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.  Please sign up for this conference by following this link:

We look forward
to connecting

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!