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
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