Bright office with formally-dressed managers gathered around a large table, with their smiling boss speaking about a successful family transfer of the business.

Successful Family Transfer of Your 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®, CPFA®, CRC®: Your business plays a large role in supporting your family’s lifestyle Read More...

Family business transition with attractive couple signing contract

Family Business Transition Guide

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.

Buy-Sell Agreements

November 22, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Buy-sell agreements can provide stability for your business in the event of your death, Read More...

What an Exit Planning Advisor Can Do for You

August 28, 2018

Article presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®, Global Wealth Advisors, info@gwadvisors.net, a Member of BEI’s 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...