Mitch Levin, MD, CWPP, CAPP

Highly regarded, Dr Mitch Levin and Corporate Finance Solutions are widely recognized as the leading authority on getting you more for your business transition, more quickly, especially to your next generation, whether family or insiders, with fewer costs, and less risk.

Mitch has personally built, bought and sold over 35 business entities for himself and his family. Along the way he sought the sophisticated strategies used by Wall Street, including tax mitigation and transition systems that he then further developed and refined these for your Main Street business.

Florida Corporate Finance, since 1988, and now merged into Corporate Finance Solutions (or CoFinSol), as of 2023 has served over 298 national and even some international private business clients, with over $3.1 billion in assets built, bought, and sold to private investors and public enterprises.

Virtually all of those enjoyed major tax mitigation strategies and transition systems. Mitch and CoFinSol commit that if you qualify, you, too, will enjoy the advantages of these strategies and systems. You will get and keep more. And your next generation will succeed as well. All with less risk and at lower cost.

Mitch has been mentoring and financing businesses since the 1980s. Over the years, he has gained experience in business growth strategies, strategic planning, cash-flow optimization, personal wealth development, management, sales, succession planning, generational transfers, mergers and acquisitions as well as asset protection planning and major tax mitigation strategies.

Mitch’s career began in the health-care field in 1986, through financing, opening, owning and operating a large series of eye surgery practices and surgery centers in Central Florida. Over the next 15 years, he included ownership of “Horizon” consisting of 42 independent and free-standing MRIs in seven states, and “St. Vincent’s Rehab Clinics” in Illinois and Florida. He sold them twice. Once to a publicly traded company and subsequently to a private company.

After retiring as a successful eye surgeon, and serial entrepreneur, Mitch became active in philanthropy as president of an opera company and a large foundation, and served as president of his Park City, Utah home owners association for 7 years, variously from 2003-2020.

As owner, operator, and landlord of various commercial office buildings (the largest being 90,000sf) Mitch also brings a wealth of experience in real estate.

In 2010, Mitch founded and was the CEO and Managing Director of Summit Wealth Partners (www.MySummitWealth.com) a large national Registered Investment Advisor, and its affiliates (offices in Arizona, Jacksonville, Michigan, Naples, and Orlando), which he also sold in 2017. Those companies were primarily grown by coaching and consulting other business owners how to grow.

Dr Mitch is a 4-time national best-selling author, speaker, trusted expert, investor, and business coach. He has also been featured in Barrons, Wall Street Journal, Investment News, Orlando Sentinel, Longboat Observer, Newsweek, Astral Media, USA Today, ABC, NBC, CBS, FOX affiliates, and more as well as various podcasts.
Mitch was interviewed in the acclaimed documentary movie “Navigating the Fog of Investing”, along with several of the most respected and accomplished titans in the field, including Nobel Prize winners. He is featured on the DVDs “The Seven Deadly Investor Traps”, and “How the Really Smart Money Invests.” And he was Visiting Professor at University of Central Florida.

In addition, Mitch has written 14 books and over 400 articles articles. He has been publisher of several private monthly newsletters: The “Rational Optimist”, and still publishes “The Levin Letter, Business Building Break-Through”, and the email newsletter to 6000 subscribers “Is This Any Way To Run Your Business”.
The great majority of his private clients come through referrals primarily, as well as his writings and speeches at large association gatherings.

Mitch has spoken at events in front of thousands of business owners, surgeons, financial advisors, CPAs, attorneys, and other professionals, many becoming his clients and referral sources. And he has provided briefings and education to some of the nation’s largest and most prestigious law and accounting firms. He is accredited to provide Continuing Professional Education credits to accountants and attorneys.
Mitch’s unique background, systems, and expertise assures that his interests are aligned with yours. This makes him much sought-after.

One example of his client success: Owner of a $10 million revenue, $1.5 million EBITDA business wanted to transition to his next generation. Next Gen would pay and Owner would accept $6 million. That $6 million was going to cost Next Gen greater than $10 million. How? Tax. Next Gen would have to earn $10 million to pay $4 million income tax to get the $6 million. Regardless of whether they used their own cash, or borrowed it. If they borrowed it, the interest only is deductible, not the principal repayment, which would be income taxable. (They could only amortize the principal amount over 15 years by Code.) Regardless of whether the payment is in a lump sum today or over time. The tax treatment is identical. Then Owner would receive the $6 million and again pay…tax. Capital gains tax of 20% plus the Net Investment Tax of 3.8% (totaling $1.43 million) to be paid by Owner. Owner would be left with $4.57 million. You can see how quickly $10 million becomes about $4.5 million—with $5.4 million going down the tax tubes. Mitch and CoFinSol turned that around. Next Gen paid $9 million, most of it deductible, costing them net after tax $5.4 million (a 45% discount, saving Next Gen $3.6 million). Owner received $9 million. If taken as a lump sum Owner would have paid tax of $3.6 million, netting him $5.4 million (18.1% increase, or an additional $830,000). And it even got better for Owner. The funds were held in a specially designed trust for the benefit of Owner that paid no tax on the amount used to start the trust, and only on income earned on the amount deposited in the trust. When Owner took funds out of the trust he paid tax only those funds he took out.

There are many more examples. Mitch’s clients get at least 17.7% more money, net. “Why not you?” Remember, he does this because he wants to, not because he has to. To see if you qualify: Call him now 24/7 at 888-885-5656, so you can enjoy more. You earned it. You should keep it.