2 episodes
The Proper Exit UBS advisor podcasts
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- Business
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5.0 • 13 Ratings
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Reed Fawley and Lance Cholet from CORAL Investment Partners at UBS host conversations with entrepreneurs, business owners, and the professionals who support them. We explore their stories around the transitions of business owners to their next chapter. We will discuss the successes and missteps during the entire journey from startup to exit. If you’re an entrepreneur, business owner, or professional in this space, this is for you.
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Tony Zona
Today we hear from our friend Tony Zona about his experiences selling two different companies. The first was Quantum Bridge Communications which he co-founded in 1998 and sold in 2004 after surviving the Dot Com Bubble. He then sold Pixtronix in 2012 after joining the company as its CEO in 2008 and leading the company through the Great Recession. We also learn his philosophy on running businesses and what new ventures lie ahead for him.
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James Jack
Our kick off episode features James Jack, Head of the Business Owners Client Segment for UBS. James talks about why his group was formed and how his team helps support UBS financial advisors and their clients. We also learn the one remaining U.S. state he has to yet to visit.