“Whether you’re building, transitioning or exiting your business, you deserve a team of professionals who listen closely, share your vision and work diligently to help you work toward your goals.”
— Paradigm Partners
For the business owner
Focusing on the comprehensive needs of business owners with revenues over $5 million, we offer solutions at each stage in your professional life cycle. We can help with business growth, succession and exit planning strategies, as well as post-liquidity wealth management.
For the affluent family
With our team’s extensive experience in helping individuals and families, we know the importance of a disciplined planning process for clarifying and pursuing your long-term financial goals.
Why work with us?
- Our tailored business analysis can help determine the best steps forward
- We provide experienced execution whether you expand, exit or transition your business
- We offer comprehensive wealth management and estate planning strategies
Working with business owners
What is exit planning?
An exit plan asks and answers all the business, personal, financial, legal and tax questions involved in transitioning a privately owned business. Its purpose is to maximize the value of the business at the time of exit, minimize taxes and ensure the owner is able to accomplish all his or her personal and financial goals in the process.
Growth, succession and exit planning
When it comes to growing and transitioning your business, the right advice can make all the difference. By working closely together at each stage in your business life cycle, our team offers advisory solutions that help empower you to make educated financial decisions.
The CEPA® Value Acceleration Process*
The Value Acceleration Process provides a framework to help business owners with business transition planning.
David Demarest and Mark Korona have attained the designation of Certified Exit Planning Advisors.
Comprehensive wealth management
Understanding the personal purpose of your wealth
Our integrated wealth management approach seeks to understand your specific needs and make sure that your financial decisions reflect both your short-term desires and long-term goals. Through UBS, we have the resources to help you and your family address the specific and uncommon opportunities that come with personal and business success.
Liquidity. Longevity. Legacy.
Understanding your life, your wealth and what you want to accomplish is important to how we work together at UBS. We start with questions and a discussion that helps us focus on what’s really important to you.
Then, we can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
To help maintain your lifestyle
- Entertainment and travel
- Purchasing a home
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
To help improve the lives of others
- Giving to family
- Wealth transfer over generations
Working together, we can help you
- Gain confidence that your money is in an appropriate strategy—when it needs to be there
- Better manage investment risk—based on your different goals and timeframes
- Take the emotion out of investing—with a clearer understanding of your short-term needs