Feb 17, 2023
In this episode, Ken Kaufman hosts Shawn Terrell, Founder &
Financial Advisor, Dentist Exit Planning. They discuss “all things”
exiting and selling a dental business including top considerations
for getting your personal finances prepared for the adjustment in
income. Shawn suggests having the longest runway possible - amount
of time - to start thinking about selling your practice - ideally
four years. Ken and Shawn discuss how to prepare for exiting
including honestly assessing your lifestyle and the amount of
income you need; determining a strategy for how to grow and
distribute wealth post-clinical; proactive tax planning and much,
much more.