How to Save Millions on Taxes When Selling Your Business | $3M Tax Savings Explained

Are you planning to sell your business and want to keep as much of your money as possible? Most business owners don’t realize that a huge portion of their sale—sometimes millions—can go to federal and state taxes if they don’t plan ahead.

In this video, Nick Bartolo, founder of Essential Partners, walks you through a real-world strategy that saved a client $3 million in taxes on a $35 million business sale. This isn’t a loophole or a gimmick—it’s a legal, IRS-approved, institutional-level strategy used by top wealth managers.

What you’ll learn in this video:
• How high-net-worth business owners legally reduce capital gains taxes after a sale
• Why investment structure matters more than investment selection for tax efficiency
• Advanced strategies like long-short tax loss harvesting
• How to grow after-tax wealth predictably while minimizing tax exposure
• Why the wealthy plan for taxes before, during, and after a liquidity event

Nick shares step-by-step examples from a $35 million sale of a California cleaning company, showing exactly how a proper tax strategy can turn an $11.7 million tax burden into long-term savings and sustainable investment income.

Whether you’re preparing to sell, already planning your exit, or just want to understand how sophisticated investors protect their wealth, this video gives you a behind-the-scenes look at strategies most CPAs and financial advisors don’t even know exist.

Don’t leave millions on the table—learn how to protect your wealth and maximize your after-tax proceeds today!

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⏱ Timestamps
00:00 – The $3M tax savings opportunity on a $35M business sale
00:21 – Why most CPAs and financial advisors miss this strategy
01:19 – The problem: losing millions to federal and state taxes
02:22 – Client case study: $35M cleaning company sale
04:05 – Essential Exit Framework & tax planning options
05:37 – Level 1 & Level 2 tax loss harvesting explained
07:31 – How realized losses offset capital gains
10:15 – Advanced strategy: long-short tax loss harvesting
12:54 – Implementing the long-short strategy in real life
17:01 – Results: $3M saved and reinvestment strategies
20:55 – Planning ahead: implementing the strategy before your sale
24:29 – Customizing for your situation: exposure, loss ratios, and preferences

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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.