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#684: Why Exit Planning Should Start Long Before You Sell
Manage episode 504205693 series 2498672
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.
686 episodes
#684: Why Exit Planning Should Start Long Before You Sell
The Dentist Money Show | Financial Planning & Wealth Management
Manage episode 504205693 series 2498672
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.
686 episodes
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