UA-170695639-1 Exit planning for Veterinarians - The Veterinarian Success Podcast

Episode 75

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Published on:

21st Feb 2021

#75 Radio Show - Exit Planning: A Primer

In this episode, I share and discuss one of the biggest topics not being talked about enough which is how to exit when you are a veterinarian that is a practice owner. If you are a veterinary practice owner this is a must-listen episode. Whether you are 40 or 60 exit planning is simply a good business strategy. There are opportunities to exit both young and old and you need to be prepared. I share and discuss the following:

  • Why we are in the golden age of veterinary medicine.
  • The timeline you need to start planning your exit.
  • What the process should look like and the steps.
  • What most veterinarians have done from an exit planning strategy.
  • Four key elements to your practice.
  • Transition timing elements.
  • What drives valuation and what is the formula.
  • What are veterinary multiples.
  • Private Equity overview
  • Next steps
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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 host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

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