Business Exit Planning Workbook

Every business owner will stop being an owner at some point, and the number of possible exit routes for a business owner can seem unlimited.

GWA Business Exit Planning Workbook

Our Mission

For most owners, the business is their most significant asset, and as a business owner, you need an exit plan that reflects the dedication that has provided you and others with success. That’s why our mission, as your exit planning advisor, is to make sure you take those successes with you. We’ve come up with an exit planning workbook to help you organize your plans.

As a member of The BEI Network of Exit Planning Professionals™—a respected Exit Planning network in North America—our firm uses The BEI Seven Step Exit Planning Process™, a systematic process that is universal in its practice, but unique in its outcomes. We believe the Process works because it centers on your goals, your situation, and your needs. We have used the Process for businesses of various sizes, scopes, and industries across North America, helping owners who implement the Process to exit their businesses on their terms.

Exit Planning Workbook

We look forward to learning about your unique goals and helping you create an Exit Plan that lets your family, your business, your community, and, most importantly, you enjoy your business exit in style. Download your free workbook to help you plan your business’ future.

This workbook is presented by Kris Maksimovich, Global Wealth Advisors,, a Member of BEI’s International Network of Exit Planning Professionals™.

Get a free exit planning workbook

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