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How CJBS Helped a Fourth-Generation Insurance Business Regain Control and Confidence

Client: Viti CompaniesIndustry: Insurance – Business, Personal, and Employee BenefitsFounded: 1938CJBS Client Since: Summer 2024 A Family Legacy in Insurance For nearly a century, Viti Companies, a family-owned and now fourth-generation-run insurance brokerage, has served individuals and businesses with comprehensive insurance services—from business insurance and start-up support to home, auto, life, and long-term disability. Licensed […]
May 27, 2025
2 MIN READ
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Does Moving to a Green Lease Make Sense? 

With events related to climate change continuing to be a major focus of the news cycle, many business owners are looking for ways to lessen their companies’ environmental impact. One move you may want to consider, quite literally, is relocating to a commercial property with a “green lease.”  What is a green lease?  Green leases […]
October 4, 2023
3 MIN READ
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Succession Planning as a Business Owner: Three Things to Consider for Smooth Transitions 

Running a business comes with its own inherent list of challenges and rewards. On a daily basis, you are often faced with decision-making opportunities that can affect the future of the company, including current tax liability and financial health. However, there’s one decision that impacts the future in more far-reaching ways that is often overlooked […]
September 1, 2023
4 MIN READ
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Integrating Cultures and Bridging Differences for Successful M&A

M&A success goes beyond numbers. Organizations often consider successful M&A as solving a giant puzzle of financial statements, hoping to find the perfect profitability balance for both parties. While this is important, it is essential to look beyond the initial business stakes of numbers and profitability. A recent Deloitte study states the root cause of […]
May 15, 2023
4 MIN READ
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