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 Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As you prepare for the family business 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®, CPFA®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing 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®, CPFA®, CRC®: Business continuity is a tool for handling the transfer of a business to a different owner when 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®, CPFA®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique Read More...
Questions to Explore Before You Meet with Your Estate Planning Attorney Depicts Woman Reading Laptop.

December 7, 2020

Presented by Ben Murphy, CPA, PFS™, CPFA® : Before your first meeting with an attorney to draft or update your estate plan, he or she may send you Read More...
Business continuation planning depicts a clock face under water.

February 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: What does business continuation planning look like and who are the participants? Below Read More...