Selling your practice is probably the biggest financial decision you’ll ever make — and once the ink is dry, the hard part begins: where do you invest the proceeds so your future actually works for you?

In this episode of The Financial Beast Podcast, host Eric Miller talks with Nathan Shields — ex-practice owner, real-estate investor, and co-founder of the Private Practice Owners Club — about life after a liquidity event. Nathan breaks down what he did well, the mistakes that cost him, and the operational and tax moves every seller should plan before they list.

They dig into: 

• Why owning your clinic real estate can change the entire outcome of a sale
• Tax strategies and why you need your CPA and financial advisor in the room early
• Deal terms to avoid (earn-outs, misaligned post-sale roles) and how to sell from a position of power
• Cashflow vs. appreciation — how Nathan structured investments to replace income
• Lessons from private equity, hard-money lending, and 1031 exchanges
• The psychological side: how to plan for purpose and productivity after the sale

If you’re thinking about selling your practice (or want to plan ahead so you don’t get blindsided), this episode is essential listening.

🎙️ Learn how to convert a one-time payout into lifelong financial freedom.

👉 Connect with Nathan: [email protected]

👉 Want help planning an exit strategy? Book a call with Nathan — https://calendly.com/ptoclub/discoverycall

💡 Like the show? Subscribe, rate, review, and share — https://ptoclub.com/

Private Practice Owners Club helps owners sell from strength (not desperation). If you’re ready to maximize value and protect the life you want after exit, they’re the team to talk to.

Want to talk about how we can help you with your PT business, or have a question you want to ask? Book a call with Nathan - https://calendly.com/ptoclub/discoverycall

Love the show? Subscribe, rate, review, and share! https://ptoclub.com/

99.5% of successful owners interviewed on this podcast have at one time or another leveraged a business coach to improve their business. Private Practice Owners Club is coach you need - ppoclub.com