The Succession Blueprint: 1-2 Years Out from Veterinary Practice Transition

Join us for our webinar, Succession Planning Essentials for Veterinary Practice Owners—a focused webinar designed specifically for veterinary practice owners who are 1–2 years away from transition. This session will arm you with the clarity, transparency, and decisiveness to navigate your transition with confidence and achieve your goals.

What You’ll Learn

  • Clarity, Transparency, and Decisiveness – Discover how to streamline your transition by communicating intentions clearly to build trust with buyers and your team.
  • Bringing the Team Along – Learn strategies to openly address your team’s concerns, foster buy-in, and create excitement about the future.
  • Informed and Confident Decision-Making – Use your preparation to evaluate offers strategically, ensuring you choose the right opportunity that aligns with your financial and legacy goals.
  • Recommended Actions – Walk away with a clear roadmap for finalizing your shortlist of partners, initiating meaningful conversations, involving your leadership team, and communicating post-sale intentions.

This webinar is the third session in our Succession Blueprint series. If you’d like to explore the first two sessions, you can find the recordings by clicking here.

View Webinar Recording

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Panelists

Fritz Wood, CPA, CFP

Robert Crew, CFP, CFA

Financial Planner in Triune Financial Partners, LLC

Dr. Kent Thornberry

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