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...
Buy-sell agreement with business owners shaking hands.

November 22, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Buy-sell agreements can provide stability for your business in the event of your death, disability, or Read More...
Exit Planning Advisor talking at desk.

August 28, 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

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