UA-170695639-1 Carson Taylor - Are you leaving $$$$ on the table when exiting your practice? - The Veterinarian Success Podcast

Episode 122

Published on:

13th Feb 2022

#122 Carson Taylor - Are you leaving $$$$ on the table when exiting your practice?

In this episode, I'm joined by Carson Taylor of VetValue a digital veterinary practice valuation service. VetValue's focus is improving accuracy, efficiency, and providing actionable intelligence with valuations. We also dive more into the brokerage offering with DVM Evolution. We discuss the following:

  • The difference between brokerage only and advisory services.
  • The amount of money left by many practice owners.
  • What do deals and valuations look like in the market today?
  • Who is a good candidate for an exit?
  • Deal Structures and opportunities for negotiation and flexibility.
  • What is a letter of intent (LOI)?
  • What is a joint venture (JV) and how does that impact your sale terms?
  • Why having 3-4 years left to work is essential when planning an exit.
  • The issue with self-dealing in brokerage offerings.

Carson’s LinkedIn

VetValue LinkedIn

VetValue Facebook

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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 ➡