Shows / The Owner's Playbook

The Owner's Playbook
The Owner’s Playbook explores what it really means to grow, prepare, and eventually exit a business. Hosted by Carol Dewey, founder of Clarus Advisory Partners, the show highlights the realities every business owner will face—including the importance of transferable value, the factors that shape a successful exit, and the personal vision behind every end game.
Episodes
The Owner's PlaybookThe Tax Strategy Window: Why the Best Planning Happens Before the Buyer Shows Up
When should tax planning for a business exit begin? When you're ready to sell? When a buyer appears? When the letter of intent arrives? Or long before any of…
The Owner's PlaybookYour Business Isn't Worth What You Think: Understanding the Value Gap Before You Sell
Your business may be profitable, successful, and growing. But does that mean it's worth what you think it is? In this episode of The Owner's Playbook, Carol…
The Owner's PlaybookYour Business Is Worth $10 Million... But What Do You Actually Keep?
A $10 million business offer sounds like financial freedom. But how much of that money actually makes it into your pocket? In this episode of The Owner’s…
The Owner's PlaybookThe Three Tax Buckets Every Business Owner Should Build Before the Exit
Building wealth is one challenge. Creating flexibility around how that wealth eventually supports your life is another. In this episode of The Owner’s…
The Owner's PlaybookBusiness Rich, Cash Poor: When Your Net Worth Is Trapped Inside Your Company
A successful business can make you wealthy on paper—but does that wealth actually give you financial freedom? In this episode of The Owner’s Playbook, Carol…
The Owner's PlaybookThe Day Everything Changed: Protecting What You've Built Before It's Too Late
What happens to your business, income, family, and employees if you suddenly can’t work for six months? In this episode of The Owner’s Playbook, Carol Dewey…
The Owner's PlaybookStop Building a Business... Start Building an Enterprise
There’s a difference between owning a successful business and building an enterprise that can create value without depending on you. In this episode of The…
The Owner's PlaybookYou Don't Own a Business Until the Business Can Survive Without You
You may own your company on paper—but if the business cannot function without your daily involvement, how much freedom do you really have? In this episode of…
The Owner's PlaybookThe Wealth Trap of Successful Business Owners
It’s possible to build a successful company, accumulate significant wealth, and still feel financially trapped. In this episode of The Owner’s Playbook, Carol…
The Owner's PlaybookThe Silent Business Partner Taking 30%-50% of Your Profits
In this episode of The Owner’s Playbook, Carol Dewey discusses one of the most overlooked threats to a business owner’s long-term wealth: unnecessary taxes…
The Owner's PlaybookWhy Your CPA May Be Great at Taxes But Terrible at Tax Strategy
In this episode of The Owner’s Playbook, Carol Dewey breaks down an important distinction every business owner needs to understand: tax preparation and tax…
The Owner's PlaybookThe Owner’s Playbook: A Step-by-Step Strategy to Exit on Your Terms
Building a successful business is one thing. Building a business that supports your life—and eventually gives you the freedom to exit on your terms—is…
The Owner's PlaybookHow Smart Owners Turn Their Business Into a Wealth Machine
Many business owners build successful companies but still feel trapped inside the very thing they created. Revenue grows, responsibilities increase, and over…
The Owner's PlaybookThe Hidden Risks That Quietly Destroy Business Value
Many business owners assume that years of hard work, steady revenue, and business growth will naturally translate into long-term wealth and freedom. But…
The Owner's PlaybookWhy Most Business Owners Will Never Exit on Their Terms
Many business owners spend years—sometimes decades—building successful companies, generating income, and creating value. Yet despite outward success, many have…
The Owner's PlaybookRecurring Revenue: The Multiplier Most Owners Underestimate
In this episode of The Owner’s Playbook, Carol Dewey breaks down one of the most powerful drivers of business valuation: recurring revenue. While many business…
The Owner's PlaybookRevenue Is Vanity. Cash Flow Is Sanity. Margin Is Valuation.
In this episode of The Owner’s Playbook, Carol breaks down one of the most misunderstood concepts in business: revenue does not equal value. While many…
The Owner's PlaybookFrom Bottleneck to Builder: How to Remove Yourself as the Hub
In this episode of The Owner’s Playbook, Carol Dewey tackles one of the most common barriers to business growth and valuation: owner dependence. When…
The Owner's PlaybookThe Most Dangerous Threat to Your Business Value… Is You
In this episode of The Owner’s Playbook, Carol Dewey delivers a powerful leadership message: the greatest threat to your company’s valuation may not be the…
The Owner's PlaybookMonopoly Control: How to Build Your Competitive Moat
In this episode of The Owner’s Playbook, Carol Dewey breaks down one of the most powerful drivers of company value: Monopoly Control — your competitive moat…
The Owner's PlaybookBreaking the Hub & Spoke Trap (Part 2)
In Part 2 of the Hub and Spoke series, Carol Dewey focuses on how business owners break free from owner dependence by evolving their leadership. This episode…
The Owner's PlaybookThe Hub and Spoke Trap (Part 1)
In this episode, Carol Dewey breaks down one of the most common—and costly—business owner traps: the hub and spoke model, where the owner becomes the center of…
The Owner's PlaybookThe Power of Preparation: Your Business Transition Blueprint for 2026
In this episode of The Owner’s Playbook, Carol Dewey explains why preparation—not reaction—is the key to business freedom and successful transitions. As 2026…
The Owner's PlaybookFinancial Performance & Growth Potential: How to Measure What Really Matters
In this episode of The Owner’s Playbook, Carol Dewey breaks down two of the most critical drivers of business value: financial performance and growth…
The Owner's PlaybookRecurring Revenue: The Power of Predictability and Freedom
In this episode of The Owner’s Playbook, Carol Dewey explores one of the strongest drivers of business value: recurring revenue. She breaks down why…
The Owner's PlaybookThe Endgame: Building a Business You Can Leave, Not Just Own
In this launch episode of The Owner’s Playbook, host Carol Dewey sets the foundation for what this podcast is all about: understanding the end game of business…
The Owner's PlaybookThe Switzerland Structure: Creating Independence, Diversification & Durable Value
In this episode of The Owner’s Playbook, Carol Dewey explores one of the most important drivers of company value—the Switzerland Structure, a measure of how…
The Owner's PlaybookThe Owner's Playbook with Carol Dewey
The Owner’s Playbook is a podcast for business owners who want to think differently about the future of their company. Hosted by Carol Dewey, founder of Claris…