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Ep27: Erik Brenner on exit planning for group practice owners
Exit planning for group practice owners isn’t something you “figure out later”; it’s a strategy you build while the practice is healthy, profitable, and running without you in every decision. In this episode of Your Group Practice, Dan King sits down with Erik Brenner, founder and CEO of Hilltop Wealth & Tax Solutions, to unpack what proactive planning looks like for clinicians and practice owners who want both freedom and security.
Erik explains why so many healthcare business owners end up working in the business rather than on it, and how that blind spot shows up most painfully when it’s time to step away. His rule of thumb: begin serious exit planning roughly three years before a transition so you’re making decisions with facts and data, not urgency and emotion.
You’ll learn:
- Why “exit planning” includes succession planning for illness, incapacity, or sudden life changes
- The difference between a gross deal vs. a net deal, and why net is what actually matters
- How to use a third-party guide to get competent, impartial support during major decisions
- When proactive tax planning becomes essential as revenue grows (and why guessing is expensive)
If you’re building a sustainable group practice and want options when it’s time to sell, step back, or restructure, this conversation will help you be intentional earlier than most.
https://hilltopwealthtax.com/podcast/
Transform Your Group Practice
Actionable insights for practice owners and clinicians who want to lead, grow, or exit with purpose. This is the podcast shaping a stronger mental health system — one practice at a time.
- Subscribe and listen to more episodes: https://yourgrouppractice.com/
- Want to be a guest? Reach out: [email protected]
About the Host
Dan King is a lawyer turned private equity founder with a passion for fixing burnout in mental health. With a background in M&A, Shark Tank deals, and psychology, he now leads Fireside Strategic — investing in group practices that put people first.
- LinkedIn: linkedin.com/in/danmking
- Website: firesidestrategic.com
View all episodes
By VevaMediaExit planning for group practice owners isn’t something you “figure out later”; it’s a strategy you build while the practice is healthy, profitable, and running without you in every decision. In this episode of Your Group Practice, Dan King sits down with Erik Brenner, founder and CEO of Hilltop Wealth & Tax Solutions, to unpack what proactive planning looks like for clinicians and practice owners who want both freedom and security.
Erik explains why so many healthcare business owners end up working in the business rather than on it, and how that blind spot shows up most painfully when it’s time to step away. His rule of thumb: begin serious exit planning roughly three years before a transition so you’re making decisions with facts and data, not urgency and emotion.
You’ll learn:
- Why “exit planning” includes succession planning for illness, incapacity, or sudden life changes
- The difference between a gross deal vs. a net deal, and why net is what actually matters
- How to use a third-party guide to get competent, impartial support during major decisions
- When proactive tax planning becomes essential as revenue grows (and why guessing is expensive)
If you’re building a sustainable group practice and want options when it’s time to sell, step back, or restructure, this conversation will help you be intentional earlier than most.
https://hilltopwealthtax.com/podcast/
Transform Your Group Practice
Actionable insights for practice owners and clinicians who want to lead, grow, or exit with purpose. This is the podcast shaping a stronger mental health system — one practice at a time.
- Subscribe and listen to more episodes: https://yourgrouppractice.com/
- Want to be a guest? Reach out: [email protected]
About the Host
Dan King is a lawyer turned private equity founder with a passion for fixing burnout in mental health. With a background in M&A, Shark Tank deals, and psychology, he now leads Fireside Strategic — investing in group practices that put people first.
- LinkedIn: linkedin.com/in/danmking
- Website: firesidestrategic.com