2-2 with Reese Harper - Acquisition Advice from a Financial Planner

Mar 17, 2017

Welcome to season 2 of the Shared Practices Podcast! We’re hitting the ground running with financial advisor Reese Harper. Reese has a wealth of information and we really dive deep on the topic of acquisitions. In this episode you’ll hear about finding the right size practice for your goals, avoiding lemons, understanding the importance of the hyg:doctor production ratio, and the most important thing to consider when acquiring a practice. You’ll also hear about the small piece of advice that changed the trajectory of Reese’s company. All that and more on today’s episode of the Shared Practices Podcast.

Links Mentioned on the Show

• Reese’s company - Dentist Advisors
• Reese’s podcast - The Dentist Money Show (iTunes)
• • Episode #41 Ben Tuinei Explains the Art of PPO Negotiation
  • Episode #26: 9 People Dentists Need to Know
• Matt Porter with Menlo Transitions
• Menlo Group for Leases in the Phoenix market

Email [e-mail] or [e-mail] with a practice you want evaluated on the show.  (Even if you’ve signed a NDA, hunter and I would be acting as advisors and any personal data would be removed before discussion on the show)

Guest Bio
Reese Harper, CFP® is the founder and CEO of DentistAdvisors.com, a financial advisory firm that was originally named Acquire Wealth. Soon after its inception, Reese decided to narrow his focus on dentists and specialist which make up about 94% of his current clientele. His trademark planning methodology called “Elements” is used by dentists all over the country to plan, invest and retire better. Reese also serves as editor of the DentistMoney™ blog.