Event calendar

Business Owners Forum

 

This event will also be hosted in Walnut Creek on Tuesday, April 29 and in Palo Alto on Wednesday April 30. Pleast contact a member of The Farallon Group for more details.

 

Preparing for strategic exit.

Over the next five years, millions of closely held businesses will be sold in the United States. You have worked years, if not a lifetime, to build your business and it's important to feel confident and best prepared for the future.

With the M&A market demonstrating a recovery in 2024, it may be that you are considering your exit options. This Forum will not only help you understand how to tax efficiently enhance your business's sale prospects to a third party or to employees but also inspire you to envision and plan the next exciting chapter of your life and the legacy you hope to leave. Join us for an empowering day to engage with industry experts and peers as you discover your future's potential.

Speakers

James Jack, Managing Director & Head of Business Owners Client Segment; UBS
Ari Messenger, Executive Director & Senior Wealth Strategist of Advanced Planning; UBS
Kaveh Gilanshah, Senior Wealth Strategy Associate of The Capital ESOP Group; UBS
Amy Grossman, Vice President of Complex Assets Group; Fidelity Charitable
Rob White, Managing Director & Co-Head of US Industrials M&A; KPMG Corporate Finance, LLC

Host

Emily De la Reguera, Executive Director & Market Executive, San Francisco Market; UBS



To RSVP, please contact a member of The Farallon Group by April 23rd


This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented.

UBS Financial Services Inc. does not provide legal or tax advice and this does not constitute such advice. UBS strongly recommends that persons obtain appropriate independent legal, tax, and other professional advice.

Fidelity Charitable is a financial sponsor of this event. Fidelity Charitable and FMR LLC are not affiliated with UBS Financial Services Inc. KPMG Corporate Finance LLC and UBS Financial Services Inc. are not affiliated.

Please note that the views presented by third party speakers are their own views and may not necessarily be the same as those of UBS Group AG and its affiliates. UBS does not attest to the accuracy and completeness of any information or associated materials provided by them. UBS makes no recommendation in relation to them or their services.

Please be aware that photography and filming may take place during this Educational Program. By attending this Educational Program, you consent to being photographed and filmed, as well as to UBS’s right to use the photographs and/or recordings for our internal and/or external communications purposes. Photographs may also be sent to attendees during and / or after this Educational Program.


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