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Creating a Retirement Plan Aligned with Your Practice’s Value

Creating a Retirement Plan Aligned with Your Practice’s Value

Dental Practice Optimization

February 24, 2025

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Welcome to Dental Practice Optimization!

Trivia Question❓

What percentage of small business owners expect to sell their business to fund retirement but often misjudge its true value?

Answer at the bottom of the newsletter

Creating a Retirement Plan Aligned with Your Practice’s Value

For many practice owners, retirement planning isn’t just about personal savings—it’s about ensuring your practice supports your exit strategy. A well-structured plan aligns your financial future with the true value of your business.

Start with a Business Valuation
Understanding your practice’s worth is the foundation of your retirement plan. A formal valuation provides insight into its market value, allowing you to plan for a sale, transition, or other liquidity events. Regular valuations ensure you stay informed as market conditions change.

Define Your Exit Strategy
Do you plan to sell outright, transition to a partner, or pass the business to family? Each option requires different financial and tax strategies. Planning ahead helps maximize your return while minimizing tax burdens.

Build Wealth Beyond Your Practice
Relying solely on your business for retirement can be risky. Diversify with retirement accounts, real estate, or other investments. This balance ensures stability if market conditions affect your practice’s sale value.

Optimize Tax Strategies
Work with financial professionals to implement tax-efficient retirement plans, such as 401(k)s, defined benefit plans, or profit-sharing options. These not only provide retirement savings but can also enhance your practice’s appeal to buyers.

Plan for a Smooth Transition
A well-prepared transition plan ensures continuity for your staff and patients while securing your financial future. The earlier you start, the more flexibility you’ll have to achieve your ideal retirement.

Thinking ahead ensures that when the time comes, your practice rewards you for the years of dedication you’ve invested.

Discover how to grow your business with a podcast and turn warm & fuzzy feelings into cold, hard cash.

Grab a copy of the Amazon Best Seller HERE!

The 42-Year Wealth Secret: How the Ultra-Wealthy Protect Their Legacies Tax-Free

Did you know there’s a 42-year-old financial strategy that the wealthiest families use to preserve wealth, protect legacies, and transfer assets tax-free—without relying on the stock market?

Not a gimmick. Not high-risk. Not well-known.
Used by business owners & family offices for decades.
99% of people have never heard of it—but you can learn it now.

How this strategy has worked for over 40 years.
Why it’s completely tax-free for your heirs.
How it fits into your current financial or business plan.
How to start without tying up your liquid assets.

Event Details

Date: Thursday, February 27th
Time: 11am-12pm Eastern
Location: Zoom

The first 25 registrants get lunch delivered!

The Cryptocurrency Stock Diversification Trust – Webinar Invite

Own crypto worth over $1M but don’t want to sell due to capital gains taxes?

What if you could sell, diversify, avoid capital gains taxes, and still receive lifetime income?

No, this is NOT a Charitable Remainder Trust.

Register HERE to join our virtual lunch & learn to discover how our unique, tax-exempt Cryptocurrency Diversification Trust lets you:

Sell appreciated crypto
Eliminate capital gains taxes
Reduce or eliminate estate taxes
Keep the full pre-tax proceeds working for you

Event Details:
Date: Thursday, February 27, 2025
Time: 2-3PM Eastern
Place: Zoom

The first 30 who register get a free lunch delivered!

Join us for this month’s Legacy Planning Lunch & Learn where we’ll explore how to use books, movies, and media to teach your family the values you want them to carry on.

Every person learns differently—some through movies, others through books, podcasts, or apps. We’ve curated top media picks to spark meaningful discussions and connect generations.

At this free session, you’ll discover:

How to use media to teach values
Top media recommendations for instilling wisdom, work ethic, and legacy

Event Details:

Date: Thursday, February 27, 2025
Time: 12-1PM Eastern
Place: Zoom

Lunch is provided for registered attendees!

Featuring Stan Miller, estate planning expert, best-selling author, and co-founder of Wealth Counsel.

💡 Answer to Trivia Question:

Around 50% of small business owners rely on selling their business for retirement, but many fail to get a formal valuation, leading to unrealistic expectations and financial gaps.