STATE OF THE UNION: THE EVOLVING LANDSCAPE OF BUSINESS TRANSITIONS AND OWNER PRIORITIES
Join James Jack, Head of the UBS Business Owners Segment, for an insightful look at the current environment for business sales, IPOs, and private market activity. Drawing on UBS’s national data, surveys, and the experience of more than 20 active Investment Bankers executing business sale transactions, James will provide a comprehensive overview of what’s driving today’s business transition landscape. He’ll also share what business owners are saying about their top concerns, goals, and readiness as they navigate succession, liquidity, and legacy planning. This “state of the union” for business owners will equip advisors and exit planning professionals with timely insights and practical takeaways to help guide clients through today’s dynamic market.
Learning Objectives:
1. Understand the current environment for business sales, mergers, and IPO activity, and how market trends are shaping business transition strategies.
2. Identify key concerns and priorities among business owners based on UBS’s proprietary data and national research.
3. Apply practical insights from UBS’s Business Owners Segment and Investment Banking team to better support clients in preparing for and executing successful business transitions.
About the Presenter:
Hear from industry expert, James Jack.
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Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
James is the Head of both the Business Owners and Multigenerational Wealth Client Segments within the Strategic Client Segments team. James took on the Business Owners Client Segment upon its creation in 2018 to build an organization that supports business owners and the Financial Advisors that advise them. He has worked with clients on prebusiness sale exit planning, such as succession planning, M&A transaction planning, Employee Stock Ownership Plans (ESOPs), and the emotional and self-identity ramifications of exiting a business.
During the COVID-19 pandemic, James and his team supported business owners in navigating pandemic programs like the Paycheck Protection Program. In 2023, James’s remit expanded to include the Multigenerational Wealth Client Segment, which includes UBS’s support of wealth transfer and transition strategies between generations and the Rising Gen. James and his team work to bring the best of UBS’s resources to these important client segments. James has been with UBS since 2006, previously working in the WMA Banking Group to build banking, cash and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them.
James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS's unique client base and helped to manage UBS’s deposit program, including pricing, sales, and product development programs. James holds a BS in Finance and Economics from New York University’s Stern School of Business. Outside of UBS, James is a member of the board of directors and co-treasurer for the Bronx Academy of Letters Foundation, supporting a public middle and high school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor (CEPA®) designation.