In this episode, Steven Young, Senior Vice President and Wealth Advisor at UBS Wealth Management, and Thomas Burt, Senior Vice President–Investments at UBS talk about Captive Insurance Companies - what they are, how they work and who should consider one. For years, savvy business owners have been taking advantage of the many wealth enhancement benefits “captives” provide; namely better risk/loss management, cost savings on insurance premiums, asset accumulation and tax efficiency. With ever increasing P&C costs, now might be right the time to consider setting up your captive insurance comp ..read more

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Randy Hooper, partner in Katz, Sapper & Miller’s Business Advisory Group speak to the changing trends in the transportation business and their impacts on M&A in the industry. Listen in as the conversation looks at how the industry has changed from pre-COVID to today. With the pandemic came uncertainty. However, soon after the start of COVID, the world saw just how crucial transportation was to the overall economy. When the world shutdown, transportation did not. According to Hooper, 80% of our nations fr ..read more

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Chris Blees, CPA/ABV, CM&AA at BiggsKofford CPAs, talk about business valuations with key factors that maximize value. Valuations are an important topic in transitioning a company as it is the center of any deal. There may be other reasons why a valuation would be needed such as a life changing event. The valuation experts are purposed with giving an opinion of value that is used for a theoretical purpose. However, a valuation used for real buyers in the marketplace may vary and can dictate different outcome ..read more

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Terry O’Neil, Partner, CPA, CVA at Katz, Sapper, and Miller discuss the special niche of M&A transaction in the Veterinary profession. Terry is nationally known for his work and contribution in this field with over 3 decades of commitment to veterinarians. The conversation focuses on the ‘nuts and bolts’ for Animal Hospital consolidation. Terry addresses the demand surge once COVID hit with the skyrocketing of pet ownership which presented the challenge of staff shortages and much more. Fast forwarding to 20 ..read more

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Brian Heaton, Partner at Krieg DeVault, LLP have a conversation regarding general trends in the M&A activity and succession planning with a particular focus on the healthcare sector. Brian also provides insight into the evolutionary role Private Equity is playing in the medical practice sector. Inherent in most medical practices deals is the prevalence of many equity stakeholders. Brian and Steve discuss how important it is for each partner to have a clear set of personal objectives tied to their well-define ..read more

In this episode Steven Young, UBS Wealth Management and Sr. Vice President, discusses non-financial considerations that can affect M&A transition outcomes. Moreover, how both parties (sellers and buyers) can feel like the conclusion is mutually beneficial. Steve speaks with David Barrett, Executive Partner at Faegre Drinker Biddle & Reath, LLP. They discuss hang-ups and how to avoid the biggest obstacle – the element of surprise. As well as, how important it is to be clear on expectations. They speak to the Do’s and Don’ts, what to look for, and pitfalls for a deal from the letter of i ..read more

In the episode, Steve Young, Senior Vice President at UBS Wealth Management conducts a panel discussion with Michael Rudolph, Managing Director of KPMS Corporate Finance, Matt Keefe, Managing Directors at Edgepoint Capital Advisors and Terrel Bressler, Managing Director at Prairie Capital Advisors on the topic of Private Equity and growth for closely held, middle market companies ..read more

In this episode, Steven Young, Senior Vice President at UBS, speaks with Justin Waring, Investment Strategist with the UBS Chief Investment Office, about concentration risks associated with closely held businesses ..read more

In this episode, Steven Young, Senior Vice President at UBS, speaks with Leif Springer, Senior Vice Retirement Plan Consultant with UBS Institutional Consulting Group, about retirement plans for owners and their employees. Topics discussed include 401(k) plans, profit sharing plans, cash balance plans, pooled employer plans and non-qualified deferred comp plans ..read more

In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss trends in middle market M&A with John Lavin, Vice President of Lincoln International. John addresses four major concerns owners should consider when deciding to go to market: 1) navigating complexity, 2) value and terms, 3) continuation of operations and creating alternatives ..read more