Strategic Planning for Business Owners

Captive Insurance Companies – Part 2: How to Set One Up and Run It

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 Consultant

Captive Insurance Companies – Turning Risk Into Wealth

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 beco

Long Term Care Planning

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 busines

Estate Strategies for Business Owners - Securing Your Business Legacy

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 whi

Cash Balance Plans: A Powerful Wealth-Building Tool for Business Owners

Discover how cash balance plans can revolutionize your retirement strategy as a business owner. In this comprehensive episode, UBS Senior Vice President Steve Young explo

Retirement Planning for Business Owners

In this episode of Strategic Planning for Business Owners, host Steven Young, Senior Vice President at UBS and senior member of the Business Transition Consultants team,

Navigating Wealth Management for Middle Market Business Owners

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

Value Acceleration: The Exit Planning Imperative

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 Ma

M&A in the Transportation Industry

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 c

Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners

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 Vic

The Dual Financial Identity Challenge

This episode of "Strategic Planning for Business Owners" tackles the unique challenges facing middle-market business owners who must constantly balance two intertwined fi

Preparing for the Sale of Your Closely Held Business

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 sho

The Benefits of Captive Insurance Companies

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 Cap

Defining the “Value Relativity” in the transactional world

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 k

Changing Trends Affecting M&A in the Veterinary Industry

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 o

M&A Trends for the Medical Practices

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 trend

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

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

Tapping Private Equity for Growth

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,

Retirement Plans for Owners and Their Employees

In this episode, Steven Young, Senior Vice President at UBS, speaks with Leif Springer, Senior Vice Retirement Plan Consultant with UBS Institutional Consulting Group, ab

Using Captive Insurance Companies to Protect and Grow Wealth

In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss the how owners can use Captive Insura