Exit planning

$2 Billion Advisor Team Joins UBS in Paramus, New Jersey

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금요일, 2월 9, 2024
Banking, Asset Management, Professional Services, Finance, Iona University, Wealth, Villanova University, Merrill (company), Corporate services, Fairleigh Dickinson University, Minor planet, Marketing, Exit planning, Associate, UBS, Ramapo College

The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.

Key Points: 
  • The team will be located in the Paramus, New Jersey Private Wealth Management office of UBS, managed by Market Director Adam Kamm.
  • “Matt, Larry, and Chris are pillars of their community, and we are proud to welcome their team to UBS,” said Christopher DiMuria, Market Executive for Manhattan at UBS Wealth Management USA.
  • Matthew L. Foley, CPWA®, CIMA®, CEPA®, joins UBS as a Managing Director and Private Wealth Advisor.
  • Lawrence M. DeLuise, CFP®, CPWA®, CIMA®, joins UBS as a Managing Director and Private Wealth Advisor.

UBS expands Wealth Management capabilities in Arizona, unveils new offices in Phoenix and Scottsdale

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월요일, 12월 11, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Personal Finance, Exit planning, Accreditation, UBS, Esplanade, CEPA, UHNW, Financial adviser, Kierland Commons

UBS today announced it will be increasing its real estate footprint in both Phoenix and Scottsdale , Arizona to meet the growing demand for wealth management services in the state.

Key Points: 
  • UBS today announced it will be increasing its real estate footprint in both Phoenix and Scottsdale , Arizona to meet the growing demand for wealth management services in the state.
  • In Phoenix, the firm will now occupy over 24,000 square feet of the Esplanade IV, located at 2575 E. Camelback Road.
  • In North Scottsdale, the firm opened a brand-new office location on November 17 in Kierland Commons, located at 14624 N. Scottsdale Road.
  • This program certifies them as Private Wealth Advisors who can provide wealth management advice, advanced resources, and philanthropic planning for UHNW multigenerational families and family offices, founders, entrepreneurs, and corporate executives.

SEVA Raises $85 Million Inaugural Growth Equity Fund to Invest in Founder-Led Technology Businesses

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월요일, 11월 20, 2023
Partner (business rank), Fund, NoRedInk, Investment, Strategic planning, Exit planning, Spectrum Equity, Software, Partnership, Internet, Growth, Network, Empathy, Environment, Cryptocurrency, Management

Founded by experienced technology investor Shalin Mehta, SEVA Fund I is targeting fast-growing, profitable, founder-led, technology-enabled companies

Key Points: 
  • Founded by experienced technology investor Shalin Mehta, SEVA Fund I is targeting fast-growing, profitable, founder-led, technology-enabled companies
    NEW YORK, Nov. 20, 2023 /PRNewswire/ -- SEVA, a newly-launched growth equity firm serving customer-centric founders and companies based in New York, today announced the close of its $85 million oversubscribed, debut fund ("SEVA Fund I" or the "Fund"), reaching its hard cap and exceeding its original target of $50 million.
  • SEVA will seek to build a focused portfolio between eight and ten investments in fast-growing, profitable, founder-led, technology companies.
  • SEVA has also cultivated an extensive network of bootstrapped founders and operational leaders that have built world-class customer-centric companies through profitable growth.
  • SEVA's Network is a community of world-class founders and growth stage technology executives across key functions with experience solving today's high-growth initiatives.

JFS Announces Launch of Business Growth and Transitions Team

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목요일, 5월 18, 2023
Education, CEPA, Disability, Business Growth Fund, CEPAS, Certification, Exit planning, BGT, Transition, CPA, JFS, Growth, Death, Financial adviser

HERMITAGE, Pa., May 18, 2023 /PRNewswire/ -- JFS Wealth Advisors has launched a new targeted Business Growth and Transitions (BGT) advisory team to help business owners achieve their short- and long-term business, financial and personal goals.

Key Points: 
  • HERMITAGE, Pa., May 18, 2023 /PRNewswire/ -- JFS Wealth Advisors has launched a new targeted Business Growth and Transitions (BGT) advisory team to help business owners achieve their short- and long-term business, financial and personal goals.
  • This new suite of solutions is tailored for business owners looking to maximize and protect their business value, considering selling or exiting their business, or transitioning a business to new ownership, and builds upon services JFS has been previously providing.
  • Colella said, "As CEPAs, our team members are qualified to help business owners navigate the complexities of growth and transition.
  • For more information on JFS Wealth Advisors' Business Growth and Transition services, contact Lou Colella at [email protected] .

UBS Advisor Travis Frayard Named to the Financial Planning Top 40 Brokers Under 40 list

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목요일, 2월 23, 2023
Banking, Professional Services, Finance, University, Wealth, MBA, Wealth management, Exit planning, UBS, Travis, PMP, University of North Carolina at Charlotte, Financial adviser

UBS Private Wealth Management announced today that Travis Frayard , a Private Wealth Advisor in the firm’s Lafayette, Louisiana office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.

Key Points: 
  • UBS Private Wealth Management announced today that Travis Frayard , a Private Wealth Advisor in the firm’s Lafayette, Louisiana office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.
  • “His industry experience and deep commitment to helping clients achieve their complex financial needs brings tremendous value to our business.
  • We’re proud to have him represent UBS and the next-generation of advisors.”
    Travis is a Private Wealth Advisor with The Exit Planning and Wealth Consulting Group at UBS, and has more than 15 years of financial services industry experience.
  • The 2023 Financial Planning Top 40 Brokers Under 40 generate nearly $205 million in annual revenue combined and oversee $40 billion in client assets.

