Nick Bartolo, CFA, CPA

I’m Nick Bartolo, CFA, CPA, MBA, Founder of Essential Partners. On Essential Exit Wealth, I share tax, investing and wealth strategies for 8 and 9-figure business owners preparing for or following a business sale.

At Essential Partners, we help business owners maximize after-tax wealth through tax strategy, investments and sale timing. In the last 16 months, our clients have executed over $500M in transactions while walking away with peace of mind knowing they didn’t leave their hard earned money on the table.

Essential Partners, LLC is an SEC Registered Investment Adviser. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial advisor before making financial decisions.  Stories have been modified to protect privacy.