Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

At the Firm The CCMI team has been busy preparing for the reopening of our office to clients. As rules allow and as our building…

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…

When you decide to leave a company, there is generally a checklist of items you need to accomplish before you depart. If you’ve been awarded…

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

“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…

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…

May 2 kicked off National Small Business Week, which celebrates the role small businesses and entrepreneurs have in building our country’s economy. According to the…

At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…