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Strategic Planning for Business Owners
UBS advisor podcasts
24 episodes
6 days ago
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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All content for Strategic Planning for Business Owners is the property of UBS advisor podcasts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
Show more...
Business News
News
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M&A in the Transportation Industry
Strategic Planning for Business Owners
23 minutes 54 seconds
2 years ago
M&A in the Transportation Industry
In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Randy Hooper, partner in Katz, Sapper & Miller’s Business Advisory Group speak to the changing trends in the transportation business and their impacts on M&A in the industry. Listen in as the conversation looks at how the industry has changed from pre-COVID to today. With the pandemic came uncertainty. However, soon after the start of COVID, the world saw just how crucial transportation was to the overall economy. When the world shutdown, transportation did not. According to Hooper, 80% of our nations freight is being brought in on a truck, this really showcased that the transportation industry is reliable and stable, which changed the dynamics for a new group of investors to enter the market. Stay tuned to learn more…
Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.