Episode 268
- 15 minutes ago
- 2 min read
4/2/26
Topic: After the Exit: How to Keep More of What You’ve Built
Guest: Nick Bartolo, CFA, CPA, Founder of Essential Partners
In this episode we discuss:
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PMP Industry Insiders Peer Groups
Nick's background and his focus on wealth management for owners of pest control businesses who are preparing for, or have completed, a company sale
How he got into the industry with a PCT Top 30 client
Why successful exits require a coordinated team including a CPA, a lawyer, a broker and a wealth advisor
How the true goal of an exit isn't just the sale price, but the highest return after taxes and fees to fund retirement
His process, including Path Scenario Analysis
Why the most critical question for any owner is "How much money do you need?" and why it's important not to forget the "social tax" of retirement
How a "sellable" business is a safeguard for the owner's family, even if the intent is not to sell
Why it's important not to ignore basics like Roth IRA contributions and company retirement plans
His approach to a post-exit investment strategy
Resources mentioned:
Nick's contact information: essentialp.com
Email: info@essentialp.com
Notable: "The first contingency planning that you can do is actually get your business ready to be sold at all times... and guess what? In the meantime, you’re going to make more money, you’re going to take better care of your team, and your business is going to run smoother." —Nick Bartolo, CFA, CPA, Essential Partners
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