A Closer Look at Family Transfers | Global Wealth Advisors
Bright office with formally-dressed managers gathered around a large table, with their smiling boss speaking about a successful family transfer of the business.

May 10, 2022

Family transfers can cause problems when owners and families hold disparate views about the business and estate. By Kris Maksimovich, AIF®, CRPC®, CRC®: Your business plays a large role in supporting your family’s lifestyle and Read More...
Family business transition with attractive couple signing contract

April 18, 2022

A guide for small business owners that can help you formulate the actions needed to effect a successful family business transition. Presented by Kris Read More...
Business continuity instructions with employees gathered around a laptop in the conference room for planning

July 2, 2021

By Kris Maksimovich, AIF®, CRPC®, CRC®: Business continuity is a tool for handling the transfer of a business to a different owner when the Read More...