Concierge Medical Practice Valuation 101 — What Is My Practice Actually Worth?

Episode notes

Most physicians have never had anyone explain how their practice is actually valued — and that gap costs them significantly when it's time to sell, transition, or plan for retirement. Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States Host: Michael Tetreault, CGSP® Learn More: Recording Date: 2020 (C) Concierge Medicine Today, LLC. All rights reserved. About Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life's transitions. As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies.