Disclosure(s): No financial relationships to disclose
Financial planning is probably one of the most important things that you can do as a practice owner but also one of the most overwhelming. It’s easy to hire somebody to do it and be “hands off”, but how do you know they’re making the best decisions for you? How can you judge if they’re the right fit for your business if you don’t fully understand the processes that you trust them to manage?
Join this session and discuss the in’s and out’s of financial planning and preparing for practice sale. From demystifying credit and the credit process to setting goals for your practice, this session will help you to understand what to expect along any stage of your practice ownership journey.
Learning Objectives:
More fully understand the transition into practice ownership and/or practice expansion and what it entails from a financing perspective
Learn what questions to ask along their practice ownership journey and what impact their answers and the decisions they influence will have
Learn how to identify, set, and track Key Performance Indicators and come away with ideas for execution strategies
