Strategic Planning for Business Owners

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Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners

mardi 18 mars 2025 • Durée 24:36

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 Growth Advisor at Ren, to explore Donor Advised Funds (DAFs). Kim and Jordan explain how business owners can strategically use DAFs during business transitions and liquidity events to maximize their philanthropic impact and tax benefits. The discussion covers essential topics, including the timing of charitable contributions before a business sale, how to gift complex assets like private company shares, and the key differences between DAFs and private foundations. The guests share practical insights on contribution limits, eligible assets, and how business owners can potentially grow their charitable impact through strategic investment in DAF assets. Whether planning a business exit or simply looking to optimize your charitable giving strategy, this episode offers valuable guidance on leveraging DAFs effectively.

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Preparing for the Sale of Your Closely Held Business

mardi 5 novembre 2024 • Durée 45:47

The decision to exit a business is often very personal and complex for its owner. In order to ensure personal, family and business goals are achieved, a thorough plan should be put into place. Planning appropriately can be an essential component for protecting and preserving the value of an owner’s company for him or herself and heirs. Financial advisors and planners are an essential resource to business owners and their families looking to engage in detailed planning prior to, during and after a major liquidity event.

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Reinsurance’s impact on dealerships and power sports industry

mardi 11 juin 2024 • Durée 32:33

In this episode, Steven Young, Senior Vice President and Wealth Advisor at UBS Wealth Management, and Thomas Burt, Senior Vice President–Investments at UBS discuss creating and managing a reinsurance strategy for enhanced wealth creation for the vehicle dealer industry – including trucks and autos, motor sports, water sports, power sports, and aircrafts. Effective use of reinsurance companies can provide better risk/loss management, cost savings on warranty exposure, asset accumulation, increase revenue, and tax efficiency for dealerships. As the market gets more challenging for vehicle sales, people may be holding on to vehicle longer. Having these kinds of options can protect customers and also have advantages for the owners of the companies. Win – win scenario! Give this podcast a listen to learn more about the benefits of reinsurance and how it can enhance your business.

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The Benefits of Captive Insurance Companies

jeudi 25 avril 2024 • Durée 31:59

In this episode, Steven Young, Senior Vice President and Wealth Advisor at UBS Wealth Management, and Thomas Burt, Senior Vice President–Investments at UBS talk about Captive Insurance Companies - what they are, how they work and who should consider one. For years, savvy business owners have been taking advantage of the many wealth enhancement benefits “captives” provide; namely better risk/loss management, cost savings on insurance premiums, asset accumulation and tax efficiency. With ever increasing P&C costs, now might be right the time to consider setting up your captive insurance company. Tune it to learn more.

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M&A in the Transportation Industry

jeudi 2 novembre 2023 • Durée 23:54

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Randy Hooper, partner in Katz, Sapper & Miller’s Business Advisory Group speak to the changing trends in the transportation business and their impacts on M&A in the industry. Listen in as the conversation looks at how the industry has changed from pre-COVID to today. With the pandemic came uncertainty. However, soon after the start of COVID, the world saw just how crucial transportation was to the overall economy. When the world shutdown, transportation did not. According to Hooper, 80% of our nations freight is being brought in on a truck, this really showcased that the transportation industry is reliable and stable, which changed the dynamics for a new group of investors to enter the market. Stay tuned to learn more…

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Defining the “Value Relativity” in the transactional world

lundi 28 août 2023 • Durée 26:13

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Chris Blees, CPA/ABV, CM&AA at BiggsKofford CPAs, talk about business valuations with key factors that maximize value. Valuations are an important topic in transitioning a company as it is the center of any deal. There may be other reasons why a valuation would be needed such as a life changing event. The valuation experts are purposed with giving an opinion of value that is used for a theoretical purpose. However, a valuation used for real buyers in the marketplace may vary and can dictate different outcomes depending on the buyer’s motives. Even with looking at the same data, variations and range can be quite substantial. Every business owner should understand the value and the metrics of their company. This episode also reveals factors that can add to or detract from the perceptions of value differently for owners vs. buyer when it comes time to sell.

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Changing Trends Affecting M&A in the Veterinary Industry

vendredi 25 août 2023 • Durée 28:42

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Terry O’Neil, Partner, CPA, CVA at Katz, Sapper, and Miller discuss the special niche of M&A transaction in the Veterinary profession. Terry is nationally known for his work and contribution in this field with over 3 decades of commitment to veterinarians. The conversation focuses on the ‘nuts and bolts’ for Animal Hospital consolidation. Terry addresses the demand surge once COVID hit with the skyrocketing of pet ownership which presented the challenge of staff shortages and much more. Fast forwarding to 2023, nearly 50% of the small animal facilities are now owned by private equity firms which can support these businesses with buying power, marketing, and back-office support. Most veterinarians get into the business because they care about animals and owners’ wellbeing alike. However, when it comes time to take a look at an offer for transitioning, a key factor is to surround yourself with smart and experienced people to help keep the priority on technological progression, employee retention, and customer satisfaction.

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M&A Trends for the Medical Practices

lundi 8 mai 2023 • Durée 33:03

In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Brian Heaton, Partner at Krieg DeVault, LLP have a conversation regarding general trends in the M&A activity and succession planning with a particular focus on the healthcare sector. Brian also provides insight into the evolutionary role Private Equity is playing in the medical practice sector. Inherent in most medical practices deals is the prevalence of many equity stakeholders. Brian and Steve discuss how important it is for each partner to have a clear set of personal objectives tied to their well-defined financial goals so that they can communicate amongst themselves to establish consensus with respect to deal expectations. Listen and learn how having the right team of advisors to facilitate communication between buyer and seller is paramount and will help position the practice for post-transaction growth and longevity, creating a successful outcome for all parties.

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Exploring Some of the Non-financial Consideration of an M&A Transaction

vendredi 28 avril 2023 • Durée 22:01

In this episode Steven Young, UBS Wealth Management and Sr. Vice President, discusses non-financial considerations that can affect M&A transition outcomes. Moreover, how both parties (sellers and buyers) can feel like the conclusion is mutually beneficial. Steve speaks with David Barrett, Executive Partner at Faegre Drinker Biddle & Reath, LLP. They discuss hang-ups and how to avoid the biggest obstacle – the element of surprise. As well as, how important it is to be clear on expectations. They speak to the Do’s and Don’ts, what to look for, and pitfalls for a deal from the letter of intent, purchase agreements, and life after the sale. They also stress how the structure of a transaction can affect how smoothly the sales goes which can include things like how sellers can protect their employees. Having an experienced team around you to help is essential. Their advice… be organized and be ready.

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Tapping Private Equity for Growth

jeudi 20 octobre 2022 • Durée 54:09

In the episode, Steve Young, Senior Vice President at UBS Wealth Management conducts a panel discussion with Michael Rudolph, Managing Director of KPMS Corporate Finance, Matt Keefe, Managing Directors at Edgepoint Capital Advisors and Terrel Bressler, Managing Director at Prairie Capital Advisors on the topic of Private Equity and growth for closely held, middle market companies.

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Strategic Planning for Business Owners – Détails, épisodes et analyse

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