Three Keys to a Successful Practice Transition

Are you prepared for your future? Whether selling your practice is top of mind or a future consideration, there is a lot to think about when it comes to your transition plan. Regardless of where you are in the process, it’s never too early to begin thinking about the biggest decision of your career.

Hear from financial planner Fritz Wood, retirement planner Robert Crew and CareVet’s Chief Development Officer Sean Linehan as they discuss the most important considerations when selling your practice.

During this webinar, they help answer questions such as:

What will life look like for myself and my team after a transition?
How will my practice be valued?
What should I consider when looking for a partner?

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Panelists

Fritz Wood, CPA, CFP

Fritz Wood owns and operates an animal health consulting practice in Kansas City, where his clients include veterinarians and animal health companies. He also has a vibrant personal financial planning practice, helping veterinarians reach their lifetime financial goals. He’s focused exclusively on the veterinary profession for 25 years, serving on the Editorial Advisory Board of Veterinary Economics, Veterinary Team Brief, and Today’s Veterinary Business. In addition to authoring scores of articles related to the business of veterinary medicine and personal finance, Fritz help people reach their lifetime goals as a Certified Public Accountant and a Certified Financial Planner.

Robert Crew, CFP, CFA

Robert Crew is a Financial Planner working at Triune Financial Partners, LLC in Overland Park, KS and has over 30 years of experience in the finance industry. Robert enjoys collaborating with clients who are motivated to reach their goals. Robert has taken additional exams to become a Certified Financial Planner (CFP®). Robert received his Bachelor of Arts degree from MidAmerica Nazarene University and his MBA from the University of Kansas. He also enjoys being a member of the Financial Planning Association and the CFA Institute.

Sean Linehan

Sean Linehan is the Chief Development Officer of CareVet. Sean has an extensive background in sales, marketing and business development in the animal health industry. Before CareVet, Sean served as Executive Vice President of Sales and Strategic Initiatives for Life Learn Animal Health, an education, communication and business optimization solutions provider. Prior to Life Learn, Sean served in multiple sales, training and development, and management roles for IDEXX Laboratories, the glob al leader in veterinary diagnostics. Sean served as a commissioned officer in the U.S. Air Force and remains actively involved in the veterans’ community.