Episode 268: After the Exit: How to Keep More of What You’ve Built

About this episode

Nick Bartolo discusses strategies for maximizing after-tax wealth and preparing businesses for sale.

This week, Dan and Donnie welcome Nick Bartolo, CFA, CPA, founder of Essential Partners, a wealth management firm specializing in post-exit planning. He shares strategies for maximizing after-tax wealth, including Roth IRAs, company retirement plans, and diversification of investment portfolios, with emphasis on preparing businesses for potential sale at any time. Guest: Nick Bartolo, Founder, Essential PartnersHosts:Dan Gordon, PCO Bookkeepers & M&A SpecialistsDonnie Shelton, Triangle Home Services

People in this episode

Hosts: Dan Gordon, Donnie Shelton

Guest: Nick Bartolo

Topics covered

• post-exit planning
• wealth management
• after-tax wealth
• investment strategies
• business sale preparation

Keywords

• wealth management
• Roth IRAs
• retirement plans
• investment portfolios
• business exit strategies

Mentioned in this episode

Organizations: Essential Partners

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