Lightning in a bottle: Entrepreneurial journeys from idea to exit – Details, episodes & analysis

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Lightning in a bottle: Entrepreneurial journeys from idea to exit

UBS advisor podcasts

News

Frequency: 1 episode/53d. Total Eps: 32

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

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Data updated on 04/07/2026

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🇺🇸 USA - Business News
21/06/2025
#97
🇬🇧 Great Britain - Business News
05/06/2025
#94

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Score global : 43%

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Episode 32: The Shift to Family Office 3.0

Tuesday, May 20, 2025 • Duration 43:13

Mark Tepsich, UBS Family Office Design & Governance Strategist, returns to Lightning in a Bottle to unpack the concept of Family Office 3.0—the next phase in the evolution of wealth management for the ultra-affluent. We look back at how the family office model has changed over the years and dig into why a more robust, resource-rich approach is taking hold. From families managing wealth outside the $500M+ tier to those navigating life after a liquidity event, we’ll break down how investment opportunities, governance structures, and strategic planning are shifting. We also explore how the rise of Family Office 3.0 is reshaping the investor landscape—not just for families, but for the portfolio companies they back.

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Episode 31: UBS 2025 Global Entrepreneur Report - a glimpse inside the minds of modern founders

Tuesday, April 15, 2025 • Duration 38:39

What’s keeping top entrepreneurs up at night in 2025? From navigating AI integration to retaining top talent in a competitive market, the landscape is shifting fast. Christian van Driel, Director and Client Solutions Specialist at UBS, joins us to break down key findings from the 2025 Global Entrepreneur Report, built on insights from over 150 UBS entrepreneur clients and network members. We explore how business owners are thinking about investment trends, cybersecurity, succession planning, and the growing role of family offices—all while balancing personal priorities with long-term business goals in an increasingly uncertain world.

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Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty

Thursday, February 27, 2025 • Duration 32:47

As 2025 unfolds, what kind of economy is inheriting Trump 2.0? In this special episode featuring Paul Hsiao, UBS Asset Allocation Strategist, we dive into the latest Q1 2025 CEO Macro Briefing Book from the UBS Chief Investment Office, providing business owners with a high-level assessment of economic conditions, policy shifts, and market dynamics. With a resilient labor market, accommodative monetary policy, and strong consumer-driven growth, the economy appears robust. But mounting deficit concerns, policy uncertainty, and geopolitical risks create a more complex outlook. Will dealmaking accelerate in 2025? Is AI optimism overblown? And how should business leaders navigate these shifting tides?

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Episode 29: Life after an exit - walking a new path in pink socks

Friday, February 14, 2025 • Duration 41:57

In this episode of Lightning in a Bottle, we sit down with Nick Adkins, healthcare tech entrepreneur and co-founder of PinkSocks.Life, to talk about life after an exit and the transition from building a company to building a movement. Nick shares his journey as a founder in the healthcare tech space, his experience exiting the company, and how he shifted gears to co-found PinkSocks, a global initiative focused on human connection, kindness, and giving back. We dive into the realities of what comes after selling a business—how to redefine purpose, navigate new opportunities, and channel entrepreneurial energy into something meaningful. Enjoy!

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Episode 28: Preemptive Planning Strategies for Founders

Thursday, January 9, 2025 • Duration 44:36

In this episode, we’re joined by Senior Wealth Strategist, UBS Advanced Planning Group, Joyce Crivellari to explore preemptive planning strategies for founders. We discuss the looming sunset of the Tax Cuts and Jobs Act, business succession planning, and the evolving implications of the Corporate Transparency Act. Joyce also provides a valuable refresher on Qualified Small Business Stock, offering expert insights to help founders prepare for what’s ahead.

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Episode 27: The Future of Cybersecurity: Risks, Innovations, and What Business Owners Need to Know

Wednesday, December 4, 2024 • Duration 43:38

Cybersecurity isn’t just for the big players anymore—it’s a growing concern for businesses of all sizes. In this episode, we sit down with Morgan Kyauk from NightDragon, the leading VC firm specializing in cybersecurity, safety, and privacy, to break down today’s top threats and emerging innovations. We dive into the risks facing SMBs, how cyber threats can disrupt M&A transactions, and best practices for managing these challenges. Morgan also sheds light on the rise of SecureTech, innovations in national security, and the biggest trends and threats to watch over the next five years.

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Episode 26: Securing the Deal – The Power of Transaction (R&W) Insurance

Wednesday, October 23, 2024 • Duration 56:01

In this episode, we explore the role of rep and warranty (transaction) insurance in M&A and how it can help manage risks while keeping deals moving smoothly. Our guest, Matt Wiener, Managing Director with Aon’s M&A Transaction Solutions team (and true expert in this space), explains how this insurance works, its impact on deal structures, and how it can reduce the need for large escrow accounts. It benefits both buyers and sellers by providing added protection and allowing for more a more streamlined transaction. If you’ve ever wondered how to make the M&A process a bit less stressful, this episode has some answers—with fewer sleepless nights in the mix.

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Episode 25: Your Business’s Pack-Up Parachute – Key Person Insurance & Buy/Sell Agreements Unpacked

Thursday, September 12, 2024 • Duration 37:20

Business owners face a wide range of risks—some expected, others unforeseen. The absence or loss of a key employee can disrupt operations and revenue, while the sudden departure of an owner or co-founder due to death, disability, divorce, or retirement can jeopardize the company’s future. So how do you ensure business continuity, protect your company’s value, maintain ownership control, and avoid legal complications? In this episode, we sit down with Chris Cooley, President of Prosperity Life Advisors, to unpack these issues and discuss strategies for planning ahead.

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Episode 24: Get your act (Legal) together!

Tuesday, August 6, 2024 • Duration 48:20

We’re going full legal eagle for this episode, bringing in Joe Walsh, seasoned M&A attorney with Selman, Munson & Lerner, to share his expertise and legal perspective for owners navigating the sale of a business. Joe represents buyers and sellers in M&A transactions involving both private and public businesses, specializing in negotiating with private equity, VC firms, investment bankers, and institutional investors. We’ll cover steps to boost your sale process and price, essential legal and financial prep, understanding different types of buyers, the sale timeline, and what makes a business an attractive target. Plus, tips on what to ask for in a Letter of Intent (LOI), negotiating deals, and shielding yourself from post-closing surprises.

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Episode 23: The Debt Sector 101

Monday, July 8, 2024 • Duration 43:49

When a business is in its growth phase, business owners often face a crucial decision of whether to raise capital through equity or debt. Since there are pros and cons to both, we decided to focus on the debt market for this episode, bringing in Mike Rudolph, Managing Director, KPMG Corporate Finance to provide some clarity. Together, we explore why a business owner would consider raising debt, the different types of debt capital available, key themes from the debt market throughout 2023, expectations for the rest of 2024 and what business owners can do now to increase their success for future debt raises.

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Lightning in a bottle: Entrepreneurial journeys from idea to exit – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Lightning in a bottle: Entrepreneurial journeys from idea to exit – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities