Episode 35: A New Year, A New Lens on Pre Sale Planning (Plan Early or Pay Later)

Join hosts Josh Pottinger and Jason Chirogianis as they kick off the year with a deep dive into pre-sale planning for business owners. Joined by Deborah Phares, Senior Strategist – UBS Family Advisory and Jennifer Lan, UBS Senior Wealth Strategist – UBS Advanced Planning Group, the conversation explores why planning early—well before an LOI—is critical to optimizing tax outcomes, preserving legacy, and avoiding post-sale regret. The episode goes beyond technical strategy to examine the emotional and family dynamics of a liquidity event, including governance, communication, and philanthropy.