The Advisor's Table

Common Financial Mistakes During a Deal with CWA

25 min · 17. juni 2026
episode Common Financial Mistakes During a Deal with CWA cover

Beskrivelse

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.

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Alle episoder

19 Episoder

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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/].

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episode Common Financial Mistakes During a Deal with CWA cover

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.

17. juni 202625 min