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...
Business continuity instructions with employees gathered around a laptop in the conference room for planning

July 2, 2021

By Kris Maksimovich, AIF®, CRPC®, CRC®: Business continuity is a tool for handling the transfer of a business to a different owner when the Read More...
3 Approaches Business Owners Can Use for Planning depicts female business owner standing outside a stone building.

December 26, 2020

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