Today Brannon Moncrief joins us again, this time for a highly relevant conversation about planning for your practice exit. Brannon is with McLerran & Associates and has been a banker, broker, and sale-side advisor for over 20 years. He's seen it all when it comes to practice sales, as well as DSO affiliations and private equity partnerships, so make sure to tune in to hear his powerful insights.

Check out the show notes for more information!

If you like this episode, here are more episodes we think you’ll enjoy:

1. Ep 504: Anna Kelley - The Fed Rate Cut is a Sign of a Deeper Problem - The Era of Long-Term Investing
2. Ep 503: Tom Berry - Private Lending Investing - Less Risk and Steady Returns
3. Ep 500: David and Kandace Phelps - Creating the Life You Desire - The Freedom Founders Story and Purpose

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think):

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.