Upcoming events

State of the Markets Zoom Call with Jeb Hensarling (hosted by ATX Wealth Partners)

Please join us for an informative discussion on the current market environment, federal policy and legislation led by Jeb Hensarling, former eight-term U.S. Congressman and former Chair of the House Financial Services Committee. The call will be hosted by UBS Private Wealth Advisors, Josh PottingerCIMA®, CEPA® and Jason Chirogianis, CEPA®

Zoom invite sent upon RSVP to Ross Cannady (ross.cannady@ubs.com) 

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Zoom Call

14 July , 20221:00 PM - 2:00 PM Central

  • Jeb Hensarling

How to exit right - Know your options. Plan early

Join us for a conversation with Mark Achler and Mert Iseri, coauthors of the book Exit Right—a definitive guide on how to sell your business, maximize your return and build your legacy. They’ll explain why deals get into trouble, how to create alignment between negotiating parties and what terms you should care about most.
Don’t miss this chance to learn about some of the most difficult issues that a business owner will ever face.

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Zoom Event

19 October , 20221:00 PM - 2:00 PM Central

  • Mark Achler, Managing Director of MATH Venture Partners Adjunct Professor, Northwestern University Kellogg School of Business, Coauthor of Exit Right
  • Mert Iseri, Entrepreneur in Residence at MATH Venture Partners Adjunct Professor, Northwestern University McCormick School of Engineering, Coauthor of Exit Right

How to exit right— Know your options. Plan early