Kirk Badii

Managing Partner at Badii Group Private Wealth Management

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Kirk Badii's Summary

I guide entrepreneurs and wealthy families through strategic and financial life-changing exits of their privately held companies. I specifically focus on liquidity events, business sales, mergers & acquisitions, and other successful exit strategies. I work with a select group of ultra-high-net-worth clients. My role is to truly understand my clients' needs, then to utilize some of the world's greatest financial resources in making investment recommendations. My goal is to provide clients with the highest level of service and attention while maintaining absolute discretion throughout all aspects of the relationship. I have extensive experience working with ultra-high-net-worth clients and through this experience, I have come to understand that each client is unique and requires a customized plan. My areas of specialization include: •Life transition planning for sale of a business •Pre- and post-sale liquidity event management – business sale, IPO, and dividend recapitalization •Investment strategy, risk management, asset allocation, and alternative investments •Tailored lending – secured and unsecured •Wealth transfer strategies - inheritance and business succession planning •Unique private equity and hedge fund investment solutions •Wealth planning, preservation, and philanthropy – estate planning, tax planning •Longevity planning - post business sale retirement income Feel free to email me at [email protected] or call me at +1-310-846-8362 to schedule a 15-minute introductory call. Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Badii Group, LLC and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit https://badiigroup.com/ Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.