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WhaleTail GameBoard©

Identity business opportunities and concerns. Have Fun!

Striving to produce consistent, positive results built
on sound judgement, experience and innovation

game board

Here's a list of priorities that impact Businesses.

Tap on the priorities that resonate with you and then tap the Have To/Want To box where you want them recorded.

Scroll down to get your responses

Want to Now

Want to Later

Have to Now

Have to Later



Consistently increase value in my business
Solidify my process to move business equity to my personal balance sheet
Protect my plans for business continuity/transition
Share my written plans and signed documents with family and advisors
Align registration of my assets with my written plans
Protect my legacy from eroding healthcare costs and increasing taxes
Clearly define what enjoyment means for me
Position resources for lifetime tax favored access and income
Become aware of post-ownership taxation strategies
Align key contributors with my long-term strategies
Quantify key contributor value to my business
Efficiently reward my key contributors
get your results

Please enter the following information

A copy of your results will also be sent to [email protected].

We may contact you to discuss your priorities and determine if we could be of assistance.

For your own safety: Before submitting any information to any adviser, you may use FINRA's BrokerCheck, found here, and do a background check on the adviser in question.