Exit Planning Strategies for Business Owners

January 27, 2026 12:00 PM

Speaker: Roger Feldman, CEPA, CPFA — Financial Advisor, Anchor Wealth Management, UBS Financial Services • Chris Hicks, CFP — Managing Director, Anchor Wealth Management, UBS Financial Services • Nick Francia, CEPA — Managing Director, Private Wealth Management, The Capital ESOP Group at UBS Financial Services • Michael Harden, CFA, CPA — Senior Managing Director, Ambrose Advisors

Join our upcoming webinar with UBS Financial Services and Ambrose Advisors on January 27 at 12:00 PM ET for a practical, expert-led discussion on how business owners can plan a successful exit—on their own terms.
In this session, you’ll learn how to:

• Prepare your business to attract the right buyer and maximize value
• Understand the role of M&A advisors and investment bankers in a sale
• Evaluate Employee Stock Ownership Plans (ESOPs) as a succession option
• Build a realistic timeline for exit, succession, and transition planning

Hear directly from industry experts:

• Roger Feldman, CEPA, CPFA — Financial Advisor, Anchor Wealth Management, UBS Financial Services
• Chris Hicks, CFP — Managing Director, Anchor Wealth Management, UBS Financial Services
• Nick Francia, CEPA — Managing Director, Private Wealth Management, The Capital ESOP Group at UBS Financial Services
• Michael Harden, CFA, CPA — Senior Managing Director, Ambrose Advisors

Bring your questions and gain clear, actionable insights to help protect what you’ve built and plan your next chapter with confidence.

REGISTER NOW