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3 Approaches Business Owners Can Use for Planning depicts female business owner standing outside a stone building.

3 Approaches Business Owners Can Use for Planning

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.

Business Continuation Planning Glossary

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.

How Do Business Performance and Health Affect Your Planning?

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

6 Estate Planning Questions for Business Owners

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

3 Benefits of Written Exit Plans

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.

10 Key Questions Every Business Owner Must Answer About Their Business Exit Plan

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...