With 30 Years’ Experience Executing Hundreds of Private Company Exits, Exit IQ, Prepares Businesses for Exit Success

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월요일, 10월 4, 2021
Consulting, Other Professional Services, Professional Services, Finance, Wealth management, Sale, Main Street (Greater Salt Lake City), Ownership, CEO, Acquisition, Education, COVID, IQ, LLC, Knowledge, Family, Newsletter, Leadership, Life, Employee stock ownership, Research, Exit, Exit planning, Management, Bank, Sales

Exit IQs core focus is to design and execute the optimum exit plan for every privately held business owner.

Key Points: 
  • Exit IQs core focus is to design and execute the optimum exit plan for every privately held business owner.
  • The founding team of Exit IQ, Richard Tanner and Cory Tanner, has helped hundreds of privately held businesses to successfully design and execute ideal exits from their companies.
  • Specifically, Exit IQ navigates the transition of ownership of privately held businesses with values of $8M and up.
  • The two partners have over 30 years of experience assisting business owners with Exit Planning, Executive Compensation, Wealth Management, and Life & Disability Key Person Insurance.

ExitMap Survey Predicts Upsurge In Transfer of Business Wealth

Retrieved on: 
화요일, 5월 4, 2021
Economy, Capital, Corporate finance, Exit planning, Investment banking, Barriers to exit, Business, Articles

b'SAN ANTONIO, Texas, May 4, 2021 /PRNewswire-PRWeb/ -- First of-its-kind survey reveals that easing of pandemic restrictions could lead to an upsurge in business transfers.

Key Points: 
  • b'SAN ANTONIO, Texas, May 4, 2021 /PRNewswire-PRWeb/ -- First of-its-kind survey reveals that easing of pandemic restrictions could lead to an upsurge in business transfers.
  • Over 60% of respondents practice in companies with five or fewer employees, meaning small advisory firms are dominating the exit planning space.
  • The 40-question survey gathered information from 337 professionals who identify as exit planners, exit planning specialists or members of a professional exit planning association.
  • "\nExit Planning is an emerging business advisory field focused on helping business owners examine and plan their options of transferring or selling their involvement or ownership of their business.

BEI Launches New Advanced Exit Planning Series

Retrieved on: 
화요일, 4월 6, 2021
Articles, Leadership, Management, Organizational theory, Marketing strategy, Exit planning, Economy, Planning, Academic disciplines

DENVER, April 6, 2021 /PRNewswire/ -- Business Enterprise Institute , Inc. (BEI),the leader in the Exit Planning industry,will release theirenhanced Advanced Exit Planning Series to the public in the coming weeks.

Key Points: 
  • DENVER, April 6, 2021 /PRNewswire/ -- Business Enterprise Institute , Inc. (BEI),the leader in the Exit Planning industry,will release theirenhanced Advanced Exit Planning Series to the public in the coming weeks.
  • The new Advanced Exit Planning Series will offer updated content as well as an online learning management system that utilizes tasks, assignments, and a forum for discussion with peers.Participants of the new Advanced Exit Planning Series will also get to work closely with experts in the industry and a group of like-minded advisors to discuss real life case studies and share insights throughout the course.
  • This allows advisors to expand their market with the BEI Marketing Tools while simultaneously improving their planning efforts with the BEI Planning and Engagement Tools.
  • Founded in 1996, BEI is the global leader in the Exit Planning industry and the only organization offering advisors access to a comprehensive and proven Exit Planning process.

FE International Advises ScraperAPI In Acquisition By SaaS.group

Retrieved on: 
목요일, 8월 13, 2020
Corporate finance, Economy, Finance, Money, Human resource management, Mergers and acquisitions, Exit planning, Software as a service

NEW YORK, Aug. 13, 2020 /PRNewswire/ --FE International, Inc., the global market leader in mid-market technology mergers and acquisitions (M&A), announces the acquisition of ScraperAPI.com , a leading SaaS provider,by SaaS.group.

Key Points: 
  • NEW YORK, Aug. 13, 2020 /PRNewswire/ --FE International, Inc., the global market leader in mid-market technology mergers and acquisitions (M&A), announces the acquisition of ScraperAPI.com , a leading SaaS provider,by SaaS.group.
  • Thank you to FE International for helping us find a buyer who will provide us with the resources necessary to help ScraperAPI reach its full potential."
  • FE International served as sole sell-side M&A advisor on the acquisition of ScraperAPI.
  • FE offers comprehensive exit planning services, as well as direct access to an established network of pre-qualified international investors.

17th North American Exit Planning Conference Announced

Retrieved on: 
화요일, 3월 3, 2020
Economy, Business, Mergers and acquisitions, Neuropsychology, Capital, Corporate finance, Exit planning, Investment banking, Exit strategy, Planning, Exit

BEI's conference is the largest gathering of exit planning professionals , serving a multi-disciplinary group of accountants, financial and insurance professionals, consultants, coaches, attorneys, investors, M&A intermediaries, valuators, and bankers.

Key Points: 
  • BEI's conference is the largest gathering of exit planning professionals , serving a multi-disciplinary group of accountants, financial and insurance professionals, consultants, coaches, attorneys, investors, M&A intermediaries, valuators, and bankers.
  • Advanced training for Certified Exit Planners (CExP) is available.Pre-Conference Workshops include Boot CampExperience , encompassing The BEI Seven Step Exit Planning Process, how to incorporate exit planning into your practice, and working as an effective team of advisors.
  • Speakers include CEO Johnson, Co-Founder of Exit Planning Forum; John Brown , Forbes contributor, author of Exit Planning, The Definite Guide and Cash Out, Move On: Get Top Dollar and More for Your Business; and Exit Planning Attorney, President Elizabeth Mower .
  • Founded in 1996, BEI is the global leader in the Exit Planning industry and the only organization offering advisors access to a comprehensive and proven Exit Planning process.