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Ep #21: Exiting and Transitioning in the Vet Space with Rich Lester

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Manage episode 407459911 series 3560484
Content provided by James Yost & Travis York and James Yost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Yost & Travis York and James Yost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Rich Lester joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities. Rich is the Co-CEO of Ackerman Group, where he uses his extensive experience to help guide veterinarians through selling their practices and structuring deals that work for them.

You can find show notes and more at: http://tinyurl.com/9sj985y5

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

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28 episodes

Artwork
iconShare
 
Manage episode 407459911 series 3560484
Content provided by James Yost & Travis York and James Yost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Yost & Travis York and James Yost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Rich Lester joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities. Rich is the Co-CEO of Ackerman Group, where he uses his extensive experience to help guide veterinarians through selling their practices and structuring deals that work for them.

You can find show notes and more at: http://tinyurl.com/9sj985y5

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

  continue reading

28 episodes

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