Capital Resource Management, Inc

Financial ServicesCalifornia, United States2-10 Employees

Capital Resource Management Inc. (CRM) specializes in pre and post business succession planning, retirement planning, investment strategy development and implementation. CRM's unique ability is drawing clarity out of complexity so that smart choices are made about money.

Idea client for CRM are business owners who have built and are managing a successful business who desire or need to plan to monetize and optimize the business asset so that they may retire or transition from manager to owner. This may take the forms of recruiting leadership to lead and manage, train up key people in the firm which may include family. or sale or merge the business to an investor. Bottom line is planning and strategic planning to make this possible. CRM is experienced with successful business owners who are ready to plan the next season of life.

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