Scott Chelberg Wealth Management Advisor at Retirement Solutions, Inc

Beyond Average | Episode: Building Wealth, Closing Gaps & Planning Your Exit with Scott Chelberg, CFP®, CEPA®, Wealth Management Advisor at Retirement Solutions What does it really take to retire on your own terms as a business owner, and how do you know if your business is actually worth what you need it to be? In this episode of Beyond Average, host Kristin Carlson sits down with Scott Chelberg, CFP®, CEPA®, and Wealth Management Advisor at Retirement Solutions in Carlsbad, California, to explore how he helps business owners close the gap between what their business is worth today and what they actually need to fund their ideal retirement lifestyle. Scott shares a powerful real-world success story of a manufacturing company he helped grow from a $5M valuation to over $9M in offers, and breaks down the practical strategies, the right team of advisors, and the mindset shifts that made it possible. 🎙️ In this episode, you'll learn: ✔️ How Scott identifies the "wealth gap," "value gap," and "profit gap" for business owners ✔️ Why increasing business value is often the fastest way to close a retirement wealth gap ✔️ The four intangible capitals that drive enterprise value, and how to strengthen each one ✔️ A real success story: how one manufacturing company went from $5M to $9M+ in value ✔️ How Scott is building his own succession plan, and what other business owners can learn from it ✔️ Why EOS (Entrepreneurial Operating System) and open-book management transformed his team's engagement ✔️ The five core values that define Retirement Solutions' culture ✔️ Advice for aspiring entrepreneurs in financial services, and any industry, on starting with the end in mind Whether you're a business owner thinking about your exit, a financial professional building your practice, or an entrepreneur planning for long-term value, this conversation is packed with practical wisdom you can apply right away. Connect with Scott Chelberg & Retirement Solutions: 🔗 Website: https://2rsi.com/ 🔗 LinkedIn: https://www.linkedin.com/company/retiremen... 🔗 LinkedIn Profile: https://www.linkedin.com/in/scottchelberg/ Connect with Kristin Carlson: 🔗 Website: https://kristincarlson.focalpointcoaching.com 🔗 LinkedIn: https://www.linkedin.com/in/kristin-carlso... Subscribe for more conversations with leaders, entrepreneurs, and business owners who are growing beyond average and increasing value through leadership, culture, customer relationships, and scalable systems.