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As a business owner, you understand what it takes to be successful. You have a compelling vision for your business, a strategic plan that aligns that vision with measurable goals, and detailed action plans to achieve those goals. Can you say the same when it comes to planning and executing on your long-term financial goals beyond your business? If the answer is no, you’re not alone.

According to a 2018 UBS survey, 41% of business owners intend to exit their businesses within the next 5 years, but almost 50% don’t have a transition plan.* Business transition planning is perhaps one of the most complex tasks you will ever encounter, and if you’re like most entrepreneurs, you have a substantial portion of your family wealth invested in your business. This comes with its own unique challenges and risks, and in order to address them, a broader approach to wealth management is required.

In this session, we will discuss the financial planning and risk management strategies that every entrepreneur should consider at each stage of business maturity – so that when they are ready to transition out of their business and onto their next endeavor, they can do so with confidence, on their own terms and timeframe.

 *Source: UBS Investor Watch Report “Who’s The Boss,” February 2018 as well as responses to questions not previously published as part of the Investor Watch survey and therefore not sourced to a previously published document.

This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented.

Who Should Attend: 

  • Small to Mid-size Business Owners
  • CEOs
  • C-Suite Executives

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. 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 and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus.

For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.html. CIMA® is a registered certification mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide. ©UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Note: Breakfast will be served

Hosted By: Red Team Consulting | Jeff Shen, President

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