693: Tactical Exit Planning

 In The Dentalpreneur Podcast

Dentalpreneur Podcast Kiera Dent

 

Ashley Micciche, CEO of True North Retirement Advisors

We’ve talked about the scenarios in which you can buy a practice at a discount due to unfortunate circumstances. But, we’ve never directly addressed the other side of this situation. Our guest today got into retirement planning because a few of her clients experienced this unfortunate fate. Tune in to learn exactly how to keep your family protected in a case of the unexpected.

During our time together, we discuss:

  • Determining the true value of your assets in a hurry
  • Tactical advice on keeping financial documents
  • The eight things you need to value a business
  • Things to watch as leading indicators of a market downturn

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