In this episode of The Owner's Exit, we sit down with Casey Clark, CEO and Co-Founder of Cultivate Advisors and a seasoned entrepreneur who scaled and successfully exited a company of his own before building an advisory firm that has helped thousands of owners become high-growth CEOs. Casey shares his path from operator to advisor, the lessons he learned along the way, and what business owners need to know about building real, transferable value long before an exit. We also dive into what it takes to lead in a way that earns followership, how to treat your business as an asset instead of a job, and how to build a company that runs—and sells—without you. If you're growing with an exit in mind—or simply want to build a more valuable business—this conversation is a master class you won't want to miss.

Any opinions are those of McCall Wealth Advisors and not necessarily those of Raymond James. Expressions of opinion are as of January 1st, 2026, and are subject to change without notice. Raymond James is not affiliated with Casey Clark.

For more information, visit our website at mccallwealth.com.

To get connected with Cultivate Advisors, visit https://cultivateadvisors.com/