Episode #83

20/20 Money Episode # 83 – Navigating a Private Equity Practice Exit (Part 2): A Conversation with Jason Preator

June 8, 2020

This is part 2 of my conversation with Jason Preator. Please be sure to check out part 1 from last week! 

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 15min pre-discovery conversation to learn a little bit more about what it means to work with our firm or check out any number of additional free resources like our eBooks and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Jason Preator.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

Practice financing decoded: what owners need to know now about how banks think about deals

Thinking about buying or expanding a practice, but nervous about debt, banks, or making an expensive mistake? In today’s episode,…

  • Practice Management
How great practice owners build teams that stay and perform

What if the biggest threat to your practice isn’t reimbursement, competition, or overhead—but the way you hire, lead, and retain…

  • Practice Management
Don’t make these financial and business mistakes! (the talk I give at every optometry school’s private practice club)

The financial decisions you make early in your career can shape the next several decades—and most people don’t realize it…

  • Practice Management
Using EOS to Create Clarity and Traction in Your Practice with Tom Restivo

Ever wonder if, when, or how to build stronger operations within your practice? In this episode, I sit down with…

  • Practice Management
How a Limiting Mindset Can Cost Practice Owners More Than They Realize with Dr. Steve Vargo

In this episode I sit down with Dr. Steve Vargo to unpack a mindset that many practice owners quietly wrestle…

  • Practice Management
Independence vs Isolation in Private Practice with John Marvin

In this episode I sit down with John Marvin to explore a challenging but important idea for private practice owners:…