to employees or the next generation
    • Consider future income and legacy
    • Strategize ways to build transferable value

    This can be a chaotic time. We'll help you exit on your terms.

    • Align your goals and execute on your options
    • Leverage UBS's investment banking network to help maximize value
    • Analyze net proceeds and make final adjustments to your plan
    • Collaborate with your expanded transition team

    Your identity is tied to your business. We'll help you embrace your future with a new enthusiasm:

    • Prepare for your next venture or transition to a life-after business mindset
    • Consider travel, family and personal goals
    • Create a legacy for people and causes that matter

    Are you exit ready?

    Take a realistic look at where you are in the your business

    Which best describes you?

    • It’s never too early to start planning; now may be a good time to consider trust and estate strategies with a UBS Financial Advisor and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
    • Fine-tune your business model to be most appealing to a buyer
    • Make sure business documentation and financial statements are in order
    • Put together a team to prepare the business and optimize value
    • Strengthen your management team
    • Consider meeting with an investment banker and begin conducting an analysis of likely buyer interest and sector outlook
    • Monitor trends and business cycles to help identify timing of the sale
    • Build the right pre-sale advisory team including your financial advisor, investment banker, attorney and CPA
    • Check in on your plan: Is it up to date? Have you executed everything? Are you prepared to take the most advantage of gift and estate strategies to maximize net proceeds from a sale?
    • Strategic Exit Services can help you evaluate the full spectrum of options available to your business including strategic alternatives. Should you choose to sell, we can help you prepare for the transaction and assist you in identifying an investment bank that works best for you.
    • Ask your UBS Financial Advisor about guidance for meeting and interviewing potential investment bankers
    • Finalize your plan and focus your energy on getting the best deal for the sale
    • Work with an investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
    • When appropriate, prepare employees and managers for the transition
    • Think about your role for after the sale

    What exit options have you considered?

    • Seek professional advice from a professional investment banker. Your UBS Financial Advisor can connect you with UBS Investment Bank or a firm from our Boutique Investment Bank Network that can help bring the following expertise:
      • Assisting with pre-launch activities, minimizing strain on management's time
      • Working to refine the financial model and assumptions
      • Positioning the story in a way to maximize interest from buyers
      • Creating competitive tension by bringing multiple bidders to the table
      • Leading complex negotiations between you and buyers
    • An ESOP can be tax advantageous to you and your company under certain circumstances. Your UBS Financial Advisor can discuss with you:
      •  Is your company profitable, able to take on debt and does it have a large enough employee base?
      •  Have you accounted for all the steps, from company valuation to ongoing plan administration?
      • Will the proceeds and timeline from the ESOP be enough for your future needs?
      • Will your plans for the proceeds allow you to realize the full tax advantages an ESOP can offer?
    • Speak with your UBS Financial Advisor about how UBS can help with an ESOP
    •  A total exit strategy to a third party may not be desirable or possible based on you and your business's individual circumstances. Your UBS Financial Advisor can assist you with considering options to involve the next generation in your transition:
      • Family Advisory services and family meetings to understand and align goals, such as does the next generation prefer the business or sale proceeds to make their own path?
      • Is a sale to a third party or an ESOP of less than 100% a possibility to create liquidity for you and allow a transfer of remaining shares to the next generation?
      • Are there gift and estate strategies that your UBS Financial Advisor, UBS's Advanced
      • Planning Group and your outside tax and legal advisors can implement to help transition ownership to the next generation?
    • Speak with your UBS Financial Advisor to start discussing your options.

    Which goal is most important to you post-ownership?

    We suggest planning along three strategic dimensions: A Liquidity strategy to help provide cash flow for short-term expenses, a Longevity strategy for longer-term needs and a Legacy strategy for needs that go beyond your own.* Organizing your wealth this way can help you pursue what matters most—for today, tomorrow and for generations to come. Your UBS Financial Advisor can help you conduct a cash flow and net proceeds analysis from the potential sale of a business and create a financial plan.

    • With the help of your UBS Financial Advisor and within the context of your financial plan, reflect on your passions and plan ahead on what you may want to accomplish. Some things to consider:
      • Traveling more
      • Spending time with family and friends
      • Having more free time for hobbies
      • Starting a new business venture or reinvesting in other business ventures
      • Thinking about how my identity and the identities of my family members may be impacted after a business transition and how that may impact our financial plan
    • Determine what you want to leave for future generations/your employees. How will wealth impact future generations' own drive and entrepreneurialism?
    • Look for a fulfilling cause that you (and your family) will find meaningful and rewarding. What can take the place of your business that may have been a major part to your identities?
    • Determine what you can best contribute: such as volunteering or mentoring to help others in your community or future entrepreneurs
    • Consider incorporating a charitable component into your chosen transition strategy. Your UBS Financial Advisor can help advise you on ways to consider options both before and after the sale of a business to help maximize your impact

    Get in touch

    Together we can help you pursue your goals.