Exit Right

Is there something more you can do than hope that it all works out? Yes.

Current Time 0:00
Duration 0:59
Loaded: 0%
Stream Type LIVE
Remaining Time 0:59
 
1x
  • Chapters
  • descriptions off, selected
  • en (Main), selected

    Ask your UBS Financial Advisor about ‘Exit Right.’ How does UBS help entrepreneurs start, grow and exit? Find a UBS Financial Advisor who can tell you more today.

    We regularly guide successful entrepreneurs through the exit process, leveraging the capabilities of a global network based on a client’s specific needs.

    From this vantage point, we find that business owners aren’t planning early enough for the day when a lifetime of work gets represented by a dollar amount on a check. As we begin to work with a client on exit plans, we often hear an entrepreneur say “If I knew then what I know now ...”

    To counter this trend, we’re proud to present “Exit Right: How to Sell Your Startup, Maximize Your Return and Build Your Legacy.”

    UBS is working with authors and exited owners, Mark Achler and Mert Iseri to help business owners share in insights other entrepreneurs learned the hard way. For some founders, the advice they’ll gain from all sides of the transaction table can be life changing.

    Hear from the authors

    Gain insight from lessons they learned the hard way—from negotiation to valuation to breaking down a term sheet, managing legal costs, handling emotional turbulence and more.

    Learn about the FAIR Framework

    Current Time 0:00
    Duration 3:47
    Loaded: 0%
    Stream Type LIVE
    Remaining Time 3:47
     
    1x
    • Chapters
    • descriptions off, selected
    • en (Main), selected

      Learn about the FAIR Framework 

      Mark Achler and Mert Iseri discuss why they decided to write Exit Right. They also outline the four key elements needed in every successful business exit, which they define as the FAIR Framework.

       

      Insights

      Get in touch

      Together, we can help you pursue your goals.

      Expiration: 4/30/24 Approval Date: 4/28/24 Review Code: IS2302720

      1 Source: US UBS Investor Sentiment survey

      Any opinions expressed in this book are those of the respective authors and not of UBS or any of its subsidiaries and/or affiliates, and may differ or be contrary to opinions expressed by other business areas or groups of UBS as a result of using different assumptions and criteria. The reader should not construe the contents of this book as any legal, tax, accounting, regulatory or other specialist or technical advice, or services or investment advice, or a personal recommendation from UBS. UBS makes no representation or warranty, either express or implied, in relation to the accuracy, completeness or reliability of the information contained herein. Neither UBS nor any of its affiliates, or their respective directors, officers, employees or agents accept any liability for any loss or damage arising out of the use of all or any part of this book or reliance upon the information contained herein.

      UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice. You should consult with your personal tax and/or legal advisor regarding your personal situation. Important information about brokerage and advisory services.

      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary.

      MATH Venture Partners Management, LLC, Presented By, LLC, Scribe, LLC and the authors are not affiliated with UBS Financial Services Inc.

      The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

      All other trademarks, registered trademarks, service marks and registered service marks are of their respective companies.

      UBS Financial Services Inc.

      ubs.com/fs

      © UBS 2023. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.