
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
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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
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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
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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
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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
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February 6, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: What does business continuation planning look like and who are the participants? Below
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