Podcast
Lightning in a bottle: Entrepreneurial journeys from idea to exit
Hosted by UBS advisor podcasts · EN
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
15episodes
Episodes
Newest firstAll episodes
Episode 24: Get your act (Legal) together!
Aug 6, 202400:48:20Tap to summarizeWe’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.
Transcribe →Episode 23: The Debt Sector 101
Jul 8, 202400:43:49Tap to summarizeWhen 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.
Transcribe →Episode 22: Navigating Sell-Side Due Diligence to a Deal (Part II): Operational Due Diligence (ODD)
May 30, 202400:46:36Tap to summarizeIn Part II of our sell-side due diligence mini-series featuring Matt Bryce, Erin Horton, and Nico Bascunan with Alvarez & Marsal, we break down Operational Due Diligence (ODD), exploring its key components like business model investigation, scalability, and performance improvement opportunities. We also chat about why investors request ODD to uncover value, confirm costs, identify growth enablers, and share what sellers can expect and how to prepare. Join us to learn about the typical timeline, common risks, and why ODD is so important in making smart investment decisions.
Transcribe →Episode 21: Navigating Sell-Side Due Diligence to a Deal (Part I): Tax & Financial
May 2, 202400:43:38Tap to summarizeJoin us as we kick off Part 1 of our two-part series on sell-side due diligence featuring Grace Oh Auguste and Eric Renner from Alvarez & Marsal’s Global Transaction Advisory. During the episode we explore the crucial aspects of due diligence, what sellers can anticipate, and key focal points in financial/tax due diligence. Gain insights on optimizing transaction structures, identifying common tax risks, and preparing effectively for the due diligence process.
Transcribe →Episode 20: The Blueprint – how to maximize the value of your business
Mar 11, 202400:49:35Tap to summarizeJoin us for a milestone episode of our Lightning in a Bottle podcast series! During this special edition, Josh sits down with Sean Hutchinson, Partner at Ready for Next Advisory Group, who brings over 25 years of experience in business strategy and value enhancement to the table. Sean tackles pressing questions from business owners who have been navigating through turbulent times, uncovering impactful value drivers, pitfalls to sidestep when preparing for an ownership transition, the 5 key stages of value maturity, and the intricate dynamics of family businesses.
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