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PODCAST

Lightning in a bottle: Entrepreneurial journeys from idea to exit

UBS advisor podcasts

In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 2 1/2 decades of experience in the financial services industry bring real world perspectives to help business owners and entrepreneurs through the process of making the decision to monetize their ownership position, managing the process and then life after. Throughout this series, they’ll provide their own thoughts as well as interview key people along the way. Email questions / comments to

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All Episodes

52:01

Episode 34: Admiral Jonathan Greenert on Geopolitics...

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/10/03

Join us as we welcome Admiral Jonathan Greenert, four-star admiral and 30th Chief of Naval Operations, for a candid conversation on today’s geopolitical and leadership challenges. Admiral Greenert shares his perspective on the conflicts in Ukraine and the Middle East, the China–Taiwan dynamic, and the broader forces shaping global stability. The discussion also turns to executive leadership and trust—from how institutions can maintain credibility in a polarized environment to the attributes that

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46:27

Episode 33: Inside Washington – OBBB, Trump, Tariffs...

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/08/01

After 44 years in Washington, John Savercool, former UBS Senior Lobbyist and Head of the U.S. Office of Public Policy at UBS—offers a rare, behind-the-scenes look at how the gears of American politics are turning right now. In this episode, we discuss what Congress is focused on heading into the fall, and what the One Big Beautiful Bill (OBBB) means for business owners now that it’s officially law. John also shares his take on Elon Musk’s call for a third party, updates on the Middle East and

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43:13

Episode 32: The Shift to Family Office 3.0

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/05/20

Mark Tepsich, UBS Family Office Design & Governance Strategist, returns to Lightning in a Bottle to unpack the concept of Family Office 3.0—the next phase in the evolution of wealth management for the ultra-affluent. We look back at how the family office model has changed over the years and dig into why a more robust, resource-rich approach is taking hold. From families managing wealth outside the $500M+ tier to those navigating life after a liquidity event, we’ll break down how investment

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38:39

Episode 31: UBS 2025 Global Entrepreneur Report: A...

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/04/15

What’s keeping top entrepreneurs up at night in 2025? From navigating AI integration to retaining top talent in a competitive market, the landscape is shifting fast. Christian van Driel, Director and Client Solutions Specialist at UBS, joins us to break down key findings from the 2025 Global Entrepreneur Report, built on insights from over 150 UBS entrepreneur clients and network members. We explore how business owners are thinking about investment trends, cybersecurity, succession planning, and the

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32:47

Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’...

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/02/27

As 2025 unfolds, what kind of economy is inheriting Trump 2.0? In this special episode featuring Paul Hsiao, UBS Asset Allocation Strategist, we dive into the latest Q1 2025 CEO Macro Briefing Book from the UBS Chief Investment Office, providing business owners with a high-level assessment of economic conditions, policy shifts, and market dynamics. With a resilient labor market, accommodative monetary policy, and strong consumer-driven growth, the economy appears robust. But mounting deficit

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41:57

Episode 29: Life after an exit - walking a new path...

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/02/14

In this episode of Lightning in a Bottle, we sit down with Nick Adkins, healthcare tech entrepreneur and co-founder of PinkSocks.Life, to talk about life after an exit and the transition from building a company to building a movement. Nick shares his journey as a founder in the healthcare tech space, his experience exiting the company, and how he shifted gears to co-found PinkSocks, a global initiative focused on human connection, kindness, and giving back. We dive into the realities of what comes

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44:36

Episode 28: Preemptive Planning Strategies for Founders

Lightning in a bottle: Entrepreneurial journeys from... ·

2025/01/09

In this episode, we’re joined by Senior Wealth Strategist, UBS Advanced Planning Group, Joyce Crivellari to explore preemptive planning strategies for founders. We discuss the looming sunset of the Tax Cuts and Jobs Act, business succession planning, and the evolving implications of the Corporate Transparency Act. Joyce also provides a valuable refresher on Qualified Small Business Stock, offering expert insights to help founders prepare for what’s ahead.

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43:38

Episode 27: The Future of Cybersecurity: Risks,...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/12/04

Cybersecurity isn’t just for the big players anymore—it’s a growing concern for businesses of all sizes. In this episode, we sit down with Morgan Kyauk from NightDragon, the leading VC firm specializing in cybersecurity, safety, and privacy, to break down today’s top threats and emerging innovations. We dive into the risks facing SMBs, how cyber threats can disrupt M&A transactions, and best practices for managing these challenges. Morgan also sheds light on the rise of SecureTech, innovations

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56:01

Episode 26: Securing the Deal – The Power of...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/10/23

In this episode, we explore the role of rep and warranty (transaction) insurance in M&A and how it can help manage risks while keeping deals moving smoothly. Our guest, Matt Wiener, Managing Director with Aon’s M&A Transaction Solutions team (and true expert in this space), explains how this insurance works, its impact on deal structures, and how it can reduce the need for large escrow accounts. It benefits both buyers and sellers by providing added protection and allowing for more a more

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37:20

Episode 25: Your Business’s Pack-Up Parachute – Key...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/09/12

Business owners face a wide range of risks—some expected, others unforeseen. The absence or loss of a key employee can disrupt operations and revenue, while the sudden departure of an owner or co-founder due to death, disability, divorce, or retirement can jeopardize the company’s future. So how do you ensure business continuity, protect your company’s value, maintain ownership control, and avoid legal complications? In this episode, we sit down with Chris Cooley, President of Prosperity Life

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48:20

Episode 24: Get your act (Legal) together!

