Owning Your Dental Practice: Strategies That Won’t Come Back to Bite You - Robert Montgomery (Ep. 8)

Whether you're starting, selling, or transitioning a dental practice, expert guidance can prove invaluable throughout every stage of the complex process. Because when you’re making a six-figure (or more!) decision, you can’t afford to solely rely on “gut instinct” and Google!
In this candid conversation, Jason speaks with Robert, founder of Robert H. Montgomery, III, Esquire, P.C., a leading boutique law firm that focuses on counselling dentists through complicated transitions. Listen in as Jason and Robert talk cash flow, credit, dental practice purchases, and when to leave real estate out of the deal.
In this episode, Robert shares:
- Critical red flags to avoid in the practice purchasing process
- What you need to know about selling your practice to a corporate dental group
- What even the best contracts CAN’T protect you from
- How real estate impacts the value of your dental practice purchase or sale
- And more
At Cook Wealth, our expert team of financial advisors offer more than just financial planning, tax advising, and wealth management. We help you live life empowered.
We know you want to enjoy life, to feel supported at every turn and equipped to make smart decisions, to know your trusted advisor is always just one phone call away. We understand- that peace of mind is invaluable.
Every day we help clients just like you make the best decisions now, plan for tomorrow, and build a legacy that lasts for decades to come. Because life isn’t just about money, it’s about the special moments we savor along the way.
To demystify your money, simplify your financial plan, and start making progress towards your biggest goals, contact Cook Wealth today.
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