MITCHELL L. LEVIN, M.D.

Principal owner/operator Mitch Levin & Associates, LLC d/b/a Corporate Finance Solutions (since 1990) coaches and consults over $3,675,000,000 businesses around the USA and in Germany, Mexico, South Africa

Former CEO and Managing Director Summit Wealth Partners, LLC a rapidly growing $630 Million registered investment adviser with investment advisory representatives in CA, OH, FL

Former CEO and Managing Member Summit Asset Protection Group, LLC a life insurance agency

Managing Member Tax and Business Solutions Certified Public Accountant and Company, LLC an accounting firm

Managing Member TaxVantage Consulting, LLC a nationwide tax mitigation consulting firm

Former CEO and Managing Member Investors Advocate, LLC a holding company for all of the above

Managing Partner in several commercial real estate investment vehicles

Have built, bought, sold, or merged business -- over 34 separate transactions

Consultant to Blanchard Insurance, Inc., a property and casualty insurance agency

Continuity Fee-based Business Coaching of note:

“Foster Web Marketing”—an $ advertising agency (VA)

“Better 1031”—a real estate exchanger (UT)

“Mike Hana”—Pain Center operator (IL)

“Jerry Jones Direct”—a Northwest dental chain (OR)

“Terra Echelon”—one of the nations largest REO and Tax Lien Certificates dealers (ID)

“Handex”—an environmental remediator (Nationwide)

“OFAC”—a twenty store chain of podiatrists (FL)

“Gas Turbines Efficiency”—a manufacturing division of a publicly traded company (UK)

Various small business owners now numbering some 375+ businesses]

Precision Automatic Sprinkler (FL)

Palmer Electric (FL)

Pro-Air Mechanical (FL)

Driving Force Manufacturing (Nationwide)

Pikes Northwest Real Estate Services (Pacific Northwest)

Elro Manufacturing (Nationwide)

KenPat Construction (Nationwide)

Palmer Electric (FL)

Structall Building Products (Nationwide)

Wenzel Spine medical manufacturing (Nationwide)

NPerspective Outsource CFO (FL)

AMA Lighting (Gulf Coast)

FSI Flooring (CA)

In Control Imaging (SE)

French and Company (SE)

Gallagher Promotions (Nationwide)

Kelly Enterprises (CA)

Multiple Law and Accounting Firms (Nationwide)

Many more…

Orlando Opera Company, Chair 2002-2007

Ivanhoe Foundation, President 2006-2012

Park Meadows HOA, President 2013-2020

Shift Happens National Best Seller, co-author (Best Seller)

Power Principles for Success National Best Seller, co-author (Best Seller)

Cover Your Assets co-author

The Ultimate Survival Guide for the Professional Athlete, co-author

Smart Choices for Serious Money

The Science of Successful Investing, Made Simple

Payday

How Elite Advisors GROW Using Trust-Based Marketing

Under the Radar

Secrets to Grow and Sell Your Golden Goose (Best Seller)

The Right Path (Best Seller)

Whose Job Is It Anyway

Is This Any Way To Run Your Business?

How To Buy A Business

“Business Building Breakthroughs” (private, paid recipients, delivered exclusively via USPS): over 200 articles 2019-present

“The Rationale Optimist” (private, paid recipients, delivered exclusively via USPS): over 600 articles 2010-2017

“Is This Any Way To Run Your Business” (available free, upon signing up for it on website, electronically delivered): over 70 separate articles, evergreen content, recycles; over 7000 subscribers

CBS, NBC, ABC, and FOX Affiliates

Barron’s

Wall Street Journal

Ophthalmology Business

Forbes

Investment News

Orlando Sentinel

Longboat Observer

Park Record

Medical News

Medical Economics

Astral Media and other multiple radio programs

America’s Premier Experts

National Academy of Best Selling Authors

Numerous public speaking engagements to hundreds of professionals in AZ, CA, OH, WI, FL, NY, TX, IL

Hundreds of articles written

Rational Optimist newsletter (founder and former publisher)

The Levin Letter (founder and current publisher) client only newsletter

Is This Any Way To Run A Business newsletter (current publisher)

