Welcome to another episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan's been a guest in the past on the show and he joins me today to talk about a topic that's been front-and-center for both of us in a lot of conversations that we've been having lately with ODs around the country: preparing for an exit. Specifically, we break it down into three questions that an owner needs to ask (and answer!) before selling their practice.

 

As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.

 

And with that introduction, I hope you enjoy my conversation with Nathan Hayes.

 

Nathan's Tip of the Week on Exit Planning

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