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?

    What exit options have you considered?

    Which goal is most important to you post-ownership?