EP 047 Chris Kampitsis, CFP, ChFC, CExP, RICP, CRBS, AIF, Co-Founder SKG Team, Barnum Financial Group

There are only 350 Certified Exit Planners, CExP, in the country and Chris Kampitsis is one of them. He is also a Certified Family Business Specialist which allows him and his SKG Team, a team within the Barnum Financial Group to provide specialized advice. His team of eight advisors and eighteen support members caters to corporate leaders and small business owners, helping them with their personal and corporate planning. Chris has spent most of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. And through his experiences he knows how to help his clients overcome fears, mistakes and obstacles as they plan to exit their business. In our conversation, Chris shares his insights and advice including: ·        Find an advisor that is a fiduciary and aligns with your values. ·        Do an analysis first to learn how and when you can retire. ·        Question retirement goals and build a plan around that. ·        How Covid and technology have changed the financial environment. ·        Selling a business may have a different timeframe than the owner expects. ·        Putting together your financial team including CPA, insurance professional, attorney and wealth manager.  Enjoy the show! Connect with Chris: Website: https://www.skgbarnum.com/ LinkedIn: https://www.linkedin.com/in/chriskampitsis/ Facebook: https://www.facebook.com/skgbarnum Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices