How much can we spend with a $19M business sale? скачать в хорошем качестве

How much can we spend with a $19M business sale?

If you sold your business for $19 million… would you actually have enough? In this video, Nick Bartolo, Founder of Essential Partners, walks through a real-life $19M business sale case study to answer the question every business owner asks: “Will I run out of money?” Enough money to support your family, buy that dream home, or leave behind generational wealth. I've seen too many exiting owners live in fear of whether or not they can enjoy life after their sale. You can have the confidence to know that you won't run out of money. How? The Essential Exit Framework. We break down: • What a $19M exit actually looks like after taxes • Why the traditional 4% rule fails younger entrepreneurs • How $650,000/year in spending impacts a 40-year retirement • The real impact of tax drag over decades • How strategic tax planning can dramatically change the outcome Most advisors focus on investments. We focus on outcomes. This case study shows the difference between: ❌ No tax strategy ✅ Strategic tax-loss harvesting & tax-aware portfolio design And how a $700,000 tax savings today can potentially compound into $20M+ over time. If you're preparing for a business sale — or recently exited — this analysis will change how you think about wealth preservation. ⏱ Timestamps 00:00 – The #1 Question Business Owners Ask Before a Sale 00:50 – Meet Nick Bartolo & $500M+ in Client Exits 01:18 – $19M Sale Overview 02:07 – Breaking Down the After-Tax Proceeds 03:06 – Why the 4% Rule Doesn’t Work for Entrepreneurs 04:17 – Investment Assumptions & 7% Return Modeling 06:23 – Modeling $650K Annual Spending (Inflation Adjusted) 08:29 – Running the Standard Retirement Software 09:47 – Running Out of Money in 30 Years 11:18 – Testing 6% Returns & the 4% Withdrawal Rule 14:15 – What Can They Actually Spend Without Going Broke? 15:22 – Introducing Tax Strategy 16:43 – Long/Short Tax-Loss Harvesting Explained 17:40 – How $700K in Tax Savings Becomes $22M 18:33 – 20-Year & 40-Year Portfolio Comparisons 20:02 – Tax Drag: The Hidden Wealth Killer 22:00 – Why This Analysis Creates Peace of Mind 23:26 – Final Takeaways for Business Owners ======================= Connect on LinkedIn → linkedin.com/in/nick-bartolo/ Work with us → essentialp.com Connect on Facebook → facebook.com/profile.php?id=61555410775847 Connect on Instagram → instagram.com/nickbartolo_ep/ ======================= - Advisory services are offered through Essential Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Essential Partners. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. The exact facts and circumstances were changed to protect the privacy of clients and the exact scenarios could not be used. Advisory services are offered only under a written agreement with Essential Partners.