07.15.2021 - By J. Robert Brooks, CBI, CEPA
The world of practice transitions is maturing in many ways for the better. If you’re thinking about making a transition, ideally you are planning 3 years in advance so you can avoid the two most common mistakes – not having a transition team, and your own emotional preparedness.Tune in for our last episode with Brian Hanks, MBA, CFP, as we talk all about evaluating transition options, advisors, transition trends, For Sale by Owner (FSBOs), and sale readiness. Brian’s company, Dental Buye...