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/