UA-170695639-1 Veterinary Practice Ownership with Travis York - The Veterinarian Success Podcast

Episode 63

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Published on:

23rd Nov 2020

#63 Travis York - Ownership Opportunities: Economic AND/OR Entrepreneurial

In this episode, I'm joined by Travis York the managing director of Suveto whose mission is supporting veterinary ownership. Travis also works within the family companies of Calico and Harbor. Calico helps veterinarians to preserve independent ownership through flexible financing. They fund acquisitions, expansions, construction, and refinancing. Harbor is a unique veterinarian only community and educational platform with thousands of members. We cover a lot of content and Travis is full of knowledge on all things veterinary medicine and ownership.

  • What he is seeing today in the landscape of veterinary medicine.
  • The demand from young veterinarians for practice ownership and the conversations he's having.
  • Current practice owner's and their long term plans and exit ideas.
  • An overview of Harbor and it's purpose and mission.
  • The "why" and origin of Suveto.
  • The difference between economic and entrepreneurial ownership for veterinarians.
  • The biggest opportunity for young veterinarians.
  • Challenges and road blocks in veterinary medicine.

Travis' LinkedIn

Harbor

Suveto

Calico Financial


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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your hosts

Isaiah Douglass, MBA, CFP®, CEPA

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I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡ www.vincerewealth.com

Provide

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Lendeavor is now Provide. We're the modern practice finance company, innovating for dentists, veterinarians, and other healthcare professionals like you. Today, more than ever — as our country perseveres through a global pandemic — we recognize the importance of healthcare providers. We call ourselves "Provide" in tribute to you.