Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
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Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
05. Why Every Business Owner Needs a Valuation Even If You're Not Selling with Bill Clement
Making Cents
25 minutes 4 seconds
5 months ago
05. Why Every Business Owner Needs a Valuation Even If You're Not Selling with Bill Clement
Is your business worth what you think it is—or what someone tells you it is?
Whether you're considering a future sale, bringing in a partner, or simply building long-term wealth, understanding the true value of your business is a must—not a maybe.
In this episode of Making Sense, John Napolitano welcomes Bill Clement, Managing Partner at South Coast Financial Partners, for a candid, in-depth conversation on business valuations.
Together, they unpack why every high-net-worth business owner needs to think beyond the day-to-day and start viewing valuation as a strategic tool—not just a number on paper.
You’ll learn:
Why knowing your business’s value matters well before you’re ready to sell—or even think about it
How equity compensation plans work, and why they’re a powerful lever for attracting talent when cash is tight
The difference between strategic and financial buyers—and how that difference can significantly impact your sale price
How to align your valuation with your long-term goals and avoid common mistakes that could cost you down the line
Whether you're planning ahead or just getting curious, this episode will help you see your business through a new lens—and make smarter decisions because of it.
Key Links
Napier Financial – https://napierfinancial.com
John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/
Bill Clement’s LinkedIn - https://www.linkedin.com/in/billclementcpa/
South Coast Financial Partners - https://southcoastfp.com/about-us/
Podcast produced and distributed by Evergreen Financial Marketing https://www.evergreenfm.com/
Making Cents
Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/