How To Exit Rich With Nick Bartolo
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How To Exit Rich With Nick Bartolo
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This week on Trades Talk, host Justin White sits down with Nick Bartolo of Essential Partners for a deep dive into wealth building, exit planning, and tax strategy for trades business owners. From Wall Street to the trades, Nick brings a rare combination of CPA expertise, institutional investment experience, and a passion for helping entrepreneurs protect and grow what they’ve built.
In this episode, Nick shares:
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How he went from global investing to advising trades entrepreneurs
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Why most owners misunderstand the “magic number” when selling a business
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How to calculate what really matters: after-tax, reinvested, and sustainable wealth
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The truth about equity rollovers, private equity structures, and risk exposure
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What buyers actually look for—and what they overlook
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Why building a valuable company starts long before you're ready to sell
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How to think like an investor while staying true to your business
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The difference between concentration and diversification at each stage of growth
Whether you're years away from a sale or just getting started on your path to wealth, this episode unpacks the financial playbook every trades leader should know