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#684: Why Exit Planning Should Start Long Before You Sell

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Manage episode 504205693 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://podcastplayer.com/legal.

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the "crawl, walk, run" approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every purchase should start with a cost-benefit analysis and why smart exit planning can lead to a smoother, more profitable transition.

You can view Sara Stock’s full presentation here!

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

686 episodes

Artwork
iconShare
 
Manage episode 504205693 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://podcastplayer.com/legal.

On this episode of The Dentist Money Show, Sara Stock from Stock Legal joins Ryan to discuss practical strategies for growing — and eventually exiting — a dental practice. Sara introduces the "crawl, walk, run" approach and how phantom equity can help test a partnership before committing to full ownership. They talk about why every purchase should start with a cost-benefit analysis and why smart exit planning can lead to a smoother, more profitable transition.

You can view Sara Stock’s full presentation here!

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

686 episodes

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