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May 22, 2023

David Barrett Featured on UBS’s ‘Strategic Planning for Business Owners’ Podcast

In UBS’s latest “Strategic Planning for Business Owners” podcast, a series of relevant and timely topics of interest for owners of closely held businesses, Steven Young, Senior Vice President of Wealth Management for UBS Financial Services, and executive partner David Barrett discuss non-financial considerations that can affect mergers and acquisitions transaction outcomes.

Young and Barrett discuss how both parties (sellers and buyers) can feel as though the conclusion is mutually beneficial and how to avoid one of the biggest obstacles – the element of surprise.

They emphasize how important it is for sellers and buyers to be clear on expectations and speak to the Do’s and Don’ts, what to look for, and pitfalls within a deal from the letter of intent, purchase agreement, and life after the sale. They also discuss the importance of sellers being prepared for a transaction and the importance of both sides having flexibility in order to reach agreement on key deal terms.

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