Financial Planning After Selling a Professional Practice

Host Ericka Adler is joined by Daniel Gould, Private Wealth Advisor with Heritage Planning Partners, to discuss the financial planning considerations health care providers should address before and after selling a professional practice. The episode explores the importance of building the right advisory team, preparing for a significant liquidity event, and developing strategies to manage taxes, investments, and long-term financial goals. Ericka and Daniel also discuss common mistakes practice owners make after a sale, estate planning considerations, and how thoughtful planning can help preserve wealth for future generations.