Lightning in a bottle: Entrepreneurial journeys from idea to exit
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to atxwealthpartners@ubs.com
Latest episodes
Nov 17, 2020 • 30min
Episode 2: Stop Procrastinating!
Today, we are joined by special guest, Joyce Crivellari, Executive Director and Senior Wealth Strategist with UBS's Advanced Planning Group to discuss the concept of a liquidity event. What it is, and what you need to do to prepare for it
Nov 5, 2020 • 21min
Episode 1
Josh and Jason talk about the upcoming series and lay out the lifecycle of a business owner / entrepreneur.
