The Dentist Freedom Blueprint Podcast

Have you hit that point in your career and practice where you’re wondering what’s next? Daniel Sage joins me on the show today to share his evolution from clinical practice to exiting and figuring out what’s next for him. He sheds light on his experience selling his practice, going through Freedom Founders, and understanding the options and passions that contributed to his “next.”

Listen in as Daniel takes us on a deep dive into how the selling process improved his practice and gave him opportunities to add value. You will hear about what he learned from Freedom Founders and his parents that helped him and his wife get on the same page and navigate freedom, purpose, and their path forward.

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Minute Markers:

  • 0:57 – Who Daniel is and the milestones he has hit with his practice and life.
  • 2:46 – How he developed and grew his practice—and dealt with the selling process in the midst of COVID.
  • 7:02 – How the sale process benefitted him and his practice.
  • 10:43 – The positives and negatives of the selling process.
  • 13:02 – How Daniel did accounting and how it changed during the sales process.
  • 19:25 – The scary part of a business sale and why he joined Freedom Founders.
  • 25:05 – How important it is to come together as a couple when navigating important transitions.

If you like this episode, here are more episodes we think you’ll enjoy:

  1. Burt Copeland – Why You Need a CFO (Part 1) – Ep #482
  2. Darlene Fizgerald Root – It’s All Good Until It Isn’t – The Due Diligence That Most Investors Fail To Do – Ep #372
  3. Lance Pederson – Trust But Verify: The Key To Due Diligence – Ep #330

Featured on the Show:

#afterselling #danielsage #navigatingpracticesales #practicesale #thesellingprocess #whatsnext

Watch full length Interviews on video!

Watch full length interviews on David’s YouTube channel by going to www.DentistFreedomBlueprint.com/YouTube. Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

Join the tribe of dentists ditching Wall Street. Get more insights, resources and inspiration for creating asset based income and Freedom. Follow us on Facebook here.

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) :

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. 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. Click here to take the 3 minute assessment and get your scorecard.

 

Want to know more about David and schedule him as a speaker or podcast guest? Go to doctorphelps.com to book David now.

 

Get the Full Episode Transcript:

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