Comprehensive solutions for founders

What’s your vision?

When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and our future? We can help you find the answers.

Whether you’re scaling your first business, exploring a sale or launching your third company, we can be a valuable resource. Call or email us today to discuss how we can apply our resources and experience to your unique situation.

Locations

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in the future

You’re considering an exit in the future

  • Are you Qualified Small Business Stock (QSBS) eligible?
    • If yes, let's maximize QSBS savings
    • If no, what other strategies can you take advantage of?
  • Is there still time for advanced trust and entity structuring?*
  • Cash flow modeling
  • Charitable Planning

  • What can you do today to help minimize future taxes for you and your family?
  • Understanding QSBS opportunities and maximizing benefits
  • Understanding advanced trust structures and which make sense for your unique situation*
  • Lending solutions
  • Charitable planning
  • Concentrated stock strategies for post-IPO

  • Whom would you like to benefit from the value you’re creating?
  • Explore gift and estate strategies to help maximize net proceeds from a sale to you and family
  • Put together a team to prepare the business and optimize value

*Trust services are provided by UBS Trust Company, N.A. or another licensed trust company. UBS Trust Company, N.A. is an affiliate of UBS Financial Services Inc. and a subsidiary of UBS AG. Trust investments are not deposits or other obligations of, or guaranteed by, UBS Trust Company, N.A. or UBS AG or any of their affiliates. Trust investments involve investment risks, including possible loss of the principal.

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Older entrepreneur

Later stage entrepreneurs

Entrepreneur

Newly public entrepreneurs

Serial entrepreneurs

Serial entrepreneurs

Year End planning for Entrepreneurs

Date.October 09 2024

RSVP for unique Zoom Link

  • Lora Cicconi, Senior Income Tax Strategist - UBS
Register for this event

Case studies

See how we worked together with clients

Getting ready to exit?

What business owners need to know now to prepare for a successful sale

73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

See more insights now

The right advice can make all the difference

You've carefully planned for the future of your business, have you invested the same time and effort in planning for your own financial future?

  • Chuck Korasick

    Chuck Korasick, CFP®

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • MA
    • MD
    • MI
    • MS
    • NC
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV
    • WY
    • Dad to Avery & Ollie
    • Avid snowboarder (most often in Park City, UT) 
    • George Mason University, BS
    • Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER®
      2000 Avenue of the Stars
      7th. Floor North
      Los Angeles, CA 90067
      sam.bloom@ubs.com
      Chuck Korasick, CFP®
      2000 Avenue of the Stars,Los Angeles,CA,90067
    •  Warren Coughlin

      Warren Coughlin, CFP®

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • MA
      • MD
      • MI
      • MS
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV
      • WY
      • Emerging philanthropist
      • Marathon runner
      • East coast origins
      • George Mason University, BS
      • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • Private Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER®
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
        warren.coughlin@ubs.com
        Warren Coughlin, CFP®
        2000 Avenue of the Stars,Los Angeles,CA,90067
      • Jonathan Schechter

        Jonathan Schechter, CFP®

        Senior Wealth Strategy Associate

        CERTIFIED FINANCIAL PLANNER®

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • HI
        • IL
        • IN
        • MA
        • MD
        • MI
        • MS
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY
        • Born and raised in NY, sports enthusiast, traveler and adventurer
        • Focus on planning & portfolio management
        • University of Southern California - Marshall School of Business

          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          • University of Southern California (USC), Bachelor of Science in Business Administration
          • University of California Los Angeles (UCLA), Certificate in Financial Planning
          • CERTIFIED FINANCIAL PLANNER®
          299 Park Avenue
          New York, NY 10017
          jonathan.schechter@ubs.com
          Jonathan Schechter, CFP®
          299 Park Avenue,New York,NY,10017
        • Jen Lechman

          Jen Lechman

          Authorized Officer

          Team Administrator

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          • AR
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • HI
          • IL
          • IN
          • MA
          • MD
          • MI
          • MS
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WY
          • Triathlete, marathon runner and world traveler
          • Dedicated to exceptional client experience and process efficiency
          • Kent State Graduate

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                2000 Avenue of the Stars
                7th. Floor North
                Los Angeles, CA 90067
                jennifer.lechman@ubs.com
                Jen Lechman
                2000 Avenue of the Stars,Los Angeles,CA,90067
              • Lizzie's headshot

                Lizzie Belokonnyi

                Client Associate

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                • CA
                • Tennis player, food and travel enthusiast
                • LA native
                • Registered Client Service Associate
                • University of California Santa Barbara, BS

                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                      131 South Rodeo Drive
                      Suite 300
                      Beverly Hills, CA 90212
                      liza.belokonnyi@ubs.com
                      Lizzie Belokonnyi
                      131 South Rodeo Drive,Beverly Hills,CA,90212
                    • Sam

                      Samantha Bloom

                      Wealth Strategy Associate

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                        • Avid reader, world traveler, amateur tennis player, LA Chess Club member 
                        • Los Angeles native
                        • University of Southern California 

                         

                        Registered States:
                        CA

                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                              2000 Avenue of the Stars
                              7th. Floor North
                              Los Angeles, CA 90067
                              samantha.bloom@ubs.com
                              Samantha Bloom
                              2000 Avenue of the Stars,Los Angeles,CA,90067
                            • Robert Gach

                              Robert Gach

                              Senior Vice President–Wealth Management

                              Private Wealth Advisor

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                              • AR
                              • AZ
                              • CA
                              • CO
                              • CT
                              • DC
                              • DE
                              • FL
                              • GA
                              • HI
                              • IL
                              • IN
                              • MA
                              • MD
                              • MS
                              • NC
                              • NH
                              • NJ
                              • NV
                              • NY
                              • OR
                              • PA
                              • SD
                              • TN
                              • TX
                              • UT
                              • VA
                              • WA
                              • WV
                              • Global traveler
                              • Philanthropist & community leader
                              • Economic market hobbyist
                              • Photography
                              • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
                              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                              • University of Southern California - Undergrad & MBA, Magna Cum Laude, Phi Beta Kappa, A.B. as an Interdivisional Scholar, Economics & Public Policy
                              • Yale University , Graduate School of Business / Private Wealth Management, Private Wealth Management
                              • University of Pennsylvania , Certified Investment Management Analyst (CIMA): 2003 - 2005
                              • Private Wealth Advisor
                              2000 Avenue of the Stars
                              7th. Floor North
                              Los Angeles, CA 90067
                              robert.gach@ubs.com
                              Robert Gach
                              2000 Avenue of the Stars,Los Angeles,CA,90067
                            •  Susan Thomas

                              Susan Thomas

                              Client Associate

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                                • Hiking, Swimming, Yoga, Beach Lover
                                • Client Service Associate
                                • Passionately working at UBS since 1999
                                • West Los Angeles College

                                  Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                      2000 Avenue of the Stars
                                      7th. Floor North
                                      Los Angeles, CA 90067
                                      susan.thomas@ubs.com
                                      Susan Thomas
                                      2000 Avenue of the Stars,Los Angeles,CA,90067
                                    • Jeanine B&W

                                      Jeanine Zayyad

                                      Client Associate

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                                        • LA Native
                                        • Dedicated to giving back.
                                        • Sports, art, food, music, workout, traveling and, adventure enthusiast.
                                        • California Lutheran University, BS

                                          Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                              2000 Avenue of the Stars
                                              7th. Floor North
                                              Los Angeles, CA 90067
                                              jeanine.s.zayyad@ubs.com
                                              Jeanine Zayyad
                                              2000 Avenue of the Stars,Los Angeles,CA,90067

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.9+ trn

                                            UBS Group invested assets
                                            As of 06/30/2024

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