While most1 business owners feel they made the right decision in starting their companies, many haven’t had their businesses appraised and don’t have a formal exit strategy in place when it comes time to sell.
Our years of experience working closely with business owners mean we know what kind of help you need. We provide comprehensive pre- and post-liquidity advisory solutions that empower you to make educated financial decisions. And we’ll work hand in hand with your trusted advisors to incorporate all perspectives into one integrated approach.
Pre-sale planning. Before any consideration of a sale is made, we’ll consult with you to monitor industry trends in order to identify good timing for an exit from your business. We’ll also work with you to organize a team of trusted advisors (CPAs, attorneys, etc.) to help you prepare the business and add as much value as possible. We will create a financial plan for you that analyzes your family’s income and lifestyle needs after the sale and help you retire with the confidence that comes from thoughtful planning.
Your exit strategy. When it comes time to sell your business, you want to do it right. We’re there with you all the way, leveraging the resources and expertise of UBS. As your transition nears, we can help you:
- Identify the right investment banking advisors (within UBS and our external network of boutique IBs)
- Assist you in seeking potential buyers
- Provide ESOP advisory services if you wish to transition their business to employees while accessing tax-favored benefits
- Advise you if you decide to pass on your business to a family member, either as a sale or gift
Post-sale wealth planning. The period after you sell your business is a crucial one as new priorities begin to shape your life. Leveraging the vast resources of UBS, we can provide portfolio advisory services to help create an investment strategy that aligns with your objectives. We’ll connect with you on a regular basis to strategize about your changing goals. We’ll also provide philanthropic and tax planning strategies and assist you in transitioning wealth between generations of your family.
1 Source: UBS Investor Watch Report “Who’s the Boss?” February 2018.