In this episode, CEO of Highpoint Healthcare Advisors, Cameron Cruz, joins the show to discuss the insight he gained from working with veterinary and health professionals in the consolidation arena. He offers some considerations on creating a win-win situation at both ends of a sale and making it a smooth transition for everyone.
Listen in as Cameron sheds light on common issues he has seen people deal with when buying a practice or transitioning their business. You’ll hear how his advisory firm helps people navigate deals in a way that supports them in achieving their goals. If you are interested in investing in a practice or selling and transitioning yours, this episode will give you some perspectives on where the market is at and where it may be heading.
Listen to the Full Episode:
What You’ll Learn In Today’s Episode:
- The misalignment that can come with being a veterinary professional and business owner.
- Some changes that have happened with buying and selling over the last few years.
- The timeframe many people are looking for with their transition.
- Why all corporate buyers may not be the same.
Resources In Today’s Episode:
- Cameron Cruz: LinkedIn
- Highpoint Healthcare Advisors
- James Yost: LinkedIn | SignatureFD
- Travis York: LinkedIn | Website
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Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.
