Is your business built for success? Is it built to maximize your personal happiness? Like many business owners, your business isn’t just about making money. You’re also passionate about taking care of yourself and your family, employees, and community. It’s a cornerstone of your business’ success and a key driver in your decision making. But until now, this facet of business has been often overlooked. That is, until now.
The Bottom Line of Happiness: Financial Strategies and Exit Planning for the Big-Hearted Business Owner™ is designed to help mission-driven business owners at every stage of their business’s life cycle create the foundations for success and fulfillment. Author Matthew Pardieck knows a thing or two about navigating corporate success while maintaining a happy and fulfilling life. A former aeronautical engineer and pilot, Pardieck has worked in wealth management for over 25 years helping business owners find success and serenity.
In this revolutionary guide, Pardieck shares ideas on:
shaping your business around your true north;
keeping you and your business on course while you take care of yourself and those important to you;
financial and tax strategies to help you and your causes as you build and grow a business;
choosing an exit strategy that fits your financial and life goals;
living a fulfilling life with a big heart before and after your business exit.
As a Big-Hearted Business Owner™, you have the ability to create new wealth and improve your community. The Bottom Line of Happiness will teach you to effectively navigate the tax, planning, and financial landscape to your advantage, to benefit those who are most important to you. Pardieck's tried-and-true techniques have helped owners fulfill their corporate and personal goals as well as potentially saving them millions in taxes. If you are ready to thrive—not just survive—as a business owner, and give your most philanthropic goals the priority they deserve, this is where to start.
Pilot, rocket scientist, financial advisor, musician, black belt, dad, husband, philanthropist... I like to live life to its fullest and give back when able. Writing first book based on 20+ year history helping business owners transition and take care of the people/causes important to them. Book will be "Bottom Line of Happiness".
Many are shocked to hear the massive amount of tax savings from simply understanding the laws and the required timing. As in most areas of the code, planning AHEAD is critical and can save business owners hundreds of thousands or even millions of dollars.
Book Excerpt
The Bottom Line of Happiness
Properly structured, a charitable gift made before a business sale (letter of intent) can help you avoid capital gains taxes on the gifted assets. Otherwise, taxes must still be paid, even if the gift is made immediately after the sale. For a $1 million gift, the result of making the gift before the sale saves at least $150,000. Of course, you must know how much you can afford to give prior to the sale. You must also know the likely sale price. These pieces of information are both integral parts of the planning process. It can even boost income for your family personally during retirement if combined with a charitable remainder trust—with charity ultimately receiving proceeds after you’ve passed away.
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