Concierge Medical Practice Valuation 101 — What Is My Practice Actually Worth?

Most physicians have never had anyone explain how their practice is actually valued — and that gap costs them significantly when it's time to sell, transition, or plan for retirement.

Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States

Host: Michael Tetreault, CGSP®

Learn More: https://wealth360advisors.com/

Recording Date: 2020

(C) Concierge Medicine Today, LLC. All rights reserved.

About

Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life's transitions.

As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies.

Chris holds the CERTIFIED FINANCIAL PLANNER™ designation under the Certified Financial Planning Board of Standards as well as an Accredited Investment Fiduciary® designation through Fi360. He holds a business degree from Indiana Wesleyan University and earned the Certificate of Financial Planning from Oglethorpe University.

Chris served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005]. From 2010-2012 Chris served on the Board of Directors with the Financial Planning Association as the ProBono Chair.

WEB SITE: https://wealth360advisors.com/

LEARN MORE, Connect With Chris directly at: https://www.linkedin.com/in/stapleschris/

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DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.

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For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp