Register for our upcoming webinar on Thursday, January 21st at 12 PM ET to explore financial topics a business owner should be aware of when contemplating an exit.

Sellers

Contemplating your Exit:
A Wealth Manager’s Perspective

Register for this webinar

Our discussion will include:

  • Pre-Exit Planning
  • Managing Your Wealth
  • Prioritizing Things in life that mean the most to you!

Date: Thursday, January 21st

Time: 12:00 – 12:45pm

In this webinar, we will explore financial topics a business owner should be aware of when contemplating an exit, now or in the future.

Our discussion will include: Pre-Exit Planning, Managing Your Wealth, and Prioritizing Things in life that mean the most to you!

Andrew Kittelson, a Senior Vice-President of Wealth Management & a Certified Exit Planning Advisor at UBS Financial Services, Inc will share his experiences and guidance on this important topic for business owners who are thinking about an exit.

This Webinar will be hosted by Adam Petricoff, Managing Partner at VR Business Brokers – Charlotte.