Succession Planning Category
Time to Exit Your Business? 10 Questions to Help Decide if You’re Ready to Sell

“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…

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What’s It Worth? Four Reasons a Business Owner Should Have a Valuation
25 Oct 2019 by: Brian Matter

  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…

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A Retirement Interview from CCMI’s Founders
12 Sep 2019 by: Brian Matter

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,…

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Business Succession: Lessons Learned from CCMI’s Recent Transition
11 Aug 2017 by: Matt Showley

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…

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In over 40 years, what have CCMI clients taught me?
11 Apr 2017 by: jhurley

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

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Meet the Firm’s Successors
25 Jan 2017 by: jhurley

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…

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Financial Planning for Business Owners
4 Oct 2016 by: jhurley

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…

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Letting Go of Your Business …Or Not?
5 Jul 2016 by: jhurley

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…

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21 Jun 2016 by: jhurley

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…

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