Common Financial Mistakes During a Deal with CWA

The Right Time to Sell Your Business with Dentist Advisors

When your practice is your largest asset and reflects decades of dedication, deciding when to transition can feel just as emotional as it is financial. Brian and Michael are joined by Managing Partner and Senior Advisor Matt Mulcock of Dentist Advisors to explore a question many owners wrestle with: Is there ever a truly “perfect” time to sell your practice? This episode helps practice owners understand their financial readiness as well as preparing emotionally.  Additional Resources:   Dentist Advisors [https://dentistadvisors.com/]   Matt Mulcock [https://www.dentistadvisors.com/matt]  Tune in the previous episodes of The Advisor’s Table HERE [https://www.7pillarsadvisory.com/the-advisors-table-podcast/].

Common Financial Mistakes During a Deal with CWA

Many doctors spend years building a successful practice but enter a transaction without fully understanding the decisions that can impact their long-term outcome. Brian and Michael sit down with Cain Watters & Associates, David Forbess and Zane Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive steps owners can take to better position themselves before entering the market. Throughout the episode, the focus remains on helping practice owners understand the decisions that can meaningfully impact both the transaction itself and life after the deal closes.

Investing for a Better Deal Outcome with Bernstein

“Wealth creation starts well before the transaction. If everything is tied to one asset, your timing gets dictated by market conditions, buyers’ interest, or personal circumstances rather than by choice.”  In this episode of The Advisor’s Table, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead of a transition. Whether you are years away from a transition or actively considering one today, this episode offers insight into why building personal wealth outside the business can be just as important as maximizing enterprise value inside of it. Additional Resources  Bernstein  [https://www.bernstein.com/] Learn More from 7 Pillars  [https://www.7pillarsadvisory.com/]

Tax-Loss Harvesting After a Liquidity Event with Earned

Few business owners take the time to plan for the tax impact after a deal closes. In this episode of The Advisor’s Table, Brian and Michael sit down with Senior Wealth & Tax Advisor, Carson Henderson, from Earned to understand tax-loss harvesting. This conversation explores how tax-loss harvesting strategies can help business owners navigate the impact of a significant capital gain and why planning well in advance matters. Carson shares real-world examples of both a private equity transaction and a doctor-to-doctor sale, highlighting how proactive tax strategies can significantly influence financial outcomes after a deal closes. Additional Resources: Earned  [https://www.earned.com/] Carson Henderson [https://calendly.com/earnedwealth/introductory-call-jessie-and-carson]  Learn More from 7 Pillars [https://www.7pillarsadvisory.com/]

Building the Right Advisory Team Before a Business Transition

When preparing for a healthcare practice or business transition, many owners focus primarily on finding the right buyer or maximizing their valuation. But a successful sale involves much more than just the transaction itself, and you don’t have to navigate this journey alone. In this episode of The Advisor’s Table, Brian and Michael discuss why healthcare business owners need a complete advisory team in place long before a transition begins. A team of industry-specific M&A advisors, financial planners, CPAs, and legal counsel are crucial to understanding your options, your timing, and your goals.