The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in...
Mike Karmin, Wealth Advisor at Strategic Wealth Partners, recently sat on an XPX panel discussion regarding financial strategies for business owners. Some key topics that Mike spoke about included:
- Different ways to deal with multiple owners who have different goals and priorities
- The pre-sale planning process that owners should consider
- The role of company retirement plans in growing a business
Mike is a member of the leadership group of Exit Planning Exchange (XPX) Chicago, a multi-disciplinary, non-profit community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.