Application open
The application
Most owners learn what the sale really paid them after it closes. This is how you find out before... while the number can still move.

Nick Bartolo, CFA, CPA
Two decades inside $2.5 trillion institutions
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
As heard on
The Boardroom Buzz
·
CFA · CPA · MBA
·
Two decades on Wall Street
·
$2.5T
The scale of the institutions Nick worked inside.
20 yrs
On Wall Street, reading deals the way buyers read them.
4
Questions between you and a real conversation about your sale.
How it works
01
Answer the questions.
Deal size, stage, and the one concern on your mind. About a minute, and it stays between you and Nick.
02
Book your 30 minutes.
Your deal on the table, read the way buyers read it. No pitch... Nick couldn't care less whether you sell.
03
Walk out knowing your number.
What lands in your pocket after taxes and structure, what can still change, and an honest answer on timing.
Before you start
This is for
This is not for

“Enterprise value doesn't matter. What matters is what you bring home after tax.”
Nick Bartolo · Founder
Two decades inside $2.5 trillion Wall Street institutions confirmed what he already believed: founders rarely have access to the financial expertise their capital demands. He built his practice to change that.
Registration does not imply a certain level of skill or training.
Before you ask
If your deal is in range, the next page shows Nick's calendar and you book a 30 minute review. If it is not a fit yet, you'll land on resources built for owners at your stage.
No, and nothing. The review costs you 30 minutes and gets you an honest read on your deal. If working together ever makes sense, Nick will say it plainly and you decide... no scripts, no pressure, no follow up chase.
No. Nick is not a broker and takes no cut of your sale. A broker gets paid when you sign. Nick's job is what you keep... reading the deal before you sign it and managing what lands after the wire.
Keep them. Your CPA knows your books and your broker knows buyers. Nick spent two decades on the buyer's side of the table, so he reads your deal the way the person across from you reads it. For most owners, that is the one seat at their table nobody has filled.
It is the best possible time... as long as you have not signed. The stretch between a buyer's first number and your signature is where most of your after tax outcome gets decided. Answer the 4 questions and mention the offer.
That is often the best time to talk. The owners who keep the most usually start one to two years before a sale. Answer the questions and mention your timeline.
Your answers stay between you and Nick. Nobody calls your office, and nothing reaches your industry. Owners talk to Nick precisely because it stays quiet.
You sell once. Know your number first.