South Carolina Business Review

The family business perspective

By Mike Switzer

Published July 12, 2022 at 5:30 AM EDT

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Most business owners know that they need certain documents and policies to help them attain success and sustainability. But our next guest says that if you run a family business, you may want to look at these documents from a different perspective. Mike Switzer interviews Jon Robertson, a certified financial planner with Abacus Planning Group in Columbia, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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