
Sign up to save your podcasts
Or


In this episode, Ken Kaufman hosts Shawn Terrell, Founder & Financial Advisor, Dentist Exit Planning. They discuss "all things" exiting and selling a dental business including top considerations for getting your personal finances prepared for the adjustment in income. Shawn suggests having the longest runway possible - amount of time - to start thinking about selling your practice - ideally four years. Ken and Shawn discuss how to prepare for exiting including honestly assessing your lifestyle and the amount of income you need; determining a strategy for how to grow and distribute wealth post-clinical; proactive tax planning and much, much more.
By Emmet Scott - CEO, Growth Leader4.4
3737 ratings
In this episode, Ken Kaufman hosts Shawn Terrell, Founder & Financial Advisor, Dentist Exit Planning. They discuss "all things" exiting and selling a dental business including top considerations for getting your personal finances prepared for the adjustment in income. Shawn suggests having the longest runway possible - amount of time - to start thinking about selling your practice - ideally four years. Ken and Shawn discuss how to prepare for exiting including honestly assessing your lifestyle and the amount of income you need; determining a strategy for how to grow and distribute wealth post-clinical; proactive tax planning and much, much more.

2,673 Listeners

4,394 Listeners

304 Listeners

566 Listeners

226 Listeners

4,429 Listeners

9,623 Listeners

8,893 Listeners

152 Listeners

2,647 Listeners

2,115 Listeners

436 Listeners

30 Listeners

31 Listeners

12 Listeners