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Entrepreneurs and their succession: the path to investing

A recent UBS Investor Watch survey in the second quarter of 2022, found that 37% of investors were highly concerned about the value of the assets they’d pass on to future generations.

In response, our partners at UBS have put together a three-part series where they’ve been investigating and reporting on ways that commercial and personal wealth planning decisions can drive positive results for business owners, their wealth, and their families.  

Building a business succession or exit strategy can be one of an entrepreneur’s best investments. But in practice, traditional succession approaches can be complex. 

Succession and exit often depends not just on business value, but on financial wealth and its ability to support the founder’s and their family’s lifestyles. Current economic and market uncertainty, particularly around the path for inflation, may make entrepreneurs more worried about their next steps.

In the first piece, they explored how talk and communication are critical to success, and in the second, they examined three ways that commercial and personal wealth planning decisions can drive positive results for business owners, their wealth, and their families.

In the third and final part of the series, they consider some potentially overlooked aspects, based on experience with entrepreneurs and their families, of executing a business succession, exit, or winding up.

Read the third piece here.