“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…

  Business valuations have been in the news recently thanks to WeWork’s Initial Public Offering (IPO) struggles.  The company was touted as the “next big…

The following is an interview with Peg and Bob Eddy. We asked them to share some of their perspectives regarding their retirement on May 1,…

Alan Lakein said, “Failing to plan, means planning to fail.” This quote can be especially true when referring to business succession planning.  While CCMI has…

by Peg Eddy, CFP ® Having been a CFP practitioner since 1983 and now on the cusp of my retirement, a look back on my…

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…

We often find that the old saying “No one plans to fail, but many fail to plan” is most applicable to business owners regarding their…

The massive number of column inches dedicated to business succession planning focus on the legal, tax and business aspects of this lengthy process, which is…

Planning for life after work is a process, rather than merely an event. Preparing for financial independence later in life involves envisioning what your life…