TT Ep 113 - Top 10 (and Bottom 10) Questions to Ask Your Transition Advisor

Transition Talk

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1 yıl önce 32:42

MP3•Bölüm sayfası

Knowing the right questions to ask is a powerful tool, especially when it comes to asking your dental transition advisor for insight and advice. Good questions can make conversations more productive, maximize your time and further your overall progress in your practice purchase or sale. Christy and Charles walk through the most productive questions from clients and why some questions can be more beneficial than others.

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TT Ep 113 - Top 10 (and Bottom 10) Questions to Ask Your Transition Advisor

Transition Talk

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#Business #NDP

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Unexpected challenges and unknowns can make the road to buying or selling a dental practice feel a little rocky. From practice valuations, legal documents, due diligence and transition timing, Christy and Charles touch on several areas that can cause pain points and even regret later down the line. This episode will help you feel prepared for the types of obstacles that may come your way and offer confidence to get to the other side.…

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TT Ep 121 - Asset vs. Stock Sale: The Implications for Your Dental Partnership 36:08

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The sale structure of a dental partnership is an important detail that can impact the deal and life as partners. One structure may sound like the best option—be it for simplicity or efficiency—but that doesn’t mean it will have the best outcome in the future. Joining this episode to offer their legal and financial expertise is attorney Matt Mitchell from Friday, Eldredge and Clark LLP and Cain Watters & Associates Financial Planner Sarah Oliver. They discuss the tax and legal implications of asset versus stock sales, common misconceptions, repercussions of making adjustments after the fact and the importance of operating agreements.…

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TT Ep 120 - Common Lending Questions Answered 28:38

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TT Ep 119 - With a Little Help From Our Vendor Friends 31:13

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TT Ep 118 - Rewarding Doctor Moments 18:07

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TT Ep 116 - The Right Time for a Valuation 31:14

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Dental valuations are complex, and finding the right time to value a practice can be intricate in itself. There isn’t a universal timeframe, but the timing is incredibly unique to the buyer and seller’s specific situation. Christy and Charles walk through several scenarios, illustrating when it’s appropriate to value, when it’s not and the implications behind the timing.…

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TT Ep 114 - Questions to Ask Your Future Partner 35:00

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TT Ep 112 - Financial Steps Post-Close 27:38

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TT Ep 111 - Financial Steps 30 Days Before Closing 35:20

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TT Ep 109 - The Power of Knowledge 28:15

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TT Ep 108 - The Real Cost of Renovating or Building 21:11

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TT Ep 107 - Addressing Operational Changes for Your New Team 27:59

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If you’re a new partner or buyer coming into a practice, making operational changes quickly can potentially shake things up and cause insecurity among the team. But what if the team is overpaid or underpaid? What if you want to adjust the vacation policy or insurance options? What if you don’t want to rehire a team member? Tune in as Charles and Christy discuss how you can make adjustments while being mindful of the team’s perspective.…

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TT Ep 106 - Delivering the Big Announcement to Your Team 24:48

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Announcing a big practice change to your team, like the addition of a new partner or transitioning the business to new ownership, can be a sensitive and pivotal conversation. You will want to ensure your team feels confident and optimistic about the next chapter. In this episode, Charles and Christy walk through tips for determining when to tell your team, what to tell them and how to prepare for that important conversation.…

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TT Ep 105 - Is My Practice Healthy Enough for a Transition? 17:31

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The dental transition landscape is seeing buyers become more diligent and selective with their decisions, causing practices considered “healthy” to have more buyer opportunities during the selling process. But what makes a practice “healthy”? Christy brings on NDP Senior Transition Consultant Morgan Ramsey to discuss the common financial and operational indicators that ultimately show your practice is ready for a transition.…

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TT Ep 104 - Transition Timing: When to Start Planning 24:31

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TT Ep 103 - The Right Time to Ask for Help 28:41

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TT Ep 101 - The Keys to Finding Your Associate or Partner 31:46

