Host Ericka Adler is joined by Daniel Gould, Private Wealth Advisor with Heritage Planning Partners, to discuss the financial planning considerations health care providers should address before and after selling a professional practice. The episode explores the importance of building the right advisory team, preparing for a significant liquidity event, and developing strategies to manage taxes, investments, and long-term financial goals. Ericka and Daniel also discuss common mistakes practice owners make after a sale, estate planning considerations, and how thoughtful planning can help preserve wealth for future generations.