You have built an enterprise and made the world a better place. Now, as you contemplate an exit from your company, let’s work together to protect your lifestyle, continue your philanthropic pursuits and establish a lasting legacy.

Determine your number

If you were to receive an unsolicited bid for your business tomorrow, how would you decide whether to accept it or turn it down? It’s best to have a strategy in mind long before you sell your business. How much do you and your family need to live comfortably? What passions or hobbies will you pursue? We have the tools to help answer these questions and demystify what life can look like after your business.

Evaluate all options

Our extensive network of CPAs, attorneys and boutique investment banks will help you decide which type of transaction will monetize your company according to your terms and wishes. This team can also advise as to which strategies can be deployed to help mitigate income, capital gains and estate taxes.

Proceed with the best information

There are no mulligans when it comes to selling a business. Upon learning the nuances and outcomes of the sales process, the best course of action may be not to sell at all. UBS and our partners have the expertise to help you make the most informed decision.

Protect and grow your nest egg

You assumed substantial risks while running your business and it’s time to enjoy the fruits of your labor. We will tailor an investment plan that allows you to sleep at night and empowers you to pursue your post-business endeavors.