Your Multi-Million Dollar Liquidity Event is Coming, Here's What You Should Do with Saman Samii and Mitch Slater of UBS Wealth Management
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Your Multi-Million Dollar Liquidity Event is Coming, Here's What You Should Do with Saman Samii and Mitch Slater of UBS Wealth Management
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About this listen
Guest: Saman Samii and Mitch Slater from UBS Wealth Management. Saman and Mitch have guided founders through countless liquidity events and helped them navigate one of the most emotionally charged transitions in business: from business owner to living off the proceeds after your BIG exit.
Overview: Sometimes in the life of an entrepreneur, Making BIG Happen is the easy part. Years of meticulous planning and exceptional leadership bring their company to a successful sale. But then they realize that they haven't put the same level of preparation into what happens after the transaction closes and the money hits their account.
On today's show, Saman Samii and Mitch Slater discuss how to prepare yourself emotionally, financially, and structurally for the BIG moment when most of your net worth suddenly becomes liquid.