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Common Financial Mistakes During a Deal with CWA
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Common Financial Mistakes During a Deal with CWA
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Many doctors spend years building a successful practice but enter a transaction without fully understanding the decisions that can impact their long-term outcome. Brian and Michael sit down with Cain Watters & Associates, David Forbess and Zane Harris, to explore topics including cash versus rollover equity, tax planning, and the importance of aligning your transition with long-term personal and financial goals. They also discuss how post-sale regret often develops, and the proactive steps owners can take to better position themselves before entering the market. Throughout the episode, the focus remains on helping practice owners understand the decisions that can meaningfully impact both the transaction itself and life after the deal closes.