Succession Planning

Why Is Making Succession Planning Decisions So Difficult?

At NAMM U Jaimie presents his unique approach to succession planning.

Succession planning involves retirement, legal, tax, business, family, value creation, and personal financial issues.

We’ll help you learn a simple process so you can make sound financial decisions when interacting with your inter-disciplinary team of professionals in three easy steps:

Organize

your values, financial & people resources.

Understand

your options and consequences

Decide

and implement your succession plan.

Sound-Money-Graphic

Discover effective solutions for a healthy succession plan at moneycapsules.com



To schedule your complimentary introductory call

Click Here

or call 212-829-0001

“I’m passionate about helping music retailers successfully transition business ownership, while taking care of the business of their family.”


Jaimie M. Blackman,
President
BH Wealth Management