Association for Corporate Growth 2011-20126

Central Florida Estate Planning Council 2012-2016

CEO Club 2013-present

Vistage 2010-2013

Financial Planning Association

National Association of Insurance Financial Advisors

Certified Wealth Preservation Planner July 2009

Certified Asset Protection Planner July 2009

American Board of Eye Surgeons - February, 1990

American Board of Ophthalmology - May, 1988

National Board of Medical Examiners - June, 1983

Kinneret Towers 1987-1990

Member Board of Directors Orlando Opera Company, 2002-2007

Member Board of Directors United Arts of Central Florida, 2005-2008

Member Board of Directors, Ivanhoe Foundation, 2005-2012

Medical Director Horizon Open MRI, 42 stores in 6 seven States, 2002-2006

Founder St. Vincent’s Theracare, Florida and Illinois, 2001—sold in 2004

Founder, Director, Surgeon-in-Chief - Levin Eye Center, 7 locations, 11 surgeons 1987-2003

Board of Directors - Mid-Florida Medical Management, 1987-1990

Founder, Medical Director - Doctors Surgery Centers, licensed ASCs 1993-2003

Physician Advisor, Professional Foundation for Health Care, Inc., Tampa, P.R.O., 1989-1991

Vice Chairman, Department of Surgery, Kissimmee Memorial Hospital, 1990

Chairman of the Laser Committee, Kissimmee Memorial Hospital, 1991

Chairman of Nominating Committee, Kissimmee Memorial Hospital, 1991

Nominated for Chairman of Department of Surgery, Kissimmee Memorial Hospital, 1991

Clinical Assistant Professor, University of South Florida, Tampa Veterans Hospital, 1989-2001

Florida Liaison, Southern Medical Association Education Subcommittee for Ophthalmology, 1988-1992

Auditing Faculty, Phacoemulsification Laboratory, Atlanta, GA 1988

Faculty, Single Stitch Seminar, Washington, DC 1989

Faculty, Panelist, Alcon Phacoemulsification, Atlanta, GA 1989

Faculty, Advanced Surgical Techniques, Atlanta, GA 1990

Faculty, AMO, Single Stitch Systems Seminar, Orlando, FL 1991

1. Fellowship

Oculoplastic Surgery Dec 1986

International Oculoplastic Society

Pierre Guibor, M.D. (preceptor)

630 Park Avenue

New York, New York 10021

Telephone Number: (212) 734-1010

2. Chief Resident of Ophthalmic Surgery

University of Texas July 1986

Health Science Center

Department of Ophthalmology

7703 Floyd Curl Drive

San Antonio, Texas 78284-7779

Telephone Number: (512) 567-5100

3. Residency

University of Texas 7/83 - 6/86

Health Science Center

Department of Ophthalmology

7703 Floyd Curl Drive

San Antonio, Texas 78284-7779

Telephone Number: (512) 691-4011

4. Internship

Presbyterian Medical Center 6/82 - 6/83

University of Pennsylvania

39th and Market Streets

Philadelphia, Pennsylvania 19104

Telephone Number: (215) 662-8000

Medical School: S.U.N.Y School of Medicine 9/78 -5/82 M.D.

Nicholls Road

Stony Brook, New York 11794

Telephone Number: (516) 444-2080

Graduate School: Harvard University 1/77 - 5/78

Sc.M. 25 Shattuck Street

Boston, Massachusetts 02115

Telephone Number: (617) 732-1000

College: Beloit College 9/71 -4/76 B.A. 700 College Street

Beloit, Wisconsin 58511

Telephone Number: (608) 365-3391

1. Chief Resident of Ophthalmic Surgery

University of Texas, South Texas Medical Center

San Antonio, Texas

2. Honors Graduate

S.U.N.Y. School of Medicine

Stony Brook, New York

3. New York State Regents Medical Scholarship

4. Danforth Fellowship

Harvard University

5. Deans List

Beloit College

New York State Regents Scholar

7. Gold Key Honors Society

8. Clinical Assistant Professor, University of South Florida

9. Diplomate, American Board of Ophthalmology

10. Fellow, American Academy of Ophthalmology

11. Education Subcommittee, Southern Medical Association

12. Nominated for "Man of the Year" for 1994 by the Leukemia Society and Joseph A. Banks, Inc.

13. Florida Business Man Of The Year 2014

Maintaining my licenses current in Medicine/Surgery (FL) and in Insurances (Florida 2-15)

1. Levin, Mitchell L.: Letter to the Editor, ARGUS, October 1994, page 19.

2. Levin, Mitchell L.: Letter to the Editor, Journal of Cataract & Refractive Surgery, Volume 19, Number 4, July 1993, page 565

3. Levin, M.L.: Phacoemulsification, Foldable IOL, Holmium Laser Sclerostomy, and 5-FU, Ophthalmic Surgery, August, 1992, Volume 23, No. 8.

