Prosperity Partners Q1 2026 Investment Update. Executive Q&A Discussion: Mark Chandik (President & Chief Investment Officer) & Bryan Ugalde (Vice President and Chief Operating Officer) sit down together to discuss a comprehensive look at what's been a pretty eventful start to the year. Your Chief Prosperity Officer® – Securing Your Future Together *For a free copy of Mark's book, 10 Financial Strategies for the Smart Investor, click here: https://prosperity-pwm.com/* *Book a 1-hour Introductory Meeting with Mark - https://calendly.com/mark-prosperity-pwm/new-meeting* *To sign up for our complimentary weekly newsletter, email your contact information to info@prosperity-pwm.com* Follow us on social media to never miss an update: *Prosperity Partners LinkedIn - https://www.linkedin.com/company/prosperitypartnerspwm* *Prosperity Partners IG - https://www.instagram.com/prosperitypartnerspwm/* *Prosperity Partners Facebook - https://www.facebook.com/prosperitypartnerspwm/* *Have any questions? Email them to mark@prosperity-pwm.com* Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Adviser and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201 Prosperity Partners and FDP Wealth Management, LLC are separate entities from ValMark Securities, Inc. and Valmark Advisers, Inc. Prosperity Partners, FDP Wealth Management, LLC, ValMark Securities, Inc., Valmark Advisers Inc., and their representatives do not offer tax advice. You should consult your tax professional regarding your individual circumstances. The information contained in this email is privileged or confidential information intended only for the use of the individual or entity named. If the reader is not the intended recipient, agent or other person or entity responsible for delivery to the recipient, you are hereby notified that any dissemination, distribution or use of this information is neither allowed nor intended for your use and may subject you to legal action if such information is acted upon. If you have received this communication in error, please reply back indicating ERROR IN DELIVERY in the subject line and your email address will be removed. Thank you for your cooperation.

How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde.

What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites?

To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to construction sites throughout SoCal.

After a long and productive career, Dan took an interesting approach when exiting his company: he chose to liquidate rather than sell. Through that process, he made sure his key employees were well taken care of, helping many of them retire or find places within the industry.

A master at forming long-term relationships, Dan is also very active in helping the industry fight harmful legislation, having also served on the SCCA Legislative Committee.

• Listen in as Dan shares his thoughts with host Mark Chandik on:
• Business And Regulatory Changes In Your Industry Over The Years
• The Effect Of California Compliance Regulations On Independent Truck Owners
• How Did You Decide On The Exit Strategy For Your Company
• What Length Of Time Did It Take To Wind Down Your Business
• Fostering Long-Term Relations
• Advice On Navigating The Highs And Lows Of The Industry
• Managing Your Cash Flow
• Hiring Employees For The Long Term
• How Important Is Family Support
• How Important Is Your Work With Charities
• Using Professional Consultants

Free Exit Preparedness Assessment

In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: https://fdpwm.com/site/our-clients/exit-strategies/

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

GET THE BOOK

For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit www.fdpwm.com

Exit Strategies for the Business Owner with Guest Ben Julianel

Today we're looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it's a sizable asset.

We're going to help you think about what's next for both your business and yourself, even if you never plan on retiring.

A successful exit or transfer of a business has 4 stages:

1. First, assemble your team of professionals to help with the process
2. Evaluate and improve your financials
3. Consider types of buyers - insiders, third parties, or employee ownership
4. Structuring the deal - how and when the transfer of value takes place

Free Exit Preparedness Assessment

In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: https://fdpwm.com/site/our-clients/exit-strategies/

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

GET THE BOOK

For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit our website

NOTE:

This information is provided as a financial planning tool/solution to business owners and is designed to offer valuable education and insight to the myriad decisions that should be considered when planning to exit a closely held business. FDP does not participate in the actual sale of private businesses.