We assess where you stand today and where you want to be in the future. Whether you are planning to leave your business to family, sell your business or manage the liquidity from a sale, we can provide the technical expertise for handling all the details and ensuring your transactions are carried out smoothly and efficiently.

• Long-term planning. Our process begins with a series of meaningful conversations focusing on understanding you, your values and your financial goals. This results in the construction of a comprehensive plan that serves as a road map for reaching your business and personal objectives.
• What you will need. Many people in the process of exiting a business fall back on arbitrary figures and meaningless rules-of-thumb to determine how much is enough. Our disciplined discovery process is a key step in helping you determine the specific amount of money you need to fund your lifetime goals.
• Comprehensive analysis. Through analysis, “what-if” scenarios, projected cash flows and in-depth market return models, we can help determine the right strategy for meeting your financial aspirations after you exit your business.

With our assessment process, we’ll help evaluate the viability of your business. If you’re ready to transition or exit your business, we’ll help you understand all aspects of this life changing event that could result in one of the most significant liquidity transactions you’ll ever make.

• The right strategy. After our careful assessment we’ll help determine the best forward strategy for your business. Our goal is to help secure your financial well-being, so we’ll work with you to evaluate each option and educate you on the right strategy for your situation.
• Ready to exit? Our process offers detailed modeling clearly illustrating what it would look like to sell to a strategic buyer, sell to an investor, sell to employees through an ESOP, transition to the next generation or liquidate your assets.
• Succession planning. We create customized cash flow models comparing the economic benefits of an outright sale versus a tax deferred sale to an ESOP using Section §1042 of the IRC.
• Lending solutions. Through the extensive UBS Banking network you can access innovative solutions such as securities-backed lending, mortgages and tailored financing.

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.

Credit and lending services are provided by banking affiliates of UBS Financial Services Inc., and are subject to credit approval.

We help our clients develop a plan to transition from a K-1 distribution or salary to living comfortably off their investment income. Our comprehensive post-exit wealth management process entails:

• Goals-based planning. We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan.
• Personalized portfolio management. We’ll work with you in a one-on-one relationship to design and execute customized investment strategies based on your plan.
• Trust and estate planning strategies. We have the experience and the network to help with protecting your assets, reducing estate tax exposure, and transitioning wealth to future generations.
• Philanthropy. We help you find and further the causes you want to champion. You’ll have the opportunity to collaborate with the right charitable organizations so you can make a real and rewarding impact.
• Expanded services. We provide access to the valuable resources and expertise of UBS:

Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances