Get My After Tax Read
Find out what you’d actually keep from the sale of your business, after tax
Answer 4 questions and Nick will tell you where your deal actually stands, what could still change what you keep, and whether you’re early, ready, or already too far in.
Takes about 60 seconds. Your answers stay between you and Nick.
The 4 questions
Question 1 of 4
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What would the deal land at?
What’s your business?
Where are you in the process?
What’s the one concern on your mind?
Where should Nick send the read?
Add your name, email, and mobile to continue.
Your answers stay between you and Nick.
$600M
In business sale transactions completed by client partners over the last 24 months.
20 years
Reading deals as a CPA and investor.
30 min
On the phone with Nick after four quick questions.
From owners who sat in your seat
“Because of them, I have exposure to opportunities most people don’t even know about.”
Chris T.
“Working with Essential was the best financial decision we made.”
Doug L. & Laurie W.
“I don’t need to needlessly pay taxes. They’re collaborating with my tax accountant and estate attorney.”
Jared B.
How it works
01
Answer the 4 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, with a straight answer on what you would keep.
03
Walk out with a real read on your number.
A good idea of what lands in your pocket after taxes and structure, what can still change, and a straight answer on timing.
What the call covers
The headline price is not what you keep. Taxes, fees, and structure decide the number that actually lands. The call starts there.
Cash at close, rolled equity, holdbacks, earnouts. Each piece carries its own risk, and buyers structure them in their favor. You should read them the same way.
A big part of the tax outcome is decided before you sign, not in April. Entity structure and timing can move the number by seven figures on an eight figure deal.
The owners who keep the most usually start one to two years out. If a buyer is already calling, the window between their first number and your signature is the one that matters.
What the money does next decides whether the sale was worth it. Income, investments, and a plan for the family, before the proceeds sit idle.
Before you start
This is for
Business owners thinking about a sale
Deals that would land in the eight figures
Anyone who wants to know what they’d keep before they sign
This is not for
Owners looking for a stock picker or the next hot trade
Anyone who wants a sales call. You’ll get math and an honest answer
Who you’ll be talking to
Nick Bartolo.
“What matters is what you bring home after tax.”
Nick has spent 20 years reading deals as a CPA and investor. He analyzed thousands of business sale transactions from the institutional side of the table, which means he reads your deal the way the buyer sitting across from you reads it, while you can still do something about it.
What he brings is the after tax number. In most sales the broker, the accountant and the attorney each handle their own piece and meet properly for the first time at closing. Nick coordinates structure, timing and the tax work as one plan, and that is where a large part of what you keep gets decided.
He is a CFA charterholder and a CPA. Client partners have completed over $600 million in business sale transactions over the last 24 months.
Nick BartoloFounder
Framework
The Essential
Exit Framework
A sale is never one decision. Price, structure, taxes, and what you do with the money after. Each one changes what you walk away with. The framework takes them in order, so nothing gets decided by default.
Get My After Tax Read
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. It is 30 minutes and an honest read on your deal. If working together makes sense, Nick will say so and leave it with you.
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 his career on the buyer’s side of the table, so he reads your deal the way the person across from you reads it. For a lot of owners, that seat at the table is still empty.
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 a big part 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 4 questions and mention your timeline.
Your answers stay between you and Nick, and it stays that way. That is a big part of why owners talk to him in the first place.
See what you’d actually keep
Get My After Tax Read