Succession Planning

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

Succession planning involves:

  • Retirement planning

  • Employee retention & funding strategies

  • Personal, business, & family planning

  • Value creation

  • Coordinating tax and legal issues

Let us help you create your succession plan.
Contact us today. Don’t delay.

Organize

your values, financial & people resources.

Discover Values-Based Succession Planning

Understand

your options and consequences

Decide

and implement your succession plan.

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