In this episode, Caleb sits down with Nick Bartolo, founder of Essential Partners, to discuss what business owners need to consider when thinking about selling their company.

Nick breaks down:

The decision to sell and conducting a "possible path analysis" — evaluating revenue, EBITDA, and overall business valuation.
Thinking beyond the sale price — retirement planning, ensuring your investments can support your lifestyle, and avoiding poor tax advice.

He also covers:

Optimizing growth, margins, and return on capital
Building a business that is sustainable and not dependent on the owner
Understanding the broader industry landscape
The importance of strong books, clean financial records, and a reliable CPA
Strategic tax planning, including starting a Roth IRA

This episode is packed with practical insights for any contractor or entrepreneur planning long-term growth, exit strategy, and financial freedom.

Nick Bartolo – info@essentialp.com Instagram: @nickbartolo_ep Elite Networks

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Ep. 683 – Selling Smart: Growth, Sustainability, and Exit Strategy with Nick Bartolo (Founder, Essential Partners)