Brant Point Group
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Event calendar

Advanced Planning for Private Company Shareholders

Join us for a discussion covering financial planning considerations for Founders and private company shareholders.

Location

Date & time

Speakers

Supporting links

30 October, 20254:00 PM - 4:45 PM Eastern

    Advanced Planning for Start up Founders

    A deep dive into planning for startup founders, focusing on personal financial planning prior to and after an exit or secondary sale. 

    Location

    Date & time

    Speakers

    Supporting links

    RSVP for a Zoom invite

    24 July , 20254:00 PM - 5:00 PM Eastern
    • James Jack - Head of UBS Business Owners Group
    • Matthew Goward, CFP - UBS

    Personal Financial Planning and QSBS for Start-up Founders

    We'll cover topics such as: personal financial planning prior to, during and after an exit. In addition we'll discuss how Founders can protect up to $10 million or more from federal taxes on an eventual exit by utilizing the Qualified Small Business Stock exemption.

    Location

    Date & time

    Speakers

    Supporting links

    26 February , 20254:00 PM - 5:00 PM Eastern
    • Matthew Goward, CFP - UBS
    • Daniel Krolikowski, CPA, MBA - Team Co-Leader, Withum Founders and Tech Executive Services

    Equity Compensation for Start-Up Executives and Employees

    Need guidance on making the most of your equity? Join us as we explore the ins and outs of equity compensation.

    Location

    Date & time

    Speakers

    Supporting links

    RSVP to matthew.goward@ubs.com for a Zoom link

    11 December , 20244:00 PM - 4:45 PM Eastern
    • Matthew Goward
    • Todd Mayo

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