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TT Ep 100 - The 100th: A Look Back 19:09

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TT Ep 99 - Do Not Fear: Digesting This Economic Climate 24:25

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With the implications of inflation, interest rates and economic volatility looming, some doctors may feel uncertain about making a big career decision. How can current and future practice owners make sense of it all? What can they do to stay positive as they approach a future practice sale? Brian Bortz, Cain Watters & Associates Partner, joins this episode to provide an update on the economy and investment markets. He addresses concerns that buyers and sellers may have and shares how they can navigate the current climate.…

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TT Ep 98 - Top Questions Practice Owners Have - Answered! 32:07

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Managing the clinical, business and operational side of a dental practice is a juggling act, which means owners likely have a lot of questions swirling in their minds. Charles and Christy use this episode to answer common transition and ownership questions. From preparing for a transition, assessing potential buyers to building and lease questions, this episode provides clarity and insight on a wide range of topics.…

Transition Talk

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TT Ep 97 - Do You Fit the DSO/Private Equity Criteria? 33:28

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With a constant buzz surrounding dental service organizations (DSOs) and private equity (PE) firms, practice owners may wonder if this is the appropriate route for them and their practice. Christy and Charles explain the types of qualities that DSOs and PE firms look for, while also while also illustrating both the opportunity and risks of the corporate sale.…

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TT Ep 96 - Finding the Balance with Dr. Michelle Decere 19:53

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TT Ep 95 - Personal Wins Over Societal Perfection with Dr. Christy Marcello 26:29

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Dr. Christy Marcello is the only female specialist dual trained in pediatric dentistry and orthodontics in the state of Louisiana. And as a practice owner, wife and mom, she understands the weight and stress that many women endure as they seek perfection. Tune in to hear her story and how she strives to be not the best, but rather be the best version of herself.…

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TT Ep 94 - Goodwill’s Role in Your Transition 33:22

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Not only is goodwill a large contributing factor to the overall practice value, but because it’s intangible, the handoff between the buyer and seller isn’t as simple as handing over the keys. Yet, it has to be addressed. In this episode, Christy and Charles discuss why goodwill matters, when it’s worth more or less, what sellers may be expected to do to transition goodwill, what buyers can reasonably ask for and ways a buyer and seller can tarnish goodwill.…

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TT Ep 93 - It’s Not a Sprint to the Finish 25:32

1 year önce25:32

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We get it. You are ready to close that deal. Whether it’s excitement, anxiety or another feeling or reason, many people just want to get through their dental transition and close the deal as quickly as possible. However, speeding through the process can lead to oversight of important details and even complications to the overall transition. NDP’s Head of Consulting Bridget Schwebke joins Christy on this episode to walk through some common occurrences and provide tips on how to slow down and treat each phase with diligence.…

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TT Ep 92 - Continuing the Family Legacy 30:51

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Dental transitions between family members come with their own set of expectations, obstacles and even perks. Charles welcomes a father-son duo, Drs. Rick and Kyle Washut, to share their transition story, the lessons learned and wins along the way.

Transition Talk

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TT Ep 91 - Couples in Dentistry: Empower and Succeed Together 35:12

2 years önce35:12

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In the world of dentistry, it’s not uncommon to see two young people meet in dental school and journey together into their careers. That’s where it began for Drs. Todd and Terrah Larrabee, owners of a family dentistry and orthodontic practice and parents of two boys. Their message to any other couples in dentistry is clear: Practice ownership is about creating your own dream rather than fitting into someone else’s. If you desire it, find a way to make it happen. Tune in for their full story.…

Transition Talk

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TT Ep 90 - Female Practice Owners: Doing It All 21:13

