Bright office with formally-dressed managers gathered around a large table, with their smiling boss speaking about a successful family transfer of the business.

May 10, 2022

Family transfers can cause problems when owners and families hold disparate views about the business and estate. By Kris Maksimovich, AIF®, CRPC®, CRC®: Your business plays a large role in supporting your family’s lifestyle and Read More...
Family business transition with attractive couple signing contract

April 18, 2022

A guide for small business owners that can help you formulate the actions needed to effect a successful family business transition. Presented by Kris Read More...
Buy-sell agreement with business owners shaking hands.

November 22, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Buy-sell agreements can provide stability for your business in the event of your death, disability, or Read More...
Choosing an entity for your business photo shows business man and woman working on laptops.

September 13, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing or Read More...
Insuring your business image shows woman with briefcase walking across tightrope

May 17, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Insurance coverage is available for every conceivable risk your business might face. Below, you’ll Read More...
The SEP IRA image shows businessmen and women sitting together having a discussion.

March 1, 2021

Presented by Dean Elliott: As a self-employed individual or small business owner, you have the ability to establish a simple and cost-effective Read More...