OCT. 14, 2021 | 10:30 A.M. - 1:30 P.M.
Business Transition Consultants
The Business Transition Consultants are a UBS Financial Services team that focuses on the unique and specialized wealth management needs of owners of closely held businesses. We provide full service wealth management, exit and retirement planning, business valuation, asset management and assist with , investment banking and ESOP planning. We help business owners create, manage and maximize their wealth throughout the entire life cycle of their companies – start up, operating and transitioning ownership.