Jared Duckett and Bill Ladd are CPAs, partners and co-founders of Duckett Ladd, LLP, a dental-focused accounting firm serving dentists nationwide. 

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In this episode, the Amigos chat with Jared and Bill about the business and financial steps dentists should consider when preparing to transition into practice ownership, while owing a practice and then when they’re ready to transition out of practice ownership. Since the process can be quite overwhelming, Jared and Bill have formed, in their words, a “6 phase approach” to tackling the dental practice ownership world. Phases 1-3 are considered the ‘pre-acquisition stages’, meaning, what to think of before investing time and money into an office space and/or a practice. Phase 4 concerns what needs to be addressed once a dentist has acquired a practice. Phase 5 is geared towards making sure the practice is growing and profitable. Lastly, Phase 6 concerns considerations when they are ready to sell the dental practice.

Listeners who want to reach Jared can do so at jduckett@duckettladd.com and those who want to reach Bill can do so at wladd@duckettladd.com or visit their website at https://duckettladd.com/ to learn more about their firm.

Listeners who want to reach out to Paul can do so at Paul@DentalNachos.com and those who want to reach out to Rob can do so at Rob@RMontgomery-Law.com.

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