Summer Rewind 2024 #1: Exiting Partners from a Practice with Attorney, Jason Greis

Wealth Planning for the Modern Physician

English - July 11, 2024 10:00 - 41 minutes - 57.4 MB - ★★★★★ - 39 ratings
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Previous Episode: Highlights & Insights: Recapping the Episodes of Season 4

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series.

"I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2024," says David. "I hope you enjoy this Season 3 encore. Have a great summer!"

Exiting Partners from a Practice with Attorney, Jason Greis.

(Originally released on September 8, 2022)

Listen in as David chats with nationally recognized healthcare attorney Jason Greis about the important and sensitive topic of creating win-win strategies for exiting retiring partners from a medical practice. Jason begins by describing his firm and practice and then gives some reasons why setting a partner exit pathway is so important for the exiting partners, the practice and younger partners. Jason covers what is typically involved to incorporate exit plans into the legal documents of a practice and why having a solid exit plan can actually be a practice differentiator for recruitment of younger physicians.

Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.