SignatureVeterinary is a division in SignatureFD that caters to the unique needs of veterinary hospital owners. Combining comprehensive wealth advisory services with in depth experience advising veterinarians during various stages of the hospital ownership life cycle, we believe we are uniquely qualified to help you achieve your Net Worthwhile®.

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UNLOCK VALUE
IN YOUR PRACTICE
Whether you have your succession plan or are ready to build it, we can help you uncover and take advantage of opportunities.
PROTECT YOUR
HARD WORK
From tax strategies to asset protection, minimize the risks associated with business ownership.
DESIGN A
LEGACY
Build a living and lasting legacy for your business and yourself.
LIVE YOUR
NET WORTHWHILE®
Align your business strategies with your wealth goals, so you can grow, protect, give and live your wealth to the fullest.

SignatureVETERINARY Specialized Services

Our SignatureVeterinary™ services are designed to help you build a ‘Grow, Protect, Give, and Live’ financial blueprint for your business and your life, so your wealth is working just as hard as you are.

STRATEGIC GROWTH Planning

Grow your wealth in a way that lasts with an exact blueprint.

Asset Protection Planning

Minimize risk to the business you’ve worked so hard to build.

TAX MINIMIZATION

Keep what you deserve and nothing less.

SUCCESSION PLANNING

Transition your business to family or non-family members with confidence.

Pre and Post Transaction Planning

Leverage the solutions from our collective experience.

SignatureVETERINARY Media & Insights

Life as a veterinary hospital owner isn’t all business. We know this well, which is why we do more than just help you manage your money. We also offer resources that provide insights on how to leverage your wealth, maintain a healthy work-life balance, and build a worthwhile legacy — all while keeping focused on what matters most to you.

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Ep #32: Leveraging Technology for Veterinary Practice Success with Nancy Dewitz

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In this episode, Nancy Dewitz, a consultant specializing in serving the veterinary community, shares her insights on the transformative role of technology in improving workflows, communication, and patient outcomes. Nancy…

Ep #31: Inflation and the Economy

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In this episode, we are joined by Tony Welch, SignatureFD’s Chief Investment Officer, to discuss the data he’s seeing regarding the rate of inflation change. He’ll explain what it could…

Ep #30: Bringing Comedy to the Vet Space with Dr. Mike McClenahan

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In this episode, we’re joined by long-time veterinarian and comedian, Dr. Mike McClenahan. He is the creator of The Bowtie Vet Guy YouTube channel and cohost of the Vets Unleashed…

Ep #29: The Science of Better Time Management with Dr. Scott Weinman

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Time management is something many of us try to navigate and improve on throughout our lives and careers, but it can be hard to get a proper grip on how…

Ep #28: Creating a Better Consolidation Experience with Cameron Cruz

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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.…
Ep #27: Veterinary Nutrition and Beyond with Dr. Megan Sprinkle

Ep #27: Veterinary Nutrition and Beyond with Dr. Megan Sprinkle

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In this episode, Dr. Megan Sprinkle joins us to shed light on what it can take to break away from the well-worn path to create a career that you’re passionate…
Ep #26: Insurance and Risk Management with Rod Finnegan

Ep #26: Insurance and Risk Management with Rod Finnegan

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In this episode, we sit down with Rod Finnegan, owner of Vetinsure. Should appear on both the News & Insights page and the Media & Insights section of the SignatureVeterinary…
Episode25-Economic Trends and Themes with Tony Welch

Ep #25: Economic Trends and Themes with Tony Welch

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In this episode, Tony Welch, Chief Investment Officer at SignatureFD, joins us for an update on market trends and conditions for 2024. He shares his insights on what happened in…

Ep #24: Increasing Health Span with Dr. Brennen McKenzie

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In this episode, we’re joined by a special guest who shares their insight into newly approved life-extending pharmaceuticals. Dr. Brennen McKenzie is the director of veterinary medicine at Loyal, a…

Ep #23: Opportunities and Threats in the Veterinary Space with Jimmy Dorough

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This episode features Jimmy Dorough, a vet industry partner, serving 100 Atlanta hospital owners, will share his insights on the industry's hospital operations.

Ep #22: Key Economic Concerns with Tony Welch

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Rich Lester, co-CEO of Ackerman Group, joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities in the vet space.

Ep #21: Exiting and Transitioning in the Vet Space with Rich Lester

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Rich Lester, co-CEO of Ackerman Group, joins us to discuss exit plans, practice sales, transitions, and market changes and opportunities in the vet space.
Maintaining a Winning Mindset with Rennie Curran

Ep #20: Maintaining a Winning Mindset with Rennie Curran

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Rennie Curran, 3-time All-American former NFL athlete, keynote speaker, author and CEO of Game Changer Coaching, joins the show to talk about navigating difficult transitions and getting into the mindset…

Ep #19: Navigating Small Business Financial Statements with Eric Josovitz

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In this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals.