2 years önce21:13

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While more women than ever are entering the field of dentistry, there’s still some hesitancy among women about becoming a practice owner. With self-doubt obscuring the picture, many female dentists wonder how to navigate a successful career, build a thriving practice and achieve “mom of the year” status. Angie Svitak, Cain Watters & Associates Financial Planner, joins Christy on this empowering episode to show female dentists that with the right amount of confidence, prioritization and support, it’s 100% possible to achieve their goals.…

Transition Talk

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TT Ep 89 - Broaden Your Perspective 23:06

2 years önce23:06

23:06

Whether you’re the buyer or seller, you have a vision of what the perfect practice, buyer and dental transition looks like. However, when it doesn’t play out exactly the way you envisioned, and you’re forced to switch gears, it can be challenging to keep your eyes on the end goal. This new episode shows you how to maintain an open mind and broaden your perspective throughout the buying or selling process.…

Transition Talk

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TT Ep 88 - Negotiating the Real Estate or Lease 32:05

2 years önce32:05

32:05

Negotiating the practice real estate or lease is often a task that comes up near the end of the transition. But with significant financial implications and all of the moving pieces involved, this aspect of the transition requires consideration well in advance. In this episode, Christy and Charles cover common questions surrounding the real estate or lease. What are the most negotiated areas? What does it mean to have a triple net versus a gross lease? What happens if the owner sells the practice but not the real estate? Listen in for the answers.…

Transition Talk

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TT Ep 87 - Growing Your Practice Amidst the Volatility 35:45

2 years önce35:45

35:45

Despite what dental practices are seeing with staffing shortages, inflation and rising costs, practices have proven to be resilient. Cain Watters and Associates Partner Hunter Satterfield joins Charles on this episode to pause and assess the recent trends across practices and offer solutions to help owners respond and grow.…

Transition Talk

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TT Ep 86 - Partnership Tales from the Trenches 25:31

2 years önce25:31

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It’s not easy to cultivate a successful dental partnership. With years of experience working with dentists, Cain Watters & Associates CPA and Partner David Forbess returns to Transition Talk to offer his expertise and discuss real-life examples of conflicts in partnerships. Together, David and Christy illustrate the importance of starting the conversation before the worst-case scenarios take shape.…

Transition Talk

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TT Ep 85 - Answers to Dental Students’ Most Asked Questions Part 3 22:07

2 years önce22:07

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While dental students may be hesitant to jump into practice ownership, the transition can many times be easier than they think. In the final episode of this three-part series, Christy and Charles continue to offer an optimistic approach and answer students’ most asked questions about ownership. They discuss student loans, corporate sales, work-life balance, advice for recent graduates and much more.…

Transition Talk

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TT Ep 84 - Answers to Dental Students’ Most Asked Questions Part 2 21:21

2 years önce21:21

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The path to practice ownership can seem daunting, especially for dental students whose core focus has recently been on the clinical aspects. In part two of this three-part series, Christy and Charles help alleviate the concerns and answer students’ most asked questions about practice ownership. They touch on topics such as red flags to be aware of, how to identify a healthy business, the “dating phase” between the buyer and seller and much more.…

Transition Talk

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TT Ep 83 - Answers to Dental Students’ Most Asked Questions Part 1 22:46

2 years önce22:46

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As dental students prepare to kick off their careers and consider owning a practice, planning their next steps after dental school can feel overwhelming. Christy and Charles answer students’ most asked questions about practice ownership, touching on topics such as the stress that comes with ownership, developing confidence as an owner, leading a team and much more.…

Transition Talk

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TT Ep 82 - What's My Dental Practice Worth? 30:45

2 years önce30:45

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With money, effort and time put into a dental practice, owners want to know what their life’s work has amounted to and how they can increase their overall practice value. Recorded live at the Cain Watters & Associates Annual Meeting, Charles and Christy teamed up with the co-hosts of the Accumulating Wealth Podcast to weigh in on the question that’s on every practice owner’s mind, “What’s my dental practice worth?”…

Transition Talk

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TT Ep 81 - How Quickly Can My Practice Sell 32:38

2 years önce32:38

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When you begin to consider selling a portion or all of your practice, it's normal to wonder how long it typically takes to close the deal. While there is rarely a standard start-to-finish timeline, Christy and Charles show that numerous factors can affect the timing, from the type of practice and buyer, financial and emotional variables to even a little luck.…

Transition Talk

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TT - EOY 2020 3:10

4 years önce3:10

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Just a little note to say thanks.....looking forward to a great 2021!

