Join us for a milestone episode of our Lightning in a Bottle podcast series! During this special edition, Josh sits down with Sean Hutchinson, Partner at Ready for Next Advisory Group, who brings over 25 years of experience in business strategy and value enhancement to the table. Sean tackles pressing questions from business owners who have been navigating through turbulent times, uncovering impactful value drivers, pitfalls to sidestep when preparing for an ownership transition, the 5 key stages of value maturity, and the intricate dynamics of family businesses ..read more

Discover the keys to uncommon success in this episode, where we delve into the world of wealth strategy for business owners and entrepreneurs. Join hosts Josh Pottinger and Justin Waring CFP®, UBS Senior Total Wealth Strategist, as they navigate the unique challenges faced by business owners before, during, and after a liquidity event. From understanding the distinctive needs of business owners in their path to financial freedom to addressing pre-sale challenges and post-liquidity hurdles, this episode offers valuable insights. Don’t miss this deep dive into the world of wealth management tail ..read more

Join us as we sit down with Bianca Benedetti-Fang, Executive Director, UBS Business Owner Segment, to unravel key insights from the 2023 UBS Investor Watch – a report based on data from 500 business owners surveyed by UBS. We also navigate the unique challenges that female business owners encounter throughout the phases of building, growing, and selling their companies. Discover areas of financial education that better equip female entrepreneurs to navigate the funding landscape, strategies for leveraging unique strengths, and tips to effectively balance personal and professional responsibilit ..read more

Curious about family offices? Tune in to our latest podcast episode featuring Mark Tepsich, UBS Family Office Design & Governance Strategist. Throughout the episode we explore what family offices are, when their established, the varied approaches they take, such as managing post-liquidity events and integrating businesses, and their shift from founder-centric models to including next-gen perspectives. Mark also shares best practices and addresses the unique challenges family offices face ..read more

In today’s episode, we have the honor of hosting James Jack, Managing Director of UBS's Business Owner Segment, a true expert in the world of business owners and entrepreneurship. Tune in to discover the latest findings from the latest UBS Investor Watch: Wind in your sails, exploring how business owners navigate challenges like higher interest rates and inflation. Gain expert advice on key business owner preparations, typical challenges, and stage-specific solutions. It’s time to set sail for success ..read more

Immerse yourself in the world of investment banking in this episode of Lightning in a Bottle. We’re joined by Brian from UBS Investment Banking, as we conduct a comprehensive exploration into this vital field. We dive into current industry trends, examine the art of capital raising, analyze the present M&A market, and discuss critical timelines to consider when planning to sell your business. This episode serves as a masterclass, providing an in-depth understanding of how investment banking serves as a powerful catalyst in creating opportunities for businesses and investors. Don't miss out ..read more

“In this exciting episode of Lightning in a Bottle, we take you behind the scenes at South by Southwest, one of the world's leading festivals for innovation and technology, set in the heart of Austin, Texas. Our format? Speed interviews! We chat with eight unique founders and business owners who've showcased their ventures at the festival, diving deep into their journeys, triumphs, and valuable insights gained along the way. This episode encapsulates the spirit of South by Southwest – a celebration of creativity, entrepreneurship, and technological advancement. A heartfelt thank you to all our ..read more

Joining us today is Matthew Carter who is an Investment Strategist in our UBS Chief investment Office formulating research for business owners, executives and entrepreneurs. Matthew gives insight on different aspects of succession planning, the three part process of family succession, and what entrepreneurs need to consider during a liquidity event. This dynamic discussion will offer solutions tailored to business owners as they prepare for life after the sale ..read more

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 business. We’ll get into the ins and outs, the opportunities, and challenges and what you should know now so that you can put yourself in an opportunity to take advantage of it when you’re ready. Despit ..read more

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 your business and ON your personal life goals, and finally, understanding if your company is ready and attractive to a buyer. As a business owner, be prepared and have a plan, so maximize the value of ..read more