Many business owners believe their business will sell overnight. When they finally go to market to find a buyer, those same owners are often surprised…

“Am I ready to sell my business?”   The Exit Planning Institute’s State of Owner Readiness Survey shows most business owners will not be ready and…

A false dilemma is a fallacy based on an “either-or” type of argument. Two choices are presented (when many more likely exist) and the claim…

All business owners will eventually exit their business by selling to the highest bidder, closing down through a liquidation, passing to a successor, or, unfortunately,…

We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is…

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

In previous years, CCMI has always enjoyed holding a “Gathering for Good” event where we put together hands-on projects to support various charities in the…

Have you recently left a job or anticipate you’ll switch employers soon? Part of your exit checklist should include what you will do with your…

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…