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 original owner leaves, dies, or becomes incapacitated.  A continuity plan protects short-term 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...
Questions to Explore Before You Meet with Your Estate Planning Attorney Depicts Woman Reading Laptop.

December 7, 2020

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

February 6, 2020

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