Building Value in Blue-Collar Businesses with William Yex (10/10/2026)

For owners of HVAC, plumbing, electrical and construction companies, building a profitable business is one thing. Building a business that someone else would actually want to buy is another.

This week, Jeremiah Bates welcomes William Yex, CFP®, a Wealth Management Advisor with Apollon Wealth Management who specializes in working with blue-collar business owners. William discusses why he chose to focus his practice on the trades and how the financial challenges facing these entrepreneurs differ from those of traditional employees and other professionals.

A major focus is what makes a trade business valuable. Could the company operate for three weeks without its owner? How much revenue depends on a handful of customers? Are recurring service contracts in place? William explains how owner dependency, customer concentration, predictable revenue and clean financial records can influence what a buyer is willing to pay. They also examine why private equity has shown interest in acquiring businesses in the trades.

Beyond valuation, Jeremiah and William discuss building personal wealth outside the company, retirement and tax strategies for business owners, and protecting the business through insurance, succession planning and buy-sell agreements.

Find an advisor that's best suited for you:

https://www.therealmoneypros.com

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Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management: