MONROE - Scott Mosher, a financial services representative with Mosher Financial Advisors, earned the Certified Family Business Specialist designation.
The additional training will help Mosher identify the needs of the Monroe area's growing number of family-run businesses with whom they work. The CFBS program educates financial professionals to help understand the emotional issues confronted by owners contemplating a transition of their business; identify financial issues regarding succession planning; recognize tax and financial considerations regarding transitioning the business; and offer benefit plans to help attract and retain top talent.
This achievement places him in an elite class of financial services professionals who provide services to family-owned and closely-held businesses regarding succession planning, family business dynamics and business protection products specifically tailored to the needs of these business owners. Mosher earned this designation through a rigorous educational program at The American College in Bryn Mawr, Pennsylvania.
Mosher received his undergraduate degree from the University of Wisconsin-Madison, earned his master's degree from Marian University and has completed several other industry-related courses.
The additional training will help Mosher identify the needs of the Monroe area's growing number of family-run businesses with whom they work. The CFBS program educates financial professionals to help understand the emotional issues confronted by owners contemplating a transition of their business; identify financial issues regarding succession planning; recognize tax and financial considerations regarding transitioning the business; and offer benefit plans to help attract and retain top talent.
This achievement places him in an elite class of financial services professionals who provide services to family-owned and closely-held businesses regarding succession planning, family business dynamics and business protection products specifically tailored to the needs of these business owners. Mosher earned this designation through a rigorous educational program at The American College in Bryn Mawr, Pennsylvania.
Mosher received his undergraduate degree from the University of Wisconsin-Madison, earned his master's degree from Marian University and has completed several other industry-related courses.