$5.9+ trn
UBS Group invested assets
As of 06/30/2024
There are multiple factors to consider when you’re weighing the decision to sell your company. In some cases, it can take five years or more to exit a business, so proper planning needs to begin early. Given the complexity and potential professional, personal and financial consequences of a sale, we believe you shouldn’t make your decision alone.
Certified Exit Planning Analysts (CEPA), Lance Cholet and Reed Fawley, along with CORAL Investment Partners, will work closely with you at each stage in your business life cycle. Our team offers advisory solutions that help empower you to make educated financial decisions throughout the entire exit planning process. We’ll begin with critical pre-liquidity planning and continue through execution and closing.
Prior to your transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale. Supported by extensive UBS resources for business owners and entrepreneurs, we’ll address:
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024