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Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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#634: 4 Mistakes to Avoid during a Dental Practice Transition: Part One

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Manage episode 477353366 series 2498672
Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to maximize practice value before selling. Whether you’re considering a transition soon or planning for the future, this two-part series provides insights to help you navigate the process successfully.

Check out the Dentist's Guide to a Successful Practice Transition e-guide to help you walk through the key stages of a practice sale, the differences in potential buyers, personal tax and retirement implications, and key questions to ask yourself during the transition!

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

638 episodes

Artwork
iconShare
 
Manage episode 477353366 series 2498672
Content provided by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down four common mistakes dentists make when selling their practice and why preparation is key to a smooth transition. They discuss key considerations like valuation differences, long-term trade-offs, and how to maximize practice value before selling. Whether you’re considering a transition soon or planning for the future, this two-part series provides insights to help you navigate the process successfully.

Check out the Dentist's Guide to a Successful Practice Transition e-guide to help you walk through the key stages of a practice sale, the differences in potential buyers, personal tax and retirement implications, and key questions to ask yourself during the transition!

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

  continue reading

638 episodes

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