How to Grow & Harness Practice Profits While Building Personal Wealth

This course challenges the traditional approach to practice ownership and introduces a new financial framework that puts the practice owner back on top—where they belong. Attendees will discover how to flip the script and turn their practice into a personal wealth-building engine by extracting profit properly, eliminating financial leaks, owning the right investments, and creating a business exit strategy that is a win-win.

• •Identify the most common financial traps that prevent practice owners from increasing practice profits and building personal wealth.
• •Learn why treating the household as the primary financial entity creates better long-term outcomes for both the practice and the owner.
• •How to apply a 4-pillar framework for turning practice cash flow into personal wealth.
• •Recognize and reduce financial inefficiencies in the practice.
• •Evaluate investment options outside of the business that align with a practice owner's retirement goals.
• •Understand the essential components of a business exit strategy and why it should be defined early and reviewed often.
• •Assess their current financial condition using a proprietary financial scorecard and identify areas for improvement.