Business Succession Planning
If you intend to pass your business onto the next generation, and you want to minimize both the tax implications and the risk of transition, watch this short video to learn how to develop the perfect exit strategy or business succession plan.
Kelly C. Warner
Gameplan Financial Group
Founded by Kelly Warner in 2010, the Team at Gameplan Financial Group works together to ensure every client’s lifestyle is protected and their future is secure for generations to come. Our Advanced Planning Team offers Individuals, Families, and Business Owners decades of combined experience in Life Insurance, Estate, Tax, and Retirement Planning.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.Representatives of Gameplan Financial Group, Gameplan Insurance Advisors, and Gameplan Financial Life Strategies do not provide tax or legal advice. Consult your tax advisor or attorney regarding your situation. NPR Insurance Lic#15979464