Transition Talk

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TT Ep 55 -- Communication with Katherine Eitel Belt 50:04

4 years önce50:04

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In a transition, communication is key and there are two points in a transition - telling staff and telling patients - where you don't get a second chance to make a first impression! In this very special episode, we are lucky to share the airwaves with master communicator, Katherine Eitel Belt, founder of Lionspeak. Christy and Katherine discuss how to tell patients (and get them to convert), how to deal with staff who may not be ready to accept a new owner, and for buyers, how to generally step into your new shoes as a leader. Katherine shares her insight and experience on how to have those hard conversations the right way and she shares tips on how to ready yourself for those conversations (which can be the most important part). This episode is full of little bites of wisdom, so listen in! Katherine Eitel Belt founded LionSpeak (www.lionspeak.net) -- a communications coaching company dedicated to teaching the powerful art of un-scripted, authentic communication and personal leadership skills. She and her team of experienced coaches provide customized coaching programs to hundreds of dental, veterinary, healthcare, and corporate teams worldwide. Her team focuses on four main areas: front line skills, leadership skills, training skills, speaking skills. everything they do at Lionspeak is founded on the Lioness Principle: Just as the Lioness teaches her cubs to trust their natural instincts and gain independence, the Lioness Principle is about empowering individuals to lead instinctively from wherever they are.…

Transition Talk

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TT Ep 54 - Specialty Transitions - OMS 29:16

4 years önce29:16

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Every transition is different, and while there are certainly universal rules to the process, every specialty has its own unique set of factors to consider. OMS transitions are certainly their own animal! From structure, referral base, OH, technology - all these things have their own importance in an OMS sale. Listen in as Christy and Charles discuss what to look for and what to negotiate in a OMS transition!…

Transition Talk

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TT Ep 53 - Four Big Rocks of a Transition 30:30

4 years önce30:30

30:30

Ever heard the story of life about rocks, pebbles, gravel? If not, you should definitely google it and this title will seem a bit random! In this episode we talk about the four big points (or rocks) that you have should focus on during a transition and what we feel is most important about these (and what isn't). What you should dig in on, and what you should give up. This one has good nuggets for both buyers and sellers! We know all the points feel big and sometimes overwhelming, but in our opinion, focusing on the big points first (and understanding their impact) can help in getting you down the path to ownership! Listen in!…

Transition Talk

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TT Ep 52 - Risk & Valuation 30:53

5 years önce30:53

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In this special episode of transition talk we have our valuation aficionado, Dawn Whitehurst, with us to talk about all things RISK! Christy and Dawn talk about what risk is, how it impacts valuations, what you can do to mitigate your risk and what risk lives regardless of your actions! Whether you are a buyer or seller, there is something in this one for everyone!…

Transition Talk

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TT Ep 51 - Workback Compensation 37:35

5 years önce37:35

37:35

In this episode of Transition Talk, we focus on the seller and what their "paycheck" looks like post close in a walk-away sale. While the initial focus is on the price, another big financial and emotional component is how much does a buyer need a seller post close and what are they willing to pay the seller for that time? What amount of time investment is goodwill transfer and what amount is clinical compensation required and expected? Listen in to our thoughts on what's normal and what to consider in your transition!…

Transition Talk

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TT Ep 50 - Show Me The Money - Post Covid Lending Update 28:39

