Upcoming events

Five Questions to ask When Selling Your Business.

Over the next five years, millions of closely held businesses will
be sold. Having dedicated years, perhaps even a lifetime, to
building your business, it is crucial to feel confident and wellprepared
for its future. We invite you to join us for an engaging
Business Owner Forum titled, "When you start thinking about
selling your business, what are the five questions you wished
you had asked yourself five years ago?"
Our expert panel consists of, a Merger & Acquisition Attorney,
Investment Banker and a Merger & Acquisition CPA. Their years
of experience in business transitions will be valuable for any
business owner.
This event will cover topics such as preparing your company for
sale, the current M&A landscape, recent changes in tax laws,
and the importance of financial planning. You'll also have the
chance to network with fellow business owners in your
community.

Location

Date & time

Speakers

Supporting links

Meridian Building / 1320 Main Street / Columbia , SC 29201 / 17th Floor

10 July, 20245:45 PM - 7:00 PM Eastern

  • Thomas Brumgardt - Corporate Practice Partner Nelson Mullins LLP
  • Daniel McBroom - Head of Private Capital Markets Capstone Partner
  • Brett G Lanzl CPA - Group Leader Elliot Davis LLC.

June Women's Wine & Learn

Join us for our monthly UBS Women’s Wine & Learn event, featuring Carla Jimenez, who will speak to us about how you can utilize life insurance and long-term care planning to manage unexpected risks.

Please RSVP so we can have your name at the security desk to check in the night of the event.

We look forward to seeing you in our new venue

Location

Date & time

Speakers

Supporting links

Meridian Building 1320 Main St. Columbia, SC 29201 *17th Floor*

11 June , 20245:30 PM - 7:00 PM Eastern

  • Carla Jimenez * Regional Life Consultant * Nationwide Financial