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...

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...

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...

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