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Strategic Planning for Business Owners

UBS advisor podcasts
Mergers and Acquisitions
Private Equity
Investment Banking
Payroll Protection Program
Covid-19
Business Valuation
UBS
Wealth Management
Employee Stock Ownership Plans
Valuation
UBS Financial Services
Capital Markets
Employee Retention
Foundations and Endowments
Business Transition
Captive Insurance Companies
Veterinary Services
Business Owners Client Segment
Edgepoint
Prairie Capital Advisors

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 proceed... more

PublishesDailyEpisodes21Founded3 years ago
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Artwork for Strategic Planning for Business Owners

Latest Episodes

In this essential episode, host Steven Young, Senior Vice President of Wealth Management at UBS and Senior Member of the Business Transition Consultants team, reveals why most Middle-market business owners face a unique financial dilemma that most pr... more

Are you among the 70-80% of business owners whose companies will never successfully sell? In this essential episode, host Steven Young, Senior Vice President of Wealth Management at UBS and Senior Member of the Business Transition Consultants team, r... more

This episode of "Strategic Planning for Business Owners" tackles the unique challenges facing middle-market business owners who must constantly balance two intertwined financial realities. Host Steven Young, Senior Vice President at UBS and senior me... more

In this insightful episode of Strategic Planning for Business Owners, host Steve Young, Senior Vice President of Wealth Management at UBS, welcomes Kim Ledger, Senior Vice President of Complex Assets for Ren, Inc., and Jordan Richardson, Strategic Gr... more

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Recent Guests

Kim Ledger
Senior Vice President of Complex Assets, helping donors make gifts of illiquid assets to their DAFs
Episode: Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners
Jordan Richardson
Advocate for Donor Advised Funds, providing consultation for clients to improve their charitable giving
Episode: Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners
Thomas Burt
Specialist in wealth management focusing on auto dealerships and reinsurance.
UBS
Episode: Reinsurance’s impact on dealerships and power sports industry
Tom Burt
Specialist in insurance-based entities with a focus on captive insurance
UBS
Episode: The Benefits of Captive Insurance Companies
Randy Hooper
From Katz, Sapper & Miller, specializing in the transportation industry
Katz, Sapper & Miller
Episode: M&A in the Transportation Industry
Chris Blees
CPA and Valuation Specialist
BiggsKofford
Episode: Defining the “Value Relativity” in the transactional world
Terry O'Neil
Partner at Katz, Sapper & Miller, specializing in the veterinary profession
Katz, Sapper & Miller
Episode: Changing Trends Affecting M&A in the Veterinary Industry
Brian Heaton
Partner and practicing attorney at Krieg DeVault specializing in healthcare M&A
Krieg DeVault
Episode: M&A Trends for the Medical Practices
David Barrett
Executive partner at Faegre Drinker with over 27 years of experience in M&A and corporate governance
Faegre Drinker
Episode: Exploring Some of the Non-financial Consideration of an M&A Transaction

Host

Steve Young
Senior Vice President of Wealth Management at UBS, host of Strategic Planning for Business Owners, focusing on wealth management for closely held companies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Update on the Payroll Protection Program
Q: Has there been any changes to the way that calculation is computed for determining PPP forgiveness?
The requirement remains that at least 60% of the forgivable amount must be spent on payroll, with a process to calculate the forgiven amount based on previous employment numbers and qualified expenses.
Update on the Payroll Protection Program
Q: What are some of the concerns that owners should be thinking about when selling a business if they do have a PPP obligation on their balance sheet?
Businesses need to pay off the PPP loan in full or seek SBA approval when selling a significant portion of assets or stocks, which creates more bureaucracy and potential complications.
Preparing for a Strategic Exit
Q: What recommendations would you give to those contemplating their next step after considering selling their company?
The more prepared a company is for a sale, the less likely sellers will be surprised during the buyer due diligence phase, which can lead to savings in the long run.
Preparing for a Strategic Exit
Q: Can you walk us through the timeline for a company to go to market once they decide they want to do it?
It generally takes about six to nine months to sign a definitive agreement in an M&A process, depending on the owner's preparation and number of buyers involved.
Why Hire an Investment Banker
Q: What are the major components supporting the thesis that it is important to hire an investment banker?
The four major components include having a trusted banker to navigate complexity, driving value and terms, allowing management to focus on performance, and creating alternatives for the seller.

Audience Metrics

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Frequently Asked Questions About Strategic Planning for Business Owners

What is Strategic Planning for Business Owners about and what kind of topics does it cover?

Content primarily addresses the strategic planning needs of owners of closely-held businesses. Significant topics include retirement and exit planning, business valuation strategies, the nuances of mergers and acquisitions, and the integration of personal financial planning with business goals. The discussions provide actionable insights on how business owners can enhance the value of their enterprises, address risks, and prepare for life after selling their businesses. The content is particularly notable for its focus on practical financial strategies tailored to business owners navigating complex transitions, making it appealing to those looking for expert guidance in managing their business and personal wealth effectively.

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1. Thoughts on the Market
2. WSJ What’s News

How many episodes of Strategic Planning for Business Owners are there?

Strategic Planning for Business Owners launched 3 years ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Strategic Planning for Business Owners?

Recent guests on Strategic Planning for Business Owners include:

1. Kim Ledger
2. Jordan Richardson
3. Thomas Burt
4. Tom Burt
5. Randy Hooper
6. Chris Blees
7. Terry O'Neil
8. Brian Heaton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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