UBS MSCI ACWI Socially Responsible UCITS ETF dis hGBP · LSE:AWSG
UBS MSCI ACWI Socially Responsible UCITS ETF dis hGBP — UBS — Investor Presentation
11 slides from UBS MSCI ACWI Socially Responsible UCITS ETF dis hGBP's investor presentation
Slide 1: Preparing for a strategic exit
Preparing for a strategic exit Considerations for middle-market business owners
Slide 2: Why consider a transition?
UBS Business Development Group Why consider a transition? For business owners thinking about a transition – whether it’s a transition from one generation to the next or an outright sale to a third party – decisions are often based on a number of factors including personal, business, industry and env
Slide 3: Assessing transition options
UBS Business Development Group Assessing transition options When considering the next stage for your business, your needs may vary depending on where you are in the business cycle. For some business owners, it Outright sale may be time to start Sell 100 percent of the business to a buyer from the sa
Slide 4: Planning for a sale
UBS Business Development Group Planning for a sale Should you decide to sell your business, planning is a key component to help achieve your personal and financial goals – it's never too early to start. Below are examples of some factors to consider: Professional Personal Financial 1 to 5 years befo
Slide 5: Building the right pre-sale advisory team
UBS Business Development Group Building the right pre-sale advisory team Access to the right professional advice is critical to your success. For example, a team of trusted advisors, such as the ones mentioned below, will work to help you navigate the complexities of the sale process. Here are some
Slide 6: Making wealth planning a priority
UBS Business Development Group Making wealth planning a priority Appropriate wealth planning before and after a liquidity event can result in considerable savings in the future. Your UBS Financial Advisor can discuss the following range of strategies that may be suitable for you in the context of yo
Slide 7: Finding the right investment banking partner
UBS Business Development Group Finding the right investment banking partner UBS maintains a network of third-party boutique investment banking partners across the country with experience advising middle-market business owners through transitions. What types of companies are a good Our network of 30+
Slide 8: Going to market
UBS Business Development Group Going to market The M&A process generally consists of four phases: (1) Preparing for the sale (2) Marketing the business for the sale (3) Conducting due diligence (4) Closing the transaction. Timelines average 9-12 months but vary significantly for each company based o
Slide 9: UBS resources for business owners
UBS Business Development Group UBS resources for business owners Wherever you are in your business life-cycle, UBS can work with you every step of the way. We have a broad range of solutions for business owners to help you toward your goals. Financial planning Corporate and retirement solutions • Ne
Slide 10: Let's start the conversation
UBS Business Development Group Let's start the conversation A business transition is a complex event that involves a full range of personal, business, wealth management and family concerns. Your UBS Financial Advisor is committed to delivering the firm’s resources, both financial and intellectual, t
Slide 11: Important information
Important information This material is intended for information and marketing purposes only: It is not to be regarded as investment research, a sales prospectus, an offer or solicitation of an offer to enter into any investment or other activity. The general explanations included in this presentatio