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…

If you have ever traveled on the London Underground, you have undoubtedly seen the signs and heard the announcements to “Mind the Gap” between the…

How Valuable is Your Business?  As a San Diego business owner, your business is often the most valuable asset in your net worth. Just as…

According to the Exit Planning Institute, 79% of business owners have no written transition plan and 48% have not completed any exit planning. On top…

The Goal = A Successful Business Exit The Strategy = Focusing on Creating Business Value in Addition to Income Where to Start? = You may…