Jennifer Mailhes, CPA

Scott Bishop, Executive Vice President of Financial Planning for Avidian Wealth Management hosts a special edition of STA Money Hour with guest Jennifer Mailhes, CPA. Jennifer is a shareholder and Managing Director with Doeren Mayhew Capital Advisors specializing in working with clients in the areas of M&A Advisory, Due Diligence and Exit planning areas.  Throughout her career, Jennifer has provided business advisory services to help clients achieve their strategic or exit goals, from building business value to developing growth strategies and identifying exit planning opportunities. You can access Jennifer’s full bio here.

During this edition of STA Money Hour, Scott and Jennifer discuss many of the areas that business owners face in creating their optimal exit strategies and succession plans.  They also discuss their upcoming conference on June 7, 2017 on 2017 Mergers and Acquisitions with an eye towards Seizing Opportunities in Today’s Markets.  They also discuss many things outlined in the attached article on Business Succession.

Reviewed By:

Shaheen Ladhani

Managing Partner

Avidian's wealth planning articles are reviewed for accuracy and alignment with current industry standards by Shaheen Ladhani, Head of Avidian's Endowment and Foundation practice, who brings over a decade of experience managing portfolios for private clients, endowments, and foundations.

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