Mitch Levin

Mitch Levin, MD, CWPP, CAPP -- Financial PhysicianTM

4-time National Best-Selling Author, Speaker, Trusted Expert, and Business Coach, Dr Mitch Levin is widely recognized as a leading authority on Growing Your Business, Increasing Profits, Improving Cash Flow, and Giving You The Time To Enjoy Your Success.

Mitch has been engaged in business coaching and corporate finance since the 1980s. Through a widely varied career in surgery, business, investing and corporate finance consulting, he gained experience in, then developed and refined systems in marketing, leadership training, business growth strategies, strategic planning, cash-flow optimization, personal wealth development, management, sales, succession planning, generational transfers, mergers and acquisitions, asset protection planning, major tax mitigation strategies, and establishing enterprise values.

Florida Corporate Finance, and now through Mitch’s Corporate Finance Solutions, has served over 235 national and even some international private business clients. The focus is on companies with revenues ranging from $2-30 million primarily in construction, mechanical services, printing, distribution, banking, mortgages and other financial services, digital marketing, health care, accounting and legal firms, software, and food manufacturing. These assets exceed $3 billion built, bought and sold to private investors and to publicly-traded companies.

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.

These he ultimately sold at various stages twice: first to a publicly-traded, and then to a private enterprise. Mitch has also owned and operated and was landlord for several commercial office buildings, the largest one at some 90,000 square feet.

In 2010 he built what is now Summit Wealth Partners (offices in Arizona, Jacksonville, Michigan, Naples, and Orlando) along with Summit Asset Protection Group and Investors Advocates, when, in 2017 again he sold. Those companies were primarily grown by coaching and consulting other business owners.

When he retired as a prosperous eye surgeon, serial entrepreneur (most ventures were successful), and commercial real estate investor, Dr Mitch became heavily involved in the philanthropy world, having been the board chair of an Opera company and a large Foundation, and president of his Park City, Utah Home Owners Association consecutively from 2003-2020.

Interviewed as one of America's Premier Experts™ , Mitch has been featured in Barrons, Wall Street Journal, Investment News, Orlando Sentinel, Longboat Observer, Newsweek, Astral Media, USA Today, ABC, NBC, CBS and FOX affiliates, several podcasts, and many more.

The great majority of his private clients come through referrals primarily, as well as his writings and speeches at large association gatherings. He is Certified in Wealth Preservation Planning; is an "AA" rated Florida State Representative of the Asset Protection Society; was the CEO and Managing Director of Summit Wealth Partners, Inc. (www.MySummitWealth.com) a Registered Investment Advisor, and real estate investor.

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. And he is featured on the CD's "The Seven Deadly Investor Traps", and "How the Really Smart Money Invests.” And he was Visiting Professor at University of Central Florida.

Many independent businesses struggle. Mitch discovered the glaring need for systems to help you grow, and achieve the business of your dreams,… one that runs like a Swiss watch even while you are gone, getting your employees to do it right the first time, improving cash flow, building your enterprise value, becoming the envy of your peers—in short, creating the Work Optional Lifestyle. Mitch provides that solution, bringing you comfort and confidence to your financial life. This means perpetual income and "critical capital mass" in your own "financial fortress”, that is “Anti-Fragile”— leading to peace of mind.

In addition, Mitch has written Over 400 articles articles. has been publisher of The Rational Optimist, and still publishes The Levin Letter, Business Building Break-Through private monthly newsletters.

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.

Safe, prudent, successful investing in, especially in your own business, in today's dangerous environment; asset protection; fear of future unknowns, government policy and regulation, and excessive taxation and competition - these issues concern and affect nearly every successful professional and business owner.

"If you don't take out your own appendix, or represent yourself in a lawsuit, or fill out your own tax return, you are smart. So does it make sense to try to manage the complicated and dangerous and costly world of finance and cash flow, marketing, sales, service, leadership, strategic planning, enterprise valuation, HR management, transition planning, mergers and acquisitions; and investing, tax management, asset protection, wealth preservation without a qualified business coach".

Mitch's unique background assures that his interests are aligned with yours — and your audience. This makes him a much sought-after speaker and interview guest. Remember, he does this because he wants to, not because he has to.

To Book an Interview, Call Dr Mitch at 888-885-5656