5 years önce28:39

28:39

As we collectively try to get back to "normal" we are noticing some changes in some areas of the transition world, primarily in the lending arena! So much so that we wanted to take a look back at our popular episode about lending (episode 5 if you want to re-listen) and let you know what we see changing and what pieces of lending haven't changed in this post Covid world. Whether looking to purchase soon, are preparing to own in the next few year or if you are a seller who is looking to find a buyer -- lending is critical!! Listen in to part 2 of "Show me the Money!" to find out what to expect and where we are today!…

Transition Talk

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TT Ep 49 - All About Accounts Receivable 32:44

5 years önce32:44

32:44

To buy or not to buy accounts receivable is one of the more common questions we get once we are past the "to buy or not to buy the practice" question! While there isn't a right or wrong answer there are some things to consider and definitely pros and cons of a AR purchase or the collection of the AR post close. Listen in!…

Transition Talk

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TT Ep 48 - Eight Transition Dos Don'ts 31:15

5 years önce31:15

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There are lots of ways to be successful in a transition...and lots of ways to wreck a deal. In this episode we talk about 8 big ones -- this list is by no means all inclusive of either set, but as always, we are open, honest and share it all to help educate you and lead you down the road to a successful transition ! Listen in!…

Transition Talk

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TT Ep 47 - Selling A Satellite 27:56

5 years önce27:56

27:56

Satellite offices can have big opportunity if approached in the right way -- but what if your plan didn't pan out as you intended and you are looking to sell it? In this episode of Transition Talk we discuss some hurdles you and the buyer might encounter if you are looking to transition a satellite and we discuss what you can do to avoid them - even if you don't think selling is in your future! Listen in!…

Transition Talk

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TT Ep 46 - Why Buy In This New Market 25:56

5 years önce25:56

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As we sit here in mid 2020, with the Covid closures of the economy and dental practices fresh on our memory, the number one question we are getting is "why should I buy"? We understand where the question comes from -- its an uncertain time and relying on the past can be more challenging....BUT there are still prime opportunities and incredible practices looking to transition. Not every opportunity is a great one but for those buyers who take the right diligence steps who have the ability to focus on the bigger picture can come out ahead. Listen in to our opinion of WHY buy?…

Transition Talk

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TT Ep 45 - Considering a PE/DSO Sale 37:23

5 years önce37:23

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In this episode of Transition Talk, Christy talks with special guest Brett Pierce about the elephant in our industry,the PE/DSO sale. With so much information in the market, it can be hard to weed out the facts, understand the players and it's more important than ever to educate yourself about this ever present player in the dental industry. We focus on the top 5 questions we get from clients and potential clients as they begin to explore the PE/DSO market! Listen in!…

Transition Talk

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TT Ep 44 - Cutting The Fat- How To Lean Out A Practice 37:15

5 years önce37:15

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Figuring out ways to boost profitability, lean out a recently purchased practice or prepare your practice to capture more value in transition? In this episode of Transition Talk, we host special guest Mr. Brett Pierce of Elite Dental Alliance (EDA) and discuss the obvious and not so obvious ways to review a practice's expenses to empower you as the owner to spend your money where you want to spend it! Christy and Brett provide insight on how to lean out a practice and cut the fat whether a new owner or an established owner ready to make the next move. Listen in! Have questions about ways to find cost savings in your own practice? Visit EDA at https://elitedentalalliance.com/ to learn more - mention Transition Talk and have a complimentary consultation with one of their team members!…

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TT Ep 43 - Partnership Terms - Splitting the Money 32:56

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How you split the money in a partnership matters -- is it all eat what you kill? All based on ownership? What about expenses? What if we do different procedures? In this episode of Transition Talk we talk about all things split related and give you our two cents on how money should be divided. Listen in!…

Transition Talk

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TT Ep 42 - Acquiring Patient Records 23:09

5 years önce23:09

23:09

You already own but have the opportunity to purchase the records of a nearby competitor...is it worth it? How much should you pay? How do you ensure the patients show up? In this episode of Transition Talk we cover the pros and cons of purchasing the patient records and how Covid-19 will likely make this a more common question (and opportunity). Listen in!…

Transition Talk

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TT Ep 65 - Overcoming 3 Common Transition Hurdles 32:32

3 years önce32:32

32:32

Each dental transition comes with its own hurdles, and some may seem more complex than others. Listen in as we discuss three transition situations and provide real-life solutions, proving that it is possible to cross these roadblocks.

