When your day involves jumping from client emergencies to bookkeeping to marketing — all before lunch — retirement planning rarely makes it to the top…

As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…

As a business owner, you’ve likely poured not only your time and energy into building your company but also your personal assets. Being deeply invested…

Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

As a business owner, you’ve meticulously planned every aspect of growing your business. However, working with entrepreneurs in San Diego, we’ve found many business owners…

Whether approaching retirement or not yet ready to retire, all entrepreneurs reach a juncture where they ask, “Should I sell my business?” We often guide…

A second-act or encore career is a common pursuit of retirees or near-retirees following decades of hard work, perhaps building a business and fulfilling professional…

CCMI has seen its fair share of business exits working with San Diego-based business owners, and we’ve recently observed an uptick in selling activity. Previously,…

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…

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 do…