Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

XPX Chicago – Case Study & Discussion: Owner Wealth

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.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

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