Alex W. Howard

Scott Bishop, Director of Financial Planning for Avidian Wealth Management hosts a special edition of STA Money Hour with guest Alex W. Howard, CFA, ASA. Mr. Howard is a managing director in the Valuation and Financial Opinions Group of Stout, Risius, Ross (SRR). Scott and Alex cover many issues related to how and why business owners, need to contemplate and execute their coordinated business succession plans, and exit strategy in order to maximize the value of their business to themselves, and their family.  For our business owner clients, this is an integral part of their comprehensive financial plan.  During the interview, Scott mentioned the article posted by the AICPA Personal Financial Planning section and you can find it here.

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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