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

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...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Buy-sell agreements can provide stability for your business in the event of your death, Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing Read More...

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Business continuity is a tool for handling the transfer of a business to a different owner when Read More...

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique Read More...