by Phelps Admin | May 3, 2024 | David Phelps
In the midst of ever-growing inflation and economic uncertainty, more people than ever before are looking for ways to build (and hold onto) generational wealth. In the United States, 80% of all businesses are closely held – and most either fail or are sold...
by Phelps Admin | May 1, 2024 | David Phelps
The sale of your practice marks a significant transition from ‘practitioner’ to ‘investor’. The stewardship of the proceeds becomes paramount. What is your plan for utilizing and safeguarding that equity? How are you replace practice income...