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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with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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/
08. The Exit Blueprint for Selling Your Business with Alex Weiss CFP®
Making Cents
23 minutes 43 seconds
4 months ago
08. The Exit Blueprint for Selling Your Business with Alex Weiss CFP®
What if the biggest transaction of your life was the one you were least prepared for? For many business owners, the idea of selling their company sits quietly in the background—until it’s suddenly urgent. But the best exits don’t happen by accident. They’re built intentionally, years in advance.
In this episode, John Napolitano sits down with longtime collaborator and financial advisor Alex Weiss to explore how business owners can prepare for an eventual sale—not just financially, but personally and strategically. With over 15 years of shared experience guiding clients through these transitions, John and Alex unpack the often overlooked details that make or break a business exit.
What You’ll Learn in This Episode:
When the clock really starts: Why planning your exit should begin 3–5 years before a sale, and how to use that time to clean up financials, set post-sale goals, and align your team.
The power of forecasting and valuation: How to model your life after the sale, determine what you need from your business, and identify the gaps between where you are and where you need to be.
Building the right transaction team: From accountants and attorneys to brokers and bankers, discover how to evaluate your current advisors and assemble a team that’s capable of executing a high-stakes transition.
Whether you're thinking about selling a business next year or in the next decade, this conversation will shift how you think about integration, preparation, and what it means to exit on your own terms.
Tune in and discover what it means to approach your business transition with clarity, confidence, and intention.
Key Links
Making Cents Podcast - https://www.makingcentspod.com/
Napier Financial - https://napierfinancial.com/
John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/
Alex Weiss’ LinkedIn - https://www.linkedin.com/in/alexanderweiss/
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.
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/
