Scott Bishop, Executive Vice President of Financial Planning for Avidian Wealth Management hosts a special edition of STA Money Hour with guest Chris Masters, CPA. Chris is the Managing Shareholder for the Houston office of Doeren Mayhew CPAs and Advisors.  Scott and Chris have worked with several clients in terms of business succession planning and exit strategies.  On today’s show, Scott and Chris talked specifically about Succession Planning for family, small and closely-held businesses and also talked about things a business owner should consider related to their “Life after the Sale”.

They also discuss their upcoming free workshop on September 26, 2019 titled “Succession Planning and Life After the Sale”.  Among other things, at the workshop, they will cover items and solutions discussed in Scott’s Article on Business Succession that discusses why most business owners have no succession plan or exit strategy.  Follow this link for an Invitation to the workshop – Succession Planning and Life After the Sale.

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!