Overview

"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(TM)."" Employing tens of millions of workers, Big Hearted Business Owners(TM) 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."

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9781647045104

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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.

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