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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4pm

McCall Wealth Advisors

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Brentwood, TN
McCall Wealth Advisors

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Our mission is to be the most dependable advisor for business owners and families, guiding them through every stage of their financial journey with clarity, care, and confidence.. Our mission is to be the most dependable advisor for business owners and families, guiding them through every stage of their financial journey with clarity, care, and confidence. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. McCall Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

10/23/2026

🎧 New episode out now!

What if selling your business could mean more than the money? 💡

We sat down with Kay Hiramine of the National Christian Foundation Nashville to talk generosity, legacy, and how to plan charitable giving around a business exit.

Inside this episode:

✔️ Setting up a donor advised fund
✔️ Giving strategies tied to a sale
✔️ Family succession
✔️ Passing down values, not just wealth

If you're preparing to sell, or simply want your success to leave a lasting legacy, this is a conversation you won't want to miss.

🔗Comment "LINK" below and we'll send it to you!

10/22/2026

The weekend you decide to sell shouldn’t be the first time you think about what comes next. 💭

Strong exits are built over years, not decided in a cement of fatigue or opportunity.

Knowing your number, preparing your team? And picturing life after the sale all start long before the first buyer conversation.

You’re not behind, you’re right on time to do it well, and we’re here to guide you through the process.

🌐 mccallwealth.com

10/21/2026

Planning to sell your business and give back? Timing is everything ⏳

Donating equity to a Donor Advised Fund works well before the letter of intent is signed. I wait until after, and you could miss out on many of the benefits.

We like to start these conversations 9-12 months before a sale. The earlier, the better.

🎧 NEW EPISODE with Kay Hiramine out this Friday The Owner's Exit Podcast!

10/20/2026

A private equity firm called and they’re interested. Now what? 📞

Before you call them back, know this: they’ve been preparing for this conversation longer than you have. Here are 3 mistakes to avoid ⬇️

1. Sharing your numbers before you have representation
2. Assuming the LOI is the final deal
3. Signing up for rollover equity without understanding what you’re buying into

Going in informed isn’t paranoid. It’s how you protect what you’ve built.

Show up prepared, not just flattered. Link in the bio to start a conversation.

10/16/2026

A legacy plan is only as strong as the people who inherit it.

Documents direct where wealth goes. Conversations prepare your family to receive it. Both matter, and the second takes longer.

Start early. Introduce your family to the plan, the reasons behind it, and the advisors who will help carry it forward. As always, we're here to help.

🌐 mccallwealth.com

10/15/2026

Selling your business to Private Equity: what owners should know first.

PE firms are financial buyers. They invest in a company, work to grow its value, and sell again within a set window.

For a seller, that usually means one of two paths.
🌟 A full exit, where you take your proceeds and step away.
🌟 Or a recapitalization, where you sell a majority stake, take liquidity now, and keep equity for a possible second exit down the road.

The right partner brings capital, talent, and a real plan. The wrong one brings a ticking clock. Know the difference before you sign.

Save this for when the first offer arrives, or send to an owner who is fielding calls from buyers.

10/14/2026

➡️ When to sell a contract based business: look at your backlog.

A buyer is paying for what comes next. The more proven runway you can show, the stronger your position. That window closes a little more with every month of delivered work.

Planning for it starts long before the sale.

Save this for your next planning conversation, or send to an owner whose business runs on contracts.

10/12/2026

🚨 3 exit myths that quietly cost business owners millions.

“I’ll sell when I’m ready.”
“The highest offer is the best deal.”
“Buyers will see the potential.”

All three feel true. None of them protect your outcome.

Swipe through to see the reality — and what actually moves the needle.

10/10/2026

Please help us wish Cain Yarbrough a very happy birthday!

We are so grateful for the energy you bring to our team. We hope you have a wonderful day full of celebration and joy! 🎂

10/09/2026

Most of a strategic sales outcome is decided before it begins.

The negotiation is rarely the problem. The real mistakes are checking out too early, going in without representation, and signing an ear out they don’t fully understand.

The outcome is decided years before the deal.

Save this or send it to an owner who is thinking about selling.

Address

5217 Maryland Way Suite 401
Brentwood, TN
37027

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4pm

Telephone

+16153704040

Website

http://www.mccallwealth.com/

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