Nexus Advisors

Start Your Plan Now: https://www.nexusadvisorsllc.com/contact-us Why do so many business owners say they want to exit… but so few actually create a plan? In this episode, Andrew Eppes and Holly B Clapp dive into the psychological and emotional side of exit planning — the part most owners rarely talk about. From the tension between freedom and control to fears about leadership succession and lettin...

In this episode, Andrew and Holly explore the evolution of financial planning and share general perspectives on how some individuals choose to engage with financial advisors alongside other professional relationships, such as attorneys and tax professionals. The discussion highlights planning concepts, communication, and coordination considerations that may be relevant to business owners. What was...

Start Your Plan Now: https://www.nexusadvisorsllc.com/contact-us In this episode, Andrew Eppes and Holly Clapp discuss what it truly takes to prepare a business for transition. From building a strong management team and creating systems that reduce owner dependence, to identifying which responsibilities to delegate first, they walk through the intentional steps required to make a company sustainab...

Start Your Plan Now: https://www.nexusadvisorsllc.com/contact-us  In this episode, we explore one of the most overlooked drivers of financial freedom: spending. While many business owners focus on growing their net worth, few have a clear understanding of how much they actually spend—and how that impacts long-term financial independence. We break down the unique challenges business owners face, in...

Have questions about your own financial freedom number? Reach out to Andrew and Holly to request their free self-aassessment calculator. In this episode, Andrew Eppes and Holly Clapp get personal — sharing what it was really like growing up with parents who owned their own businesses, the highs and lows they witnessed firsthand, and how those experiences shaped the advice they give clients today....

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 ●    ...

Most business owners spend years building a successful company — but very few know what it actually takes to become financially free. In this episode, Andrew Eppes and Holly Clapp of Nexus Advisors discuss what financial freedom really means for business owners and why it’s more complicated than traditional retirement planning. Unlike employees who save through retirement accounts, many entreprene...

Building a successful business is one thing. Selling it is another. In this episode, Nexus Advisors partners Andrew Eppes and Holly Clapp break down a problem many business owners don’t see coming you can build a profitable company, even a multi-million dollar one, and still struggle to sell it. Why? Because buyers aren’t just purchasing revenue. They’re buying systems, leadership, and stability t...