Financial Vital Signs - The Power of Business Valuations in Medical Practices with guest Dr. Lori Bents

Doctors, have you sold a practice in the past?  Will you need to sell in the future?  Personal Injury, Dr. Lori Bents, of Marshfield, Wisconsin, has in the past and will do again in a few years.  This important interview will showcase both past and future.See and hear what went well and what didn't go so well in her prior sale of her practice in Newport News, VA and her plans moving forward in a few years to again sell.These discussions are intended to get you thinking of your own situation and how you'll respond to your sale at some point in the future.  Having a proper business valuation will help you:1.  Establish your baseline,2.  Benchmark against your peers3.  Provide key areas of focus that you can use for growth to maximize your value BEFORE you transition.4.  A proactive value to let you see where you stand not just where you think you stand.We're here to make a difference and to help in this way:Contact us at:  [email protected] for a complimentary business valuation overview and checklistPODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail:  [email protected] questions?  Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.None of our guests are not sponsored by or affiliated with LPL Financial.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.