M&A Lessons, Including the Importance of Getting Employees on Board, with David Valaer

Wealth Planning for the Modern Physician

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1y ago 39:23

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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.

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