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...

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...

3 Approaches Business Owners Can Use for Planning depicts female business owner standing outside a stone building.

3 Business Planning Approaches Owners Can Use

December 26, 2020

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...