Jun 29, 2026
Host Ericka Adler is joined by Daniel Gould, Private Wealth
Advisor with Heritage Planning Partners, to discuss the financial
planning considerations health care providers should address before
and after selling a professional practice.
The episode explores the importance of building the right advisory
team, preparing for a significant liquidity event, and developing
strategies to manage taxes, investments, and long-term financial
goals. Ericka and Daniel also discuss common mistakes practice
owners make after a sale, estate planning considerations, and how
thoughtful planning can help preserve wealth for future
generations.