Our expert panel of business valuation, wealth, and legal advisors will discuss the importance of developing a succession plan today and working with your team of advisors to effectively make the transition. This meeting will provide valuable information regarding the key factors to consider and steps you need to take to successfully transition your business.
Featured Presenters:
Business Valuation
Alex W. Howard, CFA, ASA, Principal HFBE Inc.
Wealth Advisory
Alison Moss, Vice President, Paul Comstock Partners
Legal Counsel
James Howard, Partner Locke Lord LLP
Location
The Junior League of Houston
1811 Briar Oaks Lane Houston, Texas 77027
Please RSVP to Alison Moss by March 22