What does it really take to sell a business without regret? In this anniversary conversation, Cannon Carr shares his experience of leading his firm through a major transition—what went as expected, what surprises hit hardest, and how preparation years in advance made all the difference.

From the importance of clean books and solid processes, to setting non-negotiables, to navigating the emotional toll of the deal, Cannon gives a candid look behind the curtain of mergers and acquisitions. He also unpacks his Three R’s Framework—Reward, Reinvest, and Repurpose—and why values are just as important as valuation.

Whether you’re a business owner considering your own exit or simply curious about how big deals come together, this episode delivers insight, vulnerability, and practical takeaways you won’t hear anywhere else.

• Why two-thirds of business sales end in regret—and how to avoid that outcome.

• The foundational work every owner should do 2–3 years before a sale.

• The role of non-negotiables in deal negotiations.

• The emotional toll of selling—and how to stay grounded through it.

• Why shared values with a buyer are just as important as valuation.

• The importance of diversified wealth before a transaction.

• How Cannon’s Three R’s framework shaped his decisions.

• The personal and family impact of going through a business sale.

• How Vistage peer groups, EOS, and trusted advisors played into the process.

• Final advice Cannon gives to business owners considering a future exit.

• Cannon Carr’s website & resources: cannon-carr.com

• EP Wealth Advisors: epwealth.com

• Vistage: vistage.com

In this episode, hosts Cannon and Claudia discuss the importance of health as a competitive advantage for business owners with guest Justin Roethingshofer, founder of Own It Coaching. Justin shares his transformation journey, driven by his experiences in the NHL and his personal health challenges. He offers insights into his high-performance health consultancy, which focuses on individualized health optimization for business leaders. Listeners are encouraged to consider key questions about their purpose, energy use, and risk management to ensure peak performance in their business endeavors. The conversation also explores the challenges of entrepreneurship, the value of clarity and process, and the importance of maintaining health to drive sustained business success.

00:00 Introduction: Health as a Competitive Advantage

00:35 Meet Justin Roethingshofer: Founder of Own Eight Coaching

02:20 Justin's Journey: From NHL to Health Consultancy

07:07 The Philosophy Behind Own Eight Coaching

13:41 Building the Business: Challenges and Breakthroughs

17:27 The Turning Point: Divine Intervention and the Own IT Manifesto

22:41 First Steps: Hiring and Scaling the Business

24:47 Delegating to Focus on Passion

26:05 Learning from Mistakes and Focusing on Client Experience

27:12 The Importance of Marketing and Personal Sacrifices

27:55 Celebrating Milestones and Telling Client Stories

28:51 Funding the Startup and Reinvesting Profits

29:31 Commitment to Excellence and Client Experience

31:45 Future Vision and Expanding Health Houses

34:28 Personalized Health and Preventative Care

36:29 The Concept of Age and Biological Health

38:27 Final Thoughts and Contact Information

39:11 Studio Wrap-Up and Key Takeaways

How do you grow a business 10X—without losing the personal touch that made it special in the first place? In this episode of Business Owner Tales from the Trenches, EP Wealth Co-Founder Brian Parker unpacks the art of scaling with intention.

Brian shares the real-life challenges of growing a boutique firm into a national powerhouse—while preserving the human element, internal culture, and client intimacy. Whether you're a startup founder, seasoned executive, or aspiring entrepreneur, this is a masterclass in leadership, growth strategy, and sustainable scaling.

➡️ Learn how to:

• Build systems without creating bureaucracy

• Retain your team’s “small company” mindset

• Scale services while staying client-focused

• Navigate rapid growth without breaking your brand

Tune in for actionable insight, candid stories, and lessons from the trenches of 10X growth.

https://www.cannon-carr.com