Ep #18: Exiting the Business: Insights from Veterinary Industry Icon Tommy Thompson

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In this episode, we talk to Tommy Thompson, a veterinary industry veteran who has established several practices and veterinary real estate companies. He shares his insights on the complex process…

Ep #17: Unveiling Restrictive Covenants and Navigating Veterinary Success with Peter Tanella and Brent Pohlman

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Learn about employment agreements and non-competes from legal experts, including insights on the scope of restrictive covenants in the current climate.

Ep #16: The Power of Relationships: Building Trust and Collaboration with Chip Mahan

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In this episode, Chip Mahan, the CEO of Live Oak Banking Company, joins the show to share his insights into how Live Oak Banking Company got started in the veterinary…

Ep #15: Challenging Non-Competes in the Veterinary Industry with Paul Diaz

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Paul Diaz, Founder & CEO of Offer First and Founder of Hire Power Consulting, is a seasoned veterinary recruiter. When it comes to hiring practices, he’s seen his share of…

Ep #14: Beginning With the End in Mind with Nick Uva

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In this episode, Nick Uva, Vice President of Business Development for Southern Veterinary Partners, joins the show to share his insights on owning and operating a successful veterinary hospital.

Ep #13: Answering Your Questions

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Listen in to learn our insights on how “being the CEO” and building a board of advisors can help guide the decision-making process when buying into a veterinary hospital.

Ep #12: Staying on the Cutting Edge of Veterinary Care with Dr. Dick Gebhart

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Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy…

Ep #11: Exploring the Similarities Between Bourbon and Running a Successful Veterinary Practice with Ben Pate

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Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy…

Ep #10: Insights Into The Veterinary Job Market with Jeff Sanford

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Mentorship in the veterinary industry often fails, which can lead to increased importance in appropriate onboarding measures for new staff members. In this episode, Jeff Sanford, Director of Financial Literacy…

Ep #09: Navigating Inflation and Market Changes with Tony Welch

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In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how…

Ep #08: How to Stay Ahead in an Evolving Succession Market with Bill R. Crank, DVM

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In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how…

Ep #07: Business Exit Strategies and ESOPs with Brian Frey, CFP

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In the veterinary industry, Employee Stock Ownership Plans (ESOPs) aren’t very common. Many veterinary hospital owners are unsure how an ESOP compares to a more traditional exit plan and how…

Ep #06: Building an Ownership Culture in Your Practice with Robin Brogdon

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The veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner…

Ep #05: The Future of Veterinary Real Estate with Peter Kilkelly

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The veterinary real estate market has undergone plenty of changes over the past several years, and it doesn’t seem to be slowing down. Whether you’re a current veterinary hospital owner…

Ep #04: Achieving Your Practice Ownership Dreams with Bert Hockenberry and Jordan Kay

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Many veterinarians say practice ownership is not for them because they want work-life balance, have too much student debt, or are unsure how to run a business. However, with advances…

Ep #03: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 2)

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Since the beginning of the pandemic, veterinary practices have reportedly seen an increase in transactions, somewhat exposing the inefficiency of the veterinary business model. There was more money coming in,…

Ep #02: The Future of Veterinary Business with Donna Harris and Peter Weinstein (Part 1)

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The business of veterinary medicine has evolved over the past few decades. With the pandemic, the increase in technology, and more, the veterinary industry has begun to pivot —and with…

Ep #01: Welcome to the VET Worthwhile Podcast!

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Welcome to VET Worthwhile! This podcast is intended to help veterinarians learn to leverage wealth, maintain a healthy work-life balance, and build a worthwhile legacy—all while keeping focused on what…

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SignatureVETERINARY TM TEAM

James Yost

JAMES P. YOST, CFP®, CAIA®

PARTNER, WEALTH ADVISOR

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Doug Liptak

DOUG LIPTAK, CFP®, CPA

CO-FOUNDER, CHIEF STRATEGY OFFICER

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Jim Tally financial advisor

JAMES E. TALLY II, CTFA, CFP®

PARTNER, WEALTH ADVISOR

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Picture of Brian Frey

BRIAN W. FREY, CFP®

PARTNER, WEALTH ADVISOR

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ISOBO AMASO, CFP®, CTS™

WEALTH ADVISOR

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Allison Porter Image

ALLISON F. PORTER, CFP®, MBA

SENIOR PLANNING ASSOCIATE

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Mimi Cooley financial advisor

MIMI A. COOLEY

CLIENT CARE ASSOCIATE

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