South Carolina Business Review
Oct 6, 2026 · 6 min · 6 segments
Mike Switzer interviews Roy Janse, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.
Mike SwitzerHost
So let's talk about this topic of business success, not necessarily transferring to personal financial success.
When we talk about a wealth gap, it's essentially the difference between the amount of wealth you need to support your retirement lifestyle, and the personal net worth you've accumulated outside of the business.
So for many business owners, their wealth gap will be large because a significant portion of their net worth is in their company.
How much do I actually need to net from the sale of my business to become financially independent.
Once you know that number, you can compare it with the current value of the business.
And if there's a shortfall before you sell it, you still have time to increase profitability and improve the company's valuation, accumulate other assets, or even just adjust the timing and the structure of your exit plan.
But overall, it's a critical first step and a critical number to really understand before you even start considering selling your business.
So let's talk about this topic of business success, not necessarily transferring to personal financial success.
When we talk about a wealth gap, it's essentially the difference between the amount of wealth you need to support your retirement lifestyle, and the personal net worth you've accumulated outside of the business.
So for many business owners, their wealth gap will be large because a significant portion of their net worth is in their company.
How much do I actually need to net from the sale of my business to become financially independent.
Once you know that number, you can compare it with the current value of the business.
And if there's a shortfall before you sell it, you still have time to increase profitability and improve the company's valuation, accumulate other assets, or even just adjust the timing and the structure of your exit plan.
But overall, it's a critical first step and a critical number to really understand before you even start considering selling your business.
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