Finance and Real Estate Directory

The following banks, finance companies, investment banks, private equity firms, merger and acquisition specialists, real estate developers, business brokers and other financial intermediaries lenders are providing capital and advice to the restaurant industry. 

← Return to search

Finance & Real Estate Directory

UBS/SoCal Succession Planning Group

Carl Hattermann
Map888 San Clemente Drive
Suite 300

Newport Beach, CA 92660
(949) 717-3966


The SoCal Succession Planning Group at UBS assists business owners as they transition out of their businesses to the next phase of their lives. We are strategic partners with The ESOP Group, the premier advisory group helping business owners transition their business ownership to their employees. We also partner with The 831 Group, a team that manages assets for captive insurance companies. In the end we are wealth managers, providing our clients with holistic financial advice.

Additional Information:

Toll-free: (800) 407-4706