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#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
Financial Advisor
Mose is a highly experienced financial advisor who specializes in helping business owners make smart financial decisions and navigate the complex process of exiting their business. With over 17 years of experience in the financial industry, Mose has a deep understanding of the unique financial challenges and opportunities that business owners face.
Mose is passionate about empowering business owners to take control of their finances and make informed decisions that will set them up for long-term success. Whether you are looking to grow your business, sell your business, or plan for retirement, Mose has the expertise and knowledge to guide you every step of the way.
If you are a business owner looking for a financial advisor who can help you make smart financial decisions and successfully exit your business, look no further than Mose. Contact Mose today to schedule a consultation and take the first step towards a brighter financial future.
Education
Credentials
Mose Richardson Jr. is also part of:
Business Transition Consultants
Lets connect
Financial Advisor
Mose is a highly experienced financial advisor who specializes in helping business owners make smart financial decisions and navigate the complex process of exiting their business. With over 17 years of experience in the financial industry, Mose has a deep understanding of the unique financial challenges and opportunities that business owners face.
Mose is passionate about empowering business owners to take control of their finances and make informed decisions that will set them up for long-term success. Whether you are looking to grow your business, sell your business, or plan for retirement, Mose has the expertise and knowledge to guide you every step of the way.
If you are a business owner looking for a financial advisor who can help you make smart financial decisions and successfully exit your business, look no further than Mose. Contact Mose today to schedule a consultation and take the first step towards a brighter financial future.
Education
Credentials
Mose Richardson Jr. is also part of:
Business Transition Consultants
Lets connect
In fact, 55% of business owners who have exited recommend starting planning sooner, not later.*
You launched your business with enthusiasm. Prepare for your exit the same way.
*Source: UBS Investor Watch Report “Who’s The Boss,” February 2018
After working many years to grow a business, many owners wish to exit the business and transfer the reigns to other family members. In such situations effective business succession planning is critical for the long-term success of a family business. This white paper contains some key points to consider when planning business succession.
Employee stock ownership plans (ESOPs) can provide tax efficient estate planning opportunities for closely held business owners by creating liquidity for their shares and business succession options for their families and employees.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
Building a business succession or exit strategy can be one of an entrepreneur’s best investments. But in practice, traditional succession approaches can be complex. Succession and exit often depends not just on business value, but also financial wealth and its ability to support the founder’s and their family’s lifestyles.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and pursue your future financial goals—and life goals after you step away.
#1
Serving Business Owners
Euromoney Private Banking and Wealth Management Survey, 2020
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2022
