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

It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA.  What is the FAFSA?…

At the Firm July has been a busy month in the CCMI office, as many clients have elected to come by for in-person meetings. Our…

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…

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…

San Diego local and skateboard legend, Tony Hawk, and Georgia-based FedEx driver, Mikail Farrar, were able to spread some cheer to two youngsters last month….

At the Firm… Most of the CCMI team is continuing to work remotely for now, but some team members have slowly started returning to the…

CCMI invited speaker and author Amy Florian to present in a virtual session to clients and friends of the firm. Amy’s message aimed to help…

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of…

Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to…