Succession Planning | Global Wealth Advisors
3 Approaches Business Owners Can Use for Planning depicts female business owner standing outside a stone building.

December 26, 2020

By Kris Maksimovich, AIF®, CRPC®, CRC®: Planning for a successful future is not a one-size-fits-all plan. Your business needs are unique from all other business owners, even if your business is in the same industry. With such a Read More...
Business continuation planning depicts a clock face under water.

February 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: What does business continuation planning look like and who are the participants? Below is a glossary of Read More...
Business Performance and Health planning chart and graphics being drawn in a notebook.

December 13, 2019

 Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Read More...
6 Estate Planning Questions With Man Deep in Thought

October 10, 2018

Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Read More...
Benefits of Written Exit Plans With Business People Shaking Hands

July 18, 2018

Article presented by Kris Maksimovich, AIF®, CRPC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s International Network of Exit Read More...
Business exit plan questions with man contemplatively looking out window.

June 7, 2018

Presented by: Kris Maksimovich, AIF®, CRPC®: When it comes to creating a business exit plan, sooner or later every business owner will have to Read More...