What's your plan?
Do you know all the options you have for life after your sale? The paths you can choose to take are endless. Whichever you choose, you need to ensure you can fund the life you want through sound financial planning and a team consisting of a Financial Advisor, a trust and estate Attorney, and an Accountant.
Explore some possible directions to help inform your journey:
Path of least resistance
If you're a business owner who takes this path after a sale, it may mean you don't have a natural successor from your family or management team. This path represents the most “clean break” from your business.
How can UBS help?
Your UBS Financial Advisor can give you personalized guidance based on your situation and connect you to investment experts for more complex needs.
Staying on a roll
Many entrepreneurs are perpetually driven to be active and successful, often leading them to start new businesses. If you choose this path, you would be entering from a position of strength, usually on the heels of a liquidity event from the sale, and be armed with valuable experience.
What to consider
- After the first liquidity event of your sale, your financial advisor can help you know specifically how much to allocate to jump start your next endeavor
- Decide as soon as possible whether the money from your sale is going to fund your new business or if you will seek outside investors
- Do a thorough competitive analysis of the industry and the marketplace to understand the challenges and opportunities ahead
- Leverage all the invaluable knowledge you've gained and lessons learned from your previous venture
How can UBS help?
We can support your journey as a serial entrepreneur with financing and solutions that can keep your business moving.
Seeking meaningful returns
As a business owner, you may be used to having a high degree of control. As you transition to become an investor, you may have to adopt a new mindset and accept more that's beyond your control, such as the whims of the markets, politics, policies and even other investors.
Despite the trade-offs, there are many obvious benefits to investing, including potentially generating significant income without having to actively manage a business.
And there are a diverse range of invesment strategies and approaches that can help move you toward your goals. These include assets such as stocks, bonds, real estate and hedge funds as well as the opportunity to become an angel investor in other entrepreneurs' ventures.
What's the right mix for you? Your financial advisor can help guide you.
How can UBS help?
Your UBS Financial Advisor can give you personalized guidance based on your situation and connect you to investment experts for more complex needs.
Living with purpose
Giving your time and energy to a cause that’s important to you is also another important and meaningful post-sale path. If you take the “Volunteer” path, it can be a powerful way to give purpose, meaning and stay active.
How can UBS help?
We can help ensure you've planned to have all the funds and resources you need to focus fully on following your passion to help others.
Creating your legacy
Philanthropy is about more than volunteering or gift-giving. It’s about channeling charitable intent through the right structure and vehicles to make a difference in the world and people’s lives. As a Philanthropist, you can effect change through a donor-advised fund, a private foundation, or volunteering your time and your entrepreneurial expertise.
How can UBS help?
We can open the door to meaningful opportunities and connect you to like-minded peers across the world.
Avoid common mistakes
Do you have a clear "end game" to exit your business?
Time the sale
Are you timing your sale with the market?
Know your buyer
Have you identified a buyer?
Manage your emotions
Have you looked beyond the sale price to your long-term goals?
Thrive after the sale
Are you doing everything you can to prepare for life after your sale?
Please select an option
