Elderly business own chatting on phone for third-party sales proposition.

How Third-Party Sales Work

June 30, 2023

Third-party sales can be a good way for owners to exit their businesses and realize significant financial gains. There can also be some risks associated with these types of sales. We walk you through them. Presented by Kris Maksimovich, Read More...

Value Drivers for a Business concept photo depicts technology and network concept. Young businessman working in virtual reality glasses sees the inscription: business value

What Are the Value Drivers for a Business?

June 21, 2023

Value drivers are an important part of running a small business. We take a closer look at the many value drivers that business owners should consider Read More...

SECURE 2.0: Workplace Retirement Plan Startup Tax Credits

February 20, 2023

SECURE 2.0 can help alleviate the cost to small business owners setting up a workplace retirement plan. Learn about the potential tax credits and who Read More...

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

Successful Family Transfer of Your 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®, Read More...

Family business transition with attractive couple signing contract

Family Business Transition Guide

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.

Buy-Sell Agreements

November 22, 2021

Buy-sell agreements can provide stability for your business in the event of your death, disability, or retirement. A properly structured agreement Read More...