“Solving problems for clients is about financial prioritization. That means what can we prioritize today to help reduce risk, maximize value, and get on with it.”
— Russ Ferreri
As a business owner, you face important decisions every day about how to drive long-term value and the best way to maximize your largest asset—your business. UBS client research tells us some important truths:
- On average, non-financial assets account for nearly two-thirds of business owners’ total assets.1
- 65% of owners are not familiar with all of their exit options
- 83% of owners have no written plan, while 48% have done no planning at all
- Even for owners who decide to pursue a sale… 80% of those below $50mm in revenue and 65% of those above $50mm in annual revenue are unsuccessful.
You don’t have to navigate these challenges alone. Russ Ferreri is an experienced financial advisor and investment manager who helps business owners address the complexities of their situation. Acting with clients’ best interests in mind, he seeks to earn their trust with responsive and personalized service.
Resources for business owners
Many business owners plan to exit within the next decade
Survey of intended exits by business owners, in %