Almost 50% of business owners will transition to their exit strategy within the next five years. Are you set up for success-and most importantly-happiness?
As an aeronautical engineer and pilot working in wealth management for business owners for over 25 years, Matthew Pardieck knows a thing or two about navigating corporate success as well as personal happiness. Written for the mission-driven business owner who is moved to not only complete an exit from a profitable business but also wants to leverage that success to help them take care of the people and causes important to them-such as family, employees, charities, and community-The Bottom Line of Happiness shares ideas on:
- Understanding and shaping your business around your True North
- How to form and manage a dynamic team that helps with ideas and action
- Important tools that are available to keep you and your business on course while you take care of yourself and those important to you
- The differences between the types of businesses so you understand your most appropriate financial and exit strategies
- Financial and tax strategies to help you and your causes as you build and grow a business
- Understanding the many types of exits and choosing one that fits your financial and non-financial goals
- And continuing to live a fulfilling life with a big heart before and after your exit
The mission-driven owners who fly toward their own True North are what Pardieck calls "Big Hearted Business Owners™." Employing tens of millions of workers, Big Hearted Business Owners™ have the ability to create new wealth and improve their communities. Yet many lack the training, expertise, or time to navigate the tax, planning, and financial landscape. Pardieck's tried-and-true techniques have helped owners fulfill their corporate and personal goals as well as potentially saving millions in taxes, which in many cases have been re-directed toward causes important to them or their families.
