EPISODE · Apr 2, 2026 · 45 MIN
Episode 268: After the Exit: How to Keep More of What You’ve Built
from PMP Industry Insiders · host Brought to you by Donnie Shelton and Dan Gordon
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
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Episode 268: After the Exit: How to Keep More of What You’ve Built
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