TT Ep 112 - Financial Steps Post-Close

27/08/2024 27 min
TT Ep 112 - Financial Steps Post-Close

Listen "TT Ep 112 - Financial Steps Post-Close"

Episode Synopsis

When the documents are signed and you’ve officially closed on your practice purchase, you’re likely eager to now jump into the job head on. To help new owners financially thrive post-close, Charles and Cain Watters & Associates Financial Planner Zane Harris lay out some key considerations. They touch on marketing strategy, curating your vendors, equipment and technology, tax planning, depreciation strategies and even some personal considerations, like new homes and student loans.