Paradigm Partners
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For the business owner and affluent families

Upcoming Events

See our events section for upcoming events we will be hosting throughout Lexington, Louisville & Cincinnati. 

Topics we will be covering for these events include:

  • Analysis of current business
  • Selection of investment bank partners
  • National access to buyers
  • Deal structures to maximize results
  • Forecasting post-transaction cash flow needs
  • Estate/trust/tax planning strategies
Don't miss this opportunity to explore your options, we hope to see you there!

For the business owner

Focusing on the comprehensive needs of business owners with revenues over $5 million, we offer solutions at each stage in your professional life cycle. We can help with business growth, succession and exit planning strategies, as well as post-liquidity wealth management.

For the affluent family

With our team’s extensive experience in helping individuals and families, we know the importance of a disciplined planning process for clarifying and pursuing your long-term financial goals.

Why work with us?

  • Our tailored business analysis can help determine the best steps forward
  • We provide experienced execution whether you expand, exit or transition your business
  • We offer comprehensive wealth management and estate planning strategies
Connect with us
Spencer Tabor, David Demarest, Mark Korona

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Business Owner in entryway

Advice for business owners & entrepreneurs

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A leading global wealth manager

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Comprehensive planning for significant wealth

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Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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Insights

Why UBS?

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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