Tune in to today’s episode as our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, is joined by Tracey Salinski, a partner at DUGGAN BERTSCH. Together, they discuss the important steps involved in preparing to sell a medical practice. First, they emphasize the importance of retaining legal counsel before drafting the Letter of Intent (LOI). They go on to describe the structure of a Letter of Intent and highlight why it is essential to have this document detailed and well-negotiated. The discussion also covers financial preparation and the importance of gathering and organizing contracts and agreementsto ensure the Due Diligence stage goes smoothly. Listen in to learn what you need to know before selling your practice.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

According to today’s guest, preparing for a business exit should start the day you start the business. Tune in to this episode when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Rob Wellendorf, President of Execso, give listeners insight into the essential data needed for successful business exit planning. While financial data is important, organizational data, market and industry data, legal and regulatory data, and more are equally important. Listen in to ensure you’re well-prepared for a smooth transition into the next phase of your life.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to this episode of Legal Visionaries when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and her guest, Anne Collier, CEO of Arudia, discuss helping leaders stay out of their "shadow" and step into their full potential. Shadow behaviors—those thoughts and feelings deeply embedded in our subconscious and triggered by fear and stress—can cloud our judgment and hinder effective problem-solving. But it doesn’t have to be this way. Join us to learn how to unlock the secrets of self-knowledge, strategic thinking, and true objectivity. Empower yourself to lead with clarity and authenticity, creating a positive impact on your team and organization.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, is joined byVanessa Kanega, CEO Interactive Legal, to explore the principles of Supported Decision-Making (SDM). SDM empowers individuals with disabilities to make choices about their own lives with the support of a team they choose. Mary and Vanessa will outline how DSM works, discuss the benefits of the practice as well as how it can be applied to mental health and end-of-life decisions. Tune in to learn more about this important topic and how it can impact the lives of individuals with disabilities.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to this episode when our host, Mary Vandenack, a legal expert specializing inhigh-end estate planning, tax strategy, asset protection planning, and business exits, sits down with Anne Collier, CEO of Arudia, to discuss how leadership actions can affect the culture of a company. Together, they explore the concept of culturally competent leadership, how generations seek different experiences at work, the attributes of actualized leaders, and techniques to reduce stress and reactivity. If you are a leader, what you do matters. Listen in to learn how to create a positive workplace culture.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to this episode when our host, Mary Vandenack, a legal expert specializing inhigh-end estate planning, tax strategy, asset protection planning, and business exits, and Rob Wellendorf, President of Execso, layout a pathway for business owners to exit in style. In their discussion about the art & science of business exit planning they cover financial preparedness, timing, succession planning, legal & tax considerations, maximizing business value, and more. Join them to gain insights and plan for your successful transition.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, join host Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Vanessa Kanaga, CEO of Interactive Legal in their discussion about the significance of having a health care power of attorney in place. Discover the nuances of the types of documents and how they function, factors to consider when choosing an attorney, and some helpful provisions in the new Uniform Health-care Decisions Act. Tune in to learn how proactive planning can empower you to make informed healthcare choices, safeguarding your well-being and preserving your wishes.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are you ready for the day you’ll step away from your business? According to Rob Wellendorf, President of Execso, Business Exit Planning, the groundwork for your business exit should be laid from day one. In this episode, our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, sits down with Rob to outline a 5-year plan including assessment, preparation, and readiness for the sale. Tune in to discover the essential steps you should take in each of the 5 years to ensure a seamless transition into your post-exit life.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tune in to the latest episode of Legal Visionaries, hosted by Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits. Joining her is Mark Parthemer, Chief Wealth Strategist and Florida Regional Director at Glenmede. Listen in as they discuss the recent developments in the world of taxes and estate planning including the Corporate Transparency Act, the IRS CCA on grantor trusts, the Treasury Priority Guidance Plan, and more. Make sure you are informed and prepared for the next tax season.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit and her guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management’s Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, for Part 2 in this series. Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning, tax issues, non-stock market risks, life insurance, custodians, reporting and much more. Tune in before selecting your Dream Team.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.