Comprehensive solutions for founders

What’s your vision?

When you’re building a business, the questions are never-ending. Is it the right time to take money off the table? What steps should I take in advance of a sale? Now that we’ve sold, what does that mean for my family and our future? We can help you find the answers.

Whether you’re scaling your first business, exploring a sale or launching your third company, we can be a valuable resource. Call or email us today to discuss how we can apply our resources and experience to your unique situation.

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit – in 5 years

You’re considering an exit – in 5 years

  •  Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
  • When appropriate, prepare employees and managers for the transition
  • Think about what’s  next for you and your future, after the sale

  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Older entrepreneur

Later stage entrepreneurs

Entrepreneur

Newly public entrepreneurs

Serial entrepreneurs

Serial entrepreneurs

Advanced Planning for Startup Founders

Date.April 12 2023

RSVP for Calendar Invite and Zoom Link

  • Rebecca Sterling, Senior Wealth Strategist - Advanced Planning Group - UBS
Register for this event

Case studies

See how we worked together with clients

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What are business owners thinking and doing now?

Explore ideas and strategies for success in ‘The new paradigm’

‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

The right advice can make all the difference

You've carefully planned for the future of your business, have you invested the same time and effort in planning for your own financial future?

  • Chuck Korasick

    Chuck Korasick, CFP®

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • Amateur triathlete 
    • Father of two
    • George Mason University, BS
    • Financial Planning Top 40 Financial Advisors Under 40, 2022, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

      • CERTIFIED FINANCIAL PLANNER™
      • Private Wealth Advisor
      2000 Avenue of the Stars
      7th. Floor North
      Los Angeles, CA 90067
    •  Warren Coughlin

      Warren Coughlin, CFP®

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
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      • UT
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      • Emerging philanthropist
      • Marathon runner
      • East coast origins
      • George Mason University, BS
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • CERTIFIED FINANCIAL PLANNER™
        2000 Avenue of the Stars
        7th. Floor North
        Los Angeles, CA 90067
      • Robert Gach

        Robert Gach

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
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        • DC
        • DE
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        • NC
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        • NY
        • OR
        • PA
        • RI
        • SC
        • SD
        • TX
        • UT
        • VA
        • WA
        • WV
        • Global traveler
        • Philanthropist & community leader
        • Economic market hobbyist
        • MBA from the University of Southern California - Magna Cum Laude
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
          • mally bw 2021

            Mally Burton, CPWA®

            Director

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            • AK
            • AL
            • AR
            • AZ
            • CA
            • CO
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            • DC
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            • FL
            • GA
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            • IA
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            • IL
            • IN
            • KS
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
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            • NC
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            • NJ
            • NM
            • NV
            • NY
            • OH
            • OK
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            • PA
            • PR
            • RI
            • SC
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            • TN
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            • UT
            • VA
            • VI
            • VT
            • WA
            • WI
            • WV
            • WY
            • Passionate about female-led brands and businesses
            • Holds Accredited Wealth Management AdvisorSM and Certified Private Wealth Advisor® designations
            • Aspiring chef and mixologist
            • Enjoys staying active, be it a daily Peloton run, golf while travelling, or skiing with friends
            • Vanderbilt University, BS
            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

            • Vanderbilt University, Bachelor of Science, Human & Organization Development, Corporate Strategy, Economics
            • Accredited Wealth Management Advisor℠
            • Private Wealth Advisor
            2000 Avenue of the Stars
            7th. Floor North
            Los Angeles, CA 90067
          • Jonathan Schechter

            Jonathan Schechter, CFP®

            Senior Wealth Strategy Associate

            CERTIFIED FINANCIAL PLANNER™

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • HI
            • ID
            • IL
            • MA
            • MD
            • MN
            • MS
            • MT
            • NC
            • NE
            • NH
            • NJ
            • NV
            • NY
            • OK
            • OR
            • PA
            • RI
            • SC
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WV
            • Born and raised in NY, sports enthusiast, traveler and adventurer
            • Focus on planning & portfolio management
            • University of Southern California - Marshall School of Business

              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

              • University of Southern California (USC), Bachelor of Science in Business Administration
              • University of California Los Angeles (UCLA), Certificate in Financial Planning
              • CERTIFIED FINANCIAL PLANNER™
              2000 Avenue of the Stars
              7th. Floor North
              Los Angeles, CA 90067
            • Jen Lechman

              Jen Lechman

              Authorized Officer

              Team Administrator

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • HI
              • ID
              • IL
              • MA
              • MD
              • MN
              • MS
              • MT
              • NC
              • NH
              • NJ
              • NV
              • NY
              • OR
              • PA
              • SC
              • SD
              • TN
              • TX
              • VA
              • WA
              • WV
              • Triathlete, marathon runner and world traveler
              • Dedicated to exceptional client experience and process efficiency
              • Kent State Graduate

                Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                    2000 Avenue of the Stars
                    7th. Floor North
                    Los Angeles, CA 90067
                  •  Susan Thomas

                    Susan Thomas

                    Client Associate

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                      • Hiking, Swimming, Yoga, Beach Lover
                      • Client Service Associate
                      • Passionately working at UBS since 1999
                      • West Los Angeles College

                        Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                            2000 Avenue of the Stars
                            7th. Floor North
                            Los Angeles, CA 90067
                          • Lizzie's headshot

                            Lizzie Belokonnyi

                            Client Associate

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                            • CA
                            • Tennis player, food and travel enthusiast
                            • LA native
                            • Registered Client Service Associate
                            • University of California Santa Barbara, BS

                              Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                  131 South Rodeo Drive
                                  Suite 300
                                  Beverly Hills, CA 90212
                                • Sam

                                  Samantha Bloom

                                  Client Associate

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                                    • Avid reader, world traveler, yoga enthusiast
                                    • Fluent in American Sign Language
                                    • Los Angeles native
                                    • University of Southern California

                                      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                                          2000 Avenue of the Stars
                                          7th. Floor North
                                          Los Angeles, CA 90067

                                        Backed by the strength of UBS

                                        A global leader in wealth management

                                        #1

                                        Global Equity Research 

                                        Institutional Investor, 2021 Global Rankings

                                        $2.8 trillion

                                        In invested assets globally 
                                        As of 06/30/2022

                                        Best

                                        Global private bank services, 2016-2022
                                        Euromoney Private Banking and Wealth Management Survey, 2022