The Bottom Line of Happiness: Financial Strategies & Exit Planning for the Big-Hearted Business Owner - Softcover

Pardieck, Matthew

Softcover

ISBN 10: 164704510X ISBN 13: 9781647045104

Publisher: Bublish, Incorporated, 2022

Synopsis

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.

About this title

About the Author

Matt began working in financial services as a junior member and corporate pilot in 1995 under the tutelage of two successful business/wealth managers who served as a resource to accounting firms in succession, executive benefits and asset protection-ultimately starting a franchise under their umbrella. He was subsequently acquired by a consulting firm, where he focused upon corporate succession strategies and institutional retirement consulting. After another acquisition, Matt joined Merrill Lynch in 2005 and worked with them (including managing an office location) until he formed the Harbour Wealth Management team of Raymond James in 2012. In 2021, he formed an independent RIA maintaining Raymond James as custodian, Harbour Wealth Management Group, Inc.He received his BS degree from Purdue University in Aeronautical Engineering, majoring in aviation economics. Matt is a CERTIFIED FINANCIAL PLANNER(TM) Certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Investment Management Analyst(r), a Chartered Life Underwriter(R), and a Chartered Financial Consultant(R). Matt is a member of the Investments and Wealth Institute, Financial Planning Association, Mt Pleasant Rotary Club and Mt Pleasant Presbyterian Church as well as a Chamber 'Leadership Charleston' graduate.Matt is Board member and past President/Treasurer of Charleston Jazz, on the Board of Advocates for Metanoia, helps lead his Church's praise band, and has been involved in many other charities such as Big Brothers (as a Big) and Junior Achievement. Matt has always had a passion for helping youth: while Chair of Charleston Jazz, he started the Jazz Academy, which has given music scholarships to hundreds of youth and impacted thousands of young students; he was a Big Brother for several years to a wonderful young man; he has taught karate at Metanoia's summer Freedom School for over 10 years to elementary school kids; he organized/recruited for Rotary Reader for several years helping hundreds of youth; been a Junior Achievement volunteer at numerous schools; coached (horribly) many youth teams; and regularly gives to many charities focused on youth education/empowerment.Matt lives in Mt Pleasant, SC with his beautiful wife Alissa and wonderful son Matthew.

Edition details

• Publisher: Bublish, Incorporated
• Publication date: 2022
• Language: English
• ISBN 10: 164704510X
• ISBN 13: 9781647045104
• Binding: Paperback
• Number of pages: 240