Lightning in a bottle: Entrepreneurial journeys from idea to exit
By UBS advisor podcasts
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Category: Business
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Subscribers: 1
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Episodes: 26
Description
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
| Episode | Date |
|---|---|
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Episode 26: Securing the Deal – The Power of Transaction (R&W) Insurance
|
Oct 23, 2024 |
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Episode 25: Your Business’s Pack-Up Parachute – Key Person Insurance & Buy/Sell Agreements Unpacked
|
Sep 12, 2024 |
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Episode 24: Get your act (Legal) together!
|
Aug 06, 2024 |
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Episode 23: The Debt Sector 101
|
Jul 08, 2024 |
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Episode 22: Navigating Sell-Side Due Diligence to a Deal (Part II): Operational Due Diligence (ODD)
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May 30, 2024 |
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Episode 21: Navigating Sell-Side Due Diligence to a Deal (Part I): Tax & Financial
|
May 02, 2024 |
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Episode 20: The Blueprint – how to maximize the value of your business
|
Mar 11, 2024 |
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Episode 19: Uncommon Success – Wealth Strategy for Business Owners & Entrepreneurs.
|
Feb 06, 2024 |
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Episode 18: Empowering Women Business Owners
|
Nov 30, 2023 |
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Episode 17: Family Offices 101
|
Nov 01, 2023 |
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Episode 16: Riding the waves - Business Owner Insights Explored
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Jul 24, 2023 |
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Episode 15: Dealmakers – M&A and Private Markets update
|
Jun 08, 2023 |
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Episode 14: Catching lightning at SXSW (Founder Fast Chats)
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Jun 08, 2023 |
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Episode 13: Family Succession Planning: How It Works, Why It's (very) Important
|
Feb 27, 2023 |
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Episode 12: How to exit right – Know your options. Plan early.
|
Nov 21, 2022 |
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Episode 11: QSBS is no joke!
|
Nov 14, 2022 |
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Episode 10: How to accelerate the value of your business
|
Feb 15, 2022 |
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Episode 9: Investment Bankers
|
May 17, 2021 |
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Episode 8: The Tax Man Cometh
|
Mar 04, 2021 |
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Episode 7: Philanthropy…be SMART and EFFECTIVE
|
Feb 03, 2021 |
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Episode 6: Understanding your exit options
|
Jan 19, 2021 |
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Episode 5: Tend to your garden, reap what you sow!
|
Jan 06, 2021 |
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Episode 4: Got a buyer? Pay attention!
|
Dec 22, 2020 |
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Episode 3: My company is worth how much?
|
Dec 08, 2020 |
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Episode 2: Stop Procrastinating!
|
Nov 17, 2020 |
|
Episode 1
|
Nov 05, 2020 |