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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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.
In this episode, Steven Young, Senior Vice President and Wealth Advisor at UBS Wealth Management, and Thomas Burt, Senior Vice President–Investments at UBS talk about Captive Insurance Companies - what they are, how they work and who should consider one. For years, savvy business owners have been taking advantage of the many wealth enhancement benefits “captives” provide; namely better risk/loss management, cost savings on insurance premiums, asset accumulation and tax efficiency. With ever increasing P&C costs, now might be right the time to consider setting up your captive insurance company. Tune it 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.
