Lightning in a bottle: Entrepreneurial journeys from idea to exit
UBS advisor podcasts
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
Episodes
Mentioned books
Dec 22, 2020 • 49min
Episode 4: Got a buyer? Pay attention!
Joining us today is Ryan Gravelle, Partner with Kastner / Gravelle Law Practice. Ryan has managed multiple mergers, acquisitions and asset transactions. He's helped raise tens of millions of debt and equity financing, as well as structured complex strategic alliances and partnerships. Needless to say, we are excited to pick his brain on the many twist and turns associated with bringing on an equity partner and the sale process.
Dec 8, 2020 • 33min
Episode 3: My company is worth how much?
Today's conversation is all about business valuation and what you need to know to avoid some costly mistakes. Joining us today is Edward Fowler with Briggs & Veselka. Edward has over 30 years of experience with a background in management consulting, accounting, investment banking and business valuation. Suffice to say, Edward knows his stuff and we’re excited to have him on.
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.
