In this episode, we discuss transition and exit strategies for business owners. Erik Seeney, Wealth Planning Strategist, UBS is joined by James Jack, Head of Business Owners and Multi-Gen Segments, UBS who will share key insights that include: How UBS supports business owners and the Financial Advisors that serve them. Important areas of focus as a Business Owner prepares to exit their business. The pitfalls of failing to plan for the exit of a business.
