Lightning in a bottle: Entrepreneurial journeys from idea to exit

Por: UBS advisor podcasts
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 [email protected]
34 episodios disponibles

Latest episodes of the podcast Lightning in a bottle: Entrepreneurial journeys from idea to exit

Episode 34: Admiral Jonathan Greenert on Geopolitics and Leadership in Uncertain Times 03/10/2025
Episode 33: Inside Washington – OBBB, Trump, Tariffs & Everything in Between 01/08/2025
Episode 32: The Shift to Family Office 3.0 20/05/2025
Episode 31: UBS 2025 Global Entrepreneur Report - a glimpse inside the minds of modern founders 15/04/2025
Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty 27/02/2025
Episode 29: Life after an exit - walking a new path in pink socks 14/02/2025
Episode 28: Preemptive Planning Strategies for Founders 09/01/2025
Episode 27: The Future of Cybersecurity: Risks, Innovations, and What Business Owners Need to Know 04/12/2024
Episode 26: Securing the Deal – The Power of Transaction (R&W) Insurance 23/10/2024
Episode 25: Your Business’s Pack-Up Parachute – Key Person Insurance & Buy/Sell Agreements Unpacked 12/09/2024
Episode 24: Get your act (Legal) together! 06/08/2024
Episode 23: The Debt Sector 101 08/07/2024
Episode 22: Navigating Sell-Side Due Diligence to a Deal (Part II): Operational Due Diligence (ODD) 30/05/2024
Episode 21: Navigating Sell-Side Due Diligence to a Deal (Part I): Tax & Financial 02/05/2024
Episode 20: The Blueprint – how to maximize the value of your business 11/03/2024
Episode 19: Uncommon Success – Wealth Strategy for Business Owners & Entrepreneurs. 06/02/2024
Episode 18: Empowering Women Business Owners 30/11/2023
Episode 17: Family Offices 101 01/11/2023
Episode 16: Riding the waves - Business Owner Insights Explored 24/07/2023
Episode 15: Dealmakers – M&A and Private Markets update 08/06/2023
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