The client owned a successful veterinary practice and was ready to sell and retire to spend more time with wife and family after many years building the practice and taking care of his beloved clients’ pets. He and his wife came to me as they faced a dilemma – to sell to a venture capital group buying up vet practices and offering more money or sell to a local group of doctors he knew and trusted to continue practicing as he would but offering much less money.
A Year-end Wealth Review Checklist
The final month of the year is synonymous with holidays, get-togethers and general busyness. But these last few weeks...
