Exit Readiness & Exit Execution

How to successfully get out of your business and on with your life. A conversation about Mergers & Acquisitions, Employee Stock Ownership Plans (ESOPs), along with value enhancement strategies before the transaction, and post transaction thoughts on Leverage, Liquidity, and Longevity. 

Meet Our Panelists:

• Roger Feldman, CEPA®, CPFA®, Financial Advisor at Anchor Wealth Management, UBS Financial Services Inc.
  

  Roger Feldman is a Certified Exit Planning Advisor (CEPA) with the Anchor Wealth Management Team at UBS Financial Services. With over 40 years of experience, his focus has always been on helping his clients achieve their long-term financial goals. With this Team, he works with both business owners and their retirement plans to become confident in their succession plans and investment decisions. Having worked with owners of construction companies for many years, Roger understands what is important to them and their trusted employees and families. 

• Chris Hicks, CFP®, Managing Director at Anchor Wealth Management, UBS Financial Services Inc.
  

  Christopher K. Hicks is a Managing Director, Wealth Management Financial Advisor, and Senior Portfolio Manager. He holds a Certified Financial Planner certificate, awarded by the Certified Financial Planner Board of Standards, Inc. Chris graduated from Guildford College in 1992 with a degree in economics. He primarily focuses on investment planning, implementing high-net-worth strategies for groups, corporate retirement benefits, and investment management selections. Chris also works closely with assisting Families with Disabilities. 

• Brian Humenesky, CFA®, Managing Director at Ambrose Advisors
  

  Brian is a Managing Director at Ambrose Advisors. He has over 25 years of experience in M&A, corporate finance, valuation, corporate strategy, and development. He is responsible for the management and execution of M&A and Corporate Finance transactions across Ambrose’s core industry focus areas. Before joining Ambrose, Brian was the manager of business strategy and corporate development at Celanese Corporation, a Fortune 500 chemicals and specialty materials company, responsible for the execution of buy-side and sell-side M&A initiatives along with other strategic objectives. 

Date:  Thursday, October 23, 2025
Time:  3:00 PM - 4:00 PM ET
Location:  Zoom
Cost:  No cost to participate. Advance registration is required.

There is no fee to attend, but the event is open ONLY to current RCA members, retailers, developers/landlords, and RCA sponsors/benefit providers. The session will be held via Zoom. Access information will be sent after registration.

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