M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer
Wealth Planning for the Modern Physician
English - May 04, 2023 10:00 - 39 minutes - 54.3 MB - ★★★★★ - 39 ratingsInvesting Business Education advisor doctor practice wealth advice career dentist finance financial guidance Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Listen in as host David Mandell chats with entrepreneur, former practice CEO and consultant David Valaer. David V. shares details about his former career as a naval Top Gun aviator including lessons from his training that he imparts to practices today.
He explains why his experience as a 100% owner of a company that went through an M&A transaction some years ago impacts his entire approach to working with medical practice owners. David V. explains what he likes to see with a practice as they begin a transaction approach process, including the importance of preparation. He gives some examples of practices he has worked with and gaps in preparation or issues they uncovered when doing the prep work.
David V. then covers the importance of the key staff, including employed physicians, extenders, and others, and explores the essential role they can play in getting the deal done – or stalled. The episode concludes with David V’s final thoughts for physicians considering a transaction.
Learn more about our guest, including additional show notes and more, by visiting www.physicianswealthpodcast.com.