Considering a sale or business transition?

Private Wealth Management

Exiting your business is a crucial step for most business owners, potentially resulting in the most significant liquidity transaction you’ll ever make. Yet according to recent studies:

  • 58% of business owners have never had their businesses formally appraised
  • 48% have no formal exit strategy
  • 37% have no structures in place to shield sale proceeds*

Our accomplished team, which includes two financial advisors who have earned the CEPA designation, will assist in gauging the readiness of your business for sale and devise a personal strategy to manage the proceeds of the sale, keeping in mind immediate, long-term and multigenerational needs.

*Source: All statistics from UBS Investor Watch, “Who’s the Boss?” 1Q 2018

The goal for any business owner planning a sale is to approach transitioning with the right planning and the right professionals advocating for them every step of the way.

- Ben Domingue

Exit Planning and Wealth Consulting Group

Are you a company founder selling your business, an entrepreneur looking at a life-changing liquidity event or a corporate executive planning retirement? Do you have the professional guidance you need to help address the complexities of your busy world?

Pre-exit strategies

Pre-exit strategies

Post-liquidity wealth consulting

Post-liquidity wealth consulting

Boutique Investment Bank Network

Boutique Investment Bank Network

EPG Business guidance

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager