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Money Matters
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Attractive vs. Ready—Is Your Company Ready to Sell?

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…

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Out & About – March 2022
29 Mar 2022 by: CCMI
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At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

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The Top Three Expense Categories You Should Review to Save More Money
28 Mar 2022 by: Matt Ryan
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“Skip your daily coffee run.” “Pack a lunch.” We’ve all heard money-saving tips like these, and while small, daily practices can save you some money,…

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The Benefits of Using a Donor Advised Fund for Your Charitable Donations

CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…

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Out & About – February 2022
25 Feb 2022 by: CCMI

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

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What is a Financial Plan, and Why Should You Build One?

 We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to…

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Sailing Into Retirement—A Safety Checklist
23 Feb 2022 by: Tina Vieregg
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If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

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Out & About -January 2022
27 Jan 2022 by: CCMI
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At the Firm The team completed rebalancing in the first week of the year as we looked to trim areas that had overgrown their target,…

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How to Manage Your Risk and Taxes if You Hold Restricted Stock Units
26 Jan 2022 by: Matt Ryan
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Restricted stock units, commonly referred to as RSUs, are becoming an increasingly popular equity compensation option for large and small publicly traded companies. RSUs are…

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Business Owners — Mind the Gap(s)
20 Jan 2022 by: Brian Matter
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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…

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