This podcast is presented for informational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. It does not constitute an offer to sell or a solicitation of an offer to buy any specific product or service. UBS does not provide legal or tax advice and we would recommend listeners to obtain appropriate independent professional advice. Some of the views and opinions expressed may not be those of UBS Group AG or its affiliates. 

Woodbridge International are not affiliated with UBS Financial Services Inc.

James Jack is a seasoned professional in the field of business exit planning, leading UBS's business owner’s client segment within the global wealth management division. His perspective on business exit planning is deeply rooted in understanding the emotional and personal aspects that business owners face when preparing to sell or transfer their business. Drawing from his extensive experience in product development and wealth management, Jack emphasizes that the sale or exit of a business is not just a financial transaction, but also involves significant emotional baggage and self-identity ramifications. He believes in the importance of involving financial advisors early in the process to help business owners prepare for the changes that come with exiting their business, including how they will fill their time, maintain their social life, and find purpose after the exit. Jack's approach to business exit planning is centered on long-term relationships and thoughtful decision-making, highlighting the need for a comprehensive plan that goes beyond just investing the proceeds from the sale. UBS is a great resource for business owners looking to sell or transfer their businesses. They provide valuable support and guidance throughout the process, helping you navigate the complexities of selling a business and ensuring you make informed decisions every step of the way.

Here’s what to expect this episode:

• Maximizing value in business sales involves creating competitive tension and informed decision-making.

• When it comes to selling a business, creating competitive tension can truly maximize the value you receive. By generating interest from multiple potential buyers, you can drive up the selling price and ensure you're getting the best deal possible.

• UBS is a great resource for business owners looking to sell or transfer their businesses. They provide valuable support and guidance throughout the process, helping you navigate the complexities of selling a business and ensuring you make informed decisions every step of the way.

• Educational events for business owners are a fantastic way to gain knowledge and insights that can help you make informed decisions when it comes to selling your business.

Connect with James Jack:

https://www.linkedin.com/in/james-jack-3a33026/

Connect with Jacob Koenig:

https://woodbridgegrp.com/

UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. These services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide about the products or services we offer. For more information, please review client relationship summary provided at ubs.com forward slash relationship summary.

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