Blog Post by Brett Covert J.D., CFP®
Brett Covert J.D., CFP® Jul 22, 2022 9:08:09 AM 5 min read
Planning to Sell Your Practice? Here's How Your Team of Advisors Can Maximize Profit, Minimize Taxes, & and Plan for the Future
When a dentist decides to sell their practice, they often have a team of advisors to help ...
Brett Covert J.D., CFP® Mar 18, 2022 8:00:00 AM 5 min read
Working Post-Practice Sale? Important Practice Entity and Retirement Plan Considerations
During the professional lifespan of a dentist who owns their practice, there is a myriad ...
Brett Covert J.D., CFP® Mar 17, 2022 12:00:00 PM 6 min read
After Selling Your Practice, Here are Your Top 3 Financial Priorities
When one of my clients retired, he initially underestimated the amount of money he would ...