Tidal Wealth Partners, UBS recently hosted an exclusive lunch with authors Mark Achler and Mert Iseri to discuss their new book Exit Right: How To Sell Your Startup, Maximize Your Return & Build Your Legacy. UBS financial advisor Brenda O’Connor Juanas moderated the event that took place on at Soho Beach House in Miami Beach. Guests included entrepreneurs in the South Florida region.
From left to right: Mert Iseri (author of Exit Right), Brenda O’Connor (UBS Financial Advisor), Mark Achler (author of Exit Right)
From left to right: Mert Iseri (author of Exit Right), Michael Eustace (UBS Financial Advisor), Anthony Solfaro (UBS Senior Wealth Strategy Associate), Brenda O’Connor (UBS Financial Advisor), Mark Achler (author of Exit Right)
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).