Comprehensive guidance for nonprofits

Matt's Book

Matthew Pardieck, wrote a book titled “Bottom Line of Happiness: Financial Strategies and Exit Planning for the Big-Hearted Business Owner™”. After working with hundreds of owners throughout his career, he noticed that the vast majority of them have personal goals far exceeding simply making a profit: charitable, taking care of family, taking care of employees and leaving a legacy. The book describes the processes, tax ideas and financial strategies this ‘big-hearted business owner™’ can help build wealth for family while efficiently supporting goals relating to self-fulfillment. Ask him about it and expect to see more soon!


Book can be purchased here.

Ask about our complimentary financial planfor business owners.

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