Transition Talk

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TT Ep 64 - Rural vs. Urban: Geographical Impact on Dental Transitions 31:36

4 years önce31:36

31:36

The geographical location of your dental practice can have a large impact on your dental transition. Whether the practice is in a rural or urban location can influence everything from the profitability to the timing of the transition. In this episode, discover other transition factors to keep in mind when it comes to geographical location.…

Transition Talk

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TT Ep 63 - Start-Up Success with Dr. Gabe Duncan 39:06

4 years önce39:06

39:06

Guest Dr. Gabe Duncan joins the podcast to tell his story of starting up his own successful dental practice. While he didn’t see ownership in his cards right out of dental school, his journey through associateship and his love of dentistry led him to a process that just “felt right.”

Transition Talk

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TT Ep 62 - Seller Site Visit Tips 25:17

4 years önce25:17

25:17

The site visit is a critical point in a transition diligence - its important for a buyer to know what the goals are and impress the seller...but its equally important for a seller to understand what their role is and what should and shouldn't be on the agenda! We talk about how your site visit may differ if you have lots of candidates or depending on where your practice is located. We of course bring it back with a dating analogy and go over where you should be as a seller in the process if you are considering bringing a buyer into your practice for a visit! Listen in!…

Transition Talk

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TT Ep 61 - Big Questions - Ortho/Pedo w/Jill Allen 36:53

4 years önce36:53

36:53

Hey team! In this episode we pull on our network to talk with ortho/pedo consultant extraordinaire, Jill Allen about the top questions she gets from her clients re: transition. Jill has the opportunity (like us) to work with both buyers and sellers as they enter or exit transition and she has some great advice from being on the front lines of these practices as they prepare for and initiate a big change! While her focus may be in the ortho/pedo space, I think this episode has a little something for everyone....listen in and visit her site: https://www.practiceresults.com/ To learn more about what she and her team do!…

Transition Talk

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Corporate Transition Series: #3 - Maximize Your Value 41:08

4 years önce41:08

41:08

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In part 3 of our 4 part series Christy, Charles and Brett discuss the elusive EBITDA, Value and discuss what 4x (or 14x) really means….most importantly we are going to talk about how to maximize the value from your practice and the ultimate value you receive whether you are considering a Corporate Transition or really any type of transition, today or in the future.…

Transition Talk

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Corporate Transition Series: #4 - Closing the Deal 36:06

4 years önce36:06

36:06

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In the final part of this series we are going to talk about how to get to closing – how to not mess it up. Basically, what happens once you find a buyer and begin to negotiate the terms of your unique deal. What do you negotiate when and what to expect from the deal presentation, to the LOI to the final legal docs. Getting it done is the most important part! Listen in!…

Transition Talk

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Corporate Transition Series: #1 - Are you Ready 45:56

4 years önce45:56

45:56

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In the first part of this series, we start with a few BIG questions – probably the most important one……is WHY followed closely by ARE YOU READY. Why are you looking to transition? Are you financially ready? Are you emotionally ready? Can you work for someone else? What problem will this sale solve? There isn’t one answer and isn’t one solution, but it’s important that you have seriously thought about why you are wanting this change and if you are ready to make it.…

Transition Talk

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Corporate Transition Series: #2 - The Deal 45:40

