The Dentist Freedom Blueprint
The Dentist Freedom Blueprint
Transform Your Practice Into A Cash Machine, Compound Your Net Worth, And Multiply Your Passive Cash Flow Streams Using Hassle Free Real Estate. For more resources text (972) 203-6960 or visit www.FreedomFounders.com
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Practice Sale Options and Liquidity Events – What You Need to Know – Bob Winder: Ep #409

Practice Sale Options and Liquidity Events – What You Need to Know – Bob Winder: Ep #409

12/9/2022 11:04:10 AM   |   Comments: 0   |   Views: 228
Podcast Episode #409: Practice Sale Options and Liquidity Events – What You Need to Know – Bob Winder

Episode #409: Dentist Freedom Blueprint Podcast

Practice Sale Options and Liquidity Events – What You Need to Know – Bob Winder

Joining me on this episode is Bob Winder, the President and Founder of Logan Growth Advisors, a mergers and acquisitions firm that specializes in healthcare. You will get to hear from his massive experience as a growth strategist for Fortune 500 companies and as a private equity investor who successfully ran and sold a group of dental practices. If you are interested in selling your practice or learning what options are out there for buying and selling practices, this episode is for you.

Listen in as Bob shares some key insight into private equity models, from how they have been evolving over the years, to how they can work successfully. He also discusses a lot of the nuances and pitfalls that you should be aware of when dealing with transitions, partnerships, and buyouts, as well as what Logan Growth Advisors does to help practices and owners create a thoughtful and deliberate transition.

Minute Markers:


0:56 – Bob’s extensive experience in business growth and transitions.
2:07 – The evolution of private equity models.
6:04 – What seems to be less risky and why bigger may be better with investing in practices.
7:24 – How rising interest rates are affecting deals going on right now.
10:35 – Bob’s advice to those who are looking for the right time to potentially exit the market.
13:30 – Two ways that upside is structured.
15:35 – What happens when your buyer consolidates and sells (and other transition risks).
19:09 – The structures and nuance involved in a buyout and how to avoid common pitfalls.
21:47 – How Logan works with you to make the right transition.
24:56 – Assumptions people often make about what private equity wants.

Featured on the Show:

Bob Winder: Website | LinkedIn


P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

In this episode, we finish up the second part of my interview with Rob Swanson and his eight rules of investing. (If you haven’t listened to part 1, be sure to go back and give that a listen before jumping into this one.) Today, we pick up where we left off, covering rules four through eight and talking about everything from decision-making to cash flow and risk reduction.

Listen in as Rob shares his incredible insight and experience in real estate and investing to give us a few rules that help make our decisions and investments more solid. You will hear about the importance of looking at margins before buying and what boxes need to be checked when it comes to predicting a solid income stream. Rob also discusses how to define and mitigate the different risks involved so that you can come out on top.

Alastair MacDonald is a private advisor to established entrepreneurs, investors, and business owners, as well as a TEDx speaker who lectures on economic, social, and financial forecasts. Join me today to hear part two of our conversation at the Freedom Founders Mastermind, where we dive into the concept of certainty, how to hedge against a volatile economy, and why the abdication model is no longer one that works.

Listen in to learn the reasons why Alastair is not worried about consumer price inflation (and what he’s really worried about instead) and why the 401(k) is not always the investment that it is made out to be. You’ll learn why he is most concerned about the issue of division and polarity in the Western world, why your business is your best asset in a volatile economy, and how you can maintain its viability to weather the most intense economic storm.

1. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.

2. Attend A Workshop:

If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!

3. Apply To Visit The Mastermind:

If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.

4. Want to Work Directly with Me?

If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.

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