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

In this TAUC webinar, industry experts break down strategic exit planning for construction business owners — from M&A and third-party sales to ESOPs and internal succession.

Designed for owners thinking about protecting long-term value and planning beyond day-to-day operations, this session explores:

• How to prepare your company to attract the right buyer
• The role of M&A advisors and investment bankers
• Using ESOPs as a succession strategy
• Realistic timelines for transition planning
• Common mistakes that reduce valuation or limit options
  

Featuring Roger Feldman (CEPA, CPFA), Chris Hicks (CFP), Nick Francia (CEPA), and Michael Harden (CFA, CPA), the conversation offers candid, expert guidance to help owners make informed, strategic decisions — before urgency forces their hand.

For contractors considering what comes next, this webinar provides a clear framework for protecting enterprise value and building a successful transition plan.