Thinking Ahead:
A Practice Owner's Guide to Exit Planning
A case study with Dr. David Linzey
Watch the Interview
In this webinar, Dr. David Linzey of Vet Vacation CE joins advisor and exit planner Rusty Russell CFP®, CKA®, CWS®, CEPA® to share the real story of his practice transition—what went well, what he would have done differently, and the wisdom he has for other owners thinking 5 years ahead.
It’s a firsthand look at the financial, emotional, and practical side of exiting well.
Plus Two Quick Resources
To help you glean the most value from this conversation, we're sharing two supporting resources.
Conversation Guide
This quick read summarizes Dr. David Linzey's key pieces of advice from our conversation.
Practice Health Assessment
In our work with practice owners preparing to sell their business, we've developed a process built on a thorough list of questions owners need answers to before going to sell. Register to receive your copy of the self-assessment.
About Dr. David Linzey
Dr. David Linzey is a seasoned veterinarian and the Sponsorship Director of Vet Vacation CE, one of the profession’s most unique continuing education platforms.
In 2005, he opened an emergency facility in Boone, NC that rapidly grew into a 24/7 practice that expanded into an adjacent general practice that, in combination, employs 8 veterinarians and almost 50 support staff. He sold both practices in 2021.
Now shares his insights to help other veterinarians prepare for a smoother path forward.
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We’ve helped business owners like you retire with confidence for over 25 years.
Vet-Focused
You focus on doing what you love–and we’ll do what we love: helping you structure a retirement plan you feel confident about.
Purpose Driven
We’ll help align the sale of your practice with your future plans, whatever they may be.
Comprehensive
Our team will work with you to organize your assets and build a full financial plan that prepares you for financial independence.
Want to Talk It Through?
Schedule a complimentary call with a financial advisor who understands veterinary practice transitions.