UBS Investor Watch - Selling a business

Join us for an upcoming webinar for business owners considering an exit.

Coming off an active market for mergers and acquisitions, the latest UBS Investor Watch looks at business owners who now face headwinds from higher interest rates, inflation and political uncertainty. We spoke with owners considering an exit and those who recently sold their business.

Among current business owners, we found that many fear they missed their best chance to sell. But experts advise that opportunities still exist and the key to attracting the right buyer is to plan ahead. As for business owners who recently sold, most wish they’d taken more time to prepare. They’d agree: start planning now to be ready when the winds shift and opportunity arrives.

Election Watch

Join us for a virtual update from UBS Senior Lobbyist John Savercool as we begin our analysis of what's to come for the 2024 election cycle. With more than 23 years of experience on Capitol Hill, John will provide a lay of the land heading into the presidential election and what our investors should be paying attention to.


Zoom Passcode: @Ubs2023

Cyber Event

Cyber threats have evolved worldwide. As we become more dependent on
digital tools, the way we manage our information also needs to evolve. With a
bit of diligence and care, you can safeguard your information – the key is
awareness.
Please join us for a special webinar on tips and guidelines to best recognize
and navigate cybersecurity threats. Financial Advisor and CERTIFIED FINANCIAL
PLANNER™, Christina Duffy, from our team will lead the presentation
discussing topics like:

• common cyber attack techniques
• essential steps to take to protect your information
• what to do if you’re compromised
• action steps to take now
We hope you’re able to join us for this important topic. Please share this
invitation to friends and family.

Hosted by
The Horton Neville Shick Wealth
Management Group
Kaufman Wealth Management