4. Levin, M.L.: Letter to the Editor, Archives of Ophthalmology, July, 1992, Volume 110, page 914.

5. Levin, M.L.: Neodymium-YAG Laser and Diabetic Retinopathy, Archives of Ophthalmology, May, 1992.

6. Levin, M.L.: Infectious Endophthalmitis Following Cataract Surgery, Archives of Ophthalmology, February, 1992.

7. Levin, M.L.: Sutureless Cataract Incisions; Making A Good Scleral Tunnel, Ocular Surgery News, November, 1991.

8. Levin, M.L.: Capsular Rupture Key To Progression Of Retinopathy, Ophthalmology Times, Vol. 16 No. 23, November, 1991

9. Levin, M.L.: Postoperative Instructions for Cataract Patients, Ophthalmic Surgery, Correspondence, August, 1991.

10. Levin, M.L.: Retrobulbar Hemorrhage, The Journal of Cataract and Refractive Surgery, Consultation Section, Vol. 16, pp. 768-769, November, 1990.

11. Levin, M.L., Leone, C.R., Jr.: "Bipedicle Myocutaneous Flap Repair of Cicatricial Ectropion.” Presented at the Annual Meeting of the Texas Ophthalmology Association, San Antonio, Texas, April 20, 1986. Ophthalmic Plastic Reconstructive Surgery, 6(2): 119-121, 1990.

12. Levin, M.L.: "Prospective Analysis of YAG Laser Photophacofragmentation," The Journal of Cataract and Refractive Surgery, Vol. 16, pp. 96-98, January, 1990.

13. Levin, M.L., Bode D., Terry S.: "Lysis of Adhesions In Guarded Filtering Operations,” Glaucoma, 11:181-182, November-December, 1989

14. Levin, M.L.: Nd:YAG Use In Phaco Cases Found Risky, Ophthalmology Times, Vol. 14 No. 18, September, 1989.

15. Levin, M.L., O'Connor, P.S.: "Results of Visual Acuity After Retrobulbar Anesthesia,”Annals of Ophthalmology, Vol. 21, pp. 337-339, September, 1989.

16. Levin, M.L.: "Opalescent Nuclear Cataract,” The Journal of Cataract and Refractive Surgery; 15:576-579, September, 1989.

17. Levin, M.L., Lober, C., Levin, R.: "Harvesting Auricular Cartilage," Journal of Dermatologic Surgery and Oncology, 15:7, July, 1989.

18. Levin, M.L., Eifler, C.W., Kincaid, M.C., et.al.: "The Effect of Cataract Surgery and Intraocular Lenses on Diabetic Retinopathy.” Presented at the annual meeting of The American Academy of Ophthalmology, San Francisco, California, September 28, 1985; Journal of Cataract and Refractive Surgery, Vol. 14, November, 1988.

19. Levin, M.L., Leone, C.R., Jr., Kincaid, M.C.: "Congenital Orbital Teratomas," American Journal of Ophthalmology; 102:476-481, October, 1986.

20. Levin, M.L., O'Connor, P.S., Aquirre, G., Kincaid, M.C.: "Angiographically Normal Central Retinal Artery Following the Total Resection of an Optic Nerve Glioma," Journal of Clinical Neuro-Ophthalmology 6(1): 1-8, 1986.

21. Levin, M.L., Bode, D.B., Terry, S.: "Post Operative Revision of Filtering Blebs in Glaucoma Surgery,” San Antonio, Texas, 1986.

22. Levin, M.L.: "The Relationship Between Endotoxin-Like-Activity and Platelet Destruction in Patients Status Post Cardiopulmonary Bypass Pump and Their Response to Steroid Therapy,” Harvard, 1976.

