Strategic Planning for Business Owners

UBS advisor podcasts
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Strategic Planning for Business Owners

A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.

  1. 6月11日

    Reinsurance’s impact on dealerships and power sports industry

    In this episode, Steven Young, Senior Vice President and Wealth Advisor at UBS Wealth Management, and Thomas Burt, Senior Vice President–Investments at UBS discuss creating and managing a reinsurance strategy for enhanced wealth creation for the vehicle dealer industry – including trucks and autos, motor sports, water sports, power sports, and aircrafts. Effective use of reinsurance companies can provide better risk/loss management, cost savings on warranty exposure, asset accumulation, increase revenue, and tax efficiency for dealerships. As the market gets more challenging for vehicle sales, people may be holding on to vehicle longer. Having these kinds of options can protect customers and also have advantages for the owners of the companies. Win – win scenario! Give this podcast a listen to learn more about the benefits of reinsurance and how it can enhance your business.

    33 分鐘

  2. 4月25日

    The Benefits of Captive Insurance Companies

    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 company. Tune it to learn more.

    32 分鐘

  3. 2023/11/02

    M&A in the Transportation Industry

    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 freight is being brought in on a truck, this really showcased that the transportation industry is reliable and stable, which changed the dynamics for a new group of investors to enter the market. Stay tuned to learn more…

    24 分鐘

  4. 2023/08/28

    Defining the “Value Relativity” in the transactional world

    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 outcomes depending on the buyer’s motives. Even with looking at the same data, variations and range can be quite substantial. Every business owner should understand the value and the metrics of their company. This episode also reveals factors that can add to or detract from the perceptions of value differently for owners vs. buyer when it comes time to sell.

    26 分鐘

  5. 2023/08/25

    Changing Trends Affecting M&A in the Veterinary Industry

    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 2023, nearly 50% of the small animal facilities are now owned by private equity firms which can support these businesses with buying power, marketing, and back-office support. Most veterinarians get into the business because they care about animals and owners’ wellbeing alike. However, when it comes time to take a look at an offer for transitioning, a key factor is to surround yourself with smart and experienced people to help keep the priority on technological progression, employee retention, and customer satisfaction.

    29 分鐘

  6. 2023/05/08

    M&A Trends for the Medical Practices

    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-defined financial goals so that they can communicate amongst themselves to establish consensus with respect to deal expectations. Listen and learn how having the right team of advisors to facilitate communication between buyer and seller is paramount and will help position the practice for post-transaction growth and longevity, creating a successful outcome for all parties.

    33 分鐘

  7. 2023/04/28

    Exploring Some of the Non-financial Consideration of an M&A Transaction

    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 intent, purchase agreements, and life after the sale. They also stress how the structure of a transaction can affect how smoothly the sales goes which can include things like how sellers can protect their employees. Having an experienced team around you to help is essential. Their advice… be organized and be ready.

    22 分鐘

  8. 2022/10/20

    Tapping Private Equity for Growth

    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.

    54 分鐘
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簡介

A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.

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