Strategic Planning for Business Owners
UBS advisor podcastsA 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
| Publishes | Infrequently | Episodes | 27 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Categories | Business NewsNews | ||||
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Latest Episodes
In the previous episode of Strategic Planning for Business Owners, host Steven Young, Senior Vice President at UBS and senior member of the Business Transition Consultants team introduced the concept of captive insurance companies and explained why m... more
Most business owners think of insurance as a necessary expense—premiums paid year after year with little thought beyond basic protection. But what if insurance could become a powerful strategic asset for your business and your personal wealth? In thi... more
In this crucial episode of Strategic Planning for Business Owners, host Steven Young tackles a topic that affects nearly everyone, regardless of whether you own a business or not: long-term care planning. Drawing from comprehensive research by UBS's ... more
As a business owner, your company likely represents the majority of your wealth—often 70-90% of your net worth. Yet many owners focus solely on growing their business while overlooking the critical importance of comprehensive estate planning. In this... more
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Apple Podcasts | #8 |  Saudi Arabia/News/Business News |
Apple Podcasts | #42 | Saudi Arabia/News |
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Recent interactions between the hosts and their guests.
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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?
A practical, advisor-focused show for owners of closely held businesses, with a strong emphasis on aligning personal wealth with business strategy. Episodes frequently tackle retirement and exit planning, business succession, and preserving liquidity, often through tax-smart strategies, estate planning, and integrated advisory approaches. Guests and hosts explore topics like cash balance plans, buy-sell agreements, and wealth management for middle-market owners, with concrete figures, scenario planning, and actionable steps aimed at reducing risk and increasing business value. Notable strengths include a data-informed look at costs, liquidity needs, and the psychological aspects of retirement, plus emphasis on coordinating professionals acr... more
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How many listeners does Strategic Planning for Business Owners get?
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How many subscribers and views does Strategic Planning for Business Owners have?
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Which podcasts are similar to Strategic Planning for Business Owners?
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How many episodes of Strategic Planning for Business Owners are there?
Strategic Planning for Business Owners launched 4 years ago and published 27 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. Randy Hooper
2. Kim Ledger
3. Jordan Richardson
4. Tom Burt
5. Chris Blees
6. Terry O'Neil
7. Brian Heaton
8. David Barrett
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.