We’re thrilled to announce CCMI has been named a finalist for the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the…

CCMI has been named one of the top registered investment advisors (RIAs) by Worth magazine on its 2024 Worth Leading Advisors list. According to the…

Whether approaching retirement or not yet ready to retire, all entrepreneurs reach a juncture where they ask, “Should I sell my business?” We often guide…

From day one, business owners should begin planning their exit from their companies, which may be surprising or sound premature for new entrepreneurs. Over the…

Spring training is an exciting time for baseball fans, and it also serves as an excellent metaphor for financial planning, especially for high-income-earning young professionals….

Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

“Do I keep growing the business or is it time to exit?” This question was recently posed by a San Diego business owner who was…

Brian Matter, CFP®, CPWA®, CEPA, principal and owner of CCMI, is committed to being a lifelong partner with CCMI clients through all their highs, such…

CCMI has seen its fair share of business exits working with San Diego-based business owners, and we’ve recently observed an uptick in selling activity. Previously,…

An entrepreneur who buys businesses from retiring owners recently shared his methodology for business valuation with me. The concept of business attractiveness and readiness in…