The Hilton Group at UBS will hold a workshop titled “How to Exit Your Business.” Certified Exit Planning Advisor James Hilton will lead a discussion on the key considerations, risks and opportunities for business owners to know before, during and after a planned business exit. Topics include maximizing business value pre-exit, top seven ways to structure a sale or transfer, and strategies for maintaining lifestyle and wealth post-exit.
THURSDAY, JUNE 15, 7:30 – 9:00 A.M. Free.
Crowne Plaza, 801 Greenwich Avenue, Warwick.
The Hilton Group
UBS Financial Services Inc.
130 Bellevue Avenue, Suite 301
Newport, RI 02840
hana.couture@ubs.com
401-843-8824
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy
For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.html
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