Episode #5

The Dose Episode 5 – Dan Zone, VP Senior Relationship Manager with Wells Fargo Business Banking

November 5, 2018

In this episode of the Dose Adam talks with Dan Zone from Wells Fargo about the many aspects of financing that medical professionals will experience throughout their career. What’s truly unique about Dan is that he almost entirely focused on these white coat professionals. Dan’s experience has allowed him to see many different financing arrangements and the unique lending circumstances that can exist in this world that do not necessarily exist for other professions. During our conversation we cover many topics including:

  • Financing a startup versus acquiring a practice and the requirements for those transactions
  • Purchasing an actual business as opposed to the real estate the business is out of
  • The biggest mistakes he’s seen doctors make in financing a project
  • Necessary action items and when to take them for applying for a commercial loan.
Episode Transcript

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