Mike Sweeney recently participated in an Exit Planning Roundtable at the University Club alongside:

• James Hilton of The Hilton Group Private Wealth Management;
• Ramsey Goodrich of Carter Morse & Goodrich;
• George Warner, CPA, MST of Warner & Co.; and
• Pat Nelson of KKR & Co.

The panel provided valuable insights and sparked an engaging discussion among business owners, creating a dynamic and informative session.

Special thanks to The Hilton Group at UBS for sponsoring and organizing the event.