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/08/06

We’re going full legal eagle for this episode, bringing in Joe Walsh, seasoned M&A attorney with Selman, Munson & Lerner, to share his expertise and legal perspective for owners navigating the sale of a business. Joe represents buyers and sellers in M&A transactions involving both private and public businesses, specializing in negotiating with private equity, VC firms, investment bankers, and institutional investors. We’ll cover steps to boost your sale process and price, essential legal

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43:49

Episode 23: The Debt Sector 101

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/07/08

When a business is in its growth phase, business owners often face a crucial decision of whether to raise capital through equity or debt. Since there are pros and cons to both, we decided to focus on the debt market for this episode, bringing in Mike Rudolph, Managing Director, KPMG Corporate Finance to provide some clarity. Together, we explore why a business owner would consider raising debt, the different types of debt capital available, key themes from the debt market throughout 2023,

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46:36

Episode 22: Navigating Sell-Side Due Diligence to a...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/05/30

In Part II of our sell-side due diligence mini-series featuring Matt Bryce, Erin Horton, and Nico Bascunan with Alvarez & Marsal, we break down Operational Due Diligence (ODD), exploring its key components like business model investigation, scalability, and performance improvement opportunities. We also chat about why investors request ODD to uncover value, confirm costs, identify growth enablers, and share what sellers can expect and how to prepare. Join us to learn about the typical timeline,

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43:38

Navigating Sell-Side Due Diligence to a Deal (Part...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/05/02

Join us as we kick off Part 1 of our two-part series on sell-side due diligence featuring Grace Oh Auguste and Eric Renner from Alvarez & Marsal’s Global Transaction Advisory. During the episode we explore the crucial aspects of due diligence, what sellers can anticipate, and key focal points in financial/tax due diligence. Gain insights on optimizing transaction structures, identifying common tax risks, and preparing effectively for the due diligence process.

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49:35

Episode 20: The Blueprint – how to maximize the value...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/03/11

Join us for a milestone episode of our Lightning in a Bottle podcast series! During this special edition, Josh sits down with Sean Hutchinson, Partner at Ready for Next Advisory Group, who brings over 25 years of experience in business strategy and value enhancement to the table. Sean tackles pressing questions from business owners who have been navigating through turbulent times, uncovering impactful value drivers, pitfalls to sidestep when preparing for an ownership transition, the 5 key stages of

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39:27

Episode 19: Uncommon Success – Wealth Strategy for...

Lightning in a bottle: Entrepreneurial journeys from... ·

2024/02/06

Discover the keys to uncommon success in this episode, where we delve into the world of wealth strategy for business owners and entrepreneurs. Join hosts Josh Pottinger and Justin Waring CFP®, UBS Senior Total Wealth Strategist, as they navigate the unique challenges faced by business owners before, during, and after a liquidity event. From understanding the distinctive needs of business owners in their path to financial freedom to addressing pre-sale challenges and post-liquidity hurdles, this

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31:09

Episode 18: Empowering Women Business Owners

Lightning in a bottle: Entrepreneurial journeys from... ·

2023/11/30

Join us as we sit down with Bianca Benedetti-Fang, Executive Director, UBS Business Owner Segment, to unravel key insights from the 2023 UBS Investor Watch – a report based on data from 500 business owners surveyed by UBS. We also navigate the unique challenges that female business owners encounter throughout the phases of building, growing, and selling their companies. Discover areas of financial education that better equip female entrepreneurs to navigate the funding landscape, strategies for

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37:32

Episode 17: Family Offices 101

Lightning in a bottle: Entrepreneurial journeys from... ·

2023/11/01

Curious about family offices? Tune in to our latest podcast episode featuring Mark Tepsich, UBS Family Office Design & Governance Strategist. Throughout the episode we explore what family offices are, when their established, the varied approaches they take, such as managing post-liquidity events and integrating businesses, and their shift from founder-centric models to including next-gen perspectives. Mark also shares best practices and addresses the unique challenges family offices face.

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39:29

Episode 16: Riding the waves - Business Owner...

Lightning in a bottle: Entrepreneurial journeys from... ·

2023/07/24

In today’s episode, we have the honor of hosting James Jack, Managing Director of UBS's Business Owner Segment, a true expert in the world of business owners and entrepreneurship. Tune in to discover the latest findings from the latest UBS Investor Watch: Wind in your sails, exploring how business owners navigate challenges like higher interest rates and inflation. Gain expert advice on key business owner preparations, typical challenges, and stage-specific solutions. It’s time to set sail for

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38:04

Episode 15: Dealmakers – M&A and Private Markets update

Lightning in a bottle: Entrepreneurial journeys from... ·

2023/06/08

Immerse yourself in the world of investment banking in this episode of Lightning in a Bottle. We’re joined by Brian from UBS Investment Banking, as we conduct a comprehensive exploration into this vital field. We dive into current industry trends, examine the art of capital raising, analyze the present M&A market, and discuss critical timelines to consider when planning to sell your business. This episode serves as a masterclass, providing an in-depth understanding of how investment banking

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