Episode 282
Episode 268: After the Exit: How to Keep More of What You’ve Built
April 2, 202645m 20s
Audio is streamed directly from the publisher (mcdn.podbean.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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 Partners
Hosts:
Dan Gordon, PCO Bookkeepers & M&A Specialists
Donnie Shelton, Triangle Home Services