
MICHAEL SCHMID
Michael Schmid is an accomplished professional in the financial planning sector, having recently transitioned from a successful career in entrepreneurship. His extensive professional experience equips him with a unique perspective that benefits his clients significantly. Michael resides in Huntington, New York, where his deep community ties reflect his commitment to family values and relationship-building. Dedicated to assisting clients in achieving their financial objectives, Michael's approach is driven by a genuine passion for their success and wellbeing. His expertise, coupled with a steadfast dedication, positions him as a valuable advisor for those navigating the complexities of financial planning.
Michael Schmid is an accomplished professional in the financial planning sector, having recently transitioned from a successful career in entrepreneurship. His extensive professional experience equips him with a unique perspective that benefits his clients significantly. Michael resides in Huntington, New York, where his deep community ties reflect his commitment to family values and relationship-building. Dedicated to assisting clients in achieving their financial objectives, Michael's approach is driven by a genuine passion for their success and wellbeing. His expertise, coupled with a steadfast dedication, positions him as a valuable advisor for those navigating the complexities of financial planning.
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- Website:
https://rgwmg.com - Phone: 516-717-1869
- City: Northport
- State: New York
- Postal Code: 11768
- Country: United States
- Designations:
- Markets Served:
- Company Name: RG Wealth Management Group
MICHAEL SCHMID

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

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CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
