‍ Most business owners are so focused on growing their company that they never stop to ask: if I sold today, would I actually be okay? In this episode, Andrew Eppes sits down with financial advisor Holly Clapp to tackle one of the most important questions a business owner can face — how do you know when you have enough?

They cover:

● Why so many business owners regret selling their company

● The most common misconceptions about living off a portfolio

● Why average rate of return can be a misleading number in retirement

● How to estimate your spending without a formal budget

● A simple formula to quickly assess where you stand on the path to financial freedom

● Why knowing your number changes everything when you walk into a negotiation

Whether you're fielding calls from buyers or just starting to think about your exit, this episode will help you get clear on where you stand and what to do next.

Learn more about Nexus Advisors:

https://nexusadvisorsllc.com/

Connect with Nexus Advisors:

https://nexusadvisorsllc.com/contact-us/

This podcast is for informational purposes only and does not constitute financial, investment, or insurance advice. Past experiences discussed are not indicative of future results. Listeners should consult their own financial professional before making decisions. Nexus Advisors LLC does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Nexus Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254. OSJ phone: 972.348.6300. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.CRN202903-10630558

Most business owners spend years building a successful company — but very few know what it actually takes to become financially free.

In this episode, Andrew Eppes and Holly Clapp of Nexus Advisors discuss what financial freedom really means for business owners and why it’s more complicated than traditional retirement planning. ‍

Unlike employees who save through retirement accounts, many entrepreneurs have most of their wealth tied up inside their company. That creates unique challenges when trying to determine how much money you actually need to exit your business and maintain your lifestyle.

In this conversation, Andrew and Holly walk through practical ways business owners can start thinking about their “magic number” — the amount of wealth needed to create lasting financial independence. ‍

Topics discussed include:

• What financial freedom really means for business owners
 • Why relying entirely on your company for retirement can be risky
 • The importance of diversifying wealth outside your business
 • How to estimate the income you’ll need after selling your company
 • The difference between investment growth and sustainable withdrawal rates
 • How spending, net worth, and business valuation all work together in financial planning

‍ ‍

They also discuss practical steps owners can take now to begin planning for a future exit and avoid unpleasant financial surprises later.

Financial freedom isn’t just about having money — it’s about having clarity and a plan for the future. ‍

Learn more about Nexus Advisors:
https://nexusadvisorsllc.com/

‍Connect with Nexus Advisors:
https://nexusadvisorsllc.com/contact-us/

‍ ‍

This podcast is for informational purposes only and does not constitute financial, investment, or insurance advice. Past experiences discussed are not indicative of future results. Listeners should consult their own financial professional before making decisions. 

‍ ‍

Nexus Advisors LLC does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

‍ ‍Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Nexus Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254. OSJ phone: 972.348.6300. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202903-10610644

‍ ‍

Building a successful business is one thing. Selling it is another.

‍ ‍

In this episode, Nexus Advisors partners Andrew Eppes and Holly Clapp break down a problem many business owners don’t see coming: you can build a profitable company, even a multi-million dollar one, and still struggle to sell it.

‍ ‍

Why? Because buyers aren’t just purchasing revenue. They’re buying systems, leadership, and stability that can survive without the owner.

‍ ‍

In this conversation, Andrew and Holly walk through real examples of businesses that struggled to transition, as well as companies that successfully prepared for an exit. They discuss the risks that often reduce a company’s value and the steps owners can take years in advance to position their business for a successful sale.

‍ ‍

Topics include:
 • Why owner-dependent businesses are harder to sell
 • The risk of having most of your wealth tied to your company
 • Family succession vs. selling to an outside buyer
 • Why buyers look closely at customer concentration and cash flow stability
 • The “freedom window” — the 12–24 months before selling when preparation matters most
 • How business owners can begin planning for financial independence after a sale

‍ ‍

If you are a business owner, contractor, manufacturer, or leader in the trades, understanding these issues early can make a significant difference in the long-term value of your company.

‍ ‍

Planning ahead doesn’t just protect your business. It protects your future.

‍ ‍

Learn more about Nexus Advisors:
https://nexusadvisorsllc.com/

‍ ‍

Connect with Nexus Advisors:
https://nexusadvisorsllc.com/contact-us/

‍ ‍

This podcast is for informational purposes only and does not constitute financial, investment, or insurance advice. Past experiences discussed are not indicative of future results. Listeners should consult their own financial professional before making decisions. 

‍ ‍

Nexus Advisors LLC does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

‍ ‍

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Nexus Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254. OSJ phone: 972.348.6300. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202903-10124915

‍