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.