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 &amp; M&amp;A SpecialistsDonnie Shelton, Triangle Home Services

Top Takeaways From March | Insiders Rewind

The PMP Industry Insiders podcast helps pest control and lawn care professionals grow their businesses. Every week, hosts Donnie Shelton and Dan Gordon talk with the biggest players in the pest control and lawn care markets about what’s changing in the industry and take listeners to the front lines of what the future holds.