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CJ-UBS-657371294 Exp.: 03/31/2021
What's best for your business?
Experience to help you make the right choices for you and your family
ubs.com/fa/davidguenthner
David "Finch" Guenthner, CEPA
®
Financial Advisor
406-238-1718
david.guenthner@ubs.com
UBS Financial Services Inc.
401 North 31st Street, Suite 1700
Billings, MT 59101
406-248-1700
When it comes to business ownership:
– 70% – 80% of businesses put on the market fail to sell
– Only 30% of family-owned businesses survive into the second generation
– Three out of four business owners "profoundly regretted" the decision to exit
You've spent a lifetime building your business, and it's time to start thinking
about your exit strategy.
As a Certified Exit Planning Advisor
®
(CEPA
®
), I understand what it takes to build
a business that is valuable and transferable when you are ready to move on to
your next adventure.
The future of you, your family and your business are my top priority.
