Wealth Planning for the Modern Physician

14 | Insights on Selling a Medical Practice, with Investment Bankers Clint Bundy & Stewart Carlin


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In this episode, David is joined by investment bankers Clint Bundy and Stewart Carlin from The Bundy Group. Clint and Stewart each discuss success factors for physicians looking to sell their practice, merge into larger practices, or even become an acquirer. They also cover a few common mistakes they often see in the medical practice space. Finally, Clint and Stewart tell David the best ways physicians can vet and compensate a potential investment banking firm and the “one thing” each of them would recommend physicians consider if they may sell their medical practice.

You can find show notes and more information by visiting www.physicianswealthpodcast.com

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Wealth Planning for the Modern PhysicianBy David B. Mandell, JD, MBA

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