4 years önce45:40

45:40

The Corporate Transition -- a different beast than the private transition and one full of complexity. In this four part series we are going to cover how to know you are ready, what you need to know about the deal, how to maximize your value and maybe most importantly, how to get the job done. In part two of this series, we are diving into the deal and some basic facts you need to know if you are considering this route....basically who are the key players, what are the logistics and structure of a corporate or DSO deal -- this is the HOW to the WHY we talked about in part 1 (if you missed part 1-- start there first) Understanding these components is so important in planning for or interpreting an existing offer – every deal can look different and each has various levers and buttons that can (and should) be pushed and pulled to get your best deal and ultimately impact your financial and personal life post sale! Listen in.....…

Transition Talk

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TT Ep 60 Associate Then Owner - Walk Away Sale 35:32

4 years önce35:32

35:32

In this episode, we are going to cover a unique type of transition – the associate to 100% owner transition. Basically where a buyer starts in a practice they intend to buy 100% in the very short term as an associate first because they can't buy it right away.....it’s certainly not common, but this type of transition can be a great way to mitigate unique risk in certain transitions - whether it's a buyer not having quite enough liquidity, allowing the buyer to prove out production ability or allowing the seller to transition a relationships a bit more intentionally. Of course this type of transition comes with risk for both sides so we also cover what you can do to mitigate those risks. Listen in!…

Transition Talk

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TT Special Episode: 1 Yr Post Covid 28:55

4 years önce28:55

28:55

One year post covid - oh what a year it has been. In this special episode Charles and Christy look back on the ups and downs of 2020 and how Covid has changed dental transitions and how things have stayed the same! Listen In!

Transition Talk

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TT Ep 59 Associate Agreements Gone Wrong! 22:26

4 years önce22:26

22:26

We know that sometimes associateships are sometimes necessary part of your journey to ownership. Whether its short term while you figure out where to land, or a place you to to build your speed before you own, there are some components of an associate agreement that can make a really big BAD impact on your future -- in this episode we talk about associate agreements gone wrong.....Listen in and don't forget to listen to episode 17 for more associate agreement content!…

Transition Talk

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TT Ep 58 Sellers: Expectation Vs. Reality 45:03

4 years önce45:03

45:03

If you are like most sellers you have thought long and hard about what your eventual transition might look like - maybe its been focused on the value you will receive, what you'll do post transition, how you'll mentor the young buyer and teach them how you've got where you are....Whatever picture you have painted - the truth is that sometimes the expectation doesn't quite match the reality. That can be hard and can be compounded by the emotions that often come with these transitions. So, in this episode of Transition Talk we are covering some maybe hard truths about what to expect in a transition and how to react (and not react) when the reality doesn't fit into the picture you painted. Listen in!…

Transition Talk

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TT Ep 57 Sellers: Transition Dating 34:10

4 years önce34:10

34:10

In Episode 3, we talked to the buyers out there and discussed how to approach that first interview with a seller.....given the time that has passed, we thought it was time to flip the coin and answer some questions we hear from those on the other side of the table. In this seller focused episode we talk about transition "dating". What to talk about during those first initial dates, what to cover as you get more comfortable in those follow-up visits, how to make a great first impression and what assumptions to not make that might leave you single! :) In all seriousness, these meetings are important for developing your relationship and can help ensure a smooth transition. Listen in!…

Transition Talk

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TT Ep 56 - Be a Leader 45:20

4 years önce45:20

45:20

Welcome to the first episode of Transition Talk in 2021! In this episode, we are going to focus on the fact that as a seller, you are the leader, you are the driver of the transition. From laying out the plan, providing the valuation, and sharing your expectations YOU as the seller need to know what you want and know how to share it. Listen in as we embark on this four episode stretch all focused on the seller!…

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Transition Talk « » TT Ep 113 - Top 10 (and Bottom 10) Questions to Ask Your Transition Advisor

TT Ep 113 - Top 10 (and Bottom 10) Questions to Ask Your Transition Advisor

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Hızlı referans rehberi

Transition Talk « »
TT Ep 113 - Top 10 (and Bottom 10) Questions to Ask Your Transition Advisor