23. "Development and Programming of a Computer Algorithm for the Brigham Burn Budget," Harvard, 1976.

24. "Radio-Immuno-Assay of Insulin and Pro-Insulin Levels in Rats with Artificially Induced Diabetes Mellitus," Beloit, 1975.

25. "Borohydride Reductions of Bicyclic Ketones," Beloit, 1975.

26. Levin, M.L., Neuhaus, R.: "Single Limb Repair of Canalicular Lacerations," San Antonio, Texas, 1986 (publication pending)

.

27. Levin, M.L., Leone, C.R., Holt, G.R.: "Clinical, Pathological and Experimental Use of Auricular Cartilage Free Autografts in the Reconstruction of the Eyelids," San Antonio, Texas (publication pending).

28. Levin, M.L., Bonney, C.: "Experimental Use of Silastic Implants in Glaucoma Surgery," San Antonio, Texas (publication pending).

29. Levin, M.L.: "Results of 3,127 Consecutive Silicone Implants,” The Journal of Cataract and Refractive Surgery (publication pending).

1. Levin, Mitchell L.: "Comparison of the Accuracy of Goldmann Applanation Versus Tono Pen," American Journal of Ophthalmology, June 4, 1993.

2. Levin, Mitchell L.: "Effect of Yag Laser Capsulotomy of Diabetic Retinopathy," Journal of Cataract and Refractive Surgery, June 2, 1993.

3. Levin, Mitchell L.: "Prolonged Corticosteroid Use and the Formation of Cataracts," Archives of Ophthalmology, June 2, 1993.

4. Levin, Mitchell L.: "Timing of Yag Laser Capsulotomy On Cystoid Macular Edema," Ophthalmic Surgery, February 10, 1993.

1. “Lasik, Grand Round, in Orlando, Florida for area Optometrist, October 1998

2. “Cataract Surgery Special Considerations” in Tampa, Florida for University of Southern Florida School of Medicine, May 1998

3. “Role of Ciloxan in Endophthalmitis" in Jackson, Mississippi for the Jackson Society of Ophthalmology, sponsored by Alcon Laboratories, March 19, 1995

"Complications, Their Management and Avoidance In Radial Keratotomy," in Seattle at the Chiron-sponsored "System Approach to Radial Keratotomy," May, 1993

5. "Diabetic Retinopathy,” OD Seminar in Orlando, Florida May 19, 1993

6. "Cataract Evaluation and Management,” OD Seminar, Orlando, Florida, February 3, 1993

7. "Refractive Surgery Update,” OD Seminar, Orlando, Florida December 9, 1992

8. "Glaucoma - Diagnosis and Management," OD Seminar, Orlando, Florida, November 2, 1992

9. "Transient Decrease In Visual Acuity,” OD Seminar, Orlando, Florida, August 10, 1992

10. "Effect of YAG Laser Capsulotomy on Diabetic Retinopathy," Associated Cataract and Laser Surgeons, Inc., U.S. Virgin Islands, April, 1992.

11. "Effect of YAG Laser Capsulotomy on Diabetic Retinopathy," American Academy of Ophthalmology, Anaheim, California, November, 1991.

12. "Opalescent Nuclear Cataract" and "Foldable Silicone Implants," Volusia County Optometric Society, Port Orange, Florida, October, 1989.

13. “Small Incision Cataract Surgery,” Alcon Medical Optics, faculty, Atlanta,

Georgia, September, 1989

14. "Results of 3,127 Consecutive Silicone Implants," Annual Meeting, American Society of Cataract and Refractive Surgery, April, 1989.

15. "Prospective Analysis of YAG Laser Photophacofragmentation," Annual Meeting, American Society of Cataract and Refractive Surgery, April, 1989.

16. “Small Incision Cataract Surgery,” Allergan Medical Optics, faculty, Washington, DC, April, 1989.

17. “Small Incision Systems” Educational Seminar - audited faculty, Atlanta, Georgia, September, 1988.

