Planning and Executing an Effective Business Succession Plan

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


The Junior League of Houston

1811 Briar Oaks Lane Houston, Texas 77027

Please RSVP to Alison Moss by March 22