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!

Plan With Purpose – Subscribe Now!
Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
Rewind: Simple Numbers, Straight Talk, Big Profits with Greg Crabtree

Welcome to this episode of 20/20 Money! My guest on today’s show is Greg Crabtree, CPA. Greg is the author of…

Read Now
  • Practice Management
Practice benchmarks update: what your practice numbers are really telling you about growth, overhead, & profitability

In this episode of 20/20 Money: The Business of Optometry, I’m joined by Nathan Hayes of Books & Benchmarks to go…

Read Now
Good, fast, cheap: why you probably can’t have all three

The most expensive professional service may not be the one with the highest price—it may be the one you mistakenly…

Read Now
  • Practice Management
The problems success doesn’t solve

What does it really take to build and lead a successful multi-location optometry practice? In this episode of 20/20 Money,…

Read Now
  • Practice Management
Before you write the check, prove the problem first

The most expensive mistake in your practice might be solving a problem you never proved existed. Dr. Jen Stewart joins…

Read Now
  • Financial Planning
Building the perfect portfolio when you own a practice

The investments you own may be perfectly reasonable—and still be completely wrong for you. In this episode of 20/20 Money:…

Read Now