18. "Oculoplastic Surgery Overview of Eyelid Malignancies," Central Florida Optometric Society, November, 1987

19. "Lysis of Guarded Filtering Operations in Glaucoma," Southern Medical Association, San Antonio, Texas, November, 1987

20. "Emergency Ophthalmology," presented to Bexar County Emergency Department, San Antonio, Texas, June, 1986.

21. "Ophthalmic Malignancies," presented to South Texas Tumor Conference, San Antonio, Texas, May, 1986.

22. "Myocutaneous Flap," presented to Texas Ophthalmology Society, San Antonio, Texas, April, 1986.

23. "Current Concepts in Ophthalmic Surgery," presented to San Antonio Health Department, San Antonio, Texas, April, 1986

24. "Ophthalmology for Non-Ophthalmologists," presented to the Department of Medicine, University of Texas, San Antonio, Texas, March, 1986.

25. "The Repair of Orbital Fractures," presented to the Department of Ophthalmology and Otolaryngology, San Antonio, Texas, February, 1986.

26. "Complications of Blepharoplasty and How to Avoid Them," presented to Inter-Specialty Facial Plastic Surgery Congress, San Antonio, Texas, January,1986.

27. "Diabetic Retinopathy and Intraocular Lenses," presented at Alamo City Resident Conference, April, 1985.

28. "Optic Nerve Glioma," presented at the annual Neuro-Ophthalmology Congress, Miami, Florida, December, 1984

29. "The Effect of Intraocular Lenses on Diabetic Retinopathy," presented to the American Academy of Ophthalmology, San Francisco, California, November, 1984.

30. "Congenital Orbital Teratomas,” presented at Alamo City Residence Conference, April, 1984.

“Managing Cataracts in Complicated and Difficult Situations,” presented to the residents at the University of South Florida Eye Center, Tampa, Florida, May, 1998.

32. Panelist for SmART Board 2008, sponsored by United Arts of Central Florida

1. Volunteered to assist institutionalized adolescents afflicted with Down's Syndrome; Suffolk County, Long Island, New York, 1970.

2. Volunteered as a "Big Brother" to 12- and 13-year-old delinquents under the auspices of the YMCA; Beloit, 1974.

3. Served as an aide to the elderly and handicapped; Boston, 1976.

4. Presented lectures to high school students on the Prevention of Teenage Pregnancies, Alcoholism, and Venereal Disease; Suffolk County Health Department.

5. Little League Umpire.

6. YMCA Youth Basketball Assistant Coach, 1994-95

7. Little League Assistant Coach, 1995

8. Cub Scouts, Assistant Den Leader, 1992-95

9. International Youth Inline Hockey Coach, 1995-99

10. Cub Scouts Pack Master, 1995-1997

Waiter, Copley's Restaurant

Copley Plaza Hotel

Boston, Massachusetts

January 1976 - December 1977

Florida ME 0049508 Expires January 31, 2029

Doctors Surgery Center

921 N. Main Street

Kissimmee, FL 34744

(407) 933-2448

Active, 1993-2003

Medical Director

American Academy of Facial and Plastic Reconstructive Surgery

American Academy of Ophthalmology

American College of Eye Surgeons—Examiner

American Intraocular Implant Society

American Medical Association

American Society of Cataract and Refractive Surgery

American Society for Laser Medicine and Surgery, Inc.

Association for Research and Vision in Ophthalmology

Diplomat - National Board of Medical Examiners

Florida Physicians Association, Inc.

Florida Medical Association

Florida Society of Ophthalmology

International Association of Ocular Surgeons

International College of Eye Surgeons

International Oculoplastic Society

International Society of Refractive Surgery

New York Academy of Sciences

Osceola County Medical Society

Outpatient Ophthalmic Surgery Society

Research to Prevent Blindness

S.E.E. International, Inc.

Society of Geriatric Ophthalmology

Southern Medical Association

Volunteer Eye Surgeons International, LTD.

