Scott Holman
Edward Jones
Scottsdale, Arizona
Professional Profile
Call Me When
Your business is 3-5 years from exit or you need help with any finance question
Professions
Insurance
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business growth
Business management
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Compensation
Debt
Employee benefits
Employee engagement/ retention
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Private equity
Retirement
Risk management
Sales
Strategic planning
Tax
Exit/Transition Planning
Cooperative business models
ESG
Business Focus
I focus on construction, dentist, and attorney founders
Professional Certification
CEPA, AAMS
Transition Planning Certification or Methodology
EPI
Client Industries
Business Services
Consumer Services
Health/Pharma/Biotech
Real Estate/Construction
Wholesale/Distribution
Advisor Resource Relationships
B2B CFO
EOS
EPI
BizEquity
Chapter information
Membership
Phoenix Individual
Member since
New Member
Why I'm a Member of XPX
to ensure that owners maximize their return on life.
Make XPX Part of Your Business Plans
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