Lightning in a bottle: Entrepreneurial journeys from idea to exit
by UBS advisor podcasts · 34 episodes
NewsBusiness
In this podcast series, Josh Pottinger and Jason Chirogianis, two veterans with over 3 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 [email protected]
Latest episodes
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47 min
Episode 37: Art Collecting - Beyond the Price Tag featuring Matthew Newton
Josh sits down with Matthew Newton, Head of Art Advisory Americas within UBS Family Office Solutions, for a thoughtful conversation about art collecting and the decisions that shap…
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42 min
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 –…
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51 min
Episode 36: Private Aviation Playbook – When It Makes Sense and How to Do It Right
Join host Josh Pottinger and Greg Sydor of Guardian Jet for an inside look at the world of private aviation—when it makes sense, how it works, and where investors can go wrong. The…
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52 min
Episode 34: Admiral Jonathan Greenert on Geopolitics and Leadership in Uncertain Times
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.…
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46 min
Episode 33: Inside Washington – OBBB, Trump, Tariffs & Everything in Between
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…
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39 min
Episode 31: UBS 2025 Global Entrepreneur Report - a glimpse inside the minds of modern founders
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…
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43 min
Episode 32: The Shift to Family Office 3.0
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 wealt…
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33 min
Episode 30: Q1'25 CEO Macro Briefing - A ‘Roaring’ Economy Amid Uncertainty
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 Ma…
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42 min
Episode 29: Life after an exit - walking a new path in pink socks
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 tran…
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45 min
Episode 28: Preemptive Planning Strategies for Founders
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 loom…
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44 min
Episode 27: The Future of Cybersecurity: Risks, Innovations, and What Business Owners Need to Know
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 leadin…
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56 min
Episode 26: Securing the Deal – The Power of Transaction (R&W) Insurance
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…
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37 min
Episode 25: Your Business’s Pack-Up Parachute – Key Person Insurance & Buy/Sell Agreements Unpacked
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…
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48 min
Episode 24: Get your act (Legal) together!
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 na…
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44 min
Episode 23: The Debt Sector 101
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…
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38 min
Episode 17: Family Offices 101
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…
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47 min
Episode 22: Navigating Sell-Side Due Diligence to a Deal (Part II): Operational Due Diligence (ODD)
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), exp…
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44 min
Episode 21: Navigating Sell-Side Due Diligence to a Deal (Part I): Tax & Financial
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. Duri…
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50 min
Episode 20: The Blueprint – how to maximize the value of your business
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 Gr…
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39 min
Episode 19: Uncommon Success – Wealth Strategy for Business Owners & Entrepreneurs.
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…