Are you planning to sell your business and want to keep as much of your money as possible? Most business owners don’t realize that a huge portion of their sale—sometimes millions—can go to federal and state taxes if they don’t plan ahead. In this video, Nick Bartolo, founder of Essential Partners, walks you through a real-world strategy that saved a client $3 million in taxes on a $35 million business sale. This isn’t a loophole or a gimmick—it’s a legal, IRS-approved, institutional-level strategy used by top wealth managers.
The finance industry is full of jargon—and a lot of it is designed to confuse people. In this video, Nick breaks down exactly how Essential Partners manages client money using a simple, plain-English framework anyone can understand.
These 5 risks could kill your business sale. How do we know? For 17 years, Nick managed money in the public markets—analyzing risk across billions in stocks and businesses. Now, he brings that same Wall Street framework to business owners preparing for an exit. In this video, Nick breaks down the five dimensions of risk every entrepreneur and investor should understand before selling—or scaling—their business
A client was once weeks away from selling his business for $250 million. Today, that same business might be worth just $20 million.
How do you pay zero tax on $2 million? Sounds impossible—but it’s not. In this video, Nick breaks down how one business owner saved $400,000 in taxes on a $2 million holdback using smart, legal investment strategies anyone can learn from. Whether you’re selling a business, investing in the markets, or just looking to keep more of what you earn—this is a playbook worth watching.
Most business owners aren’t talking about stagflation today—but they should be. It’s the kind of economic environment that can quietly eat away at cash flow, margins, and business valuations without warning. Stagflation also requires a different investment portfolio approach.
From the dirt roads of Las Vegas to private meetings with Jeff Bezos, Howard Schultz, and Nike’s Mark Parker—Nick’s journey from Wall Street investor to founding Essential Partners is unlike any other. After 17 years helping to invest billions for the world’s largest institutions, he now helps 8 and 9-figure business owners maximize after-tax wealth when selling their life’s work.
A client referral came in with a $20 million business sale on the table. On paper, it looked like a dream deal. In reality? The family was about to make several costly mistakes that would have reduced their after-tax wealth by millions.