The Proper Exit

By UBS advisor podcasts

Reed Fawley and Lance Cholet from CORAL Investment Partners at UBS host conversations with entrepreneurs, business owners, and the professionals who support them. We explore their stories around the ... more

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FAQs about The Proper Exit:

How many episodes does The Proper Exit have?

The podcast currently has 2 episodes available.

The Proper Exit episodes:

February 03, 2023 Tony Zona
Today we hear from our friend Tony Zona about his experiences selling two different companies. The first was Quantum Bridge Communications which he co-founded in 1998 and sold in 2004 after surviving the Dot Com Bubble. He then sold Pixtronix in 2012 after joining the company as its CEO in 2008 and leading the company through the Great Recession. We also learn his philosophy on running businesses and what new ventures lie ahead for him.
...more
30min
November 22, 2022 James Jack
Our kick off episode features James Jack, Head of the Business Owners Client Segment for UBS. James talks about why his group was formed and how his team helps support UBS financial advisors and their clients. We also learn the one remaining U.S. state he has to yet to visit.
...more
25min

FAQs about The Proper Exit:

How many episodes does The Proper Exit have?

The podcast currently has 2 episodes available.