Planning for an Acquisition
Join Jason Klein of UBS Financial Service Inc., a subsidiary of UBS Group AG. Member FINRA/SIPC in 250 Delaware Avenue, Buffalo, NY 14221, for a strategic conversation on how founders and business owners can begin preparing today for a successful acquisition tomorrow.
Even if a sale feels years away, the groundwork you lay now can significantly impact valuation, deal structure, and negotiating power. Jason will walk through how acquirers evaluate companies, what drives premium valuations, and the financial, operational, and leadership fundamentals that should be in place well before entering a transaction process.
From building strong financial reporting and scalable operations to aligning long-term strategy with exit goals, this session will help you think proactively about creating enterprise value. If an acquisition is part of your long-term vision — even loosely — this discussion will equip you with practical insights to protect and maximize that opportunity.
**The information contained in this presentation is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
UBS Financial Services Inc. and LaunchNY are not affiliated.
For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services Inc., Member FINRA/SIPC