Winning Back-Office Strategies to Boost Your Business Agility
VIEWpoint Issue 1 | 2023
2023 Compliance Trends: Staying Ahead in an Evolving Regulatory E...
Houston Shareholder Jennifer Mailhes was recently a guest on STA Money Hour’s radio show “Financial Planning Friday,” where she discussed the firm’s upcoming M&A Insight event and more with host Scott Bishop. During this radio segment, Mailhes and Bishop also shared insight into many areas business owners often face in creating their optimal exit strategies and succession plan, and offered thoughts to help overcome them.
Bishop, an executive vice president at STA Wealth Management, will join Mailhes as an event panelist at M&A Insight on June 7, where they’ll further discuss topics related mergers and acquisitions, including current industry trends, maximizing value through planning and preparation, wealth management strategies and more. Click here to register for the event.
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