Varsity Swim Team

Varsity Wrestling Team

Varsity Soccer Team

Lacrosse, hockey, baseball, football intramural

New York Regional Scuba Diving Competition, 1974

Raritan Yacht Club Comet National Sailing Regatta, 1978

Insilco, National Squash Tournament, 198-1986

United States Squash Racquet Association, Senior Member, 1982-1987

Undine Barge Club, Senior Member Crew Team, 1983

Texas Open Softball Squash Tournament, 1984

San Antonio Squash Tournament, 1985

Kissimmee Basketball League, 1987

First Place, Orlando Team Tennis, Men’s Doubles, Soft Court Division, 2007

First Place, Orlando Team Tennis, Men’s Doubles, Soft Court Division, 2006

First Place, Orlando Team Tennis, Men’s Doubles, Copper Division, 1992

Fastest Serve Men's Tennis, Orlando Health and Fitness Center, July, 1993

First Place, Men's Silver Division, Orlando Team Tennis, 1993

First Place, Men's Silver Division, Orlando Team Tennis, 1994

First Place, Men's Silver Division, Orlando Team Tennis, 1995

First Place, Men's Member\MGM Interlachen CC Golf Tournament, 1995

First Place, Men’s Member-Guest Interlachen CC Golf Tournament, 1998

Won the overall Member-Member Golf Tournament Park Meadows Country Club 2017

Basketball and Softball

Sailing, Windsurfing and Rowing

Chess

Tennis and Squash

Gardening

Weightlifting

Jazz Music

20th Century British Literature

Opera and Symphony

Read over 50 books per year on History, Sales, Leadership, Biography, Marketing, Philanthropy, Investments, Personal Finance, General Business, Economics

Golf

Skiing

D.W. vs. Dr. Aggarwal

Radial Keratotomy led to Poor Vision, Defense

B. L. vs. Dr. Church

Blindness after Cataract Surgery; Plaintiff

S. B. vs. Dr. Doig

Glaucoma Blindness Causing Disability; Defense

J. B. vs. Southwestern Medical Center

Death and Orbital Cellulitis; Plantiff

D.T. vs. Dr. Aggarwal

Improper Implant Power; Plantiff

R.G. vs. Dr. Reuling

Complication of Retrobulbar Hemorrhage; Defense

M.V. vs. Dr. Quallf

Pterygium Removal Resulting in Exsanguination; Defense

D.C. vs. Gregory Baer, MD

Dropped Nucleus into Vitreous Resulting in Retinal Detachment; Defense

M.B. vs. Dr. Jolson

Traumatic Rupture of Eye Leading to Enculeation; Defense

L.W. Vs. Dr. Lawrence Kass

Chronic Infection and Disfigurement In Multiple Eye Surgeries; Plaintiff

Independent Medical Exam for Dr. M. R.; Northwestern Mutual Insurance Company: Disability

R.”Jeff”M. vs. Jackson Vision Center

Decentered LASIK Ablation Leads to Chronic Vision Problems and Multiple Surgeries: Defense

O.B. vs. Rafael Medina

Cataract Surgery, Glaucoma, Diabetic Retinopathy led to Permanent Complications: Plaintiff

P.M. vs. Wen Chen, M.D. at St. Louis University

Failure to Diagnose and Treat VKH led to Bilateral Blindness: Plaintiff

1. “Laser Vision Correction” live call-in radio talk show AM 740 WINZ, Orlando, April 6, 1999

2. “Topical anesthetic in cataract surgery for one eyed patient” with Barbara West, 1992, WESH Channel 2-NBC affiliate

3. “No stitch, no patch cataract technique” with Barbara West, December 1990, WFTV Channel 9-ABC affiliate

4. “Foldable silicone implants in cataract surgery” with Ed Heiland 1989, WESH Channel 2-NBC affiliate

5. “America’s Premier Experts” interview, Astral Media 2009

6. Appeared in “Navigating The Fog Of Investing” Documentary with Nobel Prize winners

Married to Swantje since 1982. We met while in gross anatomy lab in 1979. Swantje, born and raised in Germany is retired; ran the Metropolitan Opera National Council Auditions and the Laffonte Competition for the State of Florida. Two grown children: Kyle attended Tulane, BA then University of Virginia School of Law. Lives and works in D.C. area. Has helped on two of my books. Brent attended S.M.U. earned his CFA, president of mid-size commercial subcontracting company, and is married to Theresa Leigh Smith who founded and runs a 501(c)(3) Central Florida Vocal Arts. Four grandchildren. Currently living in Winter Park, FL and Longboat Key, FL and Park City Utah. Member several country clubs.