TT Ep 112 – Financial Steps Post-Close

Transition Talk Episode 112 - Financial Steps Post-Close

When you’ve officially closed on your practice purchase and taken a second to enjoy the moment, you’re likely eager to jump into the job head on.

To lay a foundation for financial success post-close, Charles and Cain Watters & Associates Financial Planner Zane Harris discuss some key considerations for buyers. They touch on marketing strategy, curating your vendors, equipment and technology, tax planning, depreciation strategies and even some personal considerations, like new homes and student loans. Tune in!

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Hear more from Charles and Zane as they discuss the action items to address right before closing the sale in Episode 111 – Financial Steps 30 Days Before Closing.

Don’t miss an episode! Tune in to all of the Transition Talk episodes HERE.

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