‍ 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