Lightning in a bottle: Entrepreneurial journeys from idea to exit

What’s one of the most powerful tools for business owners that can help reduce the capital gains associated with a business sale? On this episode, we sit with Joyce Crivellari and Rebecca Sterling, both with UBS’s Advanced Planning Group and former attorneys, to discuss Qualified Small Business Stock (QSBS) and why it’s such a powerful tool for business owners who one day hope to monetize their bu...

In this episode, Josh & Jason have an action packed conversation with Scott Snider, President of the Exit Planning Institute about five things every business owner should know, and think through, to maximize the value of their company before an exit. We talk about five stages of value maturity, walk through the intangible forms of capital, three legs, the importance of taking time to work ON y...

Our topic today is around an important component of building out your team of advisor to help you monetize your business…the Investment Banker. Over the years, Jason and I have come to really appreciate the work they do and the value they bring to the table. Professional athletes and business owners have something in common…they work their tails off, make sacrifices and take big risks so that one...

Joining us today is Erik Seeney, Executive Director and Wealth Planning Strategist. Based out of Atlanta, Georgia, Erik is one of our go-to specialists at the firm with a focus on advanced planning strategies, design and implementation. Appropriate tax planning is an essential component of a pre-sale strategy. Liquidity events typically incur income taxes (some or all of the proceeds may be subjec...

Joining us today is Tom Hall, Head of UBS Philanthropy Services. With over 12 years' experience working with and advising private clients, Tom leads our UK Philanthropy services to help clients identify and achieve their philanthropic and impact investing strategies.

Joining us today is Oliver Henderson, Managing Director and Head of UBS Business Development Group. We’ve brought Ollie on to walk us through the various ways business owners can monetize their ownership position, and how to mitigate some of the more common mistakes that can cause the sale process to break down.

Joining us today is a good friend and colleague of ours, Sarah Salomon. As a UBS Senior Strategist with Family Advisory and Philanthropy Services, Sarah works with families on understanding money, values and philanthropic intent in the context of family wealth. We’ve brought her on today to discuss the challenges that arise amid new found wealth and practical suggestions for meeting these challeng...

Joining us today is Ryan Gravelle, Partner with Kastner / Gravelle Law Practice. Ryan has managed multiple mergers, acquisitions and asset transactions. He's helped raise tens of millions of debt and equity financing, as well as structured complex strategic alliances and partnerships. Needless to say, we are excited to pick his brain on the many twist and turns associated with bringing on an e...

Today's conversation is all about business valuation and what you need to know to avoid some costly mistakes. Joining us today is Edward Fowler with Briggs & Veselka. Edward has over 30 years of experience with a background in management consulting, accounting, investment banking and business valuation. Suffice to say, Edward knows his stuff and we’re excited to have him on.

Today, we are joined by special guest, Joyce Crivellari, Executive Director and Senior Wealth Strategist with UBS's Advanced Planning Group to discuss the concept of a liquidity event. What it is, and what you need to do to prepare for it

Josh and Jason talk about the upcoming series and lay out the lifecycle of a business owner / entrepreneur.