Making Cents

05. Why Every Business Owner Needs a Valuation Even If You're Not Selling with Bill Clement

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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/

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      Making CentsBy Napier Financial