Succession Planning

Why Is Making Succession Planning Decisions So Difficult?

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:

The relative attractiveness of your business to a potential purchaser will impact your overall valuation. The higher you score in this questionnaire then the higher the likely value of your business. The report should also be seen as a checklist of areas to improve upon before you try and sell your business.

Learn More


Succession Planning is Not the End

If you dislike talking about estate planning, you will exponentially dislike talking about succession planning.

I have a workaround. Rather than looking at succession planning as the end game where you are looking at life

passing you by and loss of one's purpose, take a fresh look...

Read More
Orchestrate Your Exit and Succession

Orchestrate Your Exit and Succession

Download Now

Organize

your values, financial & people resources.

Understand

your options and consequences

Decide

and implement your succession plan.

Want to create Financial Harmony? 

Schedule your 15 minute MoneyCapsules® conversation with Jaimie.


End Your War With Money.

Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.


Get My Free Ebook

Have a Question?

Thank you!
Oops!