#372: How To Maximize Your Outcome In A DSO Deal The Dentist Money Show | Financial Planning & Wealth Management podcast

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Innhold levert av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The Dentist Money Show | Financial Planning & Wealth Management « »
#372: How to Maximize Your Outcome in a DSO Deal

1y ago 47:53

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Innhold levert av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion and maximize the outcome. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you’re selling a practice, find out why adding a sell-side advisor improves your position. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

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505 episoder

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#372: How to Maximize Your Outcome in a DSO Deal

The Dentist Money Show | Financial Planning & Wealth Management

16 subscribers

published 1y ago

Del

MP3•Episoder hjem

Innhold levert av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dentist Advisors, Dentist Advisors - Financial Planning, and Investment Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

If a DSO comes calling, making a mistake during negotiations could be extremely costly. Here’s how to control the discussion and maximize the outcome. On this episode of the Dentist Money™ Show, Ryan interviews Brannon Moncrief of McLerran & Associates. Whether a DSO is showing interest, or you’re selling a practice, find out why adding a sell-side advisor improves your position. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program.Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.

… continue reading

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