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.
Episodes
2 days ago
2 days ago
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 Partners
Hosts:
Dan Gordon, PCO Bookkeepers & M&A Specialists
Donnie